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Knowlegebase Home PageAgilebars provides dual project management perspectives—Timescale and Kanban views—that work in tandem to streamline task scheduling, progress visibility, and resource planning.
How The Two Modes Work Together
The Timescale and Kanban views share the same underlying data, ensuring that changes made in one view are immediately reflected in the other:
- When you drag a task bar on the Timescale, its position on the Kanban board updates automatically
- When you move a task between lanes on the Kanban board, its dates and progress on the Timescale update to match
This integration allows you to use whichever view best suits your current need while maintaining complete data consistency. Understand how data is structured
Kanban View Organization
The Kanban board features four main lanes, plus a specialized "Finalizing" sublane:
- Backlog (Lane 0): Tasks that are planned but not yet ready to be worked on
- Will Do (Lane 1): Tasks that are scheduled and ready to begin
- Doing (Lane 2): Tasks that are currently in progress (25% complete)
- Finalizing (Sublane 2.75): Tasks that are nearly complete (75% complete)
- Done (Lane 3): Tasks that are 100% complete
Explore Agilebars Kanban features
Progress Calculation in Each View
Kanban Board Progress
Each lane on the Kanban board corresponds to a specific progress percentage:
- Backlog/Will Do: 0% complete, no actual hours logged
- Doing: 25% complete, actual start date set to status date
- Finalizing: 75% complete, actual start date set, approaching completion
- Done: 100% complete, both actual start and finish dates are set
How to Analyze the Sprint Burndown Chart
Analyze the sprint burndown to understand current status or progress to date, and you’ll be able to estimate when the project will be complete. Also analyze the sprint burndown to improve the planning of future sprints in Agile product development. The sprint burndown graph captures planned hours from the project plan and calculated actual hours from the progress reported by team members. In simple terms you are continually calculating the work remaining in a sprint over time.
Sprint Burndown Analysis Requirements
To analyze sprint burndown, you must have:
- Sprint Backlog linked to your organization's backlog
- Defined sprint timeframe
- Task estimates (sizing)
- Actual progress updates from team members
- Current burndown graph data
Sprint Burndown Scenarios
Burndown analysis is based on sizing assigned at sprint start.
Actual Hours Exceed Planned Hours
Indicator: Actual hours remaining line is above and increasing distance from ideal line.
Meaning: Backlog items were overestimated; some won't complete in the current sprint.
Action: Move incomplete items to the next sprint and reprioritize.
Possible causes:
- Underestimated item complexity
- Unforeseen issues or blockers
- External team dependencies
Actual Hours Match Planned Hours
Indicator: Actual hours remaining line overlaps ideal line.
Meaning: Estimates are accurate; planned work will complete as scheduled.
Insight: Team demonstrates consistent estimation accuracy for sprint planning.
Actual Hours Are Less Than Planned
Indicator: Actual hours remaining line is below and increasing distance from ideal line.
Meaning: Backlog items completed early; team has capacity for additional work.
Action: Collaborate with product owner to pull next priority items.
Possible cause: Underestimated task complexity; planned more time than needed.
Timescale Progress Calculation
Progress is determined by a task's position relative to the status date (vertical timeline marker):
- Not started (right of status date): 0% complete
- In progress (crosses status date): Percentage based on elapsed duration
- Completed (left of status date): 100% complete
Key Scenarios and Behaviors
Scenario 1: Moving Tasks on the Timescale
When you drag a task on the Timescale, its dates and progress are recalculated based on its new position relative to the status date:
Moving a task to start before and end after the status date: The task becomes "in progress" with a percentage complete based on elapsed time. Its Kanban position will update to either the Doing or Finalizing lane depending on the calculated percentage.
Moving a task completely before the status date: The task becomes 100% complete, and automatically moves to the Done lane in the Kanban board.
Moving a task completely after the status date: The task is reset to 0% progress, but its Kanban lane position doesn't change automatically.
Scenario 2: Moving Tasks on the Kanban Board
When you move a task between lanes on the Kanban board:
Moving to Backlog or Will Do lanes: Progress is reset to 0%, actual dates are cleared.
Moving to Doing lane: The task is set to 25% complete, actual start date is set to the status date, and forecast finish date is adjusted accordingly.
Moving to Finalizing sublane: The task is set to 75% complete, with dates adjusted to reflect this progress.
Moving to Done lane: The task is set to 100% complete, actual finish date is set to the status date, remaining duration becomes 0.
Scenario 3: Updating the Status Date
When the status date is updated (either through the admin panel or by using the current date):
- All in-progress tasks will be recalculated based on the new status date
- Tasks that now fall completely before the status date will be marked as complete
- Tasks that now fall completely after the status date will be reset to 0% progress
Working with Durations and Hours
Duration Calculation
Task durations are always calculated in working days, automatically excluding weekends and holidays:
- When resizing a task on the Timescale, its duration is recalculated based on working days
- If a task spans a weekend or holiday, these non-working days don't count toward the duration
- All dates (start, finish, etc.) will automatically adjust to fall on working days
Hours and Costs
The system maintains four key metrics for each task:
- Forecast Hours: The total estimated hours for the task
- Actual Hours: Hours already spent (calculated based on % complete)
- Remaining Hours: Hours left to complete (Forecast - Actual hours)
- Percent Complete: Derived from actual hours / forecast hours
Costs follow the same pattern and are calculated based on hours.
Fixed Sizing vs. Flexible Sizing
The system can operate in two modes:
Fixed Sizing: The forecast hours never change when a task is resized or progress is updated. Only actual and remaining hours are recalculated.
Flexible Sizing: The forecast hours can increase or decrease when a task's duration changes (e.g., when resizing a task).
Tips for Effective Use
- Use the Timescale view for detailed scheduling, adjusting dates, and visualizing the project timeline
- Use the Kanban board for quick progress updates and workflow management
- The status date is your reference point for all progress calculations - keep it updated
- Finalize tasks using the specialized lane when they're nearly complete to better track closing efforts
- Resize tasks on the Timescale to adjust their duration as estimates change
By understanding the integration between these views, you can take full advantage of this tool to manage your agile projects efficiently and with maximum visibility.
Copyright © 2025 Timebars Ltd. All rights reserved.
If you’ve ever wondered how a Kanban board app magically updates your task dates, hours, and progress as you drag tasks across lanes, you’re in the right place! My Kanban scheduling engine is designed to make task management smooth and intuitive. Let’s break it down into simple terms so you can see how it works behind the scenes—without all the techy jargon.
Imagine your Kanban board as a visual workspace where tasks (or "bars") move between lanes—like "To Do," "In Progress," and "Done." Before you even start dragging tasks around, you’ll set up some basics: how many hours a task will take (we call this "sizing"), when you expect it to start and finish, and how long it’ll take overall (the duration). Once that’s in place, the app takes over to keep everything up to date as you move things along.
The system calculates progress based on a task's position in different lanes:
Lane 1 (backlog): resets progress to 0% Lane 2 (will do): preserves existing progress values Lane 3 (doing): sets progress to 25% or 75% (if in "finalizing" sub-lane) Lane 4 (done): sets progress to 100%
Your Options, Your Rules
You’re in control of how flexible the app is. There’s a setting (don’t worry about its fancy name—it’s just a toggle!) that decides whether the hours you set for a task stay locked or adjust as you tweak the timeline. By default, the hours stay fixed, meaning they won’t change even if the task takes longer or shorter than planned. But if you flip that setting, the app will tweak the hours based on the new duration you give it. It’s like telling the app, “Hey, adapt to my new plan!”
The app also needs a reference point to figure out dates and progress. You can choose whether it uses today’s date or a specific "status date" you provide (like a project milestone). This little choice keeps things flexible for how you like to track time.
Three Ways Tasks Move Through Time
As you drag tasks across your board, the app figures out where they stand based on that reference date (today or your status date). Here’s how it handles three common situations:
Task in Progress
Picture a task that’s already started but isn’t done yet—it’s halfway across your board, overlapping the reference date. The app knows it’s "in progress." It locks in the start date as something in the past (since you’ve begun!), calculates how many hours you’ve already worked, and figures out what’s left based on the time remaining. It even gives you a percentage of how complete it is, based on those hours. If you’ve set the hours to stay fixed, they won’t budge—but the remaining time and actual hours update as you go. If they’re adjustable, the app might tweak the total hours to match any new timeline you set.Task Finished
If a task is fully behind the reference date, it’s done—100% complete! The app marks the start and finish dates as "actual" (no more guessing—they happened!), sets the actual hours to match what you originally planned, and drops the remaining hours to zero. The finish date you see is the real deal. Whether your hours were fixed or flexible, the app respects that choice and wraps things up neatly.Task Not Started Yet
What if a task is still ahead of the reference date? It’s in the future, so there’s no progress yet—zero hours worked, zero percent complete. The app keeps it simple: as you move it around, it updates the start and finish dates and duration, but the hours stay untouched if you’ve locked them. If they’re flexible, it’ll stretch or shrink the hours based on how long you’ve made the task.
Workdays, Not Weekends
Here’s a handy detail: the app thinks in workdays, not calendar days. If a task spans a weekend or holiday, it skips those days when calculating how long it’ll really take. So, a task that looks like it stretches over five days might only count as three workdays if a weekend sneaks in there. The app’s always recalculating this to keep your schedule realistic.
What Happens Behind the Curtain
Every time you move a task, the app springs into action. It crunches all these numbers—start dates, finish dates, hours worked, hours left, and progress percentages—then updates everything so your board reflects the latest reality. It’s like having a super-smart assistant who instantly reworks your plan as you go, without you lifting a finger.
So, whether you’re juggling a busy project or just keeping your to-do list in check, my Kanban app is built to adapt to your style, keep your dates on point, and show you exactly where you stand—all with a simple drag and drop. Pretty cool, right?
Copyright © 2025 Timebars Ltd. All rights reserved.
AI Helps us Understand PPM
Both the "Jeff Oltmann PMI article" excerpts and the Wikipedia entry highlight several benefits of using Project Portfolio Management (PPM). Here is a comparison of these benefits, presented as a numbered list of common advantages, ordered by how early they appear in either document:
Aligning projects with strategic direction/plan: Both sources emphasize the critical benefit of ensuring athat the projects undertaken directly support the overarching goals and strategies of the organization. "PM Pf Management" states that good portfolio management increases business value by aligning projects with an organization’s strategic direction, and that PPfM is a funnel that connects strategic planning to project execution. Wikipedia also highlights the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan as fundamental to pipeline management, and that the value of projects can be demonstrated in relation to strategic objectives.
Making the best/effective use of limited resources: Efficient resource allocation is a core advantage of PPM according to both sources. "PM Pf Management" notes that good portfolio management involves making the best use of limited resources and that effective project organizations focus their limited resources on the best projects. Wikipedia states that PPM aims to determine the optimal resource mix for delivery and focuses on the efficient and effective deployment of an organization's resources.
Maximizing/optimizing the value of the portfolio: Both sources point to PPM's ability to enhance the overall return from the organization's project investments. "PM Pf Management" states that PPfM aims to maximize the value of the entire portfolio of projects to get the "most bang for the buck". Similarly, Wikipedia mentions that portfolio theories enable the optimization of portfolio benefits and that a key result of PPM is to decide which projects to fund in an optimal manner.
Balancing the portfolio/balancing risk: Managing the overall composition of the project portfolio is another shared benefit. "PM Pf Management" emphasizes the need to balance the portfolio across various dimensions like risk and reward. Wikipedia also notes that risk management at the portfolio level enables organizations to protect portfolio investments and balance the level of risk in the portfolio.
Increasing productivity: Improved efficiency and output are recognized benefits in both sources. "PM Pf Management" states that organizations combining effective PPfM with good project management achieve higher productivity. Wikipedia mentions that EPPM ensures the organization continues to increase productivity and on-time delivery.
Strategy that actually gets implemented/achieve strategic objectives: PPM helps in translating strategic plans into tangible results. "PM Pf Management" indicates that organizations with effective PPM see strategy that actually gets implemented. Wikipedia notes that PPM facilitates the scheduling of activities to best achieve an organization's operational and financial goals and helps demonstrate the value of projects in relation to strategic objectives.
Summary of PPM Benefits from PMI Site
Utilizing Project Portfolio Management (PPfM) offers several key benefits to an organization or a department within a company, as outlined in the sources:
Increased business value through strategic alignment: Good portfolio management enhances business value by aligning projects with the organization’s strategic direction. PPfM acts as a "funnel that connects strategic planning to the execution of projects, making the strategic objectives executable". Each selected project plays a role in carrying out the organization's strategy, eliminating "pet projects". This ensures that the work being done contributes directly to the overarching goals of the organization.
Optimal use of limited resources: PPfM enables organizations to make the best use of limited resources. It helps in focusing resources on the best projects and declining projects that are "good but not good enough". By making tough project selection decisions, organizations can avoid overcommitting resources and ensure that their capacity is directed towards the most impactful initiatives. This disciplined approach to resource allocation prevents the negative consequences of trying to do too much, such as delays, cost overruns, and poor quality across all projects.
Building synergies between projects: PPfM facilitates the identification and management of projects in a coordinated manner, allowing for the building of synergies between them. By viewing projects as a portfolio, organizations can leverage interdependencies and ensure that related initiatives work together effectively towards common objectives.
Improved decision-making and prioritization: PPfM provides a structured approach for selecting and prioritizing projects. It uses defined valuation criteria, such as Return On Investment, risk, efficiency, or strategic alignment, to differentiate between candidate projects and select those with the highest impact. This process ensures that trade-offs are made in a disciplined way, rather than being driven by subjective factors like the "loudest voice".
Maximized portfolio value: The PPfM process aims to maximize the value of the entire portfolio of projects to achieve the "most bang for the buck". This involves selecting a combination of projects that, taken together, provide a high return on the organization's investment, whether in terms of dollars or other important measures.
Balanced portfolio: PPfM ensures that the portfolio is balanced across important dimensions, such as risk versus reward, strategic versus tactical projects, market or product-line segmentation, and time to completion or profit. This prevents the portfolio from being lopsided and helps in managing overall organizational risk and achieving a mix of short-term and long-term objectives.
Faster time to market, higher productivity, and less chaos: Organizations that effectively combine project portfolio management with good project management often experience faster time to market, higher productivity, and less chaos. By focusing on the right projects and managing them effectively, organizations can streamline their efforts and achieve results more efficiently.
More predictable earnings performance: Effective portfolio management leads to more predictable business outcomes. For example, leaders in portfolio management have demonstrated significantly more predictable earnings performance compared to poor performers. This stability arises from a more strategic and controlled approach to project investments.
In essence, PPfM helps organizations to "do the right projects at the right time", leading to better strategic outcomes, more efficient resource utilization, and ultimately, greater business value.
Summary of PPM Benefits from Wikipedia
According to Wikipedia, Project Portfolio Management (PPM) offers several benefits to an organization, including:
- Centralized management of project management processes. PPM provides a framework for managing projects collectively.
- Enabling the determination of the optimal resource mix for delivery.
- Facilitating the scheduling of activities to best achieve an organization's operational and financial goals.
- Aiding in honouring constraints imposed by customers, strategic objectives, or external real-world factors.
- Providing program and project managers with the capabilities needed to manage time, resources, skills, and budgets for interrelated tasks.
- Offering a framework for issue resolution and risk mitigation.
- Providing centralized visibility to help planning and scheduling teams identify the fastest, cheapest, or most suitable approach to deliver projects and programs.
- Involving pipeline management to ensure an adequate number of project proposals are generated and evaluated.
- Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.
- Focusing on the efficient and effective deployment of an organization's resources where and when they are needed, including financial, inventory, human, technical, production, and design resources.
- Allowing users to model 'what-if' resource scenarios across the portfolio.
- Facilitating change control through the capture and prioritization of change requests.
- Providing a central repository for change requests and the ability to match available resources to evolving demand within financial and operational constraints.
- Enabling the Office of Finance to improve accuracy for estimating and managing the financial resources of projects.
- Allowing the value of projects to be demonstrated in relation to strategic objectives through financial controls.
- Supporting the assessment of progress through earned value and other project financial techniques.
- Enabling an analysis of risk sensitivities residing within each project to determine confidence levels across the portfolio.
- Facilitating the integration of cost and schedule risk management with techniques for determining contingency and risk response plans.
- Helping organizations gain an objective view of project uncertainties.
- Enabling organizations to protect portfolio investments and balance the level of risk in the portfolio.
- Theories underline the importance of coordinating diverse elements to mitigate collective investment risks.
- These theories enable the optimization of portfolio benefits.
- Supporting the effective utilization and cultivation of limited resources.
- Ensuring the proper consideration of portfolio stakeholders.
- Enterprise Project Portfolio Management (EPPM) aims to prioritize the right projects and programs.
- EPPM can help ensure the organization continues to increase productivity and on-time delivery - adding value, strengthening performance, and improving results.
- EPPM helps to eliminate surprises by providing a process to identify potential problems earlier.
- EPPM allows organizations to build contingencies into the overall portfolio for greater flexibility in resource allocation.
- EPPM maintains response flexibility by providing in-depth visibility into resource allocation.
- EPPM helps organizations do more with less by reviewing processes, cutting inefficiencies, and automating workflows.
- EPPM aims to ensure informed decisions and governance by bringing together all project collaborators and data.
- EPPM helps to extend best practice enterprise-wide.
- EPPM assists in understanding future resource needs.
- A key result of PPM is to decide which projects to fund in an optimal manner through Project Portfolio Optimization (PPO).
Copyright © 2025 Timebars Ltd. All rights reserved.
What is Project Portfolio Management (PPM) as facilitated by Costbars?
Costbars facilitates Project Portfolio Management (PPM), which is a structured process for organizations to manage their pipeline of ongoing and new initiatives across both business and IT departments. It emphasizes collaboration between these communities to improve business processes. A key aspect of PPM within Costbars is enabling senior management to make informed decisions about which project investments to undertake within a specific period (e.g., monthly, quarterly, or annually) based on strategic alignment and resource capacity.
How does Costbars help in prioritizing projects?
Costbars employs a prioritization process that calculates a "P Score" (Strategic Priority) for each project, ranging from 0 to 100, with 100 indicating perfect alignment with the organization's operational strategy. This score is determined by assigning Alignment Values to key strategic fields: Investment Categories, Investment Initiatives, Investment Objectives, and Investment Strategies. Users can customize the importance order of these values. The P Score serves as a crucial factor in later project selection stages using bubble chart visualizations.
What is the "Costbars Scoring Algorithm" and what data does it consider?
The Costbars Scoring Algorithm evaluates both in-flight and new projects using various data points to generate a "C Score" (implied, though not explicitly named as such in the provided text, based on its use in conjunction with the P Score for selection). For in-flight projects, the algorithm considers health indicators (Status, Health Cost, Health Hours, Health Issues, Health Risk, Health Schedule, Health Scope), Risk vs Size and Complexity, Cost, and Work. For new projects, it analyzes Status, State, Risk vs Size and Complexity, Cost, Work, ROM Estimate, and Estimation Class. The system also provides feedback on potentially missing business case information like Senior Level Commitment, Expected Benefits, Cost Benefit Analysis, Constraints & Assumptions, and Consequence of Inaction, and allows for manual AI analysis of the business case.
How does Costbars assist with resource management and leveling?
Costbars provides tools for optimizing resource allocation by allowing users to adjust project start and finish dates. The "Leveling" view offers a top-level view of total resource demand, a timeline-based project visualization, interactive project scheduling, and real-time resource allocation analysis. Key features include drag-and-drop timeline adjustments, dynamic resource utilization graphs, over-allocation identification, resource smoothing capabilities, and impact analysis of schedule changes, ensuring projects flow logically based on dependencies.
How are projects selected within Costbars?
Costbars facilitates project selection through a "Bubble Chart" visualization that allows users to filter projects based on their P Score (Strategic Priority) and C Score (derived from the Costbars Scoring Algorithm). This enables a priority-based selection process, favoring projects with higher strategic alignment and better scoring metrics. The system also considers resource availability and can provide automated selection recommendations. All selection rationale and decisions are documented and can be viewed in Tabular and Card views, including the selected status (Yes, No, or Not Assessed) and the detailed Costbars Analysis.
What are the different views available in Costbars for managing projects?
Costbars offers multiple views to cater to different user needs. The Tabular View presents all projects in a detailed spreadsheet-like format with comprehensive data viewing and editing, advanced filtering and sorting, quick comparison across attributes, efficient bulk updates, and a detailed view of project metrics. The Cards View provides a more visual representation of project resource demand, offering at-a-glance project information, quick access to key details, and a more intuitive project tracking experience. The Leveling View focuses on resource management with a timeline-based visualization and tools for adjusting project schedules to optimize resource utilization. The Bubble Chart is used for project selection based on P and C Scores.
What are the key advantages and unique features of Costbars compared to other PPM tools?
Costbars emphasizes user-friendliness and aims to deliver superior personal productivity improvements at an unmatched value. It streamlines PPM processes and project pipeline scheduling with features that are often more expensive in competitor products. Key differentiators include its intuitive design, the use of custom and complex JavaScript for its scheduling engine and algorithms, its ability to track both in-flight and new projects in one pipeline, and its all-in-one team productivity solution that reduces the need to switch between multiple services. Additionally, Costbars offers a free tier with data limitations, spreadsheet synchronization for easy data import and export, and advanced built-in reports with an optional cloud dashboard.
How does Costbars integrate with spreadsheets and other data sources?
Costbars allows users to seamlessly integrate data using spreadsheet templates (Excel, LibreOffice, or OpenOffice Calc). This enables secure, swift, and simple synchronization of data, avoiding the need for cumbersome web form data entry. Users can copy and paste data into designated sheets or drag and drop files onto the canvas to import data. Costbars also facilitates bidirectional synchronization, allowing users to export browser-cached data back into the spreadsheet with just a couple of clicks.
Copyright © 2025 Timebars Ltd. All rights reserved.
The Product Line
Each product is a Web App designed for specific management processes with simple drag and drop functionality thus reducing the user interface clutter and complexity.
- Agilebars is designed to suit Agile Scrum and Extreme Programming methodologies around Sprints.
- Timebars is primarily designed for Resource Management and or Traditional (Waterfall) Project Management processes.
- Costbars has specific functionality for Project Portfolio and Pipeline Demand Management processes.
Common Benefits Across Product Lines
Our graphical interface allows you to visualize your data from enterprise systems and control it with drag and drop gestures so you can quickly make decisions!
Scheduling Flexibility: The built in scheduling engine rules automatically calculate time phased results for the charts, reports and dashboards.
Save money: Why buy expensive desktop scheduling tools or expensive and clunky cloud based tools when you can buy our products instead and regain control of your data and your valuable time.
Track tasks and resource forecasts with ease. Create projects, tasks and resource assignments manually or import existing data using our drag and drop Spreadsheet Sync feature.
Control unlimited baselines for enhanced baseline visualizations and progress reporting.
All our tools will quickly provide visibility into the organizations work to make sure your people are never overloaded. This is easily done compared to MS Project. Stop wasting time with out-of-date project management tools that don't cut it any more.
Our Web Apps will boost personal productivity because our rules engine is integrated with drag and drop gestures, simplifying any planning and scheduling process.
All of our products perfectly synchronize with spreadsheet programs to move data in and out of the browser cache, in a clean and simple manner.
Do your data entry in your favorite Spreadsheet program, then drag and drop the Spreadsheet onto the Client Web App canvas which imports the data, therefore you instantly become more productive.
Work on one device, publish to the Timebars Cloud then from another device download and continue working, all with one click after logging in.
You can publish many data sets to the Timebars Ltd. Cloud then later choose which one to download and continue work on. Manage multiple data sets, but only one can be active and rendered on the Dashboard.
The Timebars Ltd. Cloud Dashboard publishing is done from the Client Web Apps with one click! We provide pre-built yet customizable graphs, line charts, pie charts, bubble charts and tabular reports. (configurable with custom metadata).
We expose an API that will allow developers to download the entire dataset for analysis locally using desktop tools such as Power BI.
Security
We use HTTPS/TLS end to end encryption just like banks and others do.
Your user name and password is never sent over the internet in the clear, it is sent over a secure HTTP/TLS session.
Higher Security because we don't store Cookies on your device. This means you are never asked to accept cookies, which can be a security risk.
Higher Security because your password is used to encrypt tokens (cookies) that are stored on our server not in your browser, therefore Timebars Ltd. and hackers cannot figure out your password.
Local Data Storage: Our products run on mobile or desktop devices that support modern web browsers. Your data is stored in the browser cache locally; it is never stored on any server unless you buy a Timebars Ltd. Cloud License and choose to publish your data to the Timebars Ltd. Cloud.
Copyright © 2025 Timebars Ltd. All rights reserved.
Top 10
- Centralized Resource Management – Copy and paste your resources into a centralized resource pool for advanced resource management and control. Learn how to configure your resource pool »
- Automated Scheduling Engine – The built-in scheduling engine automatically calculates time-phased results for charts, reports, and dashboards as bars are dragged and dropped on the Canvas. See how the scheduling engine works »
- Seamless Task & Resource Tracking – Track tasks and resource forecasts with ease. Create projects, tasks, and resource assignments directly on the Canvas or import existing data from enterprise systems using our drag-and-drop Spreadsheet Sync feature. See resource tracking reports »
- Real-Time Resource Allocation – Double-click a resource name to display percent allocated directly on the Canvas, preventing overallocation issues. Never assign a resource where it will cause an overallocation problem again. Learn how to check resource availability »
- Metadata-Driven Organization – Assign metadata such as Project Manager (PM), Status, Health, and more from a common Tags Table that you maintain. This table drives picklists for clean data updates in the application and in spreadsheets. Learn about metadata management »
- Unlimited Baselines for Variance Reporting – Set and control unlimited baselines for enhanced visualization, progress tracking, and variance reporting. Learn how to create baselines »
- Seamless Cloud Synchronization – Work on one device, publish to Timebars Cloud, then continue working on another device by downloading your data—all with one click after logging in. Explore cloud publishing features »
- Multiple Dataset Management – Publish multiple datasets, each containing one or more projects, to the cloud and select which one is active on the dashboard. For example, you can manage multiple sprints simultaneously, but only one can be active at a time for rendering dashboard charts and reports. Learn about PubSets and the Dashboard »
- Cost-Effective Alternative – Save money! Why invest in expensive desktop scheduling tools or clunky cloud-based solutions when you can use Timebars to regain control over your data and valuable time? See scheduling features »
- Superior Resource Visibility – Our software provides real-time insights into organizational workload, ensuring teams are never overloaded. Compared to Microsoft Project, Timebars offers a simpler, more effective solution for modern project management. Learn about resource management »
Why Choose Timebars?
- Built for Traditional & Agile Project Management – Timebars Resource Scheduler is built on Agilebars Scrum Sprint Scheduler but features a different scheduling engine and UI, making it ideal for traditional project management and resource scheduling.
- More Efficient than Gantt Charts – Like Agilebars, Timebars' time-phased Canvas is more space-efficient than traditional Gantt charts, improving screen real estate and enhancing productivity. Timebars also includes drag-and-drop Resource Allocation bars, allowing front-loading, back-loading, and level-loading of resources.
- Fast & Intuitive Scheduling – Quickly build a project schedule by defining work packages and activities in your favorite spreadsheet program. Then, simply drag and drop the spreadsheet onto the Timebars Canvas to import the data and begin scheduling instantly.
- Flexible Resource Assignments – Resources are assigned from a central pool, with details such as name, location, and skill maintained in the custom spreadsheet template. Syncing with the Timebars Web App is done via drag-and-drop gestures.
- Automated Time-Phased Calculations – The Timebars scheduling engine automatically spreads resource hours across tasks, generating time-phased person-hour and cost reports for effortless dashboard integration.
- Dynamic Resource Forecasting – Timebars automatically calculates and displays weekly staffing needs directly on the Canvas. Resource charts in the dashboard show workforce demand by skill or role, eliminating the need for complex BI report setups. However, data is available in spreadsheets for Power BI integration if needed.
- Bulk Data Management Made Easy – Managing large-scale updates is effortless with Timebars' tight integration with spreadsheet templates, the de facto standard for bulk data manipulation. Bulk copy/paste resource allocations in a spreadsheet, then drop them onto the Canvas to see immediate results.
- Effortless Baseline Management – When your project schedule is finalized, set a baseline or snapshot with one click. Instantly compare current forecasts with any baseline (original plan) on-screen, in reports, and on dashboards. Unlimited baselines supported.
- Intelligent % Complete Calculation – The Timebars scheduling engine automatically calculates percent complete, but users can manually override values when necessary. Once work begins on a task or resource allocation, the focus shifts to setting the finish date first, followed by actual work and percent complete calculations. Manual overrides ensure the end date remains fixed, improving productivity and accuracy in forecasting hours and costs.
- Metadata-Driven Project Organization – Flexible metadata coding helps structure projects into logical groups. By assigning codes to Timebars, users can generate custom views and reports effortlessly.
- Streamlined Metadata Management – Metadata codes are maintained in the custom spreadsheet template and updated in the Timebars Web App through drag-and-drop gestures on the Canvas. No need to manage complex code tables or lookup tables—just simple spreadsheet maintenance for maximum efficiency.
Copyright © 2025 Timebars Ltd. All rights reserved.
In Project Portfolio Management, a balanced portfolio refers to the strategic allocation of resources across a diverse mix of projects to optimize value while managing risk for the organization.
A balanced portfolio ensures that investments are distributed across different types of projects with varying levels of risk, return, timeframes, and strategic objectives. The goal is to avoid putting "all eggs in one basket" while aligning with organizational goals and constraints.
Key aspects of a balanced portfolio include:
Risk-Return Balance: Maintaining an appropriate mix of high-risk/high-return projects and low-risk/stable-return projects
Strategic Alignment: Ensuring projects support different strategic objectives across the organization
Resource Distribution: Allocating people, budget, and other resources appropriately across project types
Time Horizons: Balancing short-term projects that deliver quick wins with long-term initiatives that build future capabilities
Project Types: Including a mix of:
- Mandatory/compliance projects
- Maintenance/operational projects
- Strategic growth initiatives
- Innovative/transformational projects
Organizations typically use portfolio management tools like scoring models, bubble charts, and portfolio matrices to visualize and maintain this balance across multiple dimensions.
