Nov 2026: FM Portal - Managing project schedules with the Timeline

What it is and why it matters

The FM Portal Timeline provides a Gantt-style visual view of cases and work orders.

It helps property managers understand when work is scheduled, how tasks depend on one another and which activities sit on the critical path. Work can also be rescheduled directly from the timeline, reducing the need to open individual records simply to adjust dates.

When to use this

Use the Timeline when:

• Reviewing the overall schedule for active work.
• Understanding how work orders relate to one another.
• Identifying activities on the critical path.
• Checking where a delay could affect later work.
• Rescheduling project activity.
• Reviewing several cases and work orders from a single visual view.

How it works (high-level)

• Open the Timeline from the Cases & Work Orders area of the FM Portal.
• Cases and work orders are displayed against their scheduled dates.
• Review dependencies to understand the relationship between activities.
• Use the critical-path information to identify tasks where delays may affect the wider schedule.
• Expand or inspect work to view more detail where required.
• Reschedule work directly from the timeline by adjusting the relevant task bars.

When a project was originally created from a template, changes made to its schedule affect that individual project only. They do not update the original template or other projects created from it.

Best practice tips

• Use the Timeline regularly during active projects rather than only when a delay occurs.
• Pay particular attention to critical-path activities, as delays to these can affect later work.
• Review dependencies before moving scheduled tasks so you understand the impact on connected activities.
• Use the Timeline for project-specific schedule changes rather than altering the original template.
• If the same scheduling changes are repeatedly required across new projects, review whether the source template needs updating.