Embedded Files
Creating a Single Term Timeline Entry
Creating a Single Term Timeline Entry
Single term timelines are seldom created since the entire timeline for the upcoming year is imported when schedule preparation begins.
Only terms that do not have development milestones for a specific term launch will be inserted in this manner (for example: 18XXX), to allow projects to be moved into terms while awaiting reschedule and the term has not yet been determined.
If a single term timeline is created, it will only be done by Admin by inserting the Term Start, Term End, and Drop Capacity.
Navigate to Timeline List.
Click on New Timeline.
Enter Term, Term Start, Term End, and total capacity per drop in the Total Capacity field.
Click Insert Timeline.
Once inserted, the system will auto-populate with milestone dates. (Note: Several changes have been made to the development timeline calculations since the creation of CIMS, and the calculated [auto-populated] dates will not be accurate for scheduling projects.)
Editing a Single Term Timeline Entry (Admin Only)
Editing a Single Term Timeline Entry (Admin Only)
The Term and Drop of an existing timeline cannot be edited via the Edit form. If a timeline is imported with errors in the Term or Drop fields, you will have to use the Mass Import feature to overwrite the term information or submit a ticket to have the term removed.
Before you edit, check for projects with that existing Term/Drop because they will need to be updated after fixing the timeline item.
Navigate to Timeline List.
Click on Edit for the term that should be edited.
Edit fields.
Click Save Timeline Information.
Verify corrections in timeline appear in milestones of projects for that term/drop.
Creating Multiple Timeline Terms for New Year Using Mass Import (Admin Only)
Creating Multiple Timeline Terms for New Year Using Mass Import (Admin Only)
The timeline Mass Import tool will be used to create term timelines and associated milestones from an Excel sheet as a part of the new year planning.
Create a Timeline Workbook (sample below). This should include:
Term Start - End dates for New Year ([Year] Terms tab)
Working Timeline for each drop with calculations for each field (Calculated Milestones tab) Note: This sheet should include current year terms existing in the CIMS timeline that kick-off after the new academic year begins (July 1st)
Create a full timeline (without calculation headers), and apply capacity according to guidance from EDOCs (Working TImeline for Import tab)
Get approval from EDoCs on the capacity for each term/drop (Cap Proposal tab)
Import the updated capacity for existing terms and new timeline terms into CIMS
Copy the Working Timeline for Import tab into an Excel spreadsheet.
Remove the Current Project(s) and Availability columns (D and E).
Save the file as [Year] - [year] Timeline Import [date to be imported].
Navigate to the Timeline List and click Import Timeline Data.
Select Choose File to browse and select saved file.
Click Upload File. The data in the spreadsheet file will display.
Verify data appears correct.
Click Import Data. (Wait for page refresh).
Verify all new terms were added.
Modifying Timelines Using Mass Import (Admins Only)
Modifying Timelines Using Mass Import (Admins Only)
Filter Timeline for Term/Drops that need to be modified.
Leave first three columns on export intact (TimelineID, Term, DropID). Remove columns that will not have modified data.
Update data fields for columns that will be modified. (Note: If empty cells are on the import sheet, the data in the system will not be overwritten with a blank. Any default data in the system will remain. To remove data, you will have to edit in Edit form.)
Save as Excel file.
Navigate to the Timeline List and click Import Timeline Data.
Select Choose File to browse for file and select file.
Click Upload File. The data in the spreadsheet file will display. Verify data appears correct.
Click Import Data. (Wait for page refresh.)
Verify data was updated.
Verify that projects with modified Term/Drops are displaying the updated milestone dates.
Report abuse