Alternative Views

MilestonePlanner offers multiple ways to view and analyze your plans, each designed for different purposes and preferences. Choose the view that works best for your current needs.

Timeline View

The default timeline view shows your milestones along a horizontal timeline, making it easy to see the sequence of events and dependencies. This is perfect for understanding project flow and identifying potential scheduling conflicts.

Visual timeline representation

Drag and drop milestone scheduling

Zoom in and out by date range

List View

List view presents your milestones and actions in a structured list format, similar to a traditional project plan. This view is excellent for detailed planning and when you need to focus on specific milestone details rather than timeline relationships.

Dashboard View

The dashboard provides a high-level overview of project health and progress. It's designed for stakeholders who need to quickly understand project status without diving into detailed timelines.

Progress summaries and charts

Risk and issue highlights

Key metrics and KPIs

Kanban View

The Kanban view lays the same information out as four card blocks, so you can see what has moved and what is coming up side by side:

Changes to My Actions

Actions assigned to you that someone else has updated since you last looked.

Changes to My Milestones

Milestones you own that have been updated by other people on the plan.

Actions Due

The actions that are due or overdue right now.

Milestones Due

The milestones that are due or overdue right now.

Drag a card into Actions Due or Milestones Due to make it due now

Dropping a completed item back into a Due block re-opens it

Create new milestones and actions straight into a block

Calendar View

Calendar view displays your milestones on a traditional calendar layout, making it easy to see what's happening in any given week or month. This is particularly useful for resource planning and avoiding scheduling conflicts.

Milestones View

This focused view shows only milestones assigned to specific team members, helping individuals see their responsibilities at a glance. Team members can see their milestones organized by status and priority.

Switching Between Views

You can easily switch between different views using the view selector in the main interface. Each view maintains your current filters and selections, so you can quickly compare information across different perspectives.

Customizing Views

Filtering

Filter by workstream, owner, status, or date range to focus on specific aspects of your plan.

Grouping

Group milestones by different criteria such as workstream, owner, or priority level.

Sorting

Sort by date, priority, status, or alphabetically to organize information as needed.

Best Practices

Use timeline for planning: Timeline view is best for initial planning and understanding dependencies

Use dashboard for reporting: Dashboard view is perfect for status meetings and stakeholder updates

Use calendar for scheduling: Calendar view helps avoid conflicts and balance workloads

Related Topics

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