Before creating a timeline visualization, you should have a clear idea of the information that you want to display.

This planning process helps you identify the required table and fields, and determine filtering and sorting requirements. Since users can personalize the visualization, avoid setting restrictive filters that may prevent users from finding categories that they are accustomed to seeing. You can use the CIO Roadmap as a starting point for creating your own timeline visualizations.

Note: Activating timeline visualizations doesn't activate predefined CIO roadmap. You require PPM (com.snc.financial_planning_pmo) plugin to use CIO roadmap.