Schedule Viewer

Overview

The Schedule Viewer is the primary place to review your project’s schedule. It presents activities in a split layout: a task grid on the left and a Gantt timeline on the right. The timeline overlays multiple bar types so you can compare current dates against baseline, previous month, and resource assignment dates at a glance. The Schedule Viewer is read-only: you cannot drag bars or edit activity dates directly here. To edit schedule data, use the Schedule Builder. To submit status updates (revised start/finish dates, % complete, predecessor changes), use the Schedule Data tab in the bottom panel or the Quick Status page.

CAM users only see the activities assigned to their work packages. Administrators and project managers see all activities.

Prerequisites

Select a project from the project dropdown in the toolbar. The schedule does not load until a project is selected.
The project must have schedule activities imported or created.

The toolbar at the top of the page contains all controls for configuring the view.

Control	What It Does
Project	Select the project to display. Changing projects reloads the entire schedule.
Columns	Opens a dropdown with checkboxes for every available column. Check or uncheck columns to show or hide them. Click Show Values after checking Total Cost, Total Hours, or Baseline Total Cost; these columns require a server fetch to calculate values.
Group By	Opens a multi-select dropdown. Check any combination of grouping fields (WBS, Work Package, CAM, Cost Class, Total Float, WBS Level N, custom fields) to apply multi-level grouping. The active grouping is shown as breadcrumb text (e.g., “WBS by CAM”).
Sort By	Opens a dropdown listing all visible columns with a checkbox and an Ascending/Descending toggle per column. Supports multi-column sorting.
Views	Opens the saved view selector (see Section Views).
Zoom In / Zoom Out	Buttons in the grid header area. Zoom in steps down (Year → Month → Week → Day); zoom out steps up.
Scale	Dropdown to set the timeline scale directly: Day, Week, Month (default), or Year.
Collapse All / Expand All	Toggles all group row nodes open or closed.
Toggle Task Relationships	Checkbox to show or hide the dependency lines (arrows) connecting activities.
Baseline Bar	Checkbox to show or hide the baseline bar layer for all activities.
Previous Month Bar	Checkbox to show or hide the previous month bar layer.
Resources Bar	Checkbox to show or hide the resource assignment date bar layer.
Status Date Marker	Checkbox to show or hide the vertical status date marker line on the timeline.

Click the filter icon or Filters button to open the left-hand flyout. All filters are multi-select unless noted. Filters update the Gantt immediately when changed. Click Clear to reset all filters.

Filter	Type	What It Does
WBS	Multi-select	Limit activities to one or more WBS elements
Work Package	Multi-select	Limit activities to specific work packages
CAM	Multi-select	Limit activities to one or more Control Account Managers
Cost Class or Cost Set	Radio + multi-select	Toggle between filtering resource bars by Cost Class or by Cost Set, then pick one or more values; click Go! to reload
Total Float	Multi-select	Show only activities with specific float values
Activity IDs	Multi-select	Show only specific activities by Activity ID
Resources	Multi-select	Show only activities that have resource assignments from selected resource codes
Start Date	Date	Hide activities that start before this date
End Date	Date	Hide activities that end after this date
WBS Level 1–N	Multi-select	One filter per WBS hierarchy level, dynamically generated based on the project’s WBS depth
Custom Fields	Multi-select	One filter per custom field defined for the project, dynamically generated
Open Ends	Dropdown	Show All (default), Show Open Ends (no predecessors and no successors), Show No Predecessors, Show No Successors
Critical Path	Radio	Show: highlight critical path in red (default). Show Only: hide non-critical activities. Hide: turn off critical path highlighting entirely
Displayed Tasks	Radio	All (default), No Resources (activities with no resource assignments), Misaligned (activity dates don’t match resource dates), Aligned (activity and resource dates match)

The Misaligned filter is especially useful for identifying activities where resource assignments don’t span the same dates as the scheduled activity; a common sign of stale resource data.

Task Grid Columns

All columns are optional (hidden or shown via the Columns dropdown) except the WBS tree column, which always appears. Columns that require a server call are noted.