I'll analyze your current PPM process and provide a revised version that incorporates portfolio balancing concepts. Your current process follows a logical flow from prioritization to selection, but lacks explicit balancing mechanisms.
Here's my recommended revised process that integrates portfolio balancing:
Revised Project Portfolio Management Process
Step 1: Prioritization
Remains largely unchanged, with strategic alignment assessment
- Define Alignment Values: Users assign alignment values across the four Strategic Alignment fields
- Order Importance: Users can rearrange the order of alignment values
- Calculate SV Score: System calculates Strategic Priority score (0-100)
- Prioritize New and In-flight Projects
Step 2: Scoring & Classification
Enhanced with portfolio classification
- Data Input: Users input project data (health indicators, costs, hours, etc.)
- Portfolio Classification: New - Categorize each project into portfolio dimensions:
- Risk Level (High/Medium/Low)
- Time Horizon (Short/Medium/Long-term)
- Project Type (Mandatory/Maintenance/Growth/Innovation)
- Strategic Objective (mapped to specific organizational goals)
- Resource Intensity (High/Medium/Low for critical resource types)
- Costbars Scoring Algorithm: Score projects based on inputted data
- Scoring In-flight and New Projects: Continue as before
- Feedback on Business Case Fields
Step 3: Portfolio Balance Analysis
New step for explicit balance assessment
- Access Balance Dashboard: View portfolio distribution across key dimensions
- Risk-Return Analysis: Visualize projects on risk vs. return matrix
- Strategic Alignment Distribution: View project distribution across strategic objectives
- Time Horizon Mix: Analyze short/medium/long-term project distribution
- Project Type Distribution: Assess balance between mandatory, maintenance, growth, and innovation projects
- Resource Type Allocation: Analyze allocation across different resource types
- Balance Metrics: Calculate and display balance metrics with target ranges
- Imbalance Alerts: System highlights dimensions where portfolio is unbalanced
Step 4: Leveling
Remains largely unchanged, with resource management focus
- Analyze Project Dependencies
- Access Leveling View
- Visualize Resource Demand
- Interactive Scheduling
- Real-time Resource Analysis
- Identify Resource Conflicts
- Resource Smoothing
- Impact Analysis
Step 5: Selection with Balance Optimization
Enhanced selection with balance considerations
- Utilize Bubble Chart: Add color coding or symbols to represent portfolio dimensions
- Consider SV Score, AE Score, and Balance Impact: Selection now considers how each project affects overall portfolio balance
- Priority-Based Selection: Favors high-priority projects while maintaining balance
- Resource Availability Validation
- Balance Impact Simulation: New - System simulates how potential selections affect overall portfolio balance
- Automated Recommendations: Include balance optimization in recommendations
- Documentation of Decisions
- View Selection Status
- Review Rationale
Step 6: Review and Adjust for Balance
New focus on balance in final review
- Analyze Final Portfolio Composition: Review the balanced attributes of selected projects
- Make Balance Adjustments: Make final adjustments to improve balance if needed
- Analyze Resource Requirements
- Make Scheduling Adjustments
Step 7: Finalize Selection
- Make Final Decisions
- Document Balance Achievement: Record how final selections achieve balanced portfolio goals
- Ensure Resource Balance
- Set Balance Targets for Next Cycle: Establish target distributions for next planning cycle
Reporting and Monitoring (Ongoing)
- Enhanced Balance Reports: New - Add reports showing portfolio distribution across key dimensions
- Balance Trend Analysis: New - Track how portfolio balance evolves over time
- Advanced Built-in Reports
- Optional Cloud Dashboard
- Track Progress
- Periodic Balance Reviews: New - Schedule regular reviews of portfolio balance metrics
This process explicitly incorporates balance considerations throughout the PPM lifecycle, particularly with the new dedicated "Portfolio Balance Analysis" step and enhanced selection criteria that consider balance impact. The visualization capabilities are also expanded to show distribution across multiple portfolio dimensions.
Copyright © 2025 Timebars Ltd. All rights reserved.
I asked Grok AI to compare Agile discussions I had with colleagues while working at Microsoft in 2018 with the common state of these subjects today, March 21, 2025. The 2018 conversations captured a pivotal moment in Agile’s evolution—its roots in software and its tension with traditional management. Below is an analysis of those 2018 discussions, contrasted with the current landscape.
1. Agile’s Origins and Software Branding
2018 Perspective: The threads highlight Agile’s software-centric branding via the Agile Manifesto, a deliberate move by founders like Jeff Sutherland to counter Conway’s Law and insulate developers from rigid organizational cultures. Yet, its origins in manufacturing (e.g., Nonaka and Takeuchi’s work) were noted, with a growing recognition that Agile was outgrowing its software roots, though hampered by that branding.
2025 Perspective: Today, Agile’s software branding is far less restrictive. While it remains a cornerstone in tech (e.g., Scrum, DevOps), its principles have permeated industries like healthcare, education, and government. The shift isn’t just in application but in perception—Agile is now widely seen as a mindset, not a software-specific toolkit. Books, frameworks (e.g., SAFe 6.0), and conferences in 2025 emphasize “Enterprise Agility,” focusing on adaptability and customer-centricity across sectors. The manufacturing roots are less cited now, overshadowed by Agile’s modern identity as a universal approach to complexity and change.
2. Vertical Control vs. Horizontal Enablement
2018 Perspective: A core tension in the threads is the clash between traditional management’s “vertical ideology of control” and Agile’s “horizontal ideology of enablement.” The 88% tension reported in the poll underscored this divide, framing Agile as oil to management’s water—fundamentally incompatible due to differing goals, values, and metrics.
2025 Perspective: This tension persists but has softened in some areas. Many organizations have adopted hybrid models, blending hierarchical oversight with Agile practices, often under labels like “Agile at Scale” or “Business Agility.” The rise of AI-driven decision-making and remote work has forced traditional management to cede some control, aligning more with enablement. However, the “oil and water” metaphor still holds in rigid bureaucracies, where Agile is often superficially applied (e.g., “Agile-washing”). Metrics now frequently blend efficiency (traditional) with customer satisfaction and innovation rates (Agile), reflecting a pragmatic compromise rather than a full ideological shift.
3. Self-Organizing Teams and Customer Focus
2018 Perspective: Agile’s emphasis on self-organizing teams delivering iterative value directly to customers was a radical departure from hierarchical bureaucracy. Examples like Etsy’s continuous deployment (30+ updates daily) showcased how this flattened structure enhanced autonomy and responsiveness.
2025 Perspective: Self-organizing teams are now mainstream in tech and beyond, turbocharged by AI tools that automate routine tasks, freeing teams to focus on creative problem-solving. Customer focus has intensified—real-time feedback loops, powered by data analytics and social media (e.g., X sentiment analysis), allow firms to pivot faster than ever. Continuous deployment has evolved into “AI-assisted deployment,” where machine learning models predict and optimize updates, pushing the Etsy model to new heights (some firms now deploy hundreds of micro-updates daily). The customer is not just central but hyper-empowered, dictating terms via platforms and ecosystems.
4. Agile vs. Traditional Management
2018 Perspective: The threads paint management as a vertical, top-down world obsessed with efficiency and shareholder value, contrasted with Agile’s horizontal, innovation-driven ethos aimed at delighting customers. Critics like Sam Palmisano dismissed Agile giants (Apple, Google) as lacking longevity, yet their market caps dwarfed traditional firms like IBM.
2025 Perspective: The divide remains, but the scoreboard has tilted further toward Agile. Apple, Google, and newer players like Tesla dominate market caps, while traditional giants (e.g., IBM, GM) either adapt or fade. Management hasn’t fully surrendered—many C-suites still cling to control—but Agile’s success has forced a rethink. “Agile Leadership” training is now a buzzword, blending enablement with strategic oversight. The Creative Economy has outpaced the Traditional Economy, with firms prioritizing ecosystems (e.g., app platforms, gig networks) over rigid hierarchies. Palmisano’s skepticism looks increasingly dated as Agile firms sustain multi-act runs.
5. Scalability and Ecosystems
2018 Perspective: Agile’s scalability was evident in examples like Apple’s app ecosystem and Autodesk’s platform, contrasting with the limits of single Scrum teams. This showcased Agile’s ability to handle complexity beyond what bureaucracy could achieve.
2025 Perspective: Scalability is now Agile’s superpower. Ecosystems have exploded—think Amazon’s marketplace, Tesla’s energy grid, or even decentralized platforms like blockchain networks. AI amplifies this, enabling real-time coordination across millions of contributors and customers. Single-team Agile still exists, but large-scale frameworks (e.g., LeSS, Nexus) and platform-based models dominate, proving Agile can orchestrate global complexity. Bureaucracy’s scalability, once a strength, now feels clunky and outdated.
6. Challenges and “Fake Agile”
2018 Perspective: The threads warn of Agile’s difficulty—high initial failure rates, resistance from traditional structures, and “fake Agile” where firms slap the label on unchanged practices. Success required persistence and a genuine ideological shift.
2025 Perspective: Challenges persist, but the narrative has shifted. Failed implementations are less about resistance and more about execution—lack of training, poor tooling, or misaligned incentives. “Fake Agile” remains rampant, especially in legacy firms, but it’s increasingly called out by employees and consultants on platforms like X. Success stories (e.g., Spotify’s squad model evolving into “tribes 2.0”) show that persistence pays off, though the bar is higher—firms must integrate AI, ESG goals, and hybrid work into their Agile DNA.
7. Continuous Deployment and DevOps
2018 Perspective: Continuous deployment (e.g., Etsy’s 30+ daily updates) blurred development and operations, boosting autonomy and reducing downtime. It was “innovation on steroids,” contrasting with the “deployment army” of traditional releases.
2025 Perspective: DevOps is now table stakes, supercharged by AI and zero-trust security. Firms deploy thousands of updates daily—Etsy’s 30 feels quaint. Tools like GitLab and Kubernetes, paired with AI-driven testing, make this seamless. The “deployment army” is extinct; teams own the full cycle, empowered by automation. Downtime is a relic, and innovation speed is a key competitive edge, especially in AI-driven sectors like fintech and health tech.
8. Copernican Revolution in Management
2018 Perspective: Agile was framed as a paradigm shift akin to Copernicus—moving from firm-centric to customer-centric thinking. This wasn’t just a process tweak but a societal upheaval, challenging traditional power structures.
2025 Perspective: The revolution is in full swing. The customer-as-center model is entrenched, driven by data, AI, and platform economics. Traditional management’s decline mirrors the Church’s post-Copernicus—still powerful but losing relevance. Socially, Agile aligns with decentralized trends (e.g., DAOs, remote work), questioning not just corporate hierarchies but governance itself. It’s less about “management” adapting and more about it being replaced by networked, adaptive systems.
Summary
In 2018, Agile was at a crossroads—expanding beyond software, clashing with management, and proving its worth through pioneers like Apple and Etsy. By 2025, it’s a dominant force, reshaped by AI, ecosystems, and a customer-first world. The vertical-horizontal tension persists but leans toward enablement, with traditional management forced to hybridize or atrophy. Agile’s challenges—scalability, authenticity—have been met with innovation, though execution remains key. What was a radical ideology in 2018 is now a baseline expectation, driving not just firms but entire economies into a post-bureaucratic era.
Copyright © 2025 Timebars Ltd. All rights reserved.
Project Portfolio Management is a strategic approach to managing multiple projects as a unified portfolio, ensuring they align with organizational goals and available resources. Think of it like managing an investment portfolio, but with projects instead of stocks.
Key reasons organizations invest in PPM:
- Strategic Alignment - Ensures projects support business objectives
- Resource Optimization - Better allocation of limited resources (people, money, equipment)
- Risk Balance - Maintains a healthy mix of high-risk/high-reward and safer projects
- Project Prioritization - Focuses resources on the most valuable initiatives
- Improved ROI - Better project selection and execution leads to higher returns
Basic steps to implement PPM:
Project Inventory
- List all current and proposed projects
- Gather key data (costs, resources, timelines, objectives)
Strategic Alignment
- Define organizational goals
- Score projects based on strategic fit
- Eliminate or defer misaligned projects
Resource Assessment
- Document available resources
- Map resource requirements
- Identify constraints and conflicts
Portfolio Selection
- Prioritize projects using consistent criteria
- Balance the portfolio for risk/reward
- Select the optimal mix of projects
Governance Structure
- Establish clear decision-making processes
- Define roles and responsibilities
- Create reporting frameworks
Costbars PPM Process - Get Started
After establishing your governance structure, you can follow the Costbars PPM process within the application to establish the Project Inventory, Resource Pool, Strategic Alignment Values, and associated metadata. It can take weeks or months to establish this data and achieve resource-loaded projects to run through the PPM process. For a detailed introduction to this process, see Introduction to Costbars Product Guide.
Steps to run through the Costbars PPM Process
When ready to begin using the PPM process in Costbars, see the Product Help Section.

Prioritize Projects (SV Score): Calculate Strategic Priority based on your Strategic Alignment Values and Order of Importance. SV Score ranges from 0-100, where 100 indicates perfect alignment with operational strategy.
Score Projects (Costbars): Evaluate projects using multiple data points including health indicators, costs, hours, Size vs Complexity metrics, and additional project metadata.
Level Resources: Optimize resource allocation by adjusting project start and finish dates. View resource demand changes across the timeline as projects are rescheduled.
Select Projects: Utilize the bubble chart visualization to filter projects based on SV Score and AE Score ranges. Run selection analysis to identify optimal project combinations.
Review Resource Demand: Analyze resource requirements for selected projects and make scheduling adjustments as necessary to optimize resource utilization.
Finalize Selection: Make final project selections or eliminations to achieve desired strategic outcomes and resource balance.
Copyright © 2025 Timebars Ltd. All rights reserved.
We are two small corporations, Creative IS and Timebars Ltd., who build visionary management tools. We are an Agile Scrum software delivery team with Resource Management, Project Management, Project Portfolio Management and Project Controls expertise who develop, deploy and service unique software products.
We build advanced Apps that are based on modern web page technology. They are safe and secure to use in any environment including offline and behind firewalls.
Timebars Ltd. is a non-distributing corporation with 50 or fewer shareholders, located in Ottawa, Canada. The company was registered on 17-May-2017, and it's currently active. The corporation number is 10239470, and there is one director of this company1.
Timebars Ltd. offers three online tools aimed at improving personal productivity for managers of any team or process. The company's product suite includes cloud-based scheduling applications that require no software installation and do not store data outside of the user's organization. These applications can be accessed from a URL like a standard web page, which provides users with peace of mind that their data is safe and secure. The interface of these applications is designed to be easy-to-use, allowing managers to quickly and easily perform scheduling operations with minimal effort.
Our Target User Base
- Anyone who schedules and manages workers
- Agile and Scrum Teams
- Project Managers
- Directors and Departmental Managers
- Resource Managers, Supervisors or Team Leaders
- Project Portfolio Managers
- Project Management Offices (PMO)
Our Personal History
Mr. Cox is an enterprise IM/IT solutions expert, On Premises and Cloud, with over 30 years of project experience working in government and large private sector organizations in critical project delivery roles relating to PM Enterprise Systems including Project & Portfolio Management (PPM) systems, Document Management (ECM) and Business Intelligence (BI) systems. He has expertise in Waterfall and Agile project delivery methodologies, IM/IT system implementations, data migrations and modern web development.
In functional roles, he provides business case and methodology advice and determines client objectives by interviewing stakeholders, reviewing business functions and writing/evaluating requirements and presentations. In IT roles Mr. Cox architects, designs, proposes, presents, develops, pilots, deploys, migrates and supports IM/IT systems, workflows, applications, data warehouses, reports and dashboards. These tasks require working with senior management, project managers, business analysts, application developers and IT System administrators.
What are Timebars Ltd.'s Products
The products are essentially web pages, storing project and resource business data in the web browser cache. They do not store user data on their servers unless the optional "Pubsets" feature is purchased. They provide an optional Cloud Data Analysis Dashboard, which can be populated by publishing to predefined Pubsets from their products. The dashboard includes pre-built graphs, line charts, pie charts, bubble charts, and tabular reports.
The web apps hide business rules complexity behind the web page, exposing a simple intuitive drag and drop user interface.
The products offer two modes: Kanban board mode or Timebars timescale mode. For example, Agilebars has a scheduling engine in Kanban mode that updates the Timescale automatically.
The tools perfectly synchronize with spreadsheet programs to move data in and out of the web browser cache in a secure, clean, and simple drag and drop manner. They do not install cookies on the user's device, even after login2.
Trusted Technology
Timebars Ltd. provides a cloud-based set of management tools and utilities, including a number of scheduling engines and a dashboard sharing service. It features a three tier subscription plan for each product based on data limitations, the amount of data stored and not functionality. Our web-based products are operating system agnostic and can be used on any computer with a modern web browser, including large touch screens, desktop touch screens, smartphones and tablets.
HTML5 CSS Javascript
The Timebars Resource Scheduler product is a web page based on HTML5, CSS and Javascript. In December 2017, HTML5.2 specification was released as a W3C Recommendation of which we adopted. The Timescales are drawn with HTML Canvas 2D Context. The Data entered, imported and exported is stored inside the browser in IndexedDB (Google Docs uses IndexedDB).
IndexedDB
IndexedDB is a JavaScript application programming interface provided by modern web browsers for managing a NoSQL database of JSON objects. It is a standard maintained by the World Wide Web Consortium (W3C). Source:Wikipedia
Single-page application
A single-page application (SPA) is a web application or website that interacts with the user by dynamically rewriting the current web page with new data from the web server. Source: Wikipedia. But but for Timebars we dynamically rewrite the current web page (Timescaled page/Kanban page) from the IndexedDB resulting in sub millisecond fast transitions that make our products feel instant.
NextJS ReactJS
The Sales site and Dashboard is built upon NextJS and ReactJS which is free and open-source front-end JavaScript libraries for building powerful client and server side applications.
Stripe
We integrate with Strip Inc. for payment processing. The company primarily offers payment processing software and application programming interfaces (APIs) for e-commerce websites and mobile applications.In April 2018, the company released anti-fraud tools, branded "Radar", that block fraudulent transactions.
Strapi
Strapi is a backend REST API service that sits on top of Postgres DB. Only login requests and Dashboard publishing is dependent upon Strapi. Strapi is the leading open-source headless CMS. It is 100% JavaScript.
Copyright © 2025 Timebars Ltd. All rights reserved.
Elevate Portfolio Management with Costbars Project Pipeline Scheduler
In today's complex project environment, Project Portfolio Management (PPM) practitioners are under pressure to balance strategic priorities, manage risk, allocate scarce resources, and demonstrate measurable value to stakeholders. Costbars Project Pipeline Scheduler delivers all of this—and more—by integrating the proven Timebars Resource Scheduler with powerful portfolio-level analytics. The result is a single platform that unites scheduling precision with strategic oversight, enabling PMOs and executives to make faster, more confident decisions.
Balanced Scorecard for Strategic Insight
At the heart of the new release is the Strategic Balanced Scorecard, which consolidates strategic value, risk exposure, investment mix, and portfolio health into a single, interactive view. This tool transforms static portfolio lists into dynamic decision engines, allowing leaders to:
- Instantly see whether the portfolio is aligned with organizational goals.
- Detect imbalances in strategic value distribution before they threaten outcomes.
- Highlight over- or under-investment in key strategic areas.
By visualizing both current and scenario-based portfolios, the Balanced Scorecard ensures that every dollar and hour spent supports strategic success.
Automated Prioritization and Data-Driven Decisions
Gone are the days of subjective project selection. Costbars' automated prioritization ranks initiatives using Strategic Value (SV) Scores and Risk Scores—giving PPM practitioners a transparent, data-backed basis for go/kill decisions. The system supports executive overrides when human judgment is needed, but always retains a full audit trail of changes. This balance of automation and flexibility streamlines governance processes while keeping the portfolio aligned with corporate strategy.
Scenario Planning & What-If Analysis
Portfolio balance is never static—budgets shift, resources reallocate, and priorities evolve. Costbars' scenario planning tools let you test the impact of these changes before they happen. Whether adjusting timelines, re-sequencing work, or reallocating budgets, you can instantly see:
- How portfolio balance scores will shift.
- Which strategic areas will be under- or over-served.
- The downstream impact on delivery schedules and ROI.
This proactive approach reduces risk, prevents costly surprises, and keeps stakeholders engaged with clear, visual evidence of trade-offs.
Proactive Executive Engagement
In high-stakes portfolios, speed of awareness is critical. That's why Costbars now offers real-time SMS alerts for executives. When a high-priority project's health deteriorates—especially those with high strategic value and risk—leaders are notified instantly. This early-warning capability enables immediate intervention, protecting investments and ensuring corrective actions happen before delays or cost overruns become irreversible.
Major Features of Costbars Project Pipeline Scheduler
Integrated Timebars + Costbars Switch instantly between detailed resource scheduling (Timebars) and strategic portfolio management (Costbars) with a single license. Your data stays intact, so you can move fluidly between day-to-day execution and big-picture decision-making.
Strategic Balanced Scorecard (NEW) Visualize the health and balance of your portfolio at a glance. Track strategic alignment, risk profile, resource allocation, investment mix, timeline distribution, and ROI across multiple perspectives—current state, committed future, and what-if scenarios. Make decisions backed by real-time KPIs that reveal over- or under-investment, risk concentration, and resource strain before they impact delivery.
Automated Project Prioritization & Selection Rank and select projects using our Strategic Value (SV) and Risk Scoring engines, blending organizational alignment, cost, complexity, and health metrics. Override with a single click when strategic exceptions are needed.
Scenario Planning & What-If Analysis Test different budget, timeline, and resource scenarios to see exactly how portfolio balance shifts under changing conditions. Prevent surprises by preparing for multiple futures.
Real-Time SMS Alerts for Executive Awareness (NEW) Automatically notify executives when high-strategic-value projects cross critical health thresholds—keeping leaders informed instantly when risks escalate.
Comprehensive Project Pipeline View One-row-per-project dashboards show costs, hours, priority, risk, and resource load—paired with interactive visuals like bubble charts, timelines, and scorecards.
Drag-and-Drop Scheduling & Resource Leveling Build and adjust project and resource timelines with a simple drag, seeing the impact on capacity and delivery immediately.
Deep Portfolio Analytics & Custom Reports Create portfolio reports that pull from your own metadata, displaying trends, bottlenecks, and performance drivers. All fully editable for executive-ready output.
Cloud Publishing for Collaboration Share live dashboards, charts, and scorecards securely. Publish multiple portfolio views and switch between them in one click across devices.
Spreadsheet Integration & Offline Capability Import/export portfolios, tasks, and resources seamlessly. Run locally for secure offline work or sync to the cloud for shared access.
Why Use Costbars — Especially with Balanced Scorecards
In a complex organization, it's not enough to simply track projects—you need to know if your entire portfolio is strategically balanced, financially healthy, and operationally achievable.
The Costbars Balanced Scorecard turns portfolio data into executive-ready insights:
- Strategic Alignment Check – Confirms your resources are weighted toward high-priority objectives while still investing in innovation and operational stability.
- Risk & Resource Health – Identifies whether risk is concentrated in one area and whether critical teams are overloaded.
- Investment Mix Clarity – Shows if spending is appropriately distributed between core, growth, and transformation initiatives.
- Timeline Balance – Prevents delivery bottlenecks by staggering milestones and ensuring a steady flow of value.
- Financial Perspective – Tracks ROI, payback periods, and budget concentration to avoid fiscal blind spots.
- Scenario-Based Decisions – Lets you simulate budget cuts, strategic pivots, or urgent additions to see impacts before committing.
Paired with real-time SMS health alerts for your most important initiatives, Costbars ensures leaders are never in the dark—and can take decisive action before issues escalate.
In short: Costbars moves you from managing projects to mastering the entire portfolio, delivering clarity, control, and strategic confidence no spreadsheet or generic tool can match.
Top 5 Benefits
Innovative Insights into Project Portfolios Costbars provides advanced project portfolio management tools that deliver project prioritisation and selection of your organization's in-flight projects and upcoming pipeline, empowering better decision-making.
Real-Time Resource Demand Tracking Link projects with predecessors and schedule projects and dependencies within Costbars to suit resource demand in real time as projects are adjusted or terminated.
Spreadsheet-Based Data Entry Eliminate tedious web forms with our spreadsheet templates (compatible with Excel and Open Office Calc), which synchronize seamlessly with Costbars for secure, swift, and simple data management.
Visual Decision-Making with Drag-and-Drop Interface Visualize your project pipeline through our graphical interface, allowing you to control and adjust projects with intuitive drag-and-drop gestures.
Cloud Data Analysis Dashboard Leverage the Pubset feature to access a cloud-based dashboard with pre-built graphs, line charts, pie charts, bubble charts, and tabular reports for easy report sharing and informed decisions.
Benefits of Costbars for PPM Practitioners
Costbars will boost your project prioritisation productivity because of our data special algorithm combined with our drag and drop interface and spreadsheet sync feature.
The algorithm will determine a score for your projects based on strategic value and risk assessment, providing data-driven insights for portfolio decisions.
We provide spreadsheet templates pre-populated with portfolios, projects, tasks, resources, risks and issues that perfectly synchronize with our web based Costbars Project and Portfolio Management Application (PPM). We provide the tools to move data back and forth between spreadsheets and our web browser pages in a secure, clean and simple manner.
High Security with TLS (https) end to end encryption to log in and run the app, no data is stored on our servers.
Our graphical interface allows you to visualize your project pipeline and other management data such as risks and issues on a timeline. This is all controlled by you with simple drag and drop gestures so you can make decisions!
An optional Cloud Data Analysis Dashboard with Pubsets, a cloud publishing feature for secure sharing of reports and charts. We provide pre-built graphs, line charts, pie charts, bubble charts and tabular reports that you configure with metadata before you publish. Simply log into the Costbars Project Pipeline Scheduler and publish to our Cloud Servers.
Think of our products as dynamic web page reports based on configurable rules in our proprietary scheduling engine, inside the browser.
Additional Benefits
Enhanced Productivity with Intuitive Features Boost your productivity with our unique drag-and-drop project linking interface, spreadsheet sync feature, and resource demand calculator, designed to streamline workflows.
Comprehensive Project Pipeline Visibility Gain a clear, one-row-per-project view of your organization's pipeline, displaying configurable data points like cost, hours, schedule, priority, and risk for quick analysis.
Pre-Populated Templates for Efficiency Use our spreadsheet templates, pre-loaded with portfolios, projects, tasks, resources, risks, and issues, to effortlessly move data between Costbars, Timebars, and Agilebars.
Customizable Portfolio Pipeline Reports The Portfolio tab in our spreadsheet templates pulls only the field data you specify, allowing you to tailor reports with corporate data for strategic oversight.
Integrated PPM and Resource Scheduling Built on the Timebars Resource Scheduler engine, Costbars combines robust scheduling with PPM-specific metadata, including strategic drivers, for enhanced portfolio analytics and go/kill decisions.
Seamless Switching Between Tools Transition effortlessly between Timebars and Costbars with a single license—your data remains intact, ensuring continuity and flexibility.
Secure Cloud Publishing with Pubsets Share reports and charts securely via the optional Pubset feature, configuring metadata for pre-built visualizations before publishing to our cloud servers.
Powerful Data Analytics Engine Benefit from a built-in analytics engine that enhances custom charts, providing deeper insights into project and portfolio performance beyond standard reporting.
Consistent User Interface Across Tools Enjoy a familiar scheduling engine and user interface shared with Timebars, reducing the learning curve and improving usability for resource and portfolio management.
Strategic Decision Support Access integrated local dashboard analytics tailored for project go/kill decisions, leveraging PPM-specific data points and strategic drivers unique to Costbars.
Reporting and Dashboards
Costbars transforms raw portfolio data into strategic intelligence through a comprehensive suite of 30+ local reports and interactive cloud dashboards. Whether you need detailed analysis on your desktop or collaborative insights accessible from anywhere, Costbars delivers reporting capabilities that turn information into action.
