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Schedule Toolbar

The Schedule view’s toolbar gives you the at-a-glance project status (rightmost summary chip), the day-to-day filtering controls (toggle groups), and the two primary authoring actions (+ Task, + Milestone).

[ + Task ] [ + Milestone ] [ Build mode pill ]
[ CP only · Focus chain ] [ Critical path · Milestones ]
...
[ {N} tasks · {C} critical · CPM ✓ ] [ Grid | Timeline ] [ Today ] [ − {level} + ] [ Fit ]

A Grid | Timeline toggle controls how much of the schedule the view devotes to the table versus the bars:

  • Grid (default) — the WBS task-list table (WBS, Task, Dur, Start, Finish, %, Owner) sits to the left of the timeline, with a draggable splitter between them.
  • Timeline — the task-list table is hidden and the timeline canvas spans the full width. Each bar still carries its task name inline, so rows stay identifiable; switch back to Grid whenever you need the tabular detail.

The choice is a per-user view preference saved in your browser, so the Schedule reopens in the layout you last used.

Filters are split into two clusters so they don’t read as a “pick one of four” radio. All four can be on at once.

View filters — change which rows appear in the task list:

  • CP only — collapse to the critical path only (and the summary tasks above them, so the WBS hierarchy stays intact).
  • Focus chain — when a task is selected, dim every task that isn’t a predecessor or successor of it.

Render filters — change which bars draw on the Gantt timeline:

  • Critical path — show only critical-path bars + summaries (other tasks render their list row but their bars are hidden).
  • Milestones — show only milestone diamonds + summaries.

Rightmost in the toolbar (above the Today + Zoom controls). Format: {N} tasks · {C} critical · CPM ✓.

  • (green): CPM ran successfully against the current data.
  • (amber): the scheduling engine reported an error — usually a cyclic dependency. Open the Schedule’s status banner or check task dependencies.
  • CPM … (italic): a recompute is in flight.

The chip is a role="status" announcement for screen readers — every state change is read aloud.

Two paths:

  • Click + Milestone in the toolbar.
  • Press ⌘M (macOS) / Ctrl + M (Windows / Linux) when the Schedule view has focus.

Both insert a new milestone at today’s date with an empty name field. The milestone’s parent_id is inferred from your currently-focused row — if you have a phase summary selected (or any task inside it), the new milestone lands under that phase. Otherwise it lands at the project root.

The diamond pulses on the timeline for 1.5s after insert (suppressed under prefers-reduced-motion). A polite live-region announcement reads "Milestone {name} inserted at {date}".

The button is disabled with a “Read-only access” tooltip for Viewer role.

The task list shows seven columns by default. All except Task can be hidden via the Columns popover.

ColumnWidthContent
WBS48 pxDot-path numbering (1.1.2). Long paths truncate with a hover tooltip.
TaskflexName + chevron for summary expand/collapse + WBS indent.
Dur52 pxDuration in working days (5d).
Start74 pxComputed early start (read-only — change Planned Start to override).
Finish74 pxComputed early finish (read-only).
%44 pxPercent complete.
Owner72 pxUp to three 24 px assignee avatars overlapping; “+N” overflow chip.

Column widths are persisted per-browser under trueppm.schedule.columnWidths.v5.

The zoom control (rightmost, above the summary chip) is a stepper — , the current level, and + — plus a Fit to project button that frames the whole project in the viewport. Zoom is continuous from hour-level detail out to a multi-year overview; the date header automatically re-emphasizes its unit (day → week → month → quarter → year) as you scale. You can also zoom with Ctrl/Cmd + mouse wheel or a trackpad pinch over the timeline (which zooms toward the cursor), or with ⌘/Ctrl + = / - / 0. See Zoom on the Schedule view for the full reference.

The Today button scrolls the timeline so today’s date lands at 25% from the left edge.

At Quarter (and Year) zoom the timeline header groups and labels quarters by your workspace fiscal year rather than the calendar. A workspace whose fiscal year starts in April shows Q1 = Apr–Jun, labeled Q1 FY27 — fiscal years are named by the calendar year in which they end. The major (year) row shows the fiscal year (FY27) and quarter boundaries fall on fiscal, not calendar, edges.

A Quarters: Fiscal ▾ control appears next to the zoom buttons at quarter and year zoom. It is a per-user view preference (remembered in your browser), not a project or workspace setting:

  • Fiscal (default) — follows the workspace fiscal-year start.
  • Calendar — plain Jan–Mar = Q1, labeled Q1 2026.

The control is hidden when the workspace fiscal year starts in January, because fiscal and calendar quarters are then identical. The fiscal-year start itself is set by a workspace admin under Workspace → Settings → General.

On tablet widths the toggle folds into the toolbar overflow (⋯) menu as a Fiscal quarters checkbox.