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. |
Flyout Filter Panel
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 |
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 |
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 |
- 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 |
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 |
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.