Local Reports & Analytics (Built Into Client Apps)
Access over 30 specialized reports directly within the Costbars client application, designed for deep analysis, portfolio governance, and operational decision-making:
Core Portfolio Intelligence:
- All Tabular Report – Comprehensive data tables with multiple column presets (Default, Common, Notes, Allocation, KPI, Variance, Investment, Business Case) with powerful search, filter, sort, and Excel/CSV export
- Portfolio Drilldown – Interactive 5-tier hierarchy visualization (Portfolio → Program → Project → Task → Allocation) with parent-child relationship validation and export to Mermaid/GraphViz diagrams
- Project Core Report – Customizable card layouts with 7-dimension health dashboard (Overall, Scope, Schedule, Cost, Hours, Risk, Issues) and expandable rich text sections
- Print WBS – Professional Work Breakdown Structure reports by hierarchy for requirements documentation and scope baselines
Strategic PPM Reports:
- PPM Reports (Tabular & Card) – Dual scoring with Strategic Value (SV) and Ability to Execute (AE) dimensions, 32-week resource demand grid, and system-generated decision notes with AI-assisted recommendations
- PPM Stop Light Report – Visual health dashboard with color-coded status indicators across all portfolio dimensions for executive briefings
- Business Case Document – Comprehensive investment analysis with strategic alignment, risk/complexity scoring, financial metrics, and PDF export for board presentations
Schedule & Performance Tracking:
- Milestone Horizon Report – Timeline visualization showing planned completion dates across portfolio with filtering by date range, priority, or hierarchy
- Tasks Overdue Report – Automatic identification of past-due items with no completion dates for accountability tracking
- Baseline Variance Report – Compare actual vs. planned performance with variance calculations for dates, duration, hours, and costs using advanced filtering operators (>, <, =)
- Project Status Report – High-level health summary with schedule variance, cost variance, resource allocation, and risk/issue counts
Resource Management:
- Resource Listing – Complete resource pool management showing skills, roles, competencies, pay rates, availability calendars, and organizational structure with direct inline editing
- Resource Usage Reports – Stacked bar charts by Name, Role, Skill, Location, Department, and Project with 32-week detailed allocation tables
- Capacity Planning Views – Identify over/under allocation, forecast hiring needs, and balance workloads with exportable reports
Risk & Issue Tracking:
- Risk & Issue Cards – Dedicated tracking with Probability × Impact scoring matrix, automated risk score calculation, priority classification, and resolution tracking
- Change Request Management – Impact assessment (cost, hours, schedule), benefits justification, options analysis, and version tracking with full audit trail
Timeline Visualizations:
- Horizontal & Vertical Timelines – Interactive draggable event cards with persistent positioning, connector lines, and filter capabilities ideal for stakeholder presentations
Universal Capabilities Across All Local Reports:
- Search & filter with multi-select options and "All" clear filters
- Multi-column sorting with ascending/descending toggle
- Direct editing – launch forms from report rows with inline field updates
- Color coding by type, status, priority, and health indicators
- Rich text support with full Quill editor integration
- Export to Excel, CSV, HTML, and print-ready formats
- Real-time updates after saving changes
- Responsive design for desktop, tablet, and mobile
Cloud Dashboard (Accessible Anywhere)
Publish your portfolio data to the secure Timebars Cloud Dashboard with one-click publishing for real-time collaboration, executive visibility, and multi-device access:
Executive Portfolio Reports:
- Project Status Report (Dashboard Home) – Command center with all portfolios, projects, work packages, tasks, and resource allocations in unified sortable/filterable view with hierarchical indentation and color-coded rows
- Project Variance Report – Track deviations from baseline with variance-specific metrics showing delta between planned and actual performance for early warning on project drift
- Interactive Card-Based Drilldown – Four-level hierarchical navigation (Portfolio → Project → Work Package → Tasks/Risks/Issues) with health indicator lights on every card and breadcrumb navigation
Advanced Visualizations:
- Burndown Charts (Agilebars) – Track sprint velocity with ideal vs. actual progress lines for agile team performance monitoring
- Resource Cost & Usage Pie Charts – Four interactive pie charts (By Project, Resource Role, Location, Department) with total cost indicator cards for budget tracking
- Resource Usage Bar Charts – Six-dimension analysis (Resource Name, Project, Role, Primary Skill, Location, Department) with stacked bars showing hours and costs
Health Monitoring System:
- 7-Dimensional Health Indicators on all cards and reports:
- 🟢 Green: On track
- 🟡 Yellow: Needs attention
- 🔴 Red: Critical issue
- 🟠 Orange: Not yet assessed
- Track Overall Health, Cost Health, Hours Health, Risk Health, Schedule Health, Scope Health, and Issues Health across all portfolio levels
Cloud Collaboration Features:
- Real-Time Sync – Changes in desktop client reflect in cloud dashboard within seconds
- Multi-User Access – Collaborate with team members on shared data with secure JWT authentication
- SWR Caching – Client-side data caching for instant navigation with automatic background revalidation
- One-Click Publishing – Publish Active Pubsets from desktop client and activate on dashboard instantly
- Cross-Device Continuity – Work on one device, publish, pick up where you left off on another device
- Inline Editing – Update records directly from dashboard reports with built-in field validation
- Export Capabilities – Excel/CSV export maintaining column order, formatting, and metadata fields
Unified Benefits: Local + Cloud Reporting
Transform Data Into Decisions:
- Move seamlessly between detailed local analysis and high-level cloud visualization
- Maintain single source of truth with automated synchronization
- Configure reports with your corporate metadata for tailored insights
- Share executive-ready visualizations securely without compromising data control
Flexible Workflow:
- Work offline with local reports when disconnected or for sensitive data analysis
- Publish to cloud when stakeholder visibility and collaboration are needed
- Control exactly what gets published through Pubset management
- Maintain local data security while leveraging cloud analytics power
Intelligence at Every Level:
- Operational teams use detailed local reports for day-to-day execution
- Portfolio managers leverage comprehensive analytics for prioritization decisions
- Executives access cloud dashboards for strategic oversight and governance
- All stakeholders work from the same underlying data with appropriate views
With 30+ local reports and comprehensive cloud dashboards, Costbars ensures every portfolio stakeholder has the right information, at the right level of detail, in the right format—transforming portfolio data into strategic advantage.
Why PPM Practitioners Choose Costbars
Costbars Project Pipeline Scheduler is more than a reporting tool—it's a decision support system that transforms how PMOs manage portfolios. With deep integration into resource scheduling, cloud-based collaboration, and spreadsheet import/export for offline work, Costbars adapts to your workflow rather than forcing you into a rigid process.
Key Benefits for Organizations:
- Unified platform for resource and portfolio management.
- Strategic alignment tracking through a Balanced Scorecard.
- Faster, smarter decisions with automated prioritization and analytics.
- Risk mitigation via scenario planning and instant alerts.
- Enhanced visibility with interactive dashboards and shareable reports.
With Costbars, PPM practitioners gain the tools they need to deliver maximum value from their portfolios—on time, on budget, and on strategy.
Summary: Managing Projects vs. Mastering Portfolios
Managing projects is good. Managing a strategically balanced, financially sound, and operationally achievable portfolio is better.
The Balanced Scorecard in Costbars gives you:
- Strategic Alignment Assurance – Confirms resources align with high-priority goals while maintaining innovation and operational stability.
- Risk & Resource Health Monitoring – Spot over-concentration of risk or overload in key teams early.
- Investment Mix Clarity – Ensure healthy distribution across core, growth, and transformational initiatives.
- Timeline Balance – Stagger deliverables to prevent organizational bottlenecks.
- Financial Perspective – Track ROI, payback, and budget distribution to avoid fiscal risks.
- Scenario Simulation – Model impacts of budget cuts, strategic shifts, or urgent additions before making the call.
Combined with real-time SMS alerts for critical projects, you're never blindsided—Costbars turns your data into actionable, executive-ready insights for confident, strategic decision-making.
Copyright © 2025 Timebars Ltd. All rights reserved.
Top 10
- Centralized Resource Management – Copy and paste your resources into a centralized resource pool for advanced resource management and control. Learn how to configure your resource pool »
- Automated Scheduling Engine – The built-in scheduling engine automatically calculates time-phased results for charts, reports, and dashboards as bars are dragged and dropped on the Canvas. See how the scheduling engine works »
- Seamless Task & Resource Tracking – Track tasks and resource forecasts with ease. Create projects, tasks, and resource assignments directly on the Canvas or import existing data from enterprise systems using our drag-and-drop Spreadsheet Sync feature. See resource tracking reports »
- Real-Time Resource Allocation – Double-click a resource name to display percent allocated directly on the Canvas, preventing overallocation issues. Never assign a resource where it will cause an overallocation problem again. Learn how to check resource availability »
- Metadata-Driven Organization – Assign metadata such as Project Manager (PM), Status, Health, and more from a common Tags Table that you maintain. This table drives picklists for clean data updates in the application and in spreadsheets. Learn about metadata management »
- Unlimited Baselines for Variance Reporting – Set and control unlimited baselines for enhanced visualization, progress tracking, and variance reporting. Learn how to create baselines »
- Seamless Cloud Synchronization – Work on one device, publish to Timebars Cloud, then continue working on another device by downloading your data—all with one click after logging in. Explore cloud publishing features »
- Multiple Dataset Management – Publish multiple datasets, each containing one or more projects, to the cloud and select which one is active on the dashboard. For example, you can manage multiple sprints simultaneously, but only one can be active at a time for rendering dashboard charts and reports. Learn about PubSets and the Dashboard.
- Cost-Effective Alternative – Save money! Why invest in expensive desktop scheduling tools or clunky cloud-based solutions when you can use Timebars to regain control over your data and valuable time?
- Superior Resource Visibility – Our software provides real-time insights into organizational workload, ensuring teams are never overloaded. Compared to Microsoft Project, Timebars offers a simpler, more effective solution for modern project management. Learn about resource management »
Why Choose Timebars?
- Built for Traditional & Agile Project Management – Timebars Resource Scheduler is built on Agilebars Scrum Sprint Scheduler but features a different scheduling engine and UI, making it ideal for traditional project management and resource scheduling.
- More Efficient than Gantt Charts – Like Agilebars, Timebars' time-phased Canvas is more space-efficient than traditional Gantt charts, improving screen real estate and enhancing productivity. Timebars also includes drag-and-drop Resource Allocation bars, allowing front-loading, back-loading, and level-loading of resources.
- Fast & Intuitive Scheduling – Quickly build a project schedule by defining work packages and activities in your favorite spreadsheet program. Then, simply drag and drop the spreadsheet onto the Timebars Canvas to import the data and begin scheduling instantly. See Canvas interface features »
- Flexible Resource Assignments – Resources are assigned from a central pool, with details such as name, location, and skill maintained in the custom spreadsheet template. Syncing with the Timebars Web App is done via drag-and-drop gestures.
- Automated Time-Phased Calculations – The Timebars scheduling engine automatically spreads resource hours across tasks, generating time-phased person-hour and cost reports for effortless dashboard integration.
- Dynamic Resource Forecasting – Timebars automatically calculates and displays weekly staffing needs directly on the Canvas. Resource charts in the dashboard show workforce demand by skill or role, eliminating the need for complex BI report setups. However, data is available in spreadsheets for Power BI integration if needed. View resource usage reports »
- Bulk Data Management Made Easy – Managing large-scale updates is effortless with Timebars' tight integration with spreadsheet templates, the de facto standard for bulk data manipulation. Bulk copy/paste resource allocations in a spreadsheet, then drop them onto the Canvas to see immediate results. Learn about spreadsheet sync »
- Effortless Baseline Management – When your project schedule is finalized, set a baseline or snapshot with one click. Instantly compare current forecasts with any baseline (original plan) on-screen, in reports, and on dashboards. Unlimited baselines supported.
- Intelligent % Complete Calculation – The Timebars scheduling engine automatically calculates percent complete, but users can manually override values when necessary. Once work begins on a task or resource allocation, the focus shifts to setting the finish date first, followed by actual work and percent complete calculations. Manual overrides ensure the end date remains fixed, improving productivity and accuracy in forecasting hours and costs.
- Metadata-Driven Project Organization – Flexible metadata coding helps structure projects into logical groups. By assigning codes to Timebars, users can generate custom views and reports effortlessly. Learn about metadata management »
- Streamlined Metadata Management – Metadata codes are maintained in the custom spreadsheet template and updated in the Timebars Web App through drag-and-drop gestures on the Canvas. No need to manage complex code tables or lookup tables—just simple spreadsheet maintenance for maximum efficiency. Learn about spreadsheet sync »
Copyright © 2025 Timebars Ltd. All rights reserved.
Breaking the Mold: How We Reinvented Management Software
At the heart of Agilebars, Timebars, Costbars, and our Cloud Dashboard is a bold idea: management tools shouldn’t be clunky, device-specific, or tethered to outdated tech. We set out to rethink how software supports Agile, resource, and project managers—building something that’s not just functional but genuinely innovative. Here’s what we did differently.
A New Kind of Web-Based Powerhouse
We didn’t settle for desktop-only software or rigid cloud platforms. Instead, we built our tools from the ground up as web-native applications, leveraging open-source technologies like HTML5, JavaScript, and CSS. Why? Because the web is universal—our software runs on any device with a modern browser, from your iPad to your giant desktop monitor. No apps to install, no proprietary ecosystems—just a secure webpage that adapts to your screen, whether you’re tapping a touchscreen or clicking a mouse.
The bigger the screen, the more you see, but the experience stays smooth even on smaller devices. We pushed the boundaries of web tech to make this seamless, proving you don’t need a dedicated app to get desktop-level power.
Drag-and-Drop Data Freedom
Forget complex imports or locked-in formats. We innovated by making data movement effortless—drag a spreadsheet from Excel or LibreOffice Calc onto our canvas, and it’s instantly part of your project. Our tools speak JSON and CSV natively, so you can pull data in and push it back out without wrestling with clunky converters. This isn’t just convenience; it’s a new way to keep your workflow fluid and your existing data alive.
Security That’s Ahead of the Curve
We didn’t just slap encryption on and call it a day. Our tools use HTTPS/TLS end-to-end—bank-level protection baked into every interaction. But here’s where we went further: we ditched browser cookies entirely. Instead of storing login tokens locally (a hacker’s dream), we deliver JSON Web Tokens (JWT) securely on login, keeping them server-side and encrypted with your password. Your data? It stays in your browser unless you choose to publish it to our Cloud Dashboard. This isn’t standard security—it’s a rethink of how trust and control should work.
Cloud Dashboard: Publishing, Not Hosting
Our optional Cloud Dashboard isn’t a typical cloud service—it’s a publishing platform. We innovated by letting you push your data up securely with a single click, where it’s stored in a shared database isolated by your credentials. No one else gets in without your username and password. This isn’t about locking you into the cloud; it’s about giving you a flexible, optional hub for dashboards and insights, all while keeping the core experience offline-first.
Offline by Design
We flipped the script on cloud dependency. Our tools work fully offline, storing data locally in your browser’s cache—accessible anytime, anywhere, no internet required. This isn’t a backup plan; it’s a deliberate choice to prioritize flexibility and resilience in a world where connectivity isn’t guaranteed.
Tailored Innovation for Every Manager
- Agilebars: We reimagined sprint planning by blending Kanban and time-scaled views into a single, web-based tool. Switch modes instantly—no imports, no exports—just a fresh take on Agile workflows.
- Timebars: Traditional project management got a web-native overhaul. We crafted a scheduling engine that adapts to resource demands, all within a browser, breaking free from desktop-only constraints.
- Costbars: Pipeline management wasn’t enough—we added analytics and selection tools, turning a scheduler into a strategic weapon, all while keeping it lightweight and web-driven.
Pushing the Web’s Limits
We didn’t stop at functionality. Our dark mode cuts eye strain for late-night sessions, and accessibility features ensure everyone can use our tools, not just the tech-savvy. We even optimized for touch and mouse inputs across screen sizes, proving web software can rival native apps without compromise. It’s not perfect on every Apple device yet—web tech evolves fast—but we’re committed to staying ahead of the curve.
Why This Matters
We didn’t build another me-too tool. We harnessed the web’s openness, broke free from old-school software traps, and gave you control—over your data, your device, and your workflow. This is management software rethought for a connected, flexible, secure future. Ready to see what’s possible?
Copyright © 2025 Timebars Ltd. All rights reserved.
Agilebars Sprint Scheduler empowers Agile teams by addressing common agile management challenges and boosting productivity. Here's how it delivers value to Product Managers, development teams, and organizations adopting Agile practices:
Faster Sprint Setup and Adoption Eliminate lengthy IT approval delays with instant access via a URL—try it free or purchase with a credit card, saving time and accelerating Agile adoption. Learn how to get started →
Enhanced Data Security Keep sensitive sprint data secure within your browser—no cloud storage risks, ensuring privacy and peace of mind. Read about our security approach →
Increased Productivity with Streamlined Workflows Boost efficiency with drag-and-drop interfaces, spreadsheet sync, and automated progress tracking, reducing time spent on planning and updates. See how to use spreadsheet sync →
Improved Sprint Visibility and Decision-Making Visualize backlogs and sprint progress with Kanban boards, burndown charts, and time-phased canvases, empowering better prioritization and control. Learn about Kanban features →
Effortless Reporting and Sharing Generate and share burndown charts and dashboards quickly via built-in reports or the optional cloud Pubset feature, modernizing business intelligence. Explore dashboard features →
Simplified Sprint Planning Use spreadsheet templates to create and import sprint backlogs, cutting planning time and enabling a focus on execution. See how to manage your data →
Seamless Integration with Timebars Transition projects from Timebars to Agile sprints without rework, maintaining data integrity across tools with a single license. Discover how to transfer data →
Reduced Administrative Burden Automate progress updates (e.g., lane changes set completion) and baseline comparisons, freeing up time for strategic tasks. Learn about automating progress →
Cost-Effective and Modern Alternative Replace expensive, outdated tools with a user-friendly, affordable solution tailored to Agile needs. See our product design strategy →
Flexible Work Management Switch between Kanban and timescale modes on the fly, adapting to team preferences without import/export hassles. Learn to use the timescale canvas →
Team Collaboration on Giant Screens Use Kanban mode on large displays for interactive sprint planning and tracking, replacing messy whiteboards. Discover Kanban features →
Accurate Progress Tracking Without Nagging Ask simple questions (e.g., "Is it done?") instead of chasing durations—Agilebars calculates the rest, enhancing team morale and reporting accuracy. See progress management tips →
Why Do You Need Agilebars Sprint Scheduler?
- Facilitates efficient reduction of product backlogs through Agile sprints.
- Supports Product Managers and development teams with processes for easy Agile adoption.
- Simplifies task definition, sizing, and estimation with a spreadsheet.
- Ensures secure, clean, and simple data transfer between the web browser and spreadsheets.
- Saves time on scheduling and time-phasing work with a drag-and-drop bar approach after using the Spreadsheet Sync feature.
- Enables prompt generation and sharing of burndown charts across the organization.
- Eliminates the need for expensive business intelligence reporting tools.
- Provides an editable user interface across the Timescale Canvas, Kanban Canvas, and Reports.
- Free to use without registration, offering full functionality with data limits.
- Enhances decision-making through visual data representation.
- Improves productivity in product backlog management, sprint planning, progress updates, burndown chart generation, and project status analysis with reports and dashboards.
- Reduces time and effort for progress updates with team members using a special Kanban rules engine.
- Eliminates the need to fill out bulky web forms.
- Simplifies baseline management for variance reporting.
- Ensures faster data entry by working in a spreadsheet program and syncing with Agilebars.
Additional Benefits for You
Switch Modes on the Fly: Agilebars is a sprint planning tool designed to reduce your product backlog. Work in Kanban mode or Timebars timescale mode with a single-click switch. Update burndown chart progress in Kanban mode, then switch back to the Timebars time-scaled canvas—no import/export required; it just works.
Improved Visibility: The Timebars time-phased canvas surpasses a Gantt chart view. Drag and drop bars to run parallel (unlike Gantt's one-row-per-bar limitation), displaying more bars on-screen and enhancing resource and project scheduling productivity.
Save Time Managing the Sprint Backlog: Create new work items using the Agilebars Spreadsheet template. After planning your sprint, drag and drop the spreadsheet onto the Agilebars canvas to import data and instantly schedule or update progress. With powerful task management and customizable workflows, you'll control work effortlessly.
Giant Screen Kanban Board: Ditch the dirty whiteboard. Use Agilebars Kanban mode on a giant screen to plan, schedule, and track sprints with your team.
Drag-and-Drop Workflow: Move work items into lanes like "Will Do," "Doing," "Finalizing," and "Done." As items shift lanes, the Agilebars scheduling engine calculates progress and auto-generates data for the time-scaled canvas, burndown chart, and dashboard.
Easy Baseline Management: Set a baseline or snapshot with one click before work begins. Compare the current forecast to the baseline (original plan) using burndown charts and reports with one click. Unlimited baselines supported.
One-Click Burndown Charts: Generate burndown charts instantly based on Agilebars data from the browser, updated via the Kanban Board or Timebars Timescale Canvas. Switching lanes in Kanban mode adjusts progress using internal rules (e.g., dropping an item in "Done" sets it to 100% complete, feeding the burndown chart).
Earned Value-Inspired Design: The Agilebars scheduling engine follows the Earned Value concept—progress is earned and percent complete is calculated, not manually set. Size each work item first; as items move lanes, work is earned automatically in a time-phased manner, boosting productivity and delivering impressive burndown charts.
No More Nagging for Updates: Skip asking developers and testers for durations or hours. During the daily sprint, ask simple questions: "Did it start?" "Did testing start?" "Is it done?" Agilebars handles the rest with internal rules.
Copyright © 2025 Timebars Ltd. All rights reserved.
Visit the Knowledgebase Page
Copyright © 2025 Timebars Ltd. All rights reserved.
1. Compliance to PPM Business Rules
1.1 Proper Approvals
1.1.1: Number of Projects in Selected to Implemented Stages for Gate 2 approvals
- Please determine subset of projects to count per your system metadata
1.1.2: Number of Projects in Delivering to Implemented Stages for Gate 3 approvals
- Please determine subset of projects to count per your system metadata
1.1.3: Number of Projects missing evidence of Gate 2 Approval
- Rule is met if: Depending your the business process
1.1.4: Number of Projects that do not have Baseline 1 Set in PPM System
- Rule is met if: ProjectBaseline1Work is NULL, if project is in flight
1.1.5: Number of Projects that do not have Baseline 2 Set in PPM System
- ProjectBaseline2Work is NULL if project is in flight
2. Data Quality in PPM System
2.1 Enterprise Resource Pool
2.1.1: Total People Resources
- No additional constraints or calculations.
2.1.2: Has One or More Data Quality Issues
- Rule is met if one of or both 2.1.3 or 2.1.4 is met.
2.1.3: Number of Active Resources with Missing Data in User Profile
- This section was revised July 14 to show individual fields with missing data, instead of one single compliant/non compliant rule.
2.1.4: Resource Contract Date is in the Past
- Rule is met if Resource Contract End Field is in the Past per this rule: [Resource Contract End] is less than today and [Labour Type] is one of Consultant, Contractor or Student and [Resource Is Active] is true.
3. Initiative Pipeline Health (Defined - Selected)
3.1: Total Initiatives in Defined to Selected Stage
- No additional constraints or calculations apply
3.2: Initiatives with Data Quality Issues
- Rule is met if any any combination of the following four rules are met 3.3, 3.4, 3.5 or 3.6.
3.3: Number of Items With Start Date in the Past
- The start date [ProjectStartDate] < Now, OR finish date [ProjectFinishDate] < Now (Now is the time the report is executed to get fresh data from the system)
3.4: Items Assigned to "Inactive" Resources (DM and/or PM)
- Each project has a Project Owner in PWA, and in turn is the Project Manager, the Delivery Manager is a separate field in PWA, both people must but be set as Active in "Enterprise Resource Pool (ERP)".
3.5: Initiatives Pre-Assigned with With Actual Costs
- ProjectActualCost > 0
3.6: Number of Projects without a Class C+ with a start date within 18 months
- The projects Current Project Status field is Active, Project Cost field is 0 and the Project Start date is between Now and less than 18 months from now.
4. Project Pipeline Health
4.1: Number of Projects in Assigned to Implemented Stages
- No additional constraints or calculations.
4.2: Number of Initiatives With Data Quality Issues
- Rule is met if any one of the following 6 rules are met (4.3 to 4.8)
4.3: Number of Projects With Remaining Work Allocated to Inactive Resources
- ResourceIsActive field is False and AssignmentRemainingWork > 0. Note: Can include "Generic Local Resource" Work
4.4: Number of Projects With End Dates in the Past
- ProjectFinishDate Field is earlier than Now.
4.5: Number of Projects With Actual Costs in the Future Months
- AssignmentActualCost field is greater than 0 and the Assignment By Day Date is greater than today.
4.6: Number of Project Plans in Delivering Stage That Have Not Been Published in More Than 2 Weeks
- StageName Field is 'Delivering' and [Current Project Status] = 'Active' and ProjectModifiedDate is older than two weeks ago.
4.7: Number of Cancelled Projects With Actual Costs in the Future Months
- [Current Project Status] = 'Cancelled' and AssignmentActualCost field is greater than 0 and the Assignment By Day Date is greater than today.
4.8: Number of Projects With Status Inactive or Cancelled
- [Current Project Status] field is either 'Inactive' or 'Cancelled'
Copyright © 2025 Timebars Ltd. All rights reserved.
Control Supply and Demand
Controlling supply and demand in resource management is crucial for optimizing workforce allocation, ensuring project efficiency, and maintaining operational stability. By effectively balancing resource availability with project demands, organizations can prevent overallocation, minimize bottlenecks, and enhance productivity.
Techniques such as resource leveling, capacity planning, and demand forecasting help managers align workforce capabilities with workload requirements, avoiding burnout while maximizing efficiency.
Proper control of supply and demand also enables better decision-making by identifying gaps in resource availability, allowing for proactive hiring, training, or redistribution of tasks. Ultimately, mastering this balance ensures that resources are utilized strategically, reducing waste and improving project outcomes.
Assign Resources to Projects
After populating the resource pool you assign resources to individual tasks on projects in Timebars and Costbars applications to build up utilization. Allocate resources based on their availability, skills, and other attributes captured in the metadata.
Continuously monitor and update resource utilization. Keep track of resource allocations, remaining availability, and any changes in their metadata or custom field values.
Resource allocation
Managers can assess the supply and demand of resources by reviewing the availability in terms of percent allocated on the timescaled canvas or on Resource Usage Report. but first they can assign resources based on their skillset, location, and availability, ensuring that the right resources are allocated to the right projects.
Filtering and sorting
The Resource Allocator provides filtering and sorting options, allowing managers to filter resources by role, skill, location and other metadata. This helps in identifying the resources that match specific project requirements and optimizing resource allocation.
Capacity planning
Resource managers can use the resource pool to analyze resource availability charts and graphs across different projects and timeframes. They can identify periods of high or low demand and make informed decisions regarding resource allocation or hiring.
Detecting Overallocated Resources using Resource utilization reports
Timebars and Costbars offers several views, to visualize resource allocation across projects, where the data is in FTE or Hours, by week or by month and by Name or Role in grid or bar chart formsts. These views help project and resource managers identify instances where a resource may be assigned to tasks that exceed their available hours.
Copyright © 2025 Timebars Ltd. All rights reserved.
Agilebars Sprint Scheduler is a web-based Agile sprint management tool built for teams that need more than a basic task board. Agile adoption is accelerating, yet most teams still rely on disconnected spreadsheets, sticky notes, and manual status updates — losing visibility exactly when they need it most. Agilebars solves this with a proprietary scheduling engine, dual Kanban and timescale views, automated burndown charts, and seamless spreadsheet sync, all delivered instantly via a URL with no installation required. Key features:
Flexible Scheduling Engine A proprietary scheduling engine tailored for Agile sprints, with configurable rules to support dynamic reporting and progress tracking. Understand the scheduling engine
Spreadsheet Synchronization Pre-populated templates (compatible with Excel and OpenOffice Calc) sync seamlessly with Agilebars, enabling fast bulk data entry and adaptation to unique business needs. Guide to spreadsheet sync
Drag-and-Drop Interface Streamline workflows with intuitive drag-and-drop gestures for task management, sprint planning, and progress updates across Kanban and timescale views. Using the interface
Dual-Mode Visualization Switch effortlessly between Kanban mode (with lanes like "Will Do," "Doing," "Finalizing," and "Done") and Timebars' time-phased canvas for flexible work organization. Understanding Kanban and Timescale views
Risks, Issues and Change Requests Built-in tools to log and track risks, issues, and change requests directly within your sprint, keeping teams aware of threats and scope changes without leaving the board. Risks, issues and change requests guide
Burndown Charts Automatically generated burndown charts update in real time based on task progress from Kanban lane changes or timescale adjustments. Managing burndown charts
Personal Data Analysis Dashboard Publish sprint data to an optional personal dashboard featuring pre-built graphs, line charts, pie charts, bubble charts, and tabular reports. Larger organisations can opt for the Enterprise Dashboard for multi-project and team-wide analytics. Personal dashboard guide
Graphical Sprint Representations Visualize product backlogs, sprint data, and management insights through an interactive graphical interface for easy time management and control. Using the timescaled canvas
Baseline Management Set unlimited baselines with one click to snapshot sprint plans, enabling simple comparisons to current forecasts via reports and charts. Creating baselines
Definition of Done Rules Built-in rules triggered by drag-and-drop actions (e.g., moving a task to "Done" sets it to 100% complete) automate progress tracking. Progress calculation rules
No Installation Required Access Agilebars instantly via a URL—no software installation needed, with TLS end-to-end encryption ensuring high security. Getting started guide
Daily/Weekly Status Updates Provide quick status updates through the interface, synced with sprint progress for real-time team alignment. Progress updates guide
Earned Value-Inspired Progress Tracking The scheduling engine calculates percent complete based on task sizing and lane transitions, eliminating manual updates. Progress tracking explained
Seamless Project Transfer from Timebars Transfer projects and tasks from Timebars to Agilebars with a single click, enabling a smooth transition to sprint-based management. Learn how to transfer projects between products
Why Do You Need Agilebars Sprint Scheduler?
- Quickly transforms data into actionable information.
- Offers efficient backlog management tools for Agile practices.
- Web-based tool with a built-in, flexible scheduling engine.
- Features spreadsheet synchronization for easy adaptation to unique business practices.
- Includes drag-and-drop functionalities to streamline workflows.
- Requires no software installation.
- Provides Kanban and timescale modes for flexible work organization and progress updates.
- Comes with pre-populated spreadsheet templates compatible with Excel and OpenOffice Calc.
- Ensures high security with TLS end-to-end encryption.
- Offers a graphical interface for visualizing project and management data.
- Includes an optional Cloud Data Analysis Dashboard with pre-built graphs, line charts, pie charts, bubble charts, and tabular reports.
- Features configurable rules in a proprietary scheduling engine for dynamic reporting.
- Automates progress with built-in "Definition of Done" rules triggered by drag-and-drop gestures.
- Provides an optional Kanban board for burndown chart updates.
- Enables on-the-fly switching between Kanban and Scrum boards.
- Supports risk and issue management directly on Kanban or Scrum boards.
- Delivers visual sprint representations for easy time management and control.
- Facilitates daily or weekly status updates.
- Includes built-in Scrum burndown charts.
- Supports cloud publishing and information sharing.
Explore all features
Copyright © 2025 Timebars Ltd. All rights reserved.
Project management software offers numerous advantages for managing and executing projects efficiently. Here are some key advantages of using project management software:
Centralized Project Information: Project management software provides a centralized platform to store all project-related information, including project plans, schedules, tasks, documents, and communication. This ensures that team members have easy access to the latest information, promoting collaboration and reducing the risk of miscommunication.
Improved Collaboration: Project management software facilitates real-time collaboration among team members, regardless of their physical locations. It enables team members to share updates, exchange feedback, and work on tasks simultaneously, leading to better teamwork and productivity.
Task and Time Management: Project management software allows for efficient task management, enabling project managers to assign tasks, set deadlines, and track progress. It also helps team members stay organized and manage their time effectively.
