FAQ: Managing Project Timelines

Published on April 23, 2026 QuoteX

Learn how to create, configure, and manage project timelines in QuoteX, including timeline periods, phases, project plans, resources, effort allocation, expenses, costs, and ASM impact.

Quick Overview

QuoteX timelines help you organize project periods, phases, milestones, resources, effort, and costs. Timelines can also be saved in the Timeline Library as reusable templates for future projects.

Timeline Library

What is the Purpose of the Timeline Library in QuoteX?

The Timeline Library functions as a repository for storing established project timelines in QuoteX. It is recommended to save newly created timelines as templates in the library for future use across various projects.

Tip: Save newly created timelines as templates in the Timeline Library so they can be reused across projects.

Creating and Configuring Timelines

How Do I Add a Timeline in QuoteX?

To add a timeline in QuoteX, follow these steps:

1. Click ‘+ Timeline’ in the navigation menu from the quote.
2. Add a predefined timeline from your library or create a new timeline, which can be subsequently added to the library for future use.

How Can I Set the Timeline Period for a Project?

You can create timelines with frequencies such as Weekly, Monthly, Quarterly, and Yearly. When establishing a new timeline, indicate the start date and the number of periods, or specify both start and end dates, and the app will calculate the corresponding end date.

Managing Project Phases

How Do I Manually Add Phases to My Timeline?

After creating a new timeline and specifying the number of periods, label each period by clicking on the first cell and selecting a phase from the drop-down menu.

1. Click on the first cell of the period.
2. Select a phase from the drop-down menu.
3. Repeat the process for each period.

QuoteX automatically merges cells with the same phase. Alternatively, highlight multiple cells, right-click, and select a phase to apply it to all selected cells at once.

Quick Tip: Use multi-cell selection when the same phase needs to be applied across several periods.

Project Plan and Milestones

What Constitutes the Project Plan in the Timeline?

The ‘Project Plan’ tab in the timeline allows the addition of project milestones and plans. Click on a cell in the appropriate row to add a milestone or contextual details.

This feature provides flexibility, enabling the inclusion of specific milestones such as Invoicing, Revenue, and Deliverables.

Project Plan: Use the Project Plan tab to capture milestones and contextual details associated with the timeline.

Managing Timeline Resources

Where Can I Add Resources for a Timeline?

To add resources, click in the cell just below ‘Total Per Week’ and start typing. The app displays a list of roles matching your input, sourced from the rate card table.

You can reorder roles using drag-and-drop.

Can I Add a Resource to the Timeline Without Billing?

Yes. After adding a resource to the timeline, ensure the ‘Billable’ box in the very last column is unchecked. Scroll to the right to access this column.

Non-Billable Resource: Uncheck the Billable box in the last column to add a resource without billing.

Effort Allocation

How Can I Adjust Hours per Role for Each Project Phase?

Click the ‘%’ icon below your timeline to allocate effort for each role. Enter a percentage, and the app will calculate resource effort against the maximum allowed, as designated in the Timeline Autofill Hours Settings.

Effort Allocation: Use the percentage allocation to determine resource effort for each role against the maximum allowed in the Timeline Autofill Hours Settings.

Expenses, Costs, and ASM Impact

How Do I Add Expenses and Costs to My Project?

When creating a new timeline, enable the T&E and Other Costs flags to add expenses and costs.

1. Enable the T&E and Other Costs flags when creating a new timeline.
2. Use the Other Costs tab and tap the space bar to bring up the list of available costs.
3. Enter T&E costs and other costs in the appropriate cells.

How Can I Evaluate the Impact of Costs on the ASM?

Click the Settings icon in the Timeline, and turn on the ‘T&E Impact on ASM’ and ‘Cost Impact on ASM’ flags to see the corresponding impacts.

Note: The T&E and Cost impact settings must be enabled from the Timeline Settings to display their corresponding impacts on ASM.

Quick Reference

Key Takeaway:

QuoteX provides a structured way to build project timelines by combining reusable timeline templates, project phases, milestones, resources, effort allocation, expenses, and cost-impact settings in one timeline.

Knowledge Article Number: KA-00030