FAQ: Managing Project Timelines

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.

How Do I Add a Timeline in QuoteX?

To add a timeline in QuoteX, follow these steps:

• Click ‘+ Timeline’ in the navigation menu from the quote.
• 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.

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. Repeat this process for each period, and QuoteX will automatically merge cells with the same phase. Alternatively, highlight multiple cells, right-click, and select a phase to apply to them all at once.

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.

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. Reorder roles by 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 at the very last column is unchecked by scrolling to the right.

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

Click on 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.

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. Use the ‘Other Costs’ tab and tap the space bar to bring up the list of available costs. 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.