Scheduling and Resource Management: With scheduling features like Gantt charts and resource allocation tools, project management software allows project managers to create and manage project schedules more effectively. This helps in optimizing resource usage and avoiding overloading team members.
Risk Management: Many project management tools come with built-in risk management features, allowing project managers to identify, assess, and mitigate risks effectively. This helps in minimizing potential disruptions to the project's timeline and objectives.
Document Management: Project management software often includes document management capabilities, enabling teams to store and organize project-related documents in a structured manner. This ensures that all project documents are readily available and accessible.
Real-Time Reporting and Analytics: Project management software generates real-time reports and analytics, providing insights into project progress, performance, and key performance indicators (KPIs). This helps project managers make informed decisions and identify areas for improvement.
Integration and Automation: Many project management tools offer integrations with other software, such as communication tools, time tracking apps, or budgeting software. Automation features streamline repetitive tasks and improve overall project efficiency.
Client Collaboration and Transparency: Some project management software allows for client collaboration, providing clients with visibility into project progress and status updates. This fosters transparency and builds trust between the project team and clients.
Cost Control and Budgeting: Project management software helps in budgeting and cost control by providing a clear view of project expenses, resource costs, and budget allocation. This enables project managers to monitor spending and stay within budget constraints.
Scalability and Flexibility: Project management software can be scaled to suit projects of varying sizes and complexities. It is adaptable to different industries and project types, making it a versatile tool for project management.
Copyright © 2025 Timebars Ltd. All rights reserved.
What is resource management
Resource management aims to maximize the utilization and effectiveness of available resources while minimizing waste, conflicts, and inefficiencies. It involves strategic planning, coordination, monitoring, and optimization of resources to achieve desired outcomes.Resources can include tangible assets such as finances, equipment, materials, and facilities, as well as intangible resources like human capital, time, and information.
Resource Management Context
Project Resource Management: In project management, resource management involves identifying, allocating, and scheduling resources to ensure project tasks are completed on time and within budget. This includes managing personnel, equipment, and materials to optimize the schedule and minimize bottlenecks.
Natural Resource Management: This refers to the sustainable management of natural resources such as forests, water, minerals, and wildlife. It involves balancing ecological, economic, and social factors to ensure the long-term viability and conservation of these resources.
IT Resource Management: In the context of information technology, resource management focuses on optimizing the allocation of hardware, software, and network resources to support organizational goals. This includes capacity planning, performance monitoring, and ensuring efficient utilization of computing resources.
Human Resource Management: Human resource management involves the strategic planning and allocation of human capital within an organization. It includes activities such as recruitment, training, performance evaluation, and career development to ensure the right people are in the right roles to achieve organizational objectives.
Financial Resource Management: This pertains to the management of financial assets and resources within an organization. It involves budgeting, financial planning, cash flow management, and investment decisions to ensure the organization's financial stability and profitability.
Resource Management Software
Timebars Software: is designed to streamline the process of assigning resources to projects or tasks. By considering factors such as availability, skills, and workload, users can make informed decisions on how to best utilize their resources. This not only ensures that resources are used optimally but also helps in staffing projects appropriately. With this software, you can have greater control and efficiency in managing your resources, ultimately leading to successful project outcomes.
Resource planning and forecasting: Timebars software allows users to plan and forecast resource needs for upcoming projects and initiatives. It provides one click visibility into resource availability and demand, helping managers make informed decisions about resource allocation and avoid overbooking or under-utilization.
With Timebars software, you can easily assess the current availability of your resources and determine if they are sufficient to meet your project needs. This allows you to identify any potential gaps or shortages in advance, giving you time to take necessary actions such as hiring additional staff or adjusting project timelines.
Additionally, Timebars's forecasting feature allows you to anticipate future resource requirements based on historical data and project plans. By analyzing factors such as project scope, timelines, and skill requirements, it helps you accurately predict the resources needed for upcoming initiatives.
Overbooking can lead to burnout among employees or compromises in quality due to limited capacity. On the other hand, under- utilization wastes valuable resources that could be better allocated elsewhere.
Resource collaboration and communication: Timebars software expects that organizations already own tools that facilitate collaboration and communication among team members and stakeholders so we did not reinvent the wheel. Timebars will provide you with answers and you keep everyone informed about resource allocations and changes.
Capacity planning: Timebars software helps evaluate the feasibility of taking on additional projects or making adjustments to existing ones based on the resources available.
Dashboards and Reporting: Timebars software provides insights on resource utilization, allocation, and performance, assisting stakeholders in making data-driven decisions to optimize resource management.
Resource Management Steps
Here's a step by step explanation of how resource planning and forecasting is typically done:
Assessing project requirements: The first step in resource planning and forecasting is understanding the requirements of upcoming projects. This includes identifying the tasks, deliverables, and timelines for each project. Managers and Schedulers work closely with stakeholders to gather details and determine the types and quantities of resources needed.
Resource inventory: Organizations maintain a resource inventory or database that contains information about available resources, including their skills, expertise, availability, and any constraints. This inventory is typically called the resource pool.
Resource demand estimation: Based on the various requirements, Managers and Schedulers estimate the demand for various resources, such as human resources (employees, contractors, consultants), equipment, facilities, or specific expertise. This estimation considers factors like the number of hours or effort required for each task, dependencies between tasks, and the overall project timeline.
Resource availability assessment: Managers and Schedulers then assess the availability of resources within the organization. This involves considering factors such as existing project assignments, vacations, leaves, training programs, or any other commitments that may impact resource availability. This assessment helps in identifying potential conflicts or resource shortages.
Resource gap analysis: By comparing the resource demand with the resource availability, Managers and Schedulers can identify gaps or imbalances in resource allocation. They can determine if there are resource shortages, over-allocations, or conflicts that need to be addressed. This analysis provides insights into whether additional resources are required or if adjustments to project timelines or scope are necessary.
Resource allocation and leveling: Based on the resource gap analysis, Managers and Schedulers make decisions on resource allocation and leveling. They determine which resources will be assigned to each project or task, considering factors like skill sets, availability, and workload. Resource leveling involves redistributing resources or adjusting project timelines to resolve conflicts or over-allocations.
Resource optimization: Resource planning and forecasting also involve optimizing resource utilization and allocation. Managers and Schedulers aim to achieve an optimal balance between resource capacity and demand. This may involve prioritizing projects, identifying opportunities for resource sharing or collaboration, or considering alternative resource options like outsourcing or subcontracting.
Ongoing monitoring and adjustment: Resource planning and forecasting are iterative processes. Managers and Schedulers continuously monitor resource utilization, track project progress, and assess any changes in project requirements or resource availability. This allows for ongoing adjustments to resource allocations, reallocation of resources as needed, and proactive management of resource constraints or conflicts.
EPC (Engineer Procure Construct)
In the context of Engineering, Procurement, and Construction (EPC) programs, project scheduling and resource management is crucial for the successful execution of construction and engineering projects. EPC programs typically involve large-scale infrastructure projects, such as power plants, oil refineries, bridges, or buildings, where a single entity is responsible for engineering design, procurement of materials, and construction.
Such projects involves careful planning, coordination, and allocation of resources, including human resources, materials, equipment, and finances, to achieve project objectives within the specified constraints of time, cost, and quality. This involves several key aspects:
Project Planning and Scheduling: Resource management begins with project planning, where the construction or engineering department determines the required resources for each phase of the project. This includes human resources, materials, equipment, and specialized tools. Scheduling activities and allocating resources optimally are crucial to ensure smooth progress and timely completion of the project.
Cost Management: Resource management in EPC programs involves cost control and budget management. Construction and engineering departments are responsible for estimating project costs, monitoring expenses, and ensuring that resources are allocated within the allocated budget. Effective cost management involves tracking expenses, identifying cost-saving opportunities, and addressing potential cost overruns.
Risk Management: Construction and engineering projects often face various risks, such as unforeseen events, technical challenges, or delays. Resource management includes identifying and assessing project risks, developing mitigation strategies, and contingency plans. This helps ensure that resources are allocated effectively to address potential risks and minimize their impact on the project.
EPC - Resource Supply and Demand Step by Step
Organizations in EPC programs calculate resource supply and demand in terms of people, both internally sourced (existing employees) and externally sourced (hiring new staff or subcontracting) through a process called resource forecasting. Resource forecasting helps determine the required number of personnel, their skills, and the duration for which they will be needed. Here's an overview of how this calculation is typically done:
Project Scope and Work Breakdown: The first step is to define the project scope and create a detailed work breakdown structure (WBS). The WBS breaks down the project into smaller tasks and activities, providing a clear understanding of the work required.
Estimating Activity Durations: Each task or activity in the WBS is assessed for its estimated duration. This estimation can be based on historical data, expert judgment, or reference to similar past projects.
Resource Requirements Identification: Based on the WBS and estimated activity durations, the specific resources required for each task are identified. This includes considering the necessary skill sets, experience levels, and any specific certifications or qualifications needed.
Internal Resource Assessment: The organization assesses its internal resource pool to determine the availability and capabilities of existing employees. This involves evaluating the skills and expertise of the current workforce, considering their current assignments, availability, and potential for reassignment or reallocation to the project.
External Resource Assessment: If internal resources are insufficient to meet project requirements, the organization evaluates the need for external sourcing. This can involve hiring new employees, subcontracting specific tasks, or partnering with external agencies or consultants. The assessment considers factors such as the availability of skilled labor, market conditions, and potential costs.
Resource Gap Analysis: By comparing the estimated resource requirements with the available internal resources, the organization identifies any gaps or shortfalls. This analysis helps determine the extent of external sourcing required to meet the demand.
Recruitment and Procurement: Based on the resource gap analysis, the organization initiates recruitment processes or engages in subcontracting activities to acquire the necessary resources externally. This may involve advertising job openings, conducting interviews, negotiating contracts with subcontractors, or outsourcing certain project components.
Resource Allocation and Scheduling: Once the required resources are available, the organization allocates them to specific tasks and activities in the project schedule. This includes considering the availability of resources at different project stages, ensuring an appropriate balance of skills, and optimizing resource utilization.
Ongoing Monitoring and Adjustments: Throughout the project, resource supply and demand are continuously monitored. If there are changes in project scope, schedule, or resource availability, adjustments are made to resource allocation. This iterative process helps maintain a balance between the demand for resources and their supply throughout the project lifecycle.
Summary By following these steps, organizations can effectively calculate resource supply and demand in terms of people, considering both internal and external sourcing, to ensure that the right resources are available at the right time to support successful project execution.
EPC - Work Breakdown Structure WBS
A Work Breakdown Structure (WBS) is a hierarchical decomposition of a project into smaller, manageable tasks or work packages. It helps to organize and structure the project's scope, making it easier to plan, assign resources, and track progress. Let's explore an example of how a WBS breaks down a construction project into smaller tasks:
Project: Construction of a Residential Building
Level 1: Project Phases
Phase 1: Pre-Construction
Phase 2: Foundation and Structural Work
Phase 3: Building Construction
Phase 4: Finishing and Interior Work
Phase 5: Final Inspections and Handover
Level 2: Phase 1 - Pre-Construction
Task 1: Project Initiation
Task 2: Site Selection and Acquisition
Task 3: Permits and Approvals
Task 4: Design and Architectural Planning
Level 2: Phase 2 - Foundation and Structural Work
Task 1: Excavation and Site Preparation
Task 2: Foundation Construction
Task 3: Structural Framing
Task 4: Plumbing and Electrical Rough-ins
Level 2: Phase 3 - Building Construction
Task 1: Walls and Roofing
Task 2: Exterior Finishing (Siding, Painting, etc.)
Task 3: Window and Door Installation
Task 4: HVAC System Installation
Level 2: Phase 4 - Finishing and Interior Work
Task 1: Interior Walls and Partitioning
Task 2: Flooring Installation
Task 3: Cabinetry and Counter top Installation
Task 4: Painting and Wall Coverings
Level 2: Phase 5 - Final Inspections and Handover
Task 1: Quality Inspections and Testing
Task 2: Finalizing Permits and Certifications
Task 3: Cleaning and Site Restoration
Task 4: Client Walkthrough and Handover
Each level of the WBS represents a different level of detail. Level 1 represents the broad project phases, while Level 2 breaks down each phase into specific tasks. Depending on the complexity of the project, the WBS can be further expanded into additional levels to provide even more granular details.
The WBS serves as a foundation for project planning, resource allocation, and monitoring. By breaking down the project into smaller tasks, it becomes easier to estimate the effort required, assign responsibilities, and track progress at each level. It provides a visual representation of the project's scope and helps ensure that all necessary activities are accounted for during the planning and execution phases.
Software Product Example WBS
Here is a typical Work Breakdown Structure (WBS) can be applied to the development of a new software product:
Project: Development of a Personal Task Management Web Application
Level 1: Project Phases
Phase 1: Requirements Gathering and Analysis
Phase 2: Design and Prototyping
Phase 3: Development and Testing
Phase 4: Deployment and Launch
Phase 5: Maintenance and Updates
Level 2: Phase 1 - Requirements Gathering and Analysis
Task 1: User Needs Assessment
Task 2: Market Research
Task 3: Define Functional Requirements
Task 4: Define Non-functional Requirements (e.g., Performance, Security)
Level 2: Phase 2 - Design and Prototyping
Task 1: User Interface (UI) Design
Task 2: Wireframing and Mockup Creation
Task 3: Information Architecture Design
Task 4: Interactive Prototype Development
Level 2: Phase 3 - Development and Testing
Task 1: Database Design and Setup
Task 2: Front-end Development (HTML, CSS, JavaScript)
Task 3: Back-end Development (Server-Side Programming)
Task 4: Integration of External APIs (if applicable)
Task 5: Unit Testing
Level 2: Phase 4 - Deployment and Launch
Task 1: Hosting Environment Setup
Task 2: System Configuration and Deployment
Task 3: User Acceptance Testing (UAT)
Task 4: Bug Fixing and Issue Resolution
Task 5: Documentation and User Guides
Level 2: Phase 5 - Maintenance and Updates
Task 1: Monitoring and Performance Optimization
Task 2: User Feedback Analysis
Task 3: Feature Enhancements and Updates
Task 4: Bug Fixes and Patch Releases
Task 5: Security Audits and Upgrades
This WBS provides a breakdown of the software development project into various phases and tasks specific to a small web application. It demonstrates how each phase focuses on different aspects of the project, such as requirements gathering, design, development, testing, deployment, and ongoing maintenance. But in the Agile world things change.
The WBS serves as a guide for project planning and resource allocation, ensuring that all necessary activities are accounted for. It enables better project management, estimation of effort and timelines, and tracking progress throughout the development lifecycle. In the Agile world there are are four key values and twelve principles that guide agile development practices and project managers believe the old way is outdated. This makes it quicker and easier to get work accomplished but Resource Management as described above takes a back seat.
An Agile Approach
A Agile approach to project scheduling and resource management emphasizes iterative and agile methodologies. Agile methodologies, such as Scrum or Kanban, focus on collaboration, adaptability, and delivering value incrementally. Rather than a traditional hierarchical WBS, Agile approaches rely on frameworks like user stories, epics, and feature-driven development.
Here's how the Agile approach might look for the development of a web application software product: Personal Task Manager
User Stories:
As a user, I want to create tasks and set due dates.
As a user, I want to categorize tasks into different projects or categories.
As a user, I want to prioritize tasks and set reminders.
As a user, I want to collaborate and share tasks with other users.
As a user, I want to track the progress of my tasks and mark them as completed.
As a user, I want to receive notifications for upcoming tasks or deadlines.
Epics:
Epic 1: Task Management Core Functionality
Epic 2: User Collaboration and Sharing
Epic 3: Task Prioritization and Reminders
Epic 4: User Interface and User Experience Enhancement
Epic 5: Task Progress Tracking and Analytics
Feature-Driven Development:
Feature 1: Task Creation and Due Date Setting
Feature 2: Project/Categories Management
Feature 3: Task Prioritization and Reminders
Feature 4: User Authentication and Access Control
Feature 5: Real-time Collaboration and Sharing
Feature 6: Task Progress Tracking and Reporting
Feature 7: Notifications and Reminders
Feature 8: Intuitive User Interface and Responsive Design
Feature 9: Integration with Third-Party Services (e.g., Calendar, Email)
In an Agile approach, user stories capture the functionality or features desired from the end user's perspective. These user stories are organized into epics, which represent broader themes or functionalities of the application. Feature-driven development then breaks down each epic into individual features that can be developed, tested, and delivered incrementally.
This more modern approach aligns with agile principles, allowing for flexibility, adaptability, and continuous improvement. Development iterations, commonly known as sprints, focus on delivering a working product increment at the end of each iteration, providing value to users early on and incorporating feedback for further enhancements.
Modern project management tools such as Agilebars by Timebars Ltd. can be used to manage and track the progress of user stories, epics, and features, enabling effective communication, collaboration, and visibility across the development team. But organizational resource management techniques may be difficult to achieve now
Agile Resource Management
Agile Resource Supply and Demand
How is resource management supply and demand done in the Agile world as described above?. In the Agile methodology, resource management supply and demand are typically handled through the following practices:
Cross-Functional Teams: Agile methodologies promote the formation of cross-functional teams that consist of members with diverse skill sets. These teams are self-organizing and collaborate closely on project tasks. By having a mix of skills within the team, resource supply and demand can be balanced. It is very difficult to produce organizational supply and demand reports and analytics with the monthly sprint approach with out problems.
Capacity Planning: Agile teams engage in capacity planning to assess the availability and capacity of team members for each sprint or iteration, which it typically monthly. Team members' individual skills and availability are taken into account when planning the monthly work to ensure that the right resources are allocated to each task or user story. But what about forecasting resource demand down the road past the current month? This is where Agile leave a gap in its wake.
Iterative Planning: Agile projects follow an iterative approach, dividing the work into smaller, manageable increments instead of WBS elements. During the sprint planning phase, the team assesses the user stories and features to be developed in the upcoming sprint. Based on the team's capacity and the complexity of the work, a subset of user stories is selected for development, considering the available resources. But how does the team know what the available resource load is? Basically the resources manager allocates their people to teams based on gut feel and who ever pulls the hardest.
Adaptive Resource Allocation: Agile teams are supposed to commit to achieving all the work in the Sprint up front during planning. They are not supposed to have the flexibility to adapt during the sprint based on changing project needs. When team members are assigned to a sprint, and assigned to another sprint they will have different teams but Agile does not account for organizational resource management this is the gap.
Collaborative Work: Agile methodologies foster collaboration and knowledge sharing within a team. By encouraging team members to work together, share expertise, and provide support and this is a big win for Agile. Cross-training team members on different skills can be a task in a sprint so it helps to address resource constraints and dependencies.
Summary
Both Agile teams and WBS based teams both utilize visual management tools but in totally different ways. The WBS methodology came first so all these tools catered to it. Tools like MS Project and the like, don't work right in the Agile world. In order for these tools to provide visibility into organizational resource availability, workload, and task dependencies, new tools and methodologies are being invented to meet this challenge. Read more at Timebars Ltd. web site!
Copyright © 2025 Timebars Ltd. All rights reserved.
Table of Contents
- Common Functionality: Agilebars-Timebars-Costbars
- Help Pages and Demo Data
- The Scheduling Engine
- User Interface
- Login Page
- Timescale
- Bar Creator
- Delete Bars
- Resource Allocator
- Resource % Allocated Vertical Bars
- Cost Schedule Form (Popup from any Bar)
- Hours Calculator (Popup from Allocation)
- Set Baseline from Cost Schedule Form
- Creating Relationships between Tasks
- Show/Hide Main Bar Lines (Hierarchy)
- Show/Hide Task Bar Lines (Relationships)
- Manage Constraints
- Bulk Move Tasks (all products)
- Bulk Move Projects (Costbars Only)
- Refresh Canvas Button
- Recalculate All Buttons
- Filter Menu
- Main Filters
- Shortcut Menu
- Toggle Light/Dark Mode
- Freeze Bars
- Risk & Issues Features
- Reports and Graphs page
- Publish Feature
- Bar Data Management
- Spreadsheet Sync Functionality
Common Functionality: Agilebars-Timebars-Costbars
Welcome and Discover
Welcome to the Core Product Functionality page, where you’ll discover the foundational features that drive productivity across Agilebars, Timebars, and Costbars. At the heart of our products lies a proprietary internal scheduling engine, seamlessly integrated with intuitive user interface elements, designed to enhance efficiency and streamline workflows.
Eliminating the Guess Work
These common product concept descriptions should eliminate guesswork, empowering you to understand and leverage our tools quickly. Whether you’re managing projects, sprints, or costs, this page provides the essential knowledge to maximize your productivity and achieve your goals effectively.
Help Pages and Demo Data
Get Started Page
To launch the Get Started Page choose Hamburger Icon > Getting Started Page. This page may be all you need to get using our products quickly. Here is what you can find on this page.
We offer monthly subscriptions for our products, with product technical support via email included in the pricing. For additional management consulting services, reach out on an ad-hoc basis by contacting us.
Subscriptions are single-person monthly licenses. You can buy one month at a time or up to 12 months in one credit card transaction. Check the Pricing Table & Sales FAQ at our Sales Site.
Knowledge Base
Access the Knowledge Base for sales information, user support, and helpful resources to guide you through features, troubleshooting, and best practices.
Intro Animation
The Intro Animation can be launched from the Hamburger Icon in the left-side menu. Each of the three applications is configured to display the intro whenever a new database is created—essentially, the first time a user accesses the app. Most users will read the intro once, then click “Close” or “Don’t Show the Intro Again,” or they can click “Skip Intro” to dismiss it. The intro will reappear the next time the page is relaunched if not disabled.
Guided Tour
The Guided Tour can be launched from the Hamburger Icon in the left-side menu. Once activated, the tour begins at the Hamburger Icon, and users can progress by clicking “Next.” It systematically highlights each visible UI element of the application, providing a quick and effective way to familiarize new users with the app’s usability and features.
Ask AI
What Ask AI Does:
- Creates project with default quantities (5 tasks, 2 milestones, 3 risks)
- Generates meaningful task names based on the project type
- Writes 1-3 paragraph descriptions for each section
- Sets dates starting next month
About Demo Data
When the app is loaded for the first time the demo data is populated as part of the seed data loading process. There is a small demo data set of project data and there is a large data set demo for each product. It is important to always start off with demo data because mandatory seed data is installed that makes the application work such as the administration panel data, tags and Default field configuration for the forms. The demo data consists of a demo license for free access to the product for life. Code location for seed data for Timebars Application
The Scheduling Engine
This section provides details about the hidden functionality behind the canvas that enables automatic calculations to support scheduling concepts within each application. The proprietary Scheduling Engine is the heart of Agilebars, Timebars, and Costbars, running silently in the background to recalculate schedules instantly when changes occur. While documenting its full operation would require a separate document due to its complex and proprietary CodeBase, its advanced algorithms ensure rapid updates—within seconds—whenever users interact with the application. These interactions include dragging and dropping bars, adding resources, adjusting allocation percentages, or modifying the timescale.
For example, moving a bar on the timescale triggers recalculations of its dates, costs, and hours, as well as those of its child bars. Tasks with relationships to other tasks also update their successors’ dates accordingly. However, if a bar has a constraint, the Scheduling Engine respects it and leaves its dates unchanged, enforcing business rules unique to Agile Project Management, Traditional Project Management, and Project Portfolio Management.
Data Hierarchy Across Products
To understand how the Scheduling Engine operates, it’s essential to grasp the data hierarchy, a data structure that our products depend on and enforce. This hierarchy, represented by bars on a timescale, governs how data is filtered, scheduled, and aggregated, enabling the engine to automate and maintain business rules.
Timebars and Costbars: These products organize data into a 5-tier hierarchy, abbreviated as L1, L2, L3, L4, and L5, with each level reflecting increasing granularity. L1 represents the broadest scope (e.g., portfolios or programs), while L5 denotes the most granular (e.g., allocations). The mandatory color scheme is as follows:
- L1: Brown Bars (e.g., Portfolio or Program—not available in Agilebars)
- L2: Green Bars (Must always be a Project, across all products)
- L3: Orange Bars (Optional, could be a sub-project, work package, or similar—not available in Agilebars)
- L4: Blue Bars (Must always be a Task, across all products)
- L5: Gold Bars (Must be an Allocation—not available in Agilebars) The only exception to this hierarchy is that L3 is optional; users can choose not to use it, effectively creating a 4-tier hierarchy by dropping Tasks (L4) directly onto Projects (L2).
Agilebars: This product organizes data into a 2-tier hierarchy, consisting of Project and Task levels, also represented by bars on a timescale. The mandatory color scheme is:
- L2: Green Bars (Must always be a Project, across all products)
- L4: Blue Bars (Must always be a Task, across all products) There is no Allocation level below Tasks, so task or work item sizing (in terms of cost or hours) is captured at the Task level and rolled up to the Project level. This structure has no exceptions and ensures consistency in Agile Project Management workflows.
Automatic Cost and Schedule Rollup
To ensure accurate reports, graphs, and charts, the application continuously aggregates data from lower to higher levels of the data hierarchy using an automatic rollup process. This involves a mathematical formula that sums costs and hours as data is created or modified, maintaining consistency across the timescale without manual intervention.
- For Timebars and Costbars, the rollup aggregates data from L5 (Allocations) up to L1 (Portfolios or Programs), appending or summing new task allocations, costs, and hours to the top of the hierarchy.
- For Agilebars, the rollup occurs from Tasks to Projects, capturing sizing data (e.g., cost or hours) at the Task level and rolling it up to the Project level.
This automated process supports the Scheduling Engine’s real-time calculations, ensuring that all hierarchical data remains synchronized and accurate for reporting and decision-making.
Timescale and Scheduling Engine
The starting date for the timeline combined with the The Report Date, also known as the Status Date, is a critical parameter used by the internal scheduling engine to calculate progress, including actuals and remaining work, representing the point in time at which progress is considered valid. Read more under the User Interface section below.
License Limits and Trimming
When the application page loads, data limits are enforced based on the product line and subscription. Upon page load, it retrieves information about the user’s license, including details such as the owner, product code, expiration date, bar count, project count, and more. It calculates the number of days remaining until the license expires by comparing the current date with the expiration date.
The system defines several error message strings, including notifications for exceeding the project limit, bar limit, or an expired license. If the license has expired (i.e., the difference in days, ddif, is less than 0), it displays the expired license message using a toast notification (e.g., M.toast). It also performs UI modifications, such as hiding elements, disabling buttons, and applying specific styles.
If the license is valid, the application checks the licenseCode to determine the license type and conducts additional validations based on that type. For each license code, it verifies whether the bar count or project count exceeds predefined limits. If these limits are surpassed, it displays the appropriate error message and applies similar UI modifications as in the expired license scenario.
User Interface
Login Page
Login into the app (Licensed users only), change password, extend your license, obtain your license status or Log Out. You can use the applications for free with no need to log in but you will be limited as to how many bars you can have. The Login is integrated with our Sales and Support site to obtain the license after you purchase one. The license is cached or stored inside the application so you should only have to log in once.
Timescale
The Timescale, implemented as an HTML 5 canvas, serves as a visual representation of dates and lines, forming the timeline for managing and visualizing time-based data across Agilebars, Timebars, and Costbars. It is highly configurable to meet diverse scheduling needs, rendering bars in either a weekly or monthly view based on user settings.
The Canvas Settings popup form provides control over key Timescale parameters. Users can adjust the zoom factor by dragging a slider to zoom in or out of the timeline view. They can also set the starting date for the timeline to align with standard scheduling practices. The Report Date, also known as the Status Date, is a critical parameter used by the internal scheduling engine to calculate progress, including actuals and remaining work, representing the point in time at which progress is considered valid.
Additional customization options include selecting between weekly or monthly intervals to define the timeline’s granularity, toggling the visibility of baseline bars as thin lines below the main bars for comparison, and enabling or disabling ghost bars. Ghost bars are faint visual references left on the canvas to assist users in repositioning bars during drag-and-drop operations. Users can control which levels of the data hierarchy—ranging from L1 to L5—are displayed, allowing focus on specific tiers, such as hiding L3, L4, and L5 bars to emphasize L1 (Portfolio) and L2 (Project) bars. Users can also opt to hide completed Timebars from view, streamlining the timeline to focus on active or ongoing elements.
The Canvas Settings on the bottom right of the Canvas can also be used to change the view to weekly or monthly, or adjust the scale factor (zoom in or out) to increase the spacing between lines. You can also refresh the page and navigate back to the top, resetting any scrolled position.
Bar Creator
The Bar Creator enables users to generate new bars via drag-and-drop, enforcing the data hierarchy. To create a bar at the top of the hierarchy, drag a Creator Bar and follow the instructions that pop up on the right, then drop it. Users must drop a Creator Bar on an existing bar to create new bars, this enforces the hierarchy described above.
For example in Agilebars: Task bars can only be created by dropping the Task Creator Bar onto a Project bar, dropping elsewhere will prompt a user notification and not allow it.
Delete Bars
When a bar is dropped on the Trash Can (left hand side of Canvas) the dropped bar and all child bars below will be deleted. For example if you delete a Task, the Allocations will be deleted also, if you wish to delete just the Task and keep the Allocations, move them to another bar in the hierarchy using drag and drop. There is no undo, if needed make a backup first choose Hamburger Icon > Full Backup. To restore the backup, just drag and drop the backup file on the Canvas.
Resource Allocator
Easily allocate resources to tasks using drag-and-drop gestures. Assign resources from the Resource Pool to specific tasks or activities based on availability, skills, and priorities. Double-click a resource to view embedded availability bars. You can also launch Resource Demand Charts from here. See Spreadsheet Sync section for more information about Resource Pool Management.
Resource % Allocated Vertical Bars
Double click on a resource name in the Resource Allocator pop up to see the percent allocated a vertical yellow bars on the top of the timescale. e.g. If the timescale is set to weekly you will see percent allocated for that week.
Cost Schedule Form (Popup from any Bar)
To load the popup the user clicks on the lower portion of the bar e.g. T:3773… it will load the form below the bar associated with the bar, works at all levels. This form shows relevent scheduling information for planned, forecast and actual dates, hours and costs, includes remaining cost and hours and percent complete.
