Using the Timeline View

Changing Record Dates

To change the date of a record using the Timeline view:

1. In the timeline, find the bar for the record you want to reschedule.

2. Do one of the following:

   • To change the start or end date, drag the left or right edge of the bar to the required date.
   • To move the record without changing its duration, drag the whole bar horizontally to the required dates.
3. Release the bar. A tooltip displays the new dates as you drag, and the record's Start Date and End Date update and are marked as unsaved.
4. Click Save.

Note:

Adjusting a record's dates can also adjust related parent or child records. For more information, see Estimate Builder Overview.