Column	Description
WBS	Activity ID and name combined in the tree hierarchy column
Work Package	Work package code and name
Activity ID	The activity’s unique identifier
Task Name	The activity name only
CAM	Control Account Manager (label may differ based on registry setting)
Cost Class	Cost class(es) of the resource assignments on this activity
Start Date	Current scheduled start date
Finish Date	Current scheduled finish date
Duration	Scheduled duration in working days
% Complete	Physical percent complete
Float	Total float value
Total Slack	Total slack (may differ from float depending on schedule logic)
Free Slack	Free slack: days the activity can slip without delaying its direct successor
Weight	Work package weight value
Total Hours	Sum of resource assignment hours (requires Show Values)
Total Cost	Sum of resource assignment costs across all loaded cost classes (requires Show Values)
Baseline Start Date	Start date from the baseline schedule
Baseline Finish Date	Finish date from the baseline schedule
Baseline Total Cost	Baseline cost total (requires Show Values)
Previous Month Start Date	Scheduled start date as of last month’s status
Previous Month Finish Date	Scheduled finish date as of last month’s status
Resources Start Date	Earliest start date across all resource assignments on this activity
Resources Finish Date	Latest finish date across all resource assignments on this activity
WBS Level 1–N	One column per WBS hierarchy level, dynamically generated
Custom Fields	One column per custom field defined for the project

Total Hours, Total Cost, and Baseline Total Cost columns display dashes until you click Show Values in the Columns dropdown. This triggers a server request to calculate the values.

Timeline Bars

The Gantt timeline displays up to four overlapping bar layers per activity. Each layer is independently toggled via the checkboxes in the toolbar.

Bar	Color	What It Shows
Current	Blue (default)	Current scheduled start and finish dates
Baseline	Gray/dark	Original planned start and finish dates
Previous Month	Orange/amber	Start and finish dates from last month’s status
Resource	Green	Span covered by resource assignments for this activity

Activities on the critical path are highlighted in red. Use the Critical Path filter to show only critical activities or to turn off highlighting entirely. Milestones (activities where the start date equals the finish date) are displayed as diamond markers on the timeline instead of bars. Status Date Marker: a vertical line on the timeline marking the project’s current status date. Toggle with the Status Date Marker checkbox. As you enable more bar layers, row height automatically adjusts to keep all bars visible without overlap.

Grouping

Click Group By in the toolbar to open the grouping dropdown. Check any combination of fields to apply multi-level grouping. Groups can be combined (e.g., WBS by CAM, CAM by WBS by Total Float). The current grouping is shown as breadcrumb text in the toolbar button. Available grouping fields: WBS, Work Package, CAM, Cost Class, Total Float, WBS Level 1–N (per hierarchy level), and any custom fields defined for the project. To remove grouping, uncheck all boxes.

Sorting

Click Sort By in the toolbar. Each column can be sorted Ascending or Descending. Check multiple columns for multi-level sorting; the order you check them determines priority. Click the Ascending/Descending link next to a column to toggle its direction.

Bottom Panel

Click any activity row in the grid to select it and open the bottom panel. The selected Activity ID and name appear in the status bar at the bottom of the Gantt. The bottom panel has three tabs and a separate Resources Pane mode (set via radio buttons).

Predecessors / Successors Tab

Two tables (one for predecessors, one for successors) showing all activities linked to the selected activity.

Column	Description
Driving	Whether this link is on the driving path
Float	Total float of the linked activity
Activity ID	Activity ID of the linked activity
Activity Name	Name of the linked activity
Start Date	Scheduled start of the linked activity
Finish Date	Scheduled finish of the linked activity
Link Type	Relationship type: FS (Finish-to-Start), SS (Start-to-Start), FF (Finish-to-Finish), or SF (Start-to-Finish)
Lag	Lag days on the link

Click any row in the predecessors or successors table to jump directly to that activity in the Gantt; the view scrolls and selects it.

Schedule Data (Status Update) Tab

This tab allows you to submit a schedule status update for the selected activity. The update is held for administrator review on the Schedule Status Updates page before being applied.

Field	Description	Required
Status Date	Displays the current project status date (read-only, for reference)	:
Actual / Expected Start Date	The actual start date (if started) or expected start date	Yes
Actual / Expected Finish Date	The actual finish date (if complete) or expected finish date	Yes
Activity Description	Free-text name or description for this activity	No
Activity Duration	Revised duration estimate	No
% Complete	Physical percent complete, 0–100	Yes
Comments	Any notes for the reviewer	No
Request Delete Activity	Check to request that this activity be removed from the schedule	No
Change Predecessor Logic	Opens a modal to add or remove predecessor activity relationships	No
Change Successor Logic	Opens a modal to add or remove successor activity relationships	No

Validation rules enforced before saving:

Start date, finish date, and % complete are all required.
Finish date must be after start date.
If start date is before the status date, % complete must be greater than 0.
If start date is after the status date, % complete must be 0.
If finish date is before the status date, % complete must be 100.
If finish date is after the status date, % complete must not be 100.

Click Save to submit. The update is sent to the administrator for review. If a pending update already exists for this activity (submitted this period but not yet approved), its values are pre-populated when you open the tab.