Hours Calculator (Popup from Allocation)
To load the Hours Calculator popup click the Edit link at the bottom left of an Allocaation bar. It will load a form that shows how the hours were calculated and allows you to override how the hours are derived. Here you can adjust the duration, Workday (e.g. 8 hours per day) and % Allocated so the scheduling engine can generate the forecast or actual hours, remaining hours and percent complete. There is also a shortcut to launching the usage view to inspect the allocation for over/under allocation.
Set Baseline from Cost Schedule Form
Easy Baseline Management: When planning is done and before the work starts, set a baseline or snapshot with one click. Compare current forecast to the baseline (Planned or the original plan). You can set a baseline at the Project Level or at any level below the project.
To set a Baseline open the Cost Schedule Form (click on a bar ID, bottom left of bar). click the Set Baseline button and re-open the Cost Schedule Form an you will see the Planned row is filled in. If the button is clicked and the check mark is on, the previous baseline is lost. The baseline will be created at the current level and all child bars below it in the hierarchy. If the checkmark is off, this Timebar and any child Timebars where no baseline exists yet, will NOT delete existing baseline data, this is necessary for the scenario where the Baseline is initially set then later a new bar and/or children need to be added to the baseline.
Creating Relationships between Tasks
Create relationships between Tasks, this tells the scheduling engine to reschedule the successor bar as well, by the same amount of time. Te create a relationship drag a task by grabbing the ending of it and dragging it over the beginning of the predecessor bar and droppin after the red dashed box appears. To remove a relationship between tasks repeat the operation.
Show/Hide Main Bar Lines (Hierarchy)
To show the hierarchy on screen, turn on Main Bar lines. Right click on the Canvas to show the Shortcut Menu and click Main Bar Lines and notice that the Yellow Bar (L5) is linked to the Blue Bar (L4), the Blue Bars are linked to the Orange Bar (L3), Green Bar (L2) is linked to the Brown Bar at L1. The Brown bar is the top of the hierarchy.
Show/Hide Task Bar Lines (Relationships)
To show the Task Lines on screen, turn on Task Bar lines > Right click on the Canvas to show the Shortcut Menu and click Task Bar Lines.
Manage Constraints
Constraints help ensure that tasks start or finish within a specific timeframe, even if other scheduling changes occur. To add a constraint, drag and drop the pin near the end of a task. This will lock its dates, preventing changes caused by task predecessors while maintaining scheduling accuracy. However, if the project start date changes, the task will adjust accordingly and override the constraint. Remove the constraint by double clicking on the pin.
Bulk Move Tasks (all products)
Choose Tools Menu > Bulk Move Tasks link to reschedule tasks in bulk. Click on two or more tasks to highlight them, then drag and drop to reposition them. Notice that selected bar are highlighted with blue dotted lines. When done refresh the screen and confirm they have been rescheduled including any associated Allocations. Tip: When you get to the last bar that you plan to move, double-click it then drag.
Bulk Move Projects (Costbars Only)
Choose Tools Menu > Bulk Move Project link to reschedule Project in your pipeline in bulk. Click on two or more projects to highlight them, then drag and drop to reposition them. Notice that selected bar are highlighted with green dotted lines. When done refresh the screen and confirm they have been rescheduled including any associated child bars. Tip: When you get to the last project bar that you plan to move, double-click it then drag.
Refresh Canvas Button
Quickly refresh the Canvas and bars without a full browser page reload, this will also invoke a full cost schedule rollup.
Recalculate All Buttons
Performs a complete recalculation: hours/cost rollup, updates L1 to L5 hierarchy names, hierarchy numbers (WBS) and re-populates the tbMDJoined data store.
Filter Menu
The Filter Menu utilizes the 5-tier data hierarchy (2-tier for Agilebars) to enable users to drill down and filter bars on the timescale. Click the pink FM tab on the left hand side of the Canvas to open the menu, where users can click hyperlinks to focus on specific levels, reducing clutter.
The menu renders three levels: L1 (brown bars), L2 (green bars), and L3 (orange bars), Agilebars renders one level: Project. When a level is clicked, a filter is applied. The selected level is saved so that when the user returns it will show the filter menu and the filtered project by default.
Main Filters
The Main Filter Panel can be used instead of the Filter Menu. The feature helps users refine and focus on specific projects and tasks based on metadata. It supports free-form search for quick keyword-based filtering and pre-populated pick lists to filter by status, health, state, priority level, and escalation level.
Shortcut Menu
The Shortcut Menu is standard “Right Click” functionality like in any app. Right click on the canvas and the shortcut menu will pop up. There is a different shortcut menu for the based on the product.
Right-click anywhere on the Canvas to bring up the Shortcut Menu for quick access to: Canvas Settings, Bulk Move, Refresh Bars, Filter Menu and Toggle Bars vs Time Boxes on the Kanban Board. Bulk Move allows moving many bars at once to a new position on the Canvas.
Toggle Light/Dark Mode
The choice between dark mode and light mode is largely a matter of personal preference and user experience. Some individuals may find dark mode more visually appealing or less intrusive, while others may prefer the traditional light mode. Many software applications and operating systems now provide the option to switch between these modes to accommodate different user preferences and environments.
Freeze Bars
Disable the ability to drag and drop bars. This can help accidental rescheduling.
Risk & Issues Features
Click on the Risks/Issues icon on the main menu to launch the page. Risks and Issues are created by adding a task with the Bar Creator and launching the Slide Out Right Form. The SubType can be set as Risk or Issue, and additional metadata fields can be configured for filtering and grouping. Use the Risks/Issues page to track and manage lists of risks and issues. Filter by project and view the status of each item. Edit details of a Risk or Issue by launching the FOCD Form.
Edit the status, title, and content of a Risk or Issue by clicking on the edit icon and entering data in markdown format. Add or remove fields to the edit form to customize it according to specific needs or methodologies.
Reports and Graphs page
The Reports and Graphs page is the place where your data is transformed into information.Gain access to a wide range of tabular reports and card view reports designed for portfolio, project, task, and resource management, as well as general reports like WBS. View and edit your data through the Core Report (static forms) accessible from the report.
The following reports are available, with more to come later.
Here’s a bulleted list of each case string from your code, with spaces inserted for every capital letter to remove camel case:
- All Tabular
- All Drilldown
- Print WBS
- Project Status
- Project Stop Light
- PPM Stop Light
- Project Core
- Ppm Report
- Tasks Ovedue
- Milestone Horizon
- Usage Reports On Report Menu
- Resource Listing
Publish Feature
The Cloud Publishing feature is an opt-in functionality that enables secure login, authentication and data publishing. All data within the application is published to our Cloud Service and stored. Simply log in and click Publish!.
The Publish feature requires a license, it enables the following functionality
- Cloud Dashboard which offers customizable, dynamic reports and visualizations for sharing with teams and managers.
- Seamlessly rehydrate your published data across devices—work on your PC one moment and continue effortlessly on your iPad the next.
Bar Data Management
Bulk Manage Bars - Left Menu
A popup tool used to duplicate bars, transfer bars and and to create bars in bulk for testing.
Duplicate Bars
To duplicate a bar and is children enter the bar id (bottom left of bar) into the Bulk Manage Bars tool and refresh the canvas. Choose Hamburger Icon > Bulk Manage Bars to launch the tool.
Transferring Bars Between Products
The Transfer Bars feature enables seamless data migration between products within the tbClient ecosystem, such as moving a project from Timebars to Agilebars for sprint-based management. This functionality enhances flexibility, allowing users to adapt their data to different product workflows efficiently.
By facilitating data transfer between products, this feature eliminates the need for manual re-entry, reduces errors, and enhances productivity. It empowers users to adapt projects to specialized workflows—such as shifting from Timebars’ time-based tracking to Agilebars’ sprint-focused management—while maintaining data integrity and hierarchy.
File Importer - Left Menu
Opens a Window with file picker to import SpreadSheet data, JSON files, and backup files. The best way to import your back up files or other files that are permitted is with drag and drop gestures. You can drag and drop a spreadsheet file or a CSV file on the canvas import that data. Another way to import data is from the admin panel which is available by clicking the hamburger icon in the top left of the main menu there are buttons available that allows to import the back up text files or CSV files without having to drag and drop, you can use the file picker.
Export to CSV - Left Menu
Export all data stores as CSV files, specifically designed for use with the Spreadsheet Sync feature. Also useful for easy backup, analysis, or integration with other tools.
Data Export to CSV or JSON
Export data as JSON files, ideal for special use cases or custom integrations based on customer needs. On the Admin menu, which is available by clicking the hamburger icon in the top left of the main menu, there is a Data Actions heading with many buttons available. These allow users to export all the data stores to CSV files or to individual JSON files with a single click. These files can be useful for importing to the spreadsheet or to import into your own systems as required. Manually clearing data stores
You may want to delete all bars that are on the screen without deleting any of the other application data such as resource list, reports, issues, documents, tags and fields. The browser has a set of tools for this. Hit F12 then choose the application tab in the browser tools and click on indexeddb, click on the Click on the thyme bar store right click then click clear you would have to do the same for the metadata store and the baseline store. Please note that it is possible to delete the entire database from the F 12 developer tools and if you do no back up will be taken first and when you refresh the screen or the browser a brand new database will be created with the default set of demo data. You can then drag and drop any one of your previous backup text files onto the canvas and you are right back to square one. This is an excellent feature in case something goes wrong with your computer.
Full Backup and Restore
Create a complete backup of all data stores in a single JSON file, providing the closest thing to an undo option. Before deleting multiple bars or making a major reschedule, click Backup to save your current data. This file can be imported at any time to restore your
Indexed database is backed up constantly to the users hard drive in the defaults or the downloads directories as one text file. This text file is in JSON format and consists of all the data in the application, all 13 tables as described in the data model section. From the admin panel which is the slide out on the left the user can invoke a database back up manually by a single click at any time. The application provides automatic back ups whenever or just before major data operations have been kicked off by the use of such as, deleting demo data, doing a spreadsheet sink and many other scenarios. This functionality is needed because is because there is no undo this application if you move bars there’s no other way to put them back this is why we have the notion of ghost bars, so they use it to put the bar back to us original position if they accidentally dragged the bar to the wrong place or they drag the wrong bar.
To restore the database you simply drag and drop the backup text file on top of the canvas and it will automatically update and bring the application back to the exact date as to when the backup was taken. This is the best way to store projects from the past so if you have a set of projects or say a project that may be completed you would take a backup and store it in your document management system and later on you can restore it by Greg and drop the scenarios for the user are endless.
Spreadsheet Sync Functionality
Introduction to Spreadsheet Sync
The Spreadsheet Sync feature enhances data management by enabling seamless synchronization between the application and pre-configured spreadsheets, whether users are licensed or not. This functionality leverages custom code embedded within the spreadsheets to facilitate bidirectional data exchange with exported CSV files, streamlining workflows and boosting productivity.
How Spreadsheet Sync Works
At its core, Spreadsheet Sync operates by integrating CSV files exported from the app with a specially designed spreadsheet. Users export data via the app’s export button, saving CSV files to a configurable location on their hard drive. The spreadsheet, equipped with custom code, imports these files when users interact with the setup page—specifically, by clicking the "Import All" button or individual import buttons for specific data types (e.g., Time Bars or metadata).
The setup page within the spreadsheet allows users to configure import and export locations flexibly, accommodating any directory on their hard drive. The spreadsheet’s code, invoked by a button dynamically imports data from marked stores (indicated by “Yes” in the “Import Yes/No” column), enabling users to manage data holistically or selectively.
Once imported, the spreadsheet serves as a powerful editing environment where users can manually adjust data, adding new tasks, resources, or metadata without the limitations of traditional data entry forms in a web page. After edits, users save the spreadsheet and drag and drop it back onto the app’s Canvas, triggering an update that aligns the app’s data with the spreadsheet’s changes.
Important Note: users must avoid editing data in the app while it resides in the spreadsheet to prevent overwrites and ensure data integrity.
Spreadsheet Sync Summary
Bidirectional Synchronization: The feature supports a continuous sync cycle, allowing users to export data for bulk edits, analyze it in the spreadsheet, and re-import it into the app. This cycle can be repeated daily, weekly, or monthly, eliminating the need for cumbersome data entry forms and enhancing efficiency.
Data Validation and Visualization: The spreadsheet includes macro-based validators that highlight potential issues, such as missing mandatory columns, in red. This ensures data quality before re-importing. Dropping the spreadsheet onto the Canvas visualizes the data as bars on the timescale, while exporting it back enables further analysis or custom reporting via the Portfolio tab (with macros enabled).
Backup and Recovery: With your data in two places, the Spreadsheet and in the application can be treated like a backup of the information. For extra backup safety, importing the spreadsheet automatically creates another backup of existing app data. Users can restore this backup by dragging it back onto the Canvas, providing a safety net for data management.
Accessibility and Customization: The feature supports both LibreOffice Calc and Microsoft Excel formats, with downloadable templates available:
- LibreOffice Calc SS File
- MS Office Excel File Note that the file name must begin with “tbClient” for the import to function correctly.
Seed Data and Demo Projects: The spreadsheets come preloaded with seed data allowing the app to function. Users can change this data such as custom picklist data and load it into the app via the Canvas to see their custom metadata in action.
Resource Pool Management (Timebars Costbars)
The resource pool is maintained in the Spreadsheet on the Resources Tab. Add and remove resources to this list as required by your processes.
Metadata Coding Structure
Metadata coding is a flexible way to organize, break down and report on project work by other structures. By establishing a coding (tagging) structure and assigning codes to bars at various levels it will allow virtually any view or report of your project information. There are over 100 metadata fields in that can be configured as part of the coding structure.
The metadata codes values are pre-determined within the application and can be changed to suit the needs at hand. The data is maintained in the custom spreadsheet provided. When codes are changed in the spread sheet you drag and drop the spreadsheet on the Canvas to load the changes. There is no complex code tables and look up tables to maintain, just spread sheet maintenance and the product does the rest saving you time.
Slide Out Metadata Editor
Click the title of any bar to invoke the slide out allowing you to assign Metadata to bars using the Metadata Coding Structure. You can add a remove fields to the slide out to suit you needs. Fields are configured in the Spreadsheet Fields table and imported as part of the Spreadsheet Sync Feature.
Metadata Lookup Tables (Pickists)
Notice that in the Core Report, Slide Out, and other reports, when you click on a field to edit the data, if the field is a lookup table, a list of available values will pop up for selection. This data is sourced from the tags table and stored in the associated metadata table or the resources table.
Core Report (Dynamic Form)
The Core Report is another way to assign Metadata to bars using the Metadata Coding Structure. The Core Report is available from the Cost Schedule Form on any Bar at any level (click on bar id bottom left of any bar). The Core Report can be launched from items in the Risk and Issues page and from most Reports in the Reports page.
The metadata fields required for population at a certain level may differ at other levles. For example at the Project level you may need to identify a custom project number and you would not need to assign that at the Task level. This is why the Core Report has been configured to show necessary fields based on the hierarchy. Control is maintained by the user configuring the spreadsheet called Core Report.
Here is a subset of data from the Core Report spreadsheet, the user would choose show or hide to control visibility of the fields.
| MD Form Section | Field ID | Portfolio | Project | Sub-Project | Task | Allocation | NoOfColumns |
|---|---|---|---|---|---|---|---|
| coreFormSection1-Notes | tbID | show | show | show | show | show | 3 |
| coreFormSection1-Notes | tbSubType | show | show | show | show | show | 3 |
| coreFormSection1-Notes | tbMDNameShort | show | show | show | show | show | 3 |
Copyright © 2025 Timebars Ltd. All rights reserved.
Assign Resources to Projects
With the resource pool in place, you can assign resources to individual projects in Microsoft Project Server. This allows you to allocate resources based on their availability, skills, and other attributes captured in the metadata.
Monitor Resource Utilization: Continuously monitor and update resource utilization. Keep track of resource allocations, remaining availability, and any changes in their metadata or custom field values.
Resource allocation
Project managers can assess the supply and demand of resources by reviewing the availability column in the resource pool board. They can assign resources based on their skillset, location, and availability, ensuring that the right resources are allocated to the right projects.
Filtering and sorting
Monday.com provides filtering and sorting options, allowing managers to filter resources by role, skill, location, or availability. This helps in identifying the resources that match specific project requirements and optimizing resource allocation.
Capacity planning
Resource managers can use the resource pool board to analyze resource availability across different projects and timeframes. They can identify periods of high or low demand and make informed decisions regarding resource allocation or hiring.
Detecting Overallocated Resources
Workload overview: Monday.com offers various views, such as Gantt charts or timeline views, to visualize resource allocation across projects. These views help project and resource managers identify instances where a resource may be assigned to tasks that exceed their available hours.
Resource utilization reports
Utilize the reporting and analytics features within Monday.com to generate reports on resource utilization. These reports can highlight instances where a resource's allocated hours exceed their available capacity, indicating overallocation.
Copyright © 2025 Timebars Ltd. All rights reserved.
Technology Stack
The Timebars Ltd. products utilize the following technologies:
Docker Deployment Architecture
The entire Timebars solution is containerized and deployed using Docker, with all images hosted on Docker Hub. This modern deployment approach simplifies installation, ensures consistency across environments, and enables rapid scaling. The complete solution requires just 5 Docker containers:
- jimecox807/tbrun - Frontend client application (Timebars/Agilebars/Costbars)
- jimecox807/tbwwwp - Sales and support website with Cloud Dashboard
- jimecox807/tbbe - Strapi backend services
- jimecox807/tbfm - File management and CMS system
- jimecox807/tbcdn - CDN services for media delivery
All containers are orchestrated together to provide a complete, production-ready Timebars solution that can be deployed in minutes.
Client Web Application - Agilebars-Timebars-Costbars
The client-side application runs in a web browser and relies on HTML5, CSS, JavaScript, and IndexedDB for local data storage. The codebase leverages jQuery and jQuery UI for enhanced interactivity and is stored in a cloud-based source control system as a private repository.
The application builds using Parcel.js and is deployed as a Docker container (jimecox807/tbrun), making it easy to run consistently across different environments.
Sales & Support Site and the Cloud Dashboard
This website relies on Next.js v14.x, which includes the React framework. Next.js, an open-source web development framework created by Vercel, enables React-based web applications with server-side rendering (SSR) and static site generation (SSG). The codebase, including open-source frameworks, is stored in a source control system as a private repository.
The application builds using NPM and is deployed as a Docker container (jimecox807/tbwwwp).
Backend: Strapi
Strapi is a no-code, open-source headless CMS built on Node.js. It utilizes a PostgreSQL database and supports REST API and GraphQL operations for user registration, license purchasing, dashboard PubSets, and the sales site.
The Strapi CMS codebase was sourced from an open-source repository, customized for specific needs, and is stored in a cloud source control system. The application builds using NPM and is deployed as a Docker container (jimecox807/tbbe).
Timebars Ltd. CMS System
The CMS is a Node.js web server application for storing and downloading images. A separate Next.js site is configured to upload, download, and remove images from the CMS. The codebase is stored in a cloud source control system.
The application builds using NPM and is deployed as a single Docker container (jimecox807/tbfm).
CDN Services
Media and static assets are delivered through a dedicated CDN container (jimecox807/tbcdn), ensuring fast and reliable content delivery to end users.
Networking and DNS Management
Domains and networking services are managed through Cloudflare, providing robust DNS management, SSL/TLS encryption, and DDoS protection.
Payment Processing
Stripe is used as the payment gateway, processing transactions via its proprietary REST API, ensuring secure and compliant payment handling.
Email Processing
Twilio SendGrid is integrated with the sales site and Strapi CMS for scalable and reliable email delivery, supporting transactional emails, notifications, and customer communications.
Developer's Stack
Development is performed using Visual Studio Code (VS Code) with extensions such as Live Server, Peacock, and Thunder Client. The stack includes Node.js, along with NPM and Yarn for package management. Docker and Docker Compose are used for local development and testing, mirroring the production deployment environment.
Copyright © 2025 Timebars Ltd. All rights reserved.
Agilebars-Specific Functionality
Agilebars is the sprint scheduling application in the Timebars Ltd. suite. While it shares a common scheduling engine, cloud publishing platform, spreadsheet sync, and data management capabilities with Timebars and Costbars (covered in Common Functionality Across All Products), Agilebars adds a set of features designed exclusively for Agile Scrum teams. This page covers those unique capabilities: the simplified 2-level hierarchy, the dual-mode canvas, the Kanban board, earned value-based automatic progress tracking, and burndown charts.
Table of Contents
- What Makes Agilebars Different
- The Agilebars Hierarchy
- Dual-Mode Canvas
- The Kanban Board
- The Earned Value Scheduling Engine
- Burndown Charts
What Makes Agilebars Different
Most Agile tools force a choice between a visual Kanban board and a time-phased schedule — Agilebars gives you both in a single application, switching between them instantly without any import or export step. At the core is a scheduling engine purpose-built for Agile Earned Value Management: tasks earn progress automatically as work moves through workflow stages, eliminating the daily admin burden of manual time entry and percent-complete updates. The result is a sprint management tool that produces accurate forecasts with minimal overhead, and burndown charts you can actually trust.
The Agilebars Hierarchy
Projects (Sprint Backlogs)
In Agilebars the top-level bar is the Project — a green bar that represents a sprint backlog or sprint cycle. Every Project has a start and finish date that defines the sprint window, and all tasks within it are planned and tracked against that timeframe. You can run multiple Projects simultaneously, making it straightforward to manage parallel sprints across teams or products on a single canvas.
Tasks (Work Items and User Stories)
Below each Project sit Tasks — blue bars representing user stories, features, bugs, or any individual work item the team commits to in a sprint. Tasks are sized with an effort estimate (hours or story points) in Timescale mode and then tracked through the Kanban workflow. Unlike Timebars and Costbars, Agilebars has no Portfolio level above Projects and no separate Allocation bars below Tasks — keeping the structure intentionally lean for sprint-paced work.
Dual-Mode Canvas
Timescale Mode
Timescale mode is the default view and the place where sprint planning happens. Projects and tasks are displayed as horizontal bars on a calendar timeline, allowing teams to set start and finish dates, size work items, and visualize the full sprint at a glance. Time-phasing tasks in this mode is what enables accurate burndown charts — Agilebars needs to know not just how much work exists, but when it is planned across the sprint days.
Kanban Mode
Kanban mode transforms the same data into a visual workflow board, organized into five swim lanes that represent stages of work. This is the mode used during sprint execution — daily standups, progress updates, and work-in-progress tracking. Every task is represented as a card that can be dragged between lanes, with progress and dates recording automatically based on where each card sits.
Switching Between Modes Instantly
Switching between Timescale and Kanban requires a single click on the Switch Modes icon in the main menu. There is no import, export, or save required — both views draw from the same underlying data, so a task sized in Timescale mode appears immediately on the Kanban board, and progress earned in Kanban mode is immediately reflected in Timescale reports and burndown calculations.
The Kanban Board
The 5 Swim Lanes
The Agilebars Kanban board uses five swim lanes that map to the natural stages of Agile sprint execution:
- Backlog — Work items identified but not yet committed to the sprint. Items live here during backlog grooming and sprint planning, waiting to be promoted into active work.
- Will Do — Work committed to the current sprint but not yet started. Moving a task here signals sprint commitment; no progress is earned at this stage.
- Doing — Work actively in progress. Dragging a task into this lane records the actual start date and earns 10% progress — representing the planning and set-up effort for that item.
- Finalizing — Work in the final stages of testing, review, or approval. Moving here earns an additional 65%, bringing total progress to 75% and signalling that the core work is complete and the item is being verified.
- Done — Work fully completed and accepted. Moving here earns the final 25% (100% total) and records the actual finish date automatically.
Each lane transition is a deliberate decision, not a percentage guess. Teams answer simple questions at standup — "Has this started? Is the development done? Is it accepted?" — and Agilebars handles all the calculations.
Definition of Done Rules and Automatic Progress
Progress in Agilebars is never entered manually. The scheduling engine applies fixed progress rules to each lane transition: Doing earns 10%, Finalizing earns 75% cumulative, Done earns 100%. These percentages are deliberate — they reflect planning effort, active work, and final acceptance as proportions of total task size. Because every task follows the same rules, progress across the entire sprint is objective and consistent, not dependent on individual developers' interpretations of "percent complete."
Moving a task backwards reverses the progress calculation automatically. If a "Done" item is found to have a defect and moved back to Finalizing, the progress correctly reverts to 75% and the burndown chart reflects the change on the next refresh.
Automatic Date Tracking
Two actual dates are recorded without any user action. When a task is dragged into the Doing lane, the actual start date is set to the current Report Date. When it is dragged into Done, the actual finish date is set. This gives every sprint a complete historical record of when work actually started and finished — data that is invaluable for retrospectives, velocity analysis, and improving estimates over time.
The Earned Value Scheduling Engine
How Progress is Calculated, Not Entered
The Agilebars scheduling engine is modelled on Earned Value Management principles adapted for Agile sprint execution. Rather than asking team members to self-report progress percentages — a process that is both time-consuming and unreliable — the engine earns progress on behalf of each task based on which workflow stage it occupies. The Scrum Master or project manager simply keeps the Kanban board current during daily standups, and the engine maintains all progress calculations, remaining work totals, and burndown data automatically.
This approach eliminates the most common source of inaccuracy in sprint reporting: subjective percent-complete estimates. A task is either in planning, in progress, in review, or done — and the system assigns the corresponding progress value. The result is a burndown chart that reflects real workflow movement, not optimistic self-assessments.
Task Sizing
Accurate burndown charts begin with accurate task sizing. Each task bar carries a Work field — the effort estimate in hours or story points assigned before the sprint begins. The best results come from sizing each item with the person who will actually do the work, because the scheduling engine uses these values to calculate how much work is burned down each day as tasks move through the lanes. Consistent units (all hours or all story points) across all tasks in a sprint are the only requirement — the engine handles the rest.
Burndown Charts
What a Burndown Chart Shows
A burndown chart plots remaining work over time for a sprint. The horizontal axis is the sprint timeline in days; the vertical axis is work remaining in the units used for task sizing. Two lines are displayed: the Planned (Ideal) line — a straight diagonal from total sprint work at day zero down to zero at the sprint end date — and the Forecast (Actual) line, which plots real remaining work day by day as tasks are completed. The gap between the two lines tells the story of the sprint at a glance: is the team ahead, on track, or falling behind?
Generating and Refreshing the Chart
The burndown chart is generated from the Project bar's Cost Schedule form with a single Refresh button click. Agilebars reads all task sizes, their time-phased dates from Timescale mode, and the progress earned through Kanban lane movements, then calculates remaining work for every day of the sprint. The chart renders immediately. As the sprint progresses, clicking Refresh at any time recalculates the Forecast line, keeping the chart current without any manual data entry.
Planned Baseline vs. Forecast
Before sprint work begins, a Planned baseline can be saved with one click — this locks the original sprint plan as a permanent reference line. As tasks move through lanes and the Forecast line updates, the Planned line stays fixed, making it possible to see at any point exactly how the sprint is tracking against the original commitment. Multiple additional baselines can also be saved to capture mid-sprint re-plans, scope changes, or snapshots for retrospective analysis.
Reading the Chart
When the Forecast line tracks below the Planned line the team is ahead of schedule. When it runs above, work is falling behind and the sprint is at risk. A flat Forecast line — no downward movement over several days — is the most important signal: it means no tasks have moved to Done and the team should investigate blockers immediately. A step-function pattern (flat periods followed by sharp drops) indicates batch completions rather than continuous delivery, which is a useful insight for retrospectives. The closer the Forecast line tracks the Planned line throughout the sprint, the more predictable the team's delivery has become.
Sprint KPIs: Velocity, Predictability, and Utilization
Burndown data feeds three key metrics that help Agile teams improve over time. Velocity is the total story points or hours completed in a sprint (all tasks in the Done lane) — tracking this across sprints gives the team a reliable basis for planning future sprint capacity. Predictability is measured by how closely the Forecast line tracked the Planned line — consistent tracking indicates mature estimation and reliable delivery, which builds stakeholder confidence. Utilization can be inferred from burndown shape: a steep early decline that flattens suggests easy tasks are tackled first and harder ones accumulate; consistently smooth declines indicate well-balanced workloads and realistic sprint planning.
See the Agilebars User Guide for detailed instructions on every feature covered on this page.
Copyright © 2025 Timebars Ltd. All rights reserved.
Why is a scedule baseline so important?
A schedule baseline represents the original approved plan for a project's schedule. It includes the planned start and finish dates, planned cost and hours for project activities and serves as a reference point for measuring project progress and managing schedule changes.
A chedule baseline is crucial in project management because it serves as a reference point against which the actual progress of a project is measured. It's essentially a snapshot of the project's schedule at a particular moment in time, reflecting the planned start and finish dates, cost and hours for project activities. Here's why it's important:
Performance Measurement: A schedule baseline allows for the comparison of actual progress with planned progress. This is essential for identifying variances in the schedule and understanding if the project is on track.
Change Control: It provides a framework for managing changes in the project. Any deviation from the baseline can be analyzed to assess its impact on the project's timeline and resources.
Accountability and Transparency: Having a documented baseline ensures that all stakeholders have a clear understanding of the original plan, which improves accountability and transparency in project execution.
Decision Making: It aids in decision-making. By comparing current progress with the baseline, project managers can make informed decisions about resource allocation, prioritization, and necessary adjustments.
Historical Data and Learning: Baselines serve as historical records for future projects. Analyzing differences between the baseline and actual performance helps in learning from past projects, leading to better planning and execution in future endeavors.
Why is it necessary to maintain several baselines?
Handling Major Changes: In long or complex projects, significant changes might occur that necessitate a revised baseline. Maintaining multiple baselines helps in tracking these changes and their impacts on the project.
Different Phases or Scopes: Projects with distinct phases or varied scopes might require different baselines for each phase or scope for more accurate tracking and management.
Comparative Analysis: Having multiple baselines allows for comparative analysis over time, providing insights into how changes and decisions impacted the project’s trajectory.
Risk Management: Multiple baselines can help in risk management by providing alternative planning scenarios. This is particularly useful in projects with high uncertainty.
