Creating Reusable Project Timelines Library

Published on June 15, 2026 QuoteX

Building Timeline Templates with PSC Timeline Libraries

PSC Timeline Libraries allow Subject Matter Experts (SMEs) to build pre-configured resource plans and effort templates. These libraries serve as "starting points" for scoping teams, ensuring that common project types (e.g., "10-Week Fixed Fee") have a baseline of roles, effort, and costs already established.

In this guide: Create a Timeline Library record, add phases, add resources and effort, and add T&E and Other Costs.


Timeline Library overview in QuoteX

1. Create a New Timeline Library

  1. To build timeline templates in your Timeline Library, click + New Timeline Library from the Timeline Library tab dropdown.
  2. Give your timeline template a name.
  3. Select a currency from the dropdown menu.
  4. From the dropdown menu, select the Frequency. Available options include Weekly, Monthly, Quarterly, and Yearly.

    Selecting the currency and frequency
    Indicate the Initial Number of Periods.
  5. Add the Contract Type. Options are T&M or Fixed Fee.
  6. Select a Status for the timeline. The options are Draft, Active, and Archive. Only Active timelines will be available for selection in the library.

    Setting the timeline status
  7. Indicate if you want Cost and T&E, or both, to impact ASM. When these flags are turned on, the Travel and Expense and Other Costs will be included in the calculation of ASM. Both of these fields, Total Travel & Expenses and Other Costs, are placed under the Timeline Summary section of the Details tab in the timeline library record.
  8. Include a brief description of the timeline.
  9. Click Save.

Note: Only timelines with a status of Active appear for selection in the library. Keep templates in Draft until they are ready for scoping teams.

2. Add Phases to the Timeline

The application will build a generic timeline based on the number of periods you specified. Your generic timeline will look something like the one below. Begin adding details to the new timeline.

  1. Click in the cells under each week to designate the phase.
  2. If you select the same phase for consecutive cells, the application will merge the cells into one phase. Or, select multiple cells to select the phase. Again, the application will merge all of the cells.


Generic timeline with phases assigned to periods

3. Add Resources and Effort to a Timeline

  1. To add resources to your timeline, scroll down and click an empty cell under Total Per Week. All roles on your rate cards are available to add to the timeline. Just start typing in the cell, and roles will appear in a popup. Select the role you want, then move down one row and repeat the process until all roles are added.
  2. If a role will have the same effort across all phases of the project, click the % icon to the right of each role. Use this field to automatically calculate effort for a resource based on a percentage of project involvement.

Example: To distribute the same effort proportionally for each role throughout the entire project timeline, use the percentage allocation feature in QuoteX. For instance, assign 50% to a resource by clicking the % symbol. The system will automatically calculate 50% of the effort for each time period, based on the specified time frequency (hours, days, weeks, months, quarters).

Important: Attempting to allocate resource effort beyond the maximum allowed limit, such as 250, will trigger an error warning. Stay within the designated constraints to avoid errors in resource allocation.

  1. To customize the effort per role for each phase, click directly in each cell and edit the effort.
  2. Drag and drop any role to re-organize your roles in the timeline.

4. Add Costs to the Timeline

  1. When creating a new timeline in the Library, you can add T&E and Other Costs to the timeline. The tabs are above the timeline on the Timeline Library Details tab.
  2. Click the T&E tab. In the resource section of the timeline, enter the T&E costs for each resource in the appropriate time period.
  3. Click the Other Costs tab, then go to the resource section of the timeline. Place the cursor in the cell and tap the space bar. A list of all costs will appear so you can easily add other costs to your timeline. Add the cost amounts in the cell for the appropriate time period.


Adding T&E and Other Costs to the timeline

Done! Once your phases, resources, effort, and costs are in place, set the status to Active so scoping teams can use the template as a starting point.

Knowledge Article Number: KA-00017

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