Checking Request Delete Activity disables all other fields and bypasses the validation rules above. The delete request is reviewed by an administrator before the activity is removed.

Steps Tab

Displays the activity steps defined for the selected activity as a read-only grid.

Column	Description
Step ID	Unique identifier for the step
Step Description	Description of what this step involves
Weight	Relative weight of this step toward the overall activity % complete
% Complete	Current completion status of this step

Steps are defined on the Budget Form in the Schedule section.

Resource Pane

Select the Resources layout (radio button) to open the Resource Pane below the Gantt. This pane shows the time-phased resource costs for whatever activity is currently selected. Click any activity row to load its resource data into the pane. Resource Pane columns:

Column	Description
Resource Code	Resource code identifier
Cost Class	Cost class of the resource assignment
Total	Sum of the resource costs across all periods that overlap the activity’s dates
Monthly columns	Cost (or hours, or other result type) per month; green cells indicate the period overlaps the activity; empty cells indicate no overlap

Result Type dropdown: Switch between result types; Hours, Subtotal (all-in cost), Baseline Subtotal, and any custom resource results defined for the project. For Baseline Subtotal, the pane uses baseline dates to determine which periods to show.

The Resource Pane Cost Class filter comes from the Cost Class / Cost Set filter in the flyout; if you’ve selected a specific cost class in the filter, the Resource Pane reflects that selection. Default is Budget.

Section Views

The Schedule Viewer fully supports Section Views. A Section View saves your complete configuration; visible columns, column widths, grouping, sort order, bar visibility (baseline, previous month, resources, status date marker), timeline zoom level, bottom panel layout, active filters, and grid panel width; under a name so you can reload it instantly. What is saved in a Schedule View:

Column visibility and widths
Grouping fields (and their order)
Sort fields and directions
Bar visibility toggles (baseline, previous month, resources, status date marker)
Timeline zoom level (Day / Week / Month / Year)
Bottom panel layout (none / resources / predecessor-successor / schedule data / steps)
All active filter values
Grid panel width

System Views are created by administrators and available to all users. User Views are personal. Either type can be set as your Default View so it loads automatically every time you open the Schedule Viewer. To copy a System View into a User View (so you can make changes to it), click Copy next to any System View in the view selector. User Views can also be exported to a file and imported by other users.

Circular Dependencies

When schedule data loads, Dash360 checks for circular dependencies in the activity links. If any are detected, a modal appears listing each cycle with its Activity IDs and names. Resolve circular dependencies in the Schedule Builder by removing one of the links in each cycle.

When to Use This Page

Scenario	What to do
Review the current project schedule	Load the project, use the default month scale, apply any WBS or CAM filters needed
Compare current schedule vs. baseline	Enable Baseline Bar to see both bars per activity; add Baseline Start Date and Baseline Finish Date columns
Identify critical path activities	Critical path is highlighted red by default; use the Critical Path filter → Show Only to isolate them
Find schedule-resource misalignment	Use Displayed Tasks → Misaligned to show only activities where resource dates don’t match activity dates
Check predecessor/successor logic	Click an activity and open the Predecessors/Successors tab
Submit schedule status (CAM workflow)	Click an activity, open the Schedule Data tab, enter revised dates and % complete, save
Review activity steps completion	Click an activity and open the Steps tab
See resource cost breakdown for an activity	Enable the Resources layout and click an activity

For bulk status update entry across many activities, the Quick Status page provides a more efficient grid-based interface than the activity-by-activity approach available here.

Getting Started

Estimating

Earned Value

Reporting

Schedule

Risk

Admin

Concepts

Schedule Viewer

Overview

Prerequisites

Flyout Filter Panel

Task Grid Columns

Timeline Bars

Grouping

Sorting

Bottom Panel

Predecessors / Successors Tab

Schedule Data (Status Update) Tab

Steps Tab

Resource Pane

Section Views

Circular Dependencies

When to Use This Page

​Overview

​Prerequisites

​Toolbar Controls

​Flyout Filter Panel

​Task Grid Columns

​Timeline Bars

​Grouping

​Sorting

​Bottom Panel

​Predecessors / Successors Tab

​Schedule Data (Status Update) Tab

​Steps Tab

​Resource Pane

​Section Views

​Circular Dependencies

​When to Use This Page

Overview

Prerequisites

Toolbar Controls

Flyout Filter Panel

Task Grid Columns

Timeline Bars

Grouping

Sorting

Bottom Panel

Predecessors / Successors Tab

Schedule Data (Status Update) Tab

Steps Tab

Resource Pane

Section Views

Circular Dependencies

When to Use This Page