Change Management: Projects often undergo changes. Having multiple baselines allows you to compare the current schedule against original plans and various revisions. This helps in understanding the impact of changes over the project lifecycle.
Performance Analysis: By comparing the current schedule with the original baseline, project managers can track and analyze performance, identify trends, and make informed decisions to keep the project on track.
Accountability and Communication: Multiple baselines provide a clear record of how the schedule has evolved. This transparency aids in communication with stakeholders and ensures everyone is aligned on the project's progress and changes.
Risk Management: Different baselines can help in assessing the impact of risks and unforeseen events on the project schedule, enabling more effective risk mitigation strategies.
Maintaining several baselines is a strategy to accommodate changes, complexities, and the dynamic nature of projects, ensuring that schedule management remains a key driver of successful project delivery.
Copyright © 2025 Timebars Ltd. All rights reserved.
Summary
This feature is your Portfolio Risk Early-Warning & Executive Alert Hub. It’s designed for portfolio managers who must spot trouble before it escalates, configure precise risk thresholds, and ensure the right executives get the right message at the right time. Think of it as a mission control center for proactive project portfolio health management — you define the “danger zones” (strategic misalignment, executive-critical risk thresholds, missed deadlines, budget overruns)then push real notifications through multiple channels like SMS, push, and email.
It turns complex health data across your project portfolio into clear, actionable alerts and allows you to tune those alerts with precision, so executives are only pinged on their phones only when a situation truly warrants attention — reducing noise, focusing attention, and enabling faster intervention.
Key Benefits
- Multi-Channel Delivery – Reach decision-makers through SMS, push notifications, and email, with escalation options for urgent cases.
- Precision Thresholds – Configure days overdue, budget overrun %, strategic value, risk/complexity, and executive commitment levels per stakeholder.
- Business-Aware Settings – Respect time zones, business hours, and quiet periods while ensuring urgent executive alerts still get through.
- Live Simulation Mode – Instantly test current data against notification rules to validate accuracy and relevance.
- Context-Rich Alerts – Include flagged project details, issue counts, data quality notes, and escalation levels in every message.
- Portfolio Integration – Manage alerts alongside portfolio-wide performance data for holistic oversight.
Value Propositions
Proactive Risk Management Stay ahead of project trouble by catching risks early — before they escalate — with automated monitoring and tailored executive alerts.
Noise-Free Communication Only send high-value notifications that meet precisely defined thresholds, eliminating alert fatigue for busy stakeholders.
Complete Stakeholder Customization Personalize alert settings for each executive, including preferred channel, quiet hours, escalation rules, and portfolio health metrics.
Test Before You Trigger Run real-world simulations against live portfolio data to ensure alerts are relevant, accurate, and actionable before going live.
Executive Escalation Done Right Automatically send critical alerts to senior leadership via SMS or push when executive-critical projects hit danger zones.
One Hub for All Portfolio Alerts Manage configurations, view active notifications, and track portfolio health in a single, intuitive admin interface.
How It Works for a Portfolio Manager
Centralized Configuration – You can set up unique notification profiles for each stakeholder or executive, defining their preferred contact method, time zone, business-hour preferences, and escalation rules. For each person, you also choose thresholds for budget overrun, days overdue, strategic value, risk/complexity, and executive commitment levels.
Real-Time Scenario Testing – Before going live, you can run manual tests against your current portfolio data to see exactly who would be notified and why. The system simulates the real alert workflow, showing which projects trigger alerts, the scenarios involved, and the exact message that would be sent.
Automated, Multi-Channel Delivery – Once thresholds are active, the system monitors your portfolio continuously. When a project crosses a critical threshold — especially one marked for executive escalation — the alert is automatically sent via the configured channels (SMS, push, email), with optional multi-step escalation to senior leadership.
Transparency & Control – At any point, you can preview messages, view flagged projects, and confirm escalation paths before sending. This reduces the chance of false alarms and ensures executives only get high-value alerts that support decision-making.
Portfolio-Wide Visibility – You also get a consolidated view of your orders/licenses, active notifications, and portfolio data in one place, so you can manage alerts in the context of actual portfolio health.
Copyright © 2025 Timebars Ltd. All rights reserved.
Our Recommendations to help assess project status.
When setting traffic light indicators (green, yellow, or red) for your project status report, critical assessment questions must be asked to determine colours for the indicators in Agilebars, Timebars and Costbars products.
Green indicates on-track performance, yellow signals caution with manageable challenges, and red alerts to significant problems requiring immediate intervention.
Use these questions when writing up the Executive Summary for the Status Report.
1. Scope
- Has the scope of the project changed?
- Have the assumptions changed?
- Have the outputs (deliverables and other direct results) in the Phase changed?
- Are there unresolved issues impacting upon the project scope?
- Is the project influenced by unexpected external factors?
2. Schedule
- Are there unresolved issues impacting upon the project schedule?
- Is the estimated schedule about to be missed?
- Project milestones with significant (>10%) variance from the project action plan
- Completion dates (Originally Planned, Already Revised, Actual)
- Reasons for variance
3. Cost
- Are there unresolved issues impacting upon the project budget?
- Will the approved budget be overrun?
- Does the actual time expended to date vary significantly (>10%) from the project plan?
4. Hours
- Are there unresolved issues impacting upon the project budget?
- Will the approved budget be overrun?
- Does the actual time expended to date vary significantly (>10%) from the project plan?
5. Risks
- Risk analysis section
- Identified risks and their contingency plans
- Percentage of risks that have escalated into issues
- Effectiveness of risk management practices
6. Issues
- Issues analysis section
- Identified issues and their consequences
- Issue resolution responsibility
- Issue trends (increasing/decreasing, critical nature)
7. Overall
- Are there significant changes requested?
- Change request analysis section
- Major changes requested and their impacts
- Change request trends (increasing/decreasing)
- Whether changes can continue at the same rate and stay within the 30% limit
Copyright © 2025 Timebars Ltd. All rights reserved.
Timebars-Specific Functionality
Timebars is the resource scheduling and traditional project management application in the Timebars Ltd. suite. While it shares a common platform with Agilebars and Costbars — including the canvas, spreadsheet sync, cloud publishing, and data management features covered in Common Functionality Across All Products
Timebars adds a distinct set of capabilities built for Waterfall and traditional project management practitioners. This page covers those unique features: the flexible multi-level project hierarchy, the report-date-driven scheduling engine, the resource pool and allocator, resource supply and demand analysis, and task relationship and constraint management.
Table of Contents
- What Makes Timebars Different
- The Timebars Hierarchy
- The Timebars Scheduling Engine
- The Resource Pool
- The Resource Allocator
- Resource Supply and Demand Analysis
- Task Relationships and Constraints
What Makes Timebars Different
Timebars answers the questions that project managers live with every day: How do I allocate the right people across multiple concurrent projects? Which resources are over-committed and by how much? What happens to dependent tasks when I slip a deadline? Can I take on a new project given current capacity? It delivers a time-phased canvas where every bar is connected to a resource, a rate, and a schedule — and where the scheduling engine silently maintains the relationships between them as you work.
Where Agilebars uses lane-based Kanban progress to drive its calculations, Timebars uses the Report Date as its reference point: the engine knows which tasks are in the future (forecast), which straddle today (in progress with actuals accumulating), and which are done (fully closed out) — and it calculates dates, hours, costs, and percent complete accordingly across up to five levels of project hierarchy.
The Timebars Hierarchy
Configurable Hierarchy Depth
Timebars supports three hierarchy configurations, chosen to match the complexity of the work being managed. All three use the same colour-coded bar levels and enforce structural rules — you cannot place a Task directly under a Portfolio, or an Allocation anywhere except under a Task — so the hierarchy remains consistent regardless of which configuration is in use.
- 3-Level (Project → Task → Allocation): For simple or single-project scheduling where portfolio grouping is not needed.
- 4-Level (Portfolio → Project → Task → Allocation): The most common configuration, grouping multiple projects under a portfolio without the additional sub-project layer.
- 5-Level (Portfolio → Project → Sub-Project → Task → Allocation): For large, complex programmes where projects contain distinct work packages or phases that benefit from their own intermediate level.
Switching between configurations is a matter of whether Orange (L3) and/or Dark Grey (L1) bars are used — the underlying rules, colours, and rollup logic remain identical.
The Five Levels Explained
| Level | Colour | Role | Notes |
|---|---|---|---|
| L1 | Dark Grey | Portfolio | Groups related programmes and projects; not used in 3-level hierarchy |
| L2 | Green | Project / Programme | Present in all configurations; always represents a project |
| L3 | Orange | Sub-Project / Work Package | Optional; used in 5-level hierarchy for complex projects |
| L4 | Blue | Task | Present in all configurations; always represents a task or milestone |
| L5 | Gold | Allocation | Present in all configurations; always represents a resource assignment |
Costs and hours roll up automatically from L5 to L1 as allocations are created or modified, keeping every level of the hierarchy financially and temporally accurate without manual recalculation.
Allocation Bars: Scheduling Resources at the Work Level
The gold Allocation bar (L5) is the fundamental unit of resource scheduling in Timebars. Each Allocation sits directly under a Task and represents a single resource assigned to that work — carrying the resource name, percent allocation, pay rate, and calculated hours and costs. A single Task can have multiple Allocation bars, one per resource assigned, and each can span a different portion of the task's timeframe to model how resource effort is distributed across the work.
Allocation bars are created by dragging a resource from the Resource Allocator and dropping it onto a Task bar. Once placed, they can be repositioned and resized on the canvas independently of the parent Task, enabling front-loading and back-loading of effort within the task window without changing the task's start or finish dates.
The Timebars Scheduling Engine
How It Differs from Agilebars
The Agilebars scheduling engine is designed around workflow stages — progress is earned as tasks move through Kanban lanes, and the engine converts those stage transitions into burndown data. The Timebars engine works on a fundamentally different principle: it uses the position of each bar on the timeline relative to the Report Date to determine whether work is forecast, in progress, or complete, and it calculates planned, forecast, and actual values for dates, hours, and costs accordingly. This makes it suited to traditional project management where tasks have resource assignments, durations, and budgets that need to be tracked precisely over time — not just whether something has started, is in review, or is done.
The Report Date: The Engine's Reference Point
The Report Date (also called the Status Date) is the single most important parameter in the Timebars scheduling engine. Set once in Canvas Settings, it represents the point in time at which project status is considered current. The engine uses it to classify every bar into one of three states — future, in progress, or complete — and applies a different calculation model to each. Keeping the Report Date current as the project progresses is what keeps forecasts, actuals, and percent-complete values accurate throughout the project lifecycle.
Future Tasks: Forecast Mode
A task whose start date falls entirely to the right of the Report Date is a future task. The engine calculates forecast dates, forecast duration, forecast hours based on resource allocations and percent allocation, and forecast cost based on hours multiplied by pay rates. All values are projections — nothing has been incurred yet. Moving the bar left or right on the canvas immediately updates all forecast values, making it simple to model schedule changes and see their cost and effort implications before committing to them.
In-Progress Tasks: Actuals Plus Remaining Work
When a bar is positioned so that it straddles the Report Date — its start date is in the past and its finish date is in the future — the engine enters its most powerful mode. The start date is locked as an actual date (work has genuinely begun), while the finish date remains a forecast. The engine calculates actual hours and actual cost for the portion of work completed before the Report Date, remaining hours and remaining cost for the work still to be done, and percent complete as the ratio of actual to total work. This split between what has happened and what is still planned is what enables meaningful earned value analysis without any manual data entry.
Completed Tasks: Full Actuals
A task whose finish date falls entirely to the left of the Report Date is complete. Both start and finish dates are recorded as actuals, remaining duration and remaining work become zero, and percent complete is set to 100%. Actual hours and costs are calculated from the full task duration and resource allocation, providing a closed financial record for the work that flows up through the hierarchy into project and portfolio totals.
Hours and Cost Calculation
The engine derives hours from a straightforward formula applied to each Allocation bar:
Hours = Percent Allocated × Work Day Hours × Duration
For example, a resource allocated at 50% to an 8-hour workday for a 10-day task contributes 40 hours. Cost is then Hours × Pay Rate, where the pay rate is sourced from the resource's entry in the Resource Pool. Both values are recalculated automatically whenever the allocation bar is moved, resized, or its percent allocation is changed via the Hours Calculator — there is no separate step to trigger the update.
Front-Loading and Back-Loading Resources
Because Allocation bars can be positioned and resized independently within their parent Task's timeframe, resource effort can be deliberately concentrated at the start or end of a task rather than distributed evenly across it. A resource who does the bulk of the design work in the first week of a three-week task can be represented with a short, high-allocation bar at the beginning; a reviewer who provides sign-off at the end can have a brief Allocation bar at the task's conclusion. This granularity allows project managers to model how effort actually flows through a task, producing more accurate cost and schedule forecasts than tools that assume uniform resource distribution.
The Resource Pool
Named Resources
Named resources represent individual people — specific members of staff or contractors — identified by name and assigned a primary role and skill. Each named resource carries a workday calendar (hours per day), a default percent availability, and a pay rate. When allocated to tasks, the engine uses these values to calculate hours and costs for that individual's contribution. Over time, the collection of named resource allocations across all projects forms a complete picture of who is doing what and when — the foundation of reliable utilisation reporting.
Generic Resources
Generic resources represent pools of capacity rather than specific individuals: "Developer", "Infrastructure Engineer", "Finance SME". They carry a quantity value (e.g., 3.0 FTE of Developer capacity) rather than a single person's allocation, and their monthly availability values reflect the total FTE available from that pool. Generic resources are particularly valuable in the early planning stages of a project, before specific people have been assigned, and for modelling contractor or offshore capacity where individual identities are less important than the role and volume of work.
Why Both Matter
The combination of named and generic resources is what makes the Supply vs. Demand grids meaningful across the full project lifecycle. In early planning, generic resources define what capacity is needed by role and skill. As projects move into execution, named resources replace generic placeholders at the allocation level. The grids can show either view — individual utilisation or role-based capacity — by changing the Group By setting, giving resource managers and project managers the level of detail they need at any stage.
The Resource Allocator
Assigning Resources to Tasks
The Resource Allocator is a movable popup panel that lists every resource in the Resource Pool, with columns for name, role, skill, pay rate, and availability. Finding the right resource is a matter of typing in the search box or sorting by any column — by role to find all available developers, by skill to find a specific competency, or by default percent available to identify who has capacity. Once located, the resource is dragged from the Allocator and dropped onto any Task bar on the canvas, creating a new Gold Allocation bar beneath it instantly.
The Allocator also supports filtering by labour type — showing only named human resources, only generic pool resources, or both — and an expandable metadata view that reveals additional columns such as department, location, and secondary skills when needed.
Checking Individual Availability
Before committing a resource to a new task, double-clicking a resource row in the Resource Allocator overlays a row of yellow vertical bars at the top of the canvas, one per week in the current timescale view. The height of each bar represents that resource's percent allocation for that week across all current assignments — a bar at 50% means the resource is already half-committed, a bar at or above 100% means they are over-allocated. This visual check takes two seconds and prevents over-commitment without requiring a separate report or system.
For a more comprehensive view across all resources simultaneously, the Resource Allocator's Usage icon opens the full Supply vs. Demand grid — the same view accessible from the Reports menu.
Resource Supply and Demand Analysis
The Supply vs. Demand grids are the strategic resource management capability that sets Timebars apart from basic scheduling tools. Where most tools can show you what is scheduled, Timebars compares what is scheduled (demand) against what is actually available (supply) — month by month, role by role, person by person — and surfaces the variance in a format that is immediately actionable for resource managers, project managers, and executive leadership.
Supply, Demand, and the Variance Row
The grid is anchored by three summary rows at the top. The Supply row (blue) shows total available FTE from the Resource Pool, factoring in each resource's monthly availability values and their start and finish dates — so planned new hires contribute supply from the month they join, and departing resources drop off in the month they leave. The Demand row (green) shows total FTE required by all project allocations across the same time period. The Variance row (yellow) shows the difference: positive values (green text) indicate spare capacity, negative values (red text) indicate over-commitment.
The variance row is where resource decisions get made. A small negative variance for one month may be manageable with overtime; a persistent large negative variance across multiple months signals a structural capacity problem that requires hiring, descoping, or timeline adjustment. A consistently positive variance across several months is equally actionable — it points to headcount that could be redeployed, or capacity to take on additional project demand.
FTE vs Hours
The grids can be viewed in either FTE (Full-Time Equivalent) or hours. FTE is the default and preferred mode for strategic planning and executive communication — "we have a shortfall of 1.5 FTE developers in Q3" is a clearer message than a raw hours deficit. The hours view is useful for detailed tactical scheduling and billing analysis, where actual time values matter. Switching between the two is a single toggle; the underlying data is the same.
Monthly vs Weekly Views
The monthly view covers up to 24 months and is the right tool for portfolio planning, hiring decisions, and quarterly reviews — it smooths out short-term variation and aligns with the financial planning cycle. The weekly view shows demand at a granular level for the near term, identifying specific bottleneck weeks where a resource is briefly over-committed even if their monthly average looks healthy. Resource managers typically use the monthly view for strategic decisions and the weekly view for short-term levelling before a project milestone or phase kick-off.
Group By: Project, Resource Name, and Role
The Group By setting controls how demand rows are displayed below the summary rows, without affecting the supply totals. Three views serve different management needs:
- Group by Project — one demand row per project, showing how much resource capacity each project is consuming month by month. This is the right view for asking "which projects are driving our capacity crunch?" and "can we take on a new project given current commitments?"
- Group by Resource Name — one demand row per named individual, showing each person's project allocations across the timeline. This is the right view for workload balancing — identifying who is over-committed and who has capacity to absorb additional work.
- Group by Role — one demand row per role (Developer, Infrastructure Engineer, Finance SME, etc.), aggregating named and generic resources of the same function. This is the right view for skills-based hiring decisions: "we need an additional 0.5 FTE Developer from April through September."
Named and Generic Resources in the Grid
When viewing by Role, the grid combines both named resources assigned to that role and any generic resource pool entries of the same role into a single demand row. This gives a complete picture of role-based capacity — actual named individuals plus contractor or unassigned capacity — without requiring separate analysis. Supply totals always include both named and generic resources regardless of the Group By setting, ensuring the variance calculation reflects total organisational capacity.
Task Relationships and Constraints
Predecessor-Successor Relationships
Task relationships tell the scheduling engine that when a predecessor task moves, all of its successors must move by the same amount. A relationship is created by dragging the beginning of a task bar over the end of another and dropping when the red dashed box appears — the same gesture used to resize a bar, but directed at another bar. A connecting line between the two tasks appears on canvas when relationship lines are enabled via the Shortcut Menu.
The power of relationships is in cascading changes. Moving a predecessor task two weeks to the right automatically reschedules all successors — and their successors — by two weeks, propagating the change through the entire dependency chain without any manual adjustment. Hours and costs on affected tasks recalculate automatically based on their new positions relative to the Report Date. This makes Timebars behave like a real scheduling engine rather than a drawing tool: the plan stays internally consistent as changes are made.
Constraints: Pinning Tasks to Fixed Dates
A constraint overrides the relationship logic for a specific task, locking it to a date that must not change regardless of what happens to its predecessors. Constraints are created by dragging the red push pin from the canvas edge and dropping it onto a task; removing a constraint is a double-click on the pin. They are the right tool for tasks that are anchored to external realities — a regulatory deadline, a vendor delivery date, a go-live window that cannot move — where the scheduling flexibility that relationships provide should not apply.
When a constrained task's predecessors slip and the relationship would normally push the constrained task forward, the constraint holds. The resulting schedule shows the gap between where the predecessor ends and where the constrained task must begin, making the squeeze immediately visible on the canvas. Used sparingly and intentionally, constraints are a powerful way to model real-world scheduling boundaries without losing the benefits of relationship-driven planning everywhere else.
See the Timebars User Guide for detailed instructions on every feature covered on this page.
Copyright © 2025 Timebars Ltd. All rights reserved.
AI-Assisted Content Management Workflow
This guide is for customers who "Own theCode", explains how to manage and update the marketing and help article content on the Timebars website using the workflow established by Timebars Ltd. It is written for developers and content owners who have acquired the source code and want to continue maintaining and evolving the site's content with the same tools and process used to build it.
The workflow combines Claude Code (AI-assisted editing), Git branching, VS Code with GitHub integration, pull requests for review, and a deliberate manual step before production — giving you full creative leverage without sacrificing control over the live site.
Table of Contents
- How Content Is Organized
- The Content Management Workflow
- The edit-docsother Skill
- Registering a New Article
- Tips and Best Practices
How Content Is Organized
The site has two content layers, stored as Markdown files in the public/ directory and served through Strapi CMS. The files in public/ are the source of truth — Strapi is populated from them, not the other way around.
Marketing Articles (docsOther)
Location: public/docsOther/
These are buyer-facing articles: product feature pages, comparison guides, benefit explainers, FAQs, and blog posts. They are displayed in the /articles/ and /knowledgebase/ sections of the site. Filenames use lowercase kebab-case and the filename (without .md) is the Strapi slug.
Examples:
public/docsOther/common-functionality-across-all-products.md
public/docsOther/agilebars-specific-functionality.md
public/docsOther/costbars-specific-functionality.md
Help Articles (docsHelp)
Location: public/docsHelp/
These are user-facing guides: product user guides, reference documents, and how-to articles. Filenames use PascalCase with underscores. The Strapi slug is the lowercase kebab-case equivalent of the filename without the extension.
Examples:
public/docsHelp/Agilebars_User_Guide.md
public/docsHelp/Common_07_Cloud_Publishing_Guide.md
public/docsHelp/Costbars_PPM_Project_Assessment_Tool.md
The Slug Registry
Every article that appears in the Knowledge Base section must be registered in the slug registry at:
app/knowledgebase/page.jsx
This file contains arrays for each content category — commonFiles, agilebarsFiles, timebarsFiles, costbarsFiles, marketingCommonFiles, marketingAgilebarsFiles, marketingTimebarsFiles, marketingCostbarsFiles, and marketingBlogFiles. Each entry is an object with a name (display label) and slug (matches the Strapi slug):
const marketingCostbarsFiles = [
{ name: 'Costbars Benefits and Features', slug: 'costbars-benefits-and-features' },
{ name: 'Costbars Specific Functionality', slug: 'costbars-specific-functionality' },
// ...
]
When you create a new article, you add an entry here as part of the same commit. When you delete or rename one, you update or remove its entry here too.
The Content Management Workflow
The full workflow from idea to published article has seven steps. Steps 1–5 happen in your development environment; steps 6–7 are the production deployment.
Step 1: Open a Claude Code Session
Open the project in Claude Code — either the web app at claude.ai/code or the Claude Code CLI in your terminal. The project's CLAUDE.md file provides Claude with complete context about the codebase architecture, conventions, and content structure, so it understands the project immediately without needing a briefing.
For content work, the web app is often the most convenient: you can describe what you want written, review the output in conversation, iterate on tone and structure, and approve the final version before any file is touched.
Step 2: Work on a Feature Branch
All content changes should be made on a dedicated feature branch, not directly on main. Claude Code will create the branch for you if you ask, or you can create it yourself:
git checkout -b content/update-costbars-features
Working on a branch means the main branch always reflects the last reviewed, approved content state. It also means you can have multiple content work streams in progress simultaneously — one branch for a marketing update, another for a new help article — without them interfering with each other.
Step 3: Edit or Create Content with Claude Code
This is where Claude Code does the heavy lifting. Describe what you want — the topic, the audience (buyer vs. user), the source material to draw from, the level of detail — and Claude will draft the Markdown, edit an existing file, restructure a document, or fix a specific section.
For marketing articles, good prompts describe the business purpose: "Write a buyer-focused explainer for the Costbars PPM process, no step-by-step instructions, focus on the strategic value." For help articles, you can provide the technical content and ask Claude to turn it into clear user documentation with consistent structure.
Claude Code also handles the mechanical tasks: creating the file in the right location with the right filename, registering the slug in page.jsx, and writing a clear commit message. You review and approve each step.
The edit-docsother skill (see below) is a pre-configured context specifically for editing files in public/docsOther/. Invoke it with /edit-docsother in Claude Code to get the right conventions and link verification applied automatically.
Step 4: Review in VS Code with GitHub Integration
Once Claude Code has made the changes and committed them to the feature branch, open VS Code. The GitHub integration (GitHub Pull Requests and Issues extension, or the built-in Source Control view) lets you:
- Review the diff for every changed file before it leaves your machine — seeing exactly what was added, removed, or restructured
- Stage and unstage individual changes if you want to split a batch of edits across multiple commits
- Open a GitHub Pull Request directly from VS Code without switching to the browser
This review step is where you read the content as a human, check the links, verify the tone is right for the audience, and catch anything that needs adjustment before it goes through the PR process.
Step 5: Create a Pull Request
Push the feature branch and open a Pull Request against main. Claude Code creates draft PRs automatically when it pushes a branch; you can also create them from VS Code or the GitHub web interface.
The PR is your quality gate. It provides:
- A permanent record of what changed and why (the PR description captures the intent)
- A place to request review from a colleague or content approver before anything merges
- A diff view where reviewers can leave line-level comments
- CI checks (linting, build verification) that run automatically and catch any technical issues before merge
For solo content work you may self-review and merge quickly; for team content work the PR is where editorial review happens. Either way, nothing reaches main without passing through the PR.
Step 6: Merge and Copy to Production Manually
Once the PR is approved and merged to main, the Markdown files are correct in the repository. The production deployment step is deliberately manual for the website content: rather than having a CI pipeline push directly to the live site, you copy the updated .md files to the production server yourself.
Why manual? Because the production Next.js build is a running Docker container that you do not want to restart automatically every time a content file changes. A manual copy lets you:
- Choose exactly when the new content goes live (e.g., not mid-day on a busy trading day)
- Copy only the specific files that changed, with no risk of an unintended full redeploy
- Verify the files landed correctly before syncing to Strapi
- Keep the production build stable and under your control at all times
The typical approach is to scp or rsync just the changed .md files to the corresponding directory on the production server, or to SSH in and git pull the public/ directory from your repository if the server has a git checkout.
Step 7: Sync to Strapi via the Admin Panel
Once the .md files are on the production server, the final step is syncing them into Strapi CMS so the Next.js frontend can serve them. Log into the site as an administrator and navigate to the /sysadmin route. This admin panel provides file-by-file sync controls that read each Markdown file, create or update the corresponding Strapi record, and make the content available to the frontend immediately — no server restart required.
Sync only the files you changed in this deployment. The sync is idempotent: running it again on an unchanged file has no effect, but syncing a file that did not change is a harmless no-op.
The edit-docsother Skill
Claude Code supports skills — pre-configured instruction sets that give Claude the right context for a specific category of task. The edit-docsother skill is specifically for editing files in public/docsOther/ and encodes the conventions for that content type:
- Buyer-focused language (not step-by-step user instructions)
- Correct link format for help articles:
https://www.timebars.com/knowledgebase/helparticles/{slug} - Correct link format for marketing articles:
https://www.timebars.com/articles/{slug} - Slug verification against
app/knowledgebase/page.jsxbefore any link is written - Consistent heading structure and Markdown formatting
Invoke it at the start of a marketing content session:
/edit-docsother
You do not need the skill for docsHelp files — those are technical user guides where step-by-step content is appropriate and the conventions are straightforward.
Registering a New Article
When you create a new Markdown file, it will not appear in the Knowledge Base until its slug is registered. The process is:
- Create the file in
public/docsOther/orpublic/docsHelp/ - Note the slug: for
docsOther, the slug is the filename without.md; fordocsHelp, it is the lowercase kebab-case of the filename without.md(e.g.,Own_The_Code_Content_Management_Guide.md→own-the-code-content-management-guide) - Open
app/knowledgebase/page.jsx - Add an entry to the appropriate array:
{ name: 'Display Name for the Article', slug: 'the-slug-from-step-2' }
- Include this change in the same commit as the new file
Claude Code handles this automatically when creating new marketing articles. For help articles, you may need to prompt it explicitly: "Also register the slug in page.jsx."
Tips and Best Practices
Use the source files as the source of truth. Never edit content directly in the Strapi admin interface — those edits will be overwritten the next time a sync runs from the Markdown files. The .md files are canonical; Strapi is the delivery layer.
Keep commits focused. A commit that creates one new article and registers its slug is easy to review and easy to revert if something is wrong. A commit that updates fifteen articles is hard to review and a debugging problem if one of them has an issue.
Write for the audience, not the tool. docsOther is for buyers who are evaluating whether to purchase — they want to understand value and capability, not how to click through a UI. docsHelp is for users who already have the product — they want clear, accurate instructions. Claude Code will apply the right tone if you specify the audience clearly in your prompt.
Let Claude verify the links. Before asking Claude to write an article with links to other help or marketing articles, ask it to check app/knowledgebase/page.jsx first to confirm the slugs exist. A link to a non-existent slug produces a 404; verifying before writing avoids the problem entirely.
Draft PRs are your safety net. Claude Code opens PRs as drafts by default. A draft PR triggers CI and allows review but cannot be accidentally merged. Promote it to a regular PR only when you are satisfied with the content.
The manual production copy is a feature, not a limitation. The deliberate gap between merging to main and content going live means you always have a window to catch a problem that made it through review. A broken production deploy is recovered by reverting the file copy and re-syncing — no rollback of a container build required.
Copyright © 2025 Timebars Ltd. All rights reserved.
FAQ - Agilebars Sprint Management
1. What is the Sprint Backlog in Agilebars, and how are Work Items defined within it.
The Sprint Backlog in Agilebars is a prioritized collection of Work Items that the team commits to completing during the current sprint. It serves as the foundation for the Agile workflow within the application. Work Items are defined with essential identifiers such as a unique ID, name, description, and type (e.g., user story, bug, task). They also include details regarding size and complexity (story points, work hours, priority), ownership (assigned team member, product owner, status), and classification data (sprint number, epic reference, and other organizational attributes). Agilebars streamlines the creation and maintenance of the Sprint Backlog through its Spreadsheet Sync feature, allowing users to import and manage work items with comprehensive metadata defined in a spreadsheet, eliminating manual entry via Creator Bars.
2. How does Agilebars facilitate the time-phasing of Sprint Activities?
Agilebars provides a Timescale view, which visually represents the sprint timeline. Users can schedule work items from the Sprint Backlog by dragging and positioning them across the sprint duration. The length of the bars can be adjusted to reflect the estimated duration of each task. This time-phased scheduling is crucial as the system's scheduling engine uses this data to automatically calculate expected progress over time, forming the basis for accurate burndown charts. The drag-and-drop interface allows for easy adjustments to the schedule as priorities evolve or the sprint plan is refined.
3. What are the different ways Agilebars allows teams to track daily progress during a sprint?
Agilebars offers two primary methods for tracking daily progress: the Timescale view and the Kanban view. In the Kanban view, work items are organized into customizable lanes representing different stages of completion (e.g., Backlog, Will Do, Doing, Finalizing, Done). Team members update task status by dragging items between these lanes during daily stand-ups. Agilebars' intelligent scheduling engine automatically calculates progress based on these movements. Specifically, moving an item to "Doing" earns 10% progress and records the actual start date, "Finalizing" signifies 75% completion, and "Done" marks the item as 100% complete, recording both actual start and finish dates. This automated progress tracking is also reflected in the Timescale view, ensuring consistency across both visualizations.
4. How does Agilebars automate the calculation of sprint progress based on work item status?
Agilebars applies earned value principles to automatically calculate sprint progress. When using the Kanban view, the movement of work items between predefined lanes triggers automatic progress updates. As described above, specific progress percentages are associated with the "Doing," "Finalizing," and "Done" lanes. This eliminates the need for manual progress estimations and ensures that burndown charts and other performance metrics are based on real-time status updates. This automated calculation extends to the Timescale view as well, respecting the same rules for progress tracking based on the status of the time-phased work items.
5. How does Agilebars help teams monitor sprint performance?
Agilebars provides visual burndown charts that offer immediate insights into sprint performance, velocity, and forecasted completion. These charts are generated with a single click and dynamically update based on the progress tracked through the Kanban board or Timescale view. Agilebars also supports the creation of multiple baselines, allowing teams to capture snapshots of their sprint plan at key points and compare current progress against these baselines to identify variances and trends. Key performance metrics visualized include velocity (the rate of work completion), overall sprint progress (percentage of work completed), variance analysis (comparison against baselines), and forecasted completion dates.
6. What are the benefits of using baselines in Agilebars for sprint management?
Baselines in Agilebars allow teams to capture a static view of their sprint plan at specific moments, such as the beginning of sprint planning or after a mid-sprint review. These baselines serve as crucial reference points for measuring progress and identifying deviations from the original plan. By comparing current performance against baselines, teams can perform variance analysis to understand if they are ahead, on track, or behind schedule. This historical comparison helps in identifying trends, understanding the impact of changes, and improving future sprint planning. Agilebars simplifies the process of creating and comparing baselines with a single click
7. How does Agilebars facilitate transparent communication of sprint insights with stakeholders?
Agilebars offers a Cloud Dashboard publishing feature that enables seamless sharing of sprint data with stakeholders across the organization. With a single click, users can publish the current sprint information to a web-based dashboard. Stakeholders can then access this data from any device with a web browser, viewing burndown charts, completion metrics, and other sprint statistics in an intuitive format. This eliminates the need for stakeholders to have direct access to Agilebars or to understand complex Agile tools, making sprint transparency accessible without requiring expensive business intelligence software or complicated report generation.
8. What kind of sprint data and reports can stakeholders access through the Agilebars Cloud Dashboard?
Stakeholders accessing the Agilebars Cloud Dashboard can view a range of key sprint data and reports designed for clear communication of progress and performance. This includes visual burndown charts that illustrate the remaining work against time, providing an immediate understanding of whether the sprint is on track. They can also access comprehensive reports presented in tabular and card-based views, showing overall sprint progress as a percentage, the status of individual work items, and key performance metrics such as velocity and forecasted completion. The dashboard is designed to be intuitive and accessible on any device with a web browser, ensuring that stakeholders have up-to-date information on the sprint's status and trajectory without needing specialized software or training.
Copyright © 2025 Timebars Ltd. All rights reserved.
Our platform is meticulously designed with a user-centric approach, prioritizing simplicity and efficiency. The intuitive drag and drop gestures streamline your interaction with the interface, allowing you to perform tasks seamlessly. This user-friendly design not only fosters better usability but also promotes a hassle-free and enjoyable experience for the user, making complex tasks feel like a breeze.
Top 12 Features
- Drag and drop a resource from our innovative Resource Allocator to quickly build resource schedules. Learn how to use the Resource Allocator »
- Double click the resource name on the Resource Allocator to view an individuals demand before scheduling new work. See how to check resource availability »
- Visualize consolidated resource supply and demand (allocations) by portfolio, project or sub-project, view it in grids or charts, by Hours or FTE, Weekly or Monthly. Explore resource usage reports »
- Toggle between Timescale Mode or Kanban Mode (Agilebars only). Move bars into lanes on the Kanban board automatically sets actual start or finish dates and estimates work. Learn about Timephased Canvas »
- No software to install, it just works when you access the URL with a web browser. See getting started guide »
- Publish to the Cloud Dashboard for information sharing and analysis and for restoration onto another device with one click. Learn about cloud publishing »
- Your data is stored in the browser locally; it is never stored on any server. Backups are stored on the hard drive. See data management options »
- Secure and privacy-focused online platform with Local Data Storage, no need for an internet connection. Understand our security approach »
- User-friendly design with Drag and Drop Gestures everywhere for hassle-free and enjoyable experience. Explore the user interface »
- Manage project scope definition with our built in hierarchy model and WBS charts. Learn about data hierarchy »
- Build the schedules and the resource list in a spreadsheet, sync it to Timebars with drag and drop. See spreadsheet sync features »
- Our tools are always up to date with the latest code and you dont have to install updates and patches, have you ever patched a web page? Read about our design innovations »
Visionary Resource Management Software
Build out your Resource Schedules, then gain visibility into the organizations work to make sure your people are never overloaded. This is easily done compared to MS Project. Stop wasting time with out-of-date project management tools that don't cut it any more. Explore resource management techniques »
Our proprietary rules based scheduling engine is integrated with drag and drop, click and swipe user interface dramatically simplifying resource management and project management processes. Understand scheduling calculations »
Think of the main canvas timescale and bars as a report that you can interact with. The report is dynamic where you move bars and objects around to suit. They are also configurable based on custom meta data that you control in a spread sheet. Learn about Canvas features »
All our our products perfectly synchronize with spreadsheet programs to move data in and out of the Web-app browser cache, in a clean and simple manner. Master spreadsheet synchronization »
Local Data Storage: Our products run on mobile or desktop devices that support modern web browsers. Your data is stored in the browser locally; it is never stored on any server unless you buy a Cloud license and choose to publish your data to the cloud. See data management options »
Cloud Dashboard publishing from Client Web Apps! We provide pre-built yet customizable graphs, line charts, pie charts, bubble charts and tabular reports. (configurable with custom metadata). Learn about Personal Dashboard »
You can publish many data sets to the cloud and choose which one you wish to download and work on. Manage multiple sprints at once. But only one can be active on the Dashboard. We expose an API that will allow developers to download the entire Agilebars dataset.
Personal Productivity
Do your data entry in your favourite Spreadsheet program, then drag and drop the Spreadsheet onto the Canvas and instantly become more productive. See spreadsheet sync features »
Work on one device, publish to the Timebars Cloud then from another device download and continue working, all with one click after logging in. You can publish many data sets (Sprints or Backlogs) to the cloud and choose which one you wish one is active on the Dashboard. For example you can manage multiple sprints at once, but only one can be active and used to render dashboard charts and reports. Learn about cloud publishing »
Scheduling Flexibility: The built in scheduling engine rules automatically calculate time phased results for the charts, reports and dashboards. See how the scheduling engine works »
Save money: Why buy expensive desktop scheduling tools or expensive and clunky cloud based tools when you can buy our products instead and regain control of your data and your valuable time. See getting started guide »
Track tasks and resource forecasts with ease. Create projects, tasks and resource assignments manually or import existing data using our drag and drop Spreadsheet Sync feature. Learn how to create bars and metadata »
Set and control unlimited amount of project and or task baselines for enhanced visualizations and progress reporting. See how to create baselines »
Import and visualize your existing data from enterprise systems or any other source in a repetitive fashion with our drag and drop spreadsheet sync feature. Master spreadsheet synchronization »
High Security
- We use HTTPS/TLS end to end encryption just like banks and others do. Understand our security model »
- Your user name and password is never sent over the internet in the clear, it is sent over a secure HTTP/TLS session. Learn about license and login »
- Higher Security because we don't store Cookies on your device. This means you are never asked to accept cookies, which can be a security risk.
- Higher Security because your password is used to encrypt tokens (cookies) that are stored on our server not in your browser, therefore Timebars Ltd. and hackers cannot figure out your password.
Copyright © 2025 Timebars Ltd. All rights reserved.
Benefits of using Spreadsheet Sync
Synchronizing your scheduling data with a spreadsheet offers several benefits:
Data Manipulation and Customization
Spreadsheets allow for extensive data manipulation and customization. You can apply filters, sort data, and format it in ways that might not be possible within the scheduling tool itself.
Advanced Analytics and Reporting
By transferring scheduling data to a spreadsheet, you can use advanced functions and formulas for deeper analysis. This can help in generating custom reports, understanding resource allocation, and making informed decisions based on trends and patterns.
Integration with Other Tools
Spreadsheets are commonly used and easily integrated with other business tools and systems. This makes it simpler to share data across different platforms, such as project management tools, financial software, or CRM systems.
Bulk Updates
Spreadsheets enable bulk editing and updating of schedule data. This is particularly useful for large projects or when managing schedules for multiple resources or teams.
Data Backup and Accessibility
Spreadsheets can serve as an additional backup for your scheduling data. Also, with cloud-based spreadsheet tools like Google Sheets, you can access your data from anywhere, ensuring flexibility and mobility.
Collaboration
Spreadsheets, particularly cloud-based ones, facilitate collaboration. Multiple team members can view, edit, and update scheduling data in real-time, enhancing teamwork and communication.
Custom Visualization
While scheduling tools often have built-in visualization features, spreadsheets offer the flexibility to create custom charts and graphs tailored to specific reporting needs.
Historical Data Tracking
Spreadsheets allow you to maintain historical records of your schedules. This can be useful for reviewing past projects, planning future ones, and understanding workload patterns over time.
Copyright © 2025 Timebars Ltd. All rights reserved.
Summary
Project Portfolio Management (PPM) practitioners face numerous challenges—overwhelming data entry, slow reporting, poor visibility into project pipelines, inefficient resource planning, and missed early warning signs of project trouble. Costbars Project Pipeline Scheduler, built on the robust foundation of Timebars Resource Scheduler, delivers a modern, intuitive solution to these pain points. Below, we outline how Costbars addresses key PPM problems to streamline your processes, enhance decision-making, boost productivity, and keep stakeholders informed through intelligent, automated alerts. For a comprehensive guide to getting started, see the Introduction to Costbars Product Guide.
Key Points
- Enterprise PPM systems are costly to install and maintain.
- Project Pipeline reporting is difficult and time-consuming.
- The pain of filling in bulky web forms.
- Boring and slow Enterprise Reports.
- Difficult and time-consuming process of creating and sharing reports and charts.
- Updating and forecasting takes too much time, so it never gets done right.
- Personal time loss when storing and referencing baselines for progress reporting and comparison.
- Critical project risks go unnoticed until it's too late to intervene.
- Executive alert fatigue from irrelevant notifications and false alarms.
Key Problems Solved by Costbars
Lengthy Setup and Approval Delays
Problem: Traditional PPM tools require lengthy approval processes and installation wait times, delaying your ability to manage portfolios effectively.
Solution: With Costbars, there's no installation required—simply visit our URL, purchase with a credit card, and start using our cloud-based tools instantly. Get up and running without the red tape. Getting StartedData Security Concerns with External Storage
Problem: Storing sensitive project and portfolio data outside your organization raises privacy and security risks.
Solution: Costbars ensures peace of mind by keeping your data within your browser—no proprietary information leaves your control, offering maximum security for your business. Innovations by Timebars Ltd.Time-Consuming Data Entry and Web Forms
Problem: Entering project pipeline and resource data into bulky web forms is tedious and error-prone, slowing down PPM workflows.
Solution: Say goodbye to web forms with Costbars' spreadsheet-based approach. Use our pre-populated templates (Excel and Open Office Calc compatible) to enter data efficiently, syncing seamlessly with Costbars for secure, swift updates. How to Use the Spreadsheet SyncLack of Visibility into Project Pipelines
Problem: Without clear visibility into in-flight projects and upcoming pipelines, PPM practitioners struggle to prioritize and make informed go/kill decisions.
Solution: Costbars provides a comprehensive, one-row-per-project pipeline view, displaying configurable data points like cost, hours, schedule, priority, and risk. Gain instant insights to manage your portfolio effectively. How to Use CostbarsSlow, Uninspiring Enterprise Reports
Problem: Traditional enterprise reporting tools are slow and fail to engage stakeholders, hindering timely decision-making.
Solution: Costbars offers super-fast built-in reports and an optional Cloud Data Analysis Dashboard via the Pubset feature. Access pre-built graphs, line charts, pie charts, and bubble charts to analyze portfolio performance and share insights effortlessly. Timebars Cloud Dashboard & Publishing GuideDifficulty Creating and Sharing Dashboards
Problem: Building, updating, and sharing dashboards for portfolio analysis takes too much time, leaving little room for execution.
Solution: Costbars streamlines this process with its intuitive drag-and-drop interface and cloud publishing capabilities. Configure metadata and publish visualized reports to our secure cloud servers in minutes. Publishing and Cloud Features GuideResource Demand Forecasting Challenges
Problem: Balancing resource supply and demand across projects is time-consuming and often neglected, leading to overallocation or underutilization.
Solution: Costbars' real-time resource demand tracking links projects via custom templates, allowing you to adjust schedules dynamically and optimize resource allocation as projects shift. How to Use CostbarsInefficient Baseline Storage and Comparison
Problem: Storing and referencing project baselines for progress reporting and comparison eats into personal time and complicates tracking.
Solution: Costbars integrates baseline management into its spreadsheet sync and local dashboard analytics, making it easy to store, reference, and compare portfolio progress. Create, Update and Delete Bars & MetadataOutdated, Expensive Tools
Problem: Legacy tools like Microsoft's offerings are costly, difficult to use, and lack modern functionality, frustrating PPM practitioners.
Solution: Costbars provides a cost-effective, user-friendly alternative with a modern interface, built-in analytics, and seamless integration with Timebars—leaving outdated tools behind. Innovations by Timebars Ltd.Complex Portfolio Decision-Making
Problem: Without strategic insights, deciding which projects to greenlight or terminate feels like guesswork.
Solution: Costbars' PPM Planner, built on Timebars' scheduling engine, integrates strategic drivers and portfolio analytics into a local dashboard, empowering data-driven go/kill decisions. Use the Tabular and Card Reports for AnalysisReactive Crisis Management
Problem: Critical project risks—missed deadlines, budget overruns, strategic misalignment—go unnoticed until it's too late to intervene effectively.
Solution: Costbars' Portfolio Risk Early-Warning & Executive Alert Hub provides proactive risk management through automated monitoring and intelligent notifications. Configure precision thresholds for budget overruns, days overdue, strategic value, risk/complexity, and executive commitment levels. The system continuously monitors your portfolio and automatically sends context-rich alerts via SMS, push notifications, and email when projects cross critical thresholds—especially for executive-critical situations requiring immediate attention.Executive Alert Fatigue
Problem: Stakeholders are overwhelmed by irrelevant notifications and false alarms, leading to missed truly critical alerts.
Solution: Costbars delivers noise-free communication by allowing you to personalize alert settings for each executive, including preferred channels, quiet hours, escalation rules, and specific portfolio health metrics. Run real-world simulations against live portfolio data to test notifications before going live, ensuring alerts are relevant, accurate, and actionable. Only high-value notifications that meet precisely defined thresholds reach decision-makers, eliminating alert fatigue while ensuring urgent executive alerts still get through during critical situations.
Why Costbars Stands Out
Costbars Project Pipeline Scheduler takes the power of Timebars Resource Scheduler and elevates it for PPM needs. While Timebars excels at resource planning and scheduling, Costbars extends this foundation with portfolio-level visibility, advanced analytics, proactive risk management, and tools tailored to manage project pipelines.
Key Differentiators:
Proactive Risk Management – Stay ahead of project trouble by catching risks early with automated monitoring and tailored executive alerts, before issues escalate into crises.
Complete Stakeholder Customization – Personalize alert settings for each executive, respecting time zones, business hours, and communication preferences while maintaining intelligent escalation for urgent matters.
Test Before You Trigger – Run live simulations against current portfolio data to validate notification accuracy and relevance, ensuring confidence in your alerting system.
Multi-Channel Executive Escalation – Automatically reach decision-makers through SMS, push notifications, and email when executive-critical projects hit danger zones, with optional multi-step escalation to senior leadership.
One Hub for Portfolio Health – Manage configurations, view active notifications, track portfolio performance, and oversee risk thresholds in a single, intuitive interface.
Whether you're combating slow reporting, wrestling with data entry, seeking better control over resources and priorities, or need to spot portfolio trouble before it escalates, Costbars delivers a unified, modern solution. Transition seamlessly from Timebars with a single license—your data stays intact, your executives stay informed, and your PPM productivity soars. Introduction to Costbars Product Guide
Copyright © 2025 Timebars Ltd. All rights reserved.
Costbars-Specific Functionality
Costbars is the Project Portfolio Management (PPM) application in the Timebars Ltd. suite. While it shares a common platform with Agilebars and Timebars — including the canvas, spreadsheet sync, cloud publishing, and data management features covered in Common Functionality Across All Products — Costbars adds a distinct layer of strategic decision-making capability built for PMO leaders, portfolio managers, and executive teams. This page covers those unique features: the five-step PPM process, strategic scoring, the bubble chart selection tool, portfolio balancing with the balanced scorecard, the project assessment tool, and the portfolio status report.
Table of Contents
- What Makes Costbars Different
- The Five-Step PPM Process
- Step 1: Prioritise — Strategic Value Scores
- Step 2: Score — Ability to Execute
- Step 3: Level Resources
- Step 4: Select — The Bubble Chart
- Step 5: Balance — The Balanced Scorecard
- PPM Metadata: Strategic Classification Fields
- Project Views: Tabular and Card
- The Project Assessment Tool
- Portfolio Status and Balancing Report
What Makes Costbars Different
Costbars answers the strategic questions that portfolio managers and PMO leaders face every planning cycle: Which projects should we approve, delay, or terminate? Are we investing in the right initiatives? Do we have the resource capacity to deliver everything we have committed to? Is our portfolio balanced across risk, time horizon, and strategic intent? It provides a structured five-step process that transforms subjective portfolio decisions into data-driven ones — scoring each project against your organisation's own strategic priorities, then visualising the results in a way that makes the right choices obvious.
Where Timebars focuses on executing projects with precision and Agilebars on sprint-level delivery, Costbars operates at the portfolio level: above the individual project, across the entire pipeline of proposed, approved, and in-flight work. The same canvas and scheduling engine that power Timebars are present in Costbars, but the primary interface for portfolio decision-making is the PPM page — a command centre for prioritisation, scoring, resource levelling, project selection, and portfolio balancing that sits alongside the canvas rather than replacing it.
The Five-Step PPM Process
The Costbars PPM process structures portfolio decisions into five sequential steps. Each step builds on the previous one: you cannot select projects meaningfully without scoring them first, and you cannot balance the portfolio without knowing which projects have been selected. Running the full cycle at the start of each planning period — and re-running affected steps whenever project data changes — keeps the portfolio current and defensible.
| Step | Action | Output |
|---|---|---|
| 1 | Prioritise | Strategic Value (SV) Scores for every project |
| 2 | Score | Ability to Execute (AE) Scores for every project |
| 3 | Level | Resource demand brought into alignment with supply |
| 4 | Select | Projects marked Yes or No via the bubble chart |
| 5 | Balance | Portfolio assessed against the balanced scorecard |
Step 1: Prioritise — Strategic Value Scores
The first step asks a single question: how strategically important is each project? Costbars answers it by calculating a Strategic Value (SV) Score — a number between 0 and 100 — for every project in the portfolio, based entirely on the strategic classification metadata attached to each project. The score reflects how closely a project aligns with the organisation's stated priorities across four dimensions: Investment Category, Investment Initiative, Investment Objective, and Investment Strategy.
The key insight is that the scoring is relative, not absolute. The portfolio manager sets the order of importance for each dimension — which investment categories matter most, which strategic pillars take precedence — and Costbars uses that ordering to weight the scores. A project that lands at the top of every priority list receives a score close to 100; one that sits in low-priority categories across all four dimensions scores near zero. Running the prioritisation step takes seconds; the work is in agreeing on the order of importance, which is a strategic conversation the organisation should be having anyway.
How SV Scores Are Calculated
Each of the four strategic dimensions contributes to the final SV Score, weighted by its position in the order-of-importance ranking set by the portfolio manager. Projects are evaluated against every dimension simultaneously, and the resulting scores are combined into the 0–100 composite that appears on the bubble chart, in the tabular view, and in the portfolio status report. A test run previews the results before they are saved, allowing the portfolio manager to verify the rankings look right before committing to the scores.
Financial Metrics as a Scoring Component
When a project has sufficient financial data — at least four of the seven financial fields populated — the SV Score can incorporate a financial metrics component on a 50/50 basis with the strategic alignment score. For projects without adequate financial data, the score defaults to 100% strategic alignment without penalty, so early-stage proposals are not disadvantaged simply because detailed cost estimates are not yet available.
Step 2: Score — Ability to Execute
Strategic value alone is not enough to approve a project. A project can be perfectly aligned with organisational strategy and still fail because the team lacks the capacity, the budget is unrealistic, or the complexity is underestimated. The Ability to Execute (AE) Score provides the second dimension: a 0–100 assessment of how feasible and well-positioned the project is for successful delivery.
What the AE Score Measures
The AE Score draws on multiple data points from the project record: the Risk vs. Size and Complexity assessment (a 0–100 rating of how demanding the project is), the level of executive commitment behind it, the quality of the cost estimate (SWAG, history-based, or resource-driven), and — for projects already in flight — health indicators and budget or hours variance. Together these inputs produce a score that reflects not just whether the project sounds deliverable in theory, but whether the conditions for delivery are actually in place.
Score Thresholds and Recommendations
The AE Score produces an automated recommendation alongside the number itself:
| AE Score | In-Flight Projects | New Proposals |
|---|---|---|
| 80 and above | Continue | Proceed — strong scoring |
| 60 to 79 | Review | Review — moderate scoring |
| Below 60 | Consider terminating | Reject — weak scoring |
Green, yellow, and red colour coding make the distribution across the portfolio immediately readable. The recommendations are a starting point, not a mandate — the portfolio manager makes the final call — but they surface the projects that need attention and provide an objective basis for those conversations.
Step 3: Level Resources
Before selecting projects, it is worth knowing whether the organisation can actually deliver them. Step 3 opens the resource levelling view on the canvas, where the total resource demand from all candidate projects is plotted against available supply. Over-allocated periods show up in red. The portfolio manager can drag project bars left or right to shift their demand peaks into periods where capacity exists — watching the demand chart recalculate in real time as adjustments are made.
Resource levelling at the portfolio level is qualitatively different from levelling within a single project. The question is not just "when can this person do this task?" but "which combination of start dates for all our projects keeps demand inside supply without delaying anything critical?" Costbars does not automate this decision — the portfolio manager knows which projects have hard constraints and which have flexibility — but it provides the visibility to make informed trade-offs quickly and to see the consequences of each adjustment before committing to it.
Step 4: Select — The Bubble Chart
With SV Scores, AE Scores, and resource demand understood, the selection step uses the Bubble Chart to make the approve-or-kill decisions visual. Every project in the portfolio appears as a bubble, positioned by its SV Score on the horizontal axis and its AE Score on the vertical axis, with bubble size representing the project's budget or forecast hours. The result is a portfolio map where the right decisions are immediately apparent.
Reading the Quadrants
| Quadrant | Position | Action |
|---|---|---|
| Top-right | High SV + High AE | Approve — strategically important and highly deliverable |
| Top-left | Low SV + High AE | Review — easy to execute but questionable strategic value |
| Bottom-right | High SV + Low AE | Mitigate — strategically important but execution risk needs addressing |
| Bottom-left | Low SV + Low AE | Kill — neither strategically aligned nor well-positioned to succeed |
The bubble chart makes it easy to spot concentrations — a cluster of large bubbles in the bottom-left is a clear signal that significant budget is committed to low-value, high-risk work. Equally, a chart with nothing in the top-right suggests either that strategic alignment is weak across the portfolio or that the scoring parameters need recalibration.
The Selection Formula
Once the portfolio manager is satisfied with the visual picture, the selection step applies a weighted formula — SV Score at 60% weight, AE Score at 40% — against a threshold they set. Projects above the threshold are marked Selected: Yes; those below are marked Selected: No. A test run previews which projects land on each side of the line before the results are saved, allowing the threshold to be adjusted until the selection reflects the portfolio manager's judgement.
Step 5: Balance — The Balanced Scorecard
Selecting the highest-scoring projects does not automatically produce a balanced portfolio. A portfolio that approves only short-duration projects neglects long-term strategic positioning. One that concentrates entirely on innovation starves operational stability. The Balanced Scorecard in Step 5 examines the selected portfolio across four dimensions and flags imbalances that might not be visible from scoring alone.
Strategic Alignment
This section shows how portfolio budget is distributed across the organisation's strategic pillars. The question it answers is whether spending reflects stated priorities — if the top strategic pillar is receiving only a fraction of the budget while a lower-priority one dominates, there is a misalignment between what the organisation says it values and what it is actually funding. KPI indicators flag the gap and prompt a rebalancing conversation.
Risk Balance
This section displays how the portfolio's budget is distributed across risk categories, from Very Low to Very High. An organisation with a conservative risk appetite that finds 60% of its portfolio budget concentrated in high-risk projects has a structural problem that selection scores alone will not surface. The risk balance view makes that concentration visible and supports a deliberate conversation about whether the current selection reflects an acceptable risk posture.
Investment Mix
This section evaluates the portfolio's split across initiative types: Maintenance and Operational, Innovation and Transformation, Growth and Enhancement, and Mandatory and Compliance. A healthy portfolio typically maintains investment across all four categories within ranges that reflect the organisation's maturity and strategy. A portfolio dominated by maintenance work is underinvesting in growth; one with insufficient compliance investment carries regulatory exposure. The investment mix scorecard surfaces both.
Timeline Distribution
This section assesses the balance of the portfolio across time horizons — short-term (under four months), medium-term (four to twelve months), and long-term (over twelve months). A portfolio with no long-term projects has no strategic pipeline; one weighted entirely toward short-term work is in reactive mode. KPI indicators flag when the distribution falls outside healthy ranges and point toward the rebalancing actions — approving or deferring projects — that would restore balance.
PPM Metadata: Strategic Classification Fields
The entire scoring and balancing process depends on the strategic classification metadata attached to each project. Four fields drive the SV Score calculation:
- Investment Category — the functional area or business unit the project belongs to (e.g., Finance, Operations, Customer Experience)
- Investment Initiative — the type of initiative (e.g., Innovation, Growth, Maintenance, Compliance)
- Investment Objective — the Run / Grow / Transform classification that reflects the project's strategic intent
- Investment Strategy — the specific strategic pillar the project supports (e.g., Increase Market Share, Improve Core Products, Ensure Compliance)
These fields are set per project, either through the core metadata form or via spreadsheet sync for bulk data entry. Because the same fields are used to group and aggregate data in the balanced scorecard and portfolio status report, consistent and accurate classification across the portfolio is what makes the PPM outputs trustworthy. Costbars provides picklists and tagging tools to enforce consistent terminology, and the spreadsheet sync process makes it practical to classify an entire pipeline of proposed projects in a single import.
Project Views: Tabular and Card
The PPM page provides two dedicated views for working with portfolio data outside of the canvas.
The Tabular View is a spreadsheet-style grid showing every project with its key metrics in columns: SV Score, AE Score, combined final score, selection status, and decision recommendation alongside the standard project fields. It is the right view for sorting and filtering a large pipeline — quickly identifying all projects above a score threshold, all projects in a particular investment category, or all proposals not yet assessed. Projects can be sorted by any column, and the metadata editor can be launched from any row to update classification fields without leaving the view.
The Card View displays each project as a visual card showing the project name, status badge, SV and AE scores with colour coding, budget information, and selection status. It is designed for portfolio reviews with executive stakeholders — a room full of decision-makers can scan the card grid and quickly spot patterns that require discussion. The colour-coded score indicators mean that a portfolio with a concentration of red cards is immediately recognisable without needing to read the numbers.
The Project Assessment Tool
Before the AE Score can be calculated, each project needs to be evaluated against a consistent feasibility framework. The Project Assessment Tool provides that framework: a structured form that examines a project across four dimensions — Technical Risk, Political Risk, Size, and Complexity — and produces an Overall Feasibility Score between 0 and 100.
The assessment covers technology maturity and architectural complexity, team size and stakeholder count, resource availability, change impact and executive commitment, external dependencies and regulatory constraints, and the project's duration and budget magnitude. For each factor, the assessor selects from a defined scale rather than entering free text, which means the results are comparable across projects and assessors. An overall score below 25 indicates low risk and standard project management is sufficient; scores above 50 signal elevated risk requiring mitigation; scores above 75 indicate critical risk and suggest the project should be phased, descoped, or subject to a proof-of-concept before commitment.
The tool is particularly valuable for evaluating new project proposals before they enter the scoring process, because it forces the project sponsor to articulate the risk factors that an SV Score alone cannot capture. A project with a compelling strategic case but an assessment score in the critical risk range needs risk reduction work before approval — not unconditional sign-off.
See the Costbars PPM Project Assessment Tool guide for full details.
Portfolio Status and Balancing Report
The Portfolio Status and Balancing Report is the primary executive output from Costbars — a comprehensive, single-document view of the entire portfolio's health, financial position, strategic alignment, and multi-dimensional balance. It is designed to be the artefact that portfolio managers bring to quarterly reviews, steering committee meetings, and investment approval sessions.
The report opens with an executive summary showing health indicators across seven dimensions: Overall, Scope, Schedule, Cost, Hours, Risk, and Issues — each rated green, yellow, or red to give leadership an immediate sense of where the portfolio stands. This is followed by a financial summary broken down by project status (in-progress, approved, and proposed), then a strategic alignment analysis showing how budget is distributed across strategic pillars. The body of the report covers in-flight projects requiring attention, approved projects assessed for readiness, and new proposals under evaluation. The final sections mirror the balanced scorecard dimensions — risk score distribution, initiative type balance, and time horizon analysis — but in report form with the narrative context that supports a leadership conversation.
The report is generated on demand and always reflects the current state of the portfolio data. It is the clearest answer Costbars provides to the question that portfolio management exists to answer: given everything we know about our projects, our resources, and our strategy, are we making the right investments?
See the Costbars PPM Portfolio Status and Balancing Report guide for full details.
See the Costbars User Guide for detailed instructions on every feature covered on this page.
Copyright © 2025 Timebars Ltd. All rights reserved.
The following product design goals guided us throughout product development. We do not guarantee that they will all be met to your satisfaction at all times because web technology constantly changes.
- Must work on any device that ships with the latest Web Browsers from Apple, Google, Firefox, and Microsoft.
- Adhere to the standard web page architecture with open-source web technologies (HTML 5, JavaScript, and CSS).
- Design as a web page that can be accessed with a supported browser, like any other secure web page would be accessed.
- Touch screen and mouse-driven user interface that can adapt to screens of any size.
- Must work on iPads like it works on the Desktop (our softwar works on Apple devices but not perfectly).
- The bigger the screen, the better the experience and personal productivity improvements.
- Make it easy to move existing data into and back out of our products with JSON and CSV.
- Synchronize with Excel and Libre (Open) Office Calc spreadsheets with drag and drop gestures.
- Full end-to-end web page HTTPS encryption using the same level of encryption that banking websites use.
- Secure standard web token (JWT) login is required to access the paid versions of the products.
- JSON Web tokens to be delivered automatically when logging in and are never stored in the local browser as cookies.
- Customer data is never stored on our servers unless you publish it to our Cloud Dashboard.
- The optional Cloud Dashboard and the Pubset feature do publish data that is stored on our servers.
- The Cloud Dashboard publishing from our products is also secured by HTTPS and JWT in the same manner.
- All customers share the same physical Dashboard database behind the scenes. The only way for another customer to access another customer's data is by knowing the username and password.
- A dark mode option for users to reduce eye strain during extended usage in low-light environments.
- Offline access to essential features, ensuring users can still perform critical tasks without an internet connection.
- Accessibility features to ensure all users, including those with disabilities, can use the product effectively
Future Product Roadmap
Integrate support for voice commands and natural language processing for enhanced user interactions.
Enable real-time collaboration features, allowing multiple users to work together simultaneously on shared data.
Copyright © 2025 Timebars Ltd. All rights reserved.

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Executive Summary
Timebars Ltd. is offering something most software companies never do: the full source code of a proven, production-ready project management suite.
The Timebars suite — Timebars, Agilebars, and Costbars — covers three disciplines that every project-driven organization needs: resource scheduling, Agile sprint planning, and project portfolio management. These are not prototypes or starter templates. They are running production applications, used in real businesses, built on a modern web stack.
We are now licensing the complete codebase, Docker container workflow, and the AI Integration workflow to organizations that want to own their planning infrastructure, customize it to their exact workflows, and hand it to their development team to shape around their business — without starting from scratch.
The Problem This Solves
Most businesses in professional services, engineering, and operations have gone through the same frustrating cycle:
- They try a generic SaaS tool. It works for simple use cases but can't accommodate their specific workflows, reporting needs, or data structures.
- They customize it — up to the limits it allows. Then they hit a wall. The tool wasn't designed for their niche. Workarounds multiply. Staff adapt their processes to fit the software, rather than the other way around.
- They evaluate enterprise alternatives. These are expensive, slow to implement, require specialist consultants, and still don't fit perfectly.
- They end up paying forever — for something that never quite works.
The result: they rent software indefinitely, accumulating subscription fees year after year, while the tool continues to dictate how their business must operate.
The source code licensing model breaks this cycle entirely.
The Solution
Buy the codebase. Own it. Deploy it. Customize it.
When a business acquires the Timebars suite source code, they receive:
- A working, deployable application — not a prototype, not a starter kit
- The full source code of three interconnected tools: Timebars, Agilebars, Costbars
- A containerized deployment pipeline that any competent DevOps team can run immediately
- The freedom to modify, extend, rebrand, and integrate the software as they see fit
- A codebase that any developer — aided by Claude Code — can navigate and reshape in days, not months
What's Included
The Three Applications
| Application | Discipline | Core Capability |
|---|---|---|
| Agilebars | Agile Sprint Planning | Backlog management, burndown charts, sprint scheduling, spreadsheet sync |
| Timebars | Resource Scheduling | Drag-and-drop resource allocation, multi-project scheduling, spreadsheet sync |
| Costbars | Project Portfolio Management | Business driver prioritization, portfolio analytics, project pipeline scheduling |
The Technical Foundation
The hard architecture work is already done. What a buyer inherits:
- Battle-tested data models — resource scheduling, sprint management, and portfolio structures designed for real-world production use
- Drag-and-drop scheduling engine — the most complex and time-consuming part of any scheduling tool; built and working across all three applications
- Two-way spreadsheet sync — deep integration that typically takes months to build correctly; included from day one
- Reporting and analytics layer — burndown charts, resource demand analytics, portfolio prioritization dashboards — all built out
- Modern web stack — Next.js 14, React, Tailwind CSS, MongoDB, Strapi CMS; a stack any competent developer will be productive in immediately
- Containerized deployment — Docker-based, CI/CD-ready, deployable to any cloud provider or VPS
Why Claude Code Changes the Economics
This is the factor that makes source code licensing viable for organizations that previously couldn't justify the cost of custom software development.
The traditional calculation: Custom software from scratch → senior full-stack team → six to twelve months → very high cost → still needs ongoing maintenance
The new calculation: Proven codebase + Claude Code → small development team → days to first customization → one-time acquisition cost → your team maintains it going forward
Claude Code can navigate an unfamiliar codebase, explain its structure, propose targeted changes, write tests, and accelerate feature development to a degree that was not possible with previous tooling. A small team — even one that isn't expert in every layer of the stack — can reshape a working application around their exact business requirements faster and more cheaply than has ever been possible before.
The practical result: Organizations that previously could not afford custom software can now make a one-time acquisition of a proven codebase and have it tailored to their needs for a fraction of what a build-from-scratch engagement would cost.
The Deployment Pipeline
The codebase ships with a professional, documented deployment architecture across three zones:
Zone 1 — Customer Development Environment
The buyer's development team starts with the source code. They use Claude Code to build custom features, modify workflows, and adapt the product to their specific requirements. Changes are committed to their own Git repository (GitHub or Bitbucket) and validated against a local staging environment before anything moves to production.
Zone 2 — CI Pipeline to Docker Hub
Every push to the repository triggers the CI pipeline — GitHub Actions or Bitbucket Pipelines. The pipeline builds the Docker image, runs automated tests and linting, then pushes the tagged, versioned image to Docker Hub. This is the clean handoff point between development and production. Nothing reaches the server without passing the pipeline.
Zone 3 — Production Environment
The production server pulls the latest image from Docker Hub and runs the three applications — Timebars, Agilebars, and Costbars — as separate containers. A reverse proxy (Nginx or Traefik) handles routing and SSL termination. A database (typically Postgres) persists data. The entire stack runs on whatever cloud host or VPS the buyer prefers: AWS, GCP, Azure, Hetzner, DigitalOcean, or on-premises bare metal.
This is a standard, recognizable architecture that any professional developer will understand immediately. There are no proprietary lock-in mechanisms, no exotic dependencies, no vendor-controlled infrastructure.
Key Benefits
1. Complete Control
The buyer owns the code outright. They can modify any aspect of the product — the data models, the scheduling logic, the UI, the reporting, the integrations. There are no API rate limits, no feature flags controlled by a vendor, no roadmap dependency.
2. One-Time Acquisition Cost
No per-seat fees. No monthly subscriptions that compound year after year. The acquisition is a capital expense, not an operating expense that grows indefinitely with headcount.
3. Data Sovereignty
The application runs on the buyer's own infrastructure. Their data never touches a third-party SaaS platform. This is significant for organizations with compliance requirements, data residency obligations, or simply a preference for keeping operational data in-house.
4. A Proven Foundation
The most common failure mode in custom software projects is underestimating the complexity of the core domain problems. The scheduling engine, the data structures, the spreadsheet sync — these are solved. The buyer is customizing a working product, not speculating about whether it can be built.
5. Fast Time-to-Value
Because the foundation is complete, the development effort is focused on customization, not construction. A small team with Claude Code can typically have a working customized version in days to a few weeks — depending on the depth of modification required.
6. White-Label and Rebrand Ready
The codebase can be rebranded for internal deployment, client-facing use, or as a component of a broader product offering. There are no licence constraints preventing this.
7. No Vendor Risk
SaaS tools can change their pricing, discontinue features, be acquired, or shut down. Owning the source code eliminates vendor dependency entirely. The product exists independently of Timebars Ltd.'s ongoing business decisions.
Who Should Buy
Professional Services Organizations
Consultancies, agencies, and managed service providers who run projects in ways that generic tools don't support. Typically these organizations have unusual billing models, client-specific reporting requirements, or project structures that force constant workarounds in standard SaaS tools.
The fit: They need a scheduling and planning foundation they can extend to match client requirements — and the ability to white-label or integrate it into their service delivery platform.
Engineering and Technical Operations Teams
Engineering firms, infrastructure teams, and specialist operations groups whose domain-specific requirements (resource classification, scheduling constraints, approval workflows) are never adequately served by horizontal SaaS products.
The fit: They want on-premises or private cloud deployment, custom scheduling rules specific to their domain, and integration with their existing operational toolchain.
Organizations Seeking to Exit the Subscription Treadmill
Companies that have calculated the long-term cost of per-seat SaaS subscriptions across their project management toolstack and determined that a one-time acquisition is economically superior — especially as headcount grows.
The fit: The economics become particularly compelling for organizations above a certain team size where per-seat costs are substantial and growing.
Organizations with Compliance or Data Residency Requirements
Industries or jurisdictions where data cannot reside on third-party platforms. Healthcare, legal, government, and financial services organizations frequently face constraints that make standard cloud SaaS unsuitable.
The fit: Self-hosted deployment on controlled infrastructure, with full visibility into the codebase and no hidden data flows.
Comparison: Subscription vs. Source Code
| Factor | SaaS Subscription | Source Code Licence |
|---|---|---|
| Upfront cost | Low | One-time acquisition fee |
| Ongoing cost | Per-seat, every month | Development team only |
| Customization | Limited to vendor-permitted features | Unlimited |
| Data location | Vendor's infrastructure | Your infrastructure |
| Vendor dependency | High | None after acquisition |
| Integration depth | Via available APIs only | Full codebase access |
| Branding | Vendor brand | Full white-label capability |
| Long-term economics | Costs grow with headcount forever | Fixed after acquisition |
| Compliance control | Depends on vendor certifications | Full control |
| Roadmap dependency | Entirely on vendor priorities | Your priorities |
Common Questions
Do we need to be expert Next.js developers? No. Claude Code significantly lowers the expertise barrier. A developer who understands JavaScript and is willing to work with AI tooling can navigate and modify the codebase effectively. Senior full-stack expertise accelerates the process but is not a prerequisite.
What support is included? The acquisition includes the codebase and documentation. Ongoing development support, onboarding assistance, and technical consulting are available — contact us to discuss.
Can we use it commercially or with clients? Yes. The licence permits commercial deployment and client-facing use. Talk to us about your specific use case.
What's the stack, and can we swap components? Next.js 14 frontend, Strapi CMS backend, MongoDB for application data, Postgres for production. Developers are free to adapt or replace components as their requirements dictate.
Is the deployment really as described? Yes. The Docker-based pipeline is the same infrastructure used in production. There is no gap between what is described and what is delivered.
What if we need help getting started? We are available by phone and email to discuss onboarding, technical questions, and custom implementation support.
The Investment Rationale in Plain Language
Most project management tools make you adapt your business to fit their software. The source code licence inverts that relationship entirely.
You get a working product. Your team — with Claude Code alongside them — shapes it to your exact workflows. You own it. You control it. You stop paying per-seat fees indefinitely.
The economics work because:
- The hard foundational work is already done — you're not paying to build from scratch
- Claude Code compresses the customization timeline dramatically
- One-time acquisition converts an open-ended operating expense into a bounded capital cost
- The productivity gains from a tool that actually fits your processes compound over time
The question is not whether this is cheaper than a SaaS subscription in year one. It is whether it is cheaper over three to five years — and whether a tool you own and control delivers more value than a tool you rent and cannot change. For the right organizations, the answer to both is clearly yes.
Contact
Jim Cox Timebars Ltd.
Phone: (613) 255-5374 Email: [email protected] Website: www.timebars.com/sales/ownthecode
We are available by phone or email to discuss your specific requirements, walk through the codebase, and provide a pricing proposal tailored to your organization.
Timebars Ltd. — Timebars · Agilebars · Costbars Resource Scheduling · Sprint Planning · Portfolio Management
Copyright © 2025 Timebars Ltd. All rights reserved.
What is the fundamental approach of the Timebars project scheduling process?
The Timebars process is fundamentally driven by a centralized, metadata-driven approach to resource and project organization. This begins with configuring a resource pool by importing resource details (IDs, names, roles, skills, rates) via a spreadsheet template. Similarly, projects can be organized using custom attributes defined in a Tags Table. This centralized metadata ensures consistency and facilitates efficient resource allocation and project tracking.
How are project schedules built and managed in Timebars?
Project schedules are constructed hierarchically, starting with the creation of Work Packages (represented as orange bars). Underneath these, individual tasks are defined. Dependencies between tasks are established using intuitive drag-and-drop gestures, enabling automatic adjustment of successor tasks when predecessors are rescheduled. Users also have the option to apply constraints to override these automatic adjustments when specific scheduling requirements exist.
How are resources assigned to tasks within Timebars?
Resources from the pre-configured centralized resource pool are assigned to specific tasks using a dedicated Resource Allocator. This process automatically calculates the total hours and associated costs based on the resource's defined rate and the task duration. This integrated approach streamlines the allocation process and provides immediate cost visibility.
What capabilities does Timebars offer for managing resource utilization?
Timebars provides visual tools to monitor resource usage across the project timeline. This allows project managers to identify potential overallocation issues and proactively adjust assignments to ensure an optimal distribution of the workforce, preventing resource bottlenecks and maximizing efficiency.
How are task dependencies handled in Timebars, and what is the benefit of this approach?
Task dependencies are created visually using intuitive drag gestures between tasks. This establishes the sequence in which tasks need to be completed. The primary benefit of this approach is the automatic adjustment of successor tasks' start dates when predecessor tasks are rescheduled. This dynamic scheduling capability helps maintain a realistic and up-to-date project plan with minimal manual intervention.
Can users customize how projects are organized and tracked in Timebars?
Yes, Timebars offers a high degree of customization in project organization and tracking through its metadata-driven approach. Users can define custom attributes for projects using a common Tags Table. This allows for organizing and filtering projects based on criteria relevant to their specific needs, providing flexibility in how projects are managed and reported on.
Copyright © 2025 Timebars Ltd. All rights reserved.
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To ensure the safety of your data while using our scheduling tools in a browser, it’s essential to have a backup strategy in place. Regularly backing up your data is crucial, as it protects you not only from crashes but also from other potential data loss scenarios. Here are some steps you can follow:
Regularly Save Your Work with the Following Options:
- Full Backup: Select the Hamburger Icon > Full Backup to save a single backup file of all your data to your disk.
- Publish Feature: Use the Main Menu > Publish option, which automatically backs up your data online. If your browser crashes, your data remains safely stored on a server and can be accessed from any device with internet connectivity. Follow the on-screen instructions.
- Export to CSV or JSON: Export your schedule to a CSV or JSON file format on your local disk. Choose Hamburger Icon > Export to CSV or Export to JSON.
- Import to Spreadsheet: Import the CSV files into our specialized spreadsheet and store it in a secure location.
- Cloud Storage: Copy local files, such as the backup file and spreadsheets, to your preferred cloud storage service, like Google Drive, Dropbox, or OneDrive.
Copyright © 2025 Timebars Ltd. All rights reserved.
Say goodbye to lengthy approval and installation wait times. With Timebars Ltd., you can start using our modern tools instantly by simply visiting our URL. Our products don't require installation and can be purchased conveniently with a credit card. See getting started guide »
Worried about the risk of corporate proprietary data being stored outside your organization? Rest easy. With Timebars Ltd.'s solution, no data leaves your browser, ensuring the utmost security and privacy for your business. Experience the ease and peace of mind that comes with using our products today. Learn about our security model »
Are you struggling with the time-consuming process of project resource and cost reporting? Tired of filling out bulky web forms? Our new web application offers a solution: use a spreadsheet instead. See spreadsheet sync features »
Do you find enterprise reports slow and boring? With Timebars Ltd., you can utilize our super-fast built-in reports or opt for our optional Cloud dashboard. Explore reporting features »
Are you finding it difficult and time-consuming to create, share dashboards, and charts? Is too much of your time being consumed by updating and forecasting, leading to inadequate execution? Our application streamlines these processes, saving you valuable time. Learn about the Cloud Dashboard »
Do you find it challenging to store and reference baselines for progress reporting and comparison, resulting in personal time loss? Our application provides a solution for this as well.
Are you tired of the expense, difficulty, and outdated nature of Microsoft's tools? Our new web application offers a modern, user-friendly, and cost-effective alternative. Try it today and see the difference it can make in your business operations. Read about our design innovations »
Summary of how we solves business problems:
Control resource over allocation, get a handle on supply and demand of your people. Learn about resource management »
Resource planning and scheduling takes too much time so it never get done but now it can with our tools.
Boring and slow enterprise reports. Users can use Timebars Ltd.'s super-fast built-in reports or their optional Cloud dashboard to analyze resource allocations. See available reports »
Personal time loss when storing and referencing baselines for progress reporting and comparison. The expense, difficulty, and outdated nature of Microsoft's tools.
Copyright © 2025 Timebars Ltd. All rights reserved.
Agilebars is a browser-based Agile sprint management tool built on the same codebase as Timebars and Costbars. It combines a Kanban board with a time-phased scheduling canvas, spreadsheet sync for data entry, and automatic burndown chart generation.
Product Overview
Agilebars Sprint Scheduler is the perfect companion to Timebars Resource Scheduler, extending its capabilities to manage projects using Agile sprints rather than traditional waterfall methods. It introduces a specialized scheduling engine and features like Kanban boards and burndown charts to track sprint progress. Whether you're transitioning a project from Timebars or starting fresh, Agilebars streamlines Agile workflows, enhances visibility, and eliminates common pain points for sprint teams.
Target Audience
- Product Managers
- Product Development Teams
- Organizations adopting Agile practices
- Teams transitioning from Waterfall to Agile
Core Value Proposition
Use Agilebars for free, no registration required. Full product functionality with data limitations for trial. Purchase a license when you need larger quantities of backlogs and work items.
Why Agilebars?
- Innovative Management Tools — Gain insights into your organization's work with purpose-built agile and legacy management capabilities.
- Productivity Boost — Unique drag-and-drop interfaces and spreadsheet sync feature reduce administrative overhead.
- Seamless Data Transfer — Pre-populated spreadsheet templates synchronize perfectly with Excel and Open Office Calc for secure, clean data movement in and out of browser pages.
- Visual Decision Making — Graphical interface to visualize product backlogs, sprint data, and management information with drag-and-drop control.
- Cloud Analytics — Optional Pubset feature provides a Dashboard with pre-built graphs, line charts, pie charts, bubble charts, and tabular reports for management report sharing.
Features
Scheduling & Planning
- Flexible Scheduling Engine — Proprietary engine tailored for Agile sprints with configurable rules for dynamic reporting and progress tracking
- Dual-Mode Visualization — Single-click switch between Kanban mode and Timebars time-phased canvas; no import/export required
- Kanban Board — Lanes include Will Do, Doing, Finalizing, and Done; drag-and-drop updates progress automatically
- Scrum Board — Full Scrum board functionality with one-click mode switching
- Giant Screen Support — Use Kanban mode on large displays for team sprint planning and tracking
Data Management
- Spreadsheet Synchronization — Pre-populated templates (Excel and Open Office Calc compatible) for fast bulk data entry
- Drag-and-Drop Import — Drop spreadsheet onto canvas to import data instantly
- No Web Forms — Eliminates bulky form-based data entry
- Daily/Weekly Status Updates — Quick updates synced with sprint progress
Progress Tracking
- Burndown Charts — One-click generation, automatically updated based on Kanban lane changes or timescale adjustments
- Earned Value-Based Calculation — Progress is calculated, not manually set; size work items first, then progress is earned as items move through lanes
- Definition of Done Rules — Built-in rules triggered by drag-and-drop (e.g., moving to "Done" = 100% complete)
- Baseline Management — Unlimited one-click baselines; compare current forecast to original plan instantly
Reporting & Analytics
- Built-in Reports — Super-fast reports generated from browser data
- Cloud Dashboard — Optional Pubset feature with customizable graphs, pie charts, bubble charts, and tabular views
- Visual Sprint Representations — Interactive graphical interface for time management and sprint control
- Management Report Sharing — Publish and share insights via cloud
Integration & Security
- Seamless Timebars Integration — Transfer projects from Timebars with a single click
- Single License — Works across Agilebars, Timebars, and Costbars
- No Installation Required — Access instantly via URL
- Browser-Based Storage — Data stays local; no cloud storage risks
- TLS Encryption — End-to-end encryption for all data transfers
- Risk and Issue Management — Track risks and issues directly on Kanban or Scrum boards
Benefits
Time Savings
- Eliminate IT approval delays with instant browser access
- Fast bulk data entry via spreadsheet sync replaces slow web forms
- Automated progress tracking removes manual update burden
- One-click baseline creation and comparison
- Simple status questions ("Is it done?") replace chasing durations and actuals
Productivity Gains
- Drag-and-drop interface streamlines sprint planning and updates
- More bars visible on time-phased canvas vs. traditional Gantt charts (one row per bar)
- Switch modes on the fly without data conversion
- Customizable workflows adapt to unique business practices
Visibility & Decision Making
- Real-time sprint progress via Kanban boards and burndown charts
- Visual backlog management enables better prioritization
- Dashboard visualizations turn raw data into actionable information
- Walk into meetings with confidence using clear progress displays
Cost & Risk Reduction
- Free trial without registration
- Cost-effective alternative to expensive legacy tools
- Data security—sensitive information never leaves your browser
- Reduced administrative overhead frees team for execution
Team Collaboration
- Giant screen Kanban replaces messy whiteboards
- Easy report sharing across organization
- No nagging developers for durations—ask simple yes/no questions
Problems Solved
| Problem | Solution |
|---|---|
| Delays in Tool Adoption — Waiting for IT approval slows sprint planning | No installation required; access via URL, use free or purchase with credit card |
| Data Security Concerns — Cloud storage risks exposing proprietary information | Data stays in your browser; nothing leaves without explicit publish action |
| Slow Data Entry — Bulky web forms waste time | Spreadsheet-based bulk import with sync templates |
| Limited Sprint Visibility — No real-time progress tracking | Kanban boards and burndown charts provide instant status |
| Slow Reporting — Traditional enterprise reports are sluggish | Super-fast built-in reports plus optional cloud dashboard |
| Dashboard Creation Overhead — Building and sharing dashboards takes too long | Intuitive interface with cloud publishing via Pubset |
| Waterfall to Agile Transition — Moving projects between methodologies is cumbersome | Single-click transfer from Timebars to Agilebars |
| Baseline Tracking Difficulties — Storing and comparing baselines eats personal time | Embedded baseline management with one-click snapshots |
| Expensive Legacy Tools — Microsoft and other tools are costly and clunky | Cost-effective, modern, Agile-focused alternative |
| Sprint Planning Overload — Manual planning consumes too much time | Fast bulk entry and intuitive task-linking interface |
Technical Details
Earned Value Model
The scheduling engine is modeled after Earned Value concepts:
- Users must size work items upfront
- Progress is "earned" automatically as tasks move through lanes
- Moving an item to "Done" sets it to 100% complete
- Time-phased data feeds burndown charts and reports automatically
Mode Switching
Single-click switch between Kanban and Timebars timescale canvas:
- No import/export required
- Data transforms instantly
- Continuity maintained across views
Spreadsheet Integration
- Pre-populated templates for Excel and Open Office Calc
- Drag-and-drop onto canvas to import
- Bulk operations for efficient sprint setup
- Metadata coding for flexible project views
Getting Started
Pricing
Monthly subscriptions for single-person licenses. Purchase 1-12 months in one credit card transaction. Technical support included.
Registration & Purchase
- Register at timebars.com/auth/new-user with email and password
- Check email for verification link
- After verification, go to Pricing Breakdown
- Purchase subscription license
- Log in with email/password—license downloads automatically and data limitations are removed
Free Trial
Full product functionality available without registration. Data limitations apply. Try for as long as you like before purchasing.
Product Ecosystem
Agilebars is part of the Timebars product suite:
| Product | Purpose |
|---|---|
| Agilebars | Agile Sprint and Extreme Programming methodologies |
| Timebars | Resource Scheduling and Traditional (Waterfall) Project Management |
| Costbars | Project Pipeline Demand management, selection/kill processes, and analytics |
All three products share the same codebase, look and feel, and work with a single license. Transfer projects between tools as your methodology requires.
Copyright © 2025 Timebars Ltd. All rights reserved.
Crashing
Crashing is a schedule compression approach that adds more resources to activities on the critical path to complete the project earlier. When crashing a project, costs are added because the associated labor and sometimes resources (such as faster equipment) cause an increase in costs.
Critical Path
The critical path in the project network diagram cannot be delayed, otherwise the project completion date will be late. There can be more than one critical path, and activities in the critical path have no float.
Discretionary Dependencies
These dependencies are the preferred order of activities. Project managers should use these relationships at their discretion and should document the logic behind the decision. Discretionary dependencies allow activities to happen in a preferred order because of the best practices, conditions unique to the project work, or external events. The preferred order can also be known as preferential or soft logic.
Early Finish
The earliest a project activity can finish. Used in the forward pass procedure to discover the critical path and the project float.
Early Start
The earliest a project activity can begin. Used in the forward pass procedure to discover the critical path and the project float.
Fast Tracking
Fast tracking is a schedule compression method that changes the relationship of activities. It allows activities that would normally be done in sequence to be done in parallel or with some overlap. Fast tracking can be accomplished by changing the relation of activities from FS, to SS, to FF or by adding lead time to downstream activities. However, fast tracking does add risk to the project.
Finish-to-Finish
Finish to finish is an activity relationship type that requires the current activity to be finished before its successor can finish.
Finish-to-Start
Finish to start is an activity relationship type that requires the current activity to be finished before its successor can start.
Fragnet
A fragnet is the representation of a project network diagram that is often used for outsourced portions of a project, repetitive work within a project, or a subproject. Fragnet is also called a subnet.
Free Float
Free float is the total time a single activity can be delayed without it affecting the early start of its immediately followed successor activities.
Hard Logic
Hard logic describes activities that must happen in a particular order. For example, dirt must be excavated before the foundation can be built. The foundation must be in place before the framing can begin. Also known as a mandatory dependency.
Internal Dependencies
Internal relationships to the project or the organization. For example, the project team must create the software as part of the project’s deliverable before the software can be tested for quality control.
Lag Time
Lag time is a positive time that moves two or more activities further apart.
Late Finish
The latest possible time a project activity could finish. Late finish is used in the backward pass procedure to discover the critical path and the project float.
Late Start
The latest time a project activity can begin. Late start is used in the backward pass procedure to discover the critical path and the project float.
Lead Time
Lead time is negative time that allows two or more activities to overlap where ordinarily these activities would be sequential.
Management Reserve
Management reserve is the percentage of the project duration to combat Parkinson’s Law. When project activities become late, their lateness is subtracted from the management reserve.
Mandatory Dependencies
Mandatory dependencies are the natural order of activities. For example, you can’t begin building your house until your foundation is in place. These relationships are called hard logic.
Planning Package
A planning package is a WBS entry located below a control account and above the work packages. The planning package signifies that there is more planning that needs to be completed for this specific deliverable.
Precedence Diagramming
Precedence diagramming is a network diagram that shows activities in nodes and the relationship between each activity. Predecessors come before the current activity, and successors come after the current activity. They are project calendars that identify when the project work will occur.
Project Float
Project float is the total time the project can be delayed without passing the customer-expected completion date.
Project Network Diagram
A project network diagram visualizes the flow of project activities and their relationships to other project activities.
Soft Logic
Soft logic activities don’t necessarily have to happen in a specific order. For example, in a house you could install the light fixtures, then the carpet, followed by the paint in the room. The project manager could use soft logic to change the order of the activities if desired.
Start-to-Finish
Start-to-finish is an activity relationship that requires an activity to start so that its successor can finish. This is the most unusual of all the activity relationship types.
Start-to-Start
Start-to-start is an activity relationship type that requires the current activity to start before its successor can start.
Subnet
A subnet is a representation of a project network diagram that is often used for outsourced portions of projects, repetitive work within a project, or a subproject. Also called a fragnet.
Template
A template is a previous project that can be adapted for the current project and forms that are pre-populated with organizational-specific information.
Total Float
Total float is the total time an activity can be delayed without delaying project completion.
Work Package
A work package is the smallest item in the work breakdown structure.
Copyright © 2025 Timebars Ltd. All rights reserved.