Manage your audit plan timeline
The audit plan Timeline view displays your included audits as a Gantt chart, showing each audit's scheduled start and end dates across the plan period. You can enrich the timeline with two types of visual organizers:
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Milestones Mark key dates directly on the audit plan timeline using milestone markers, such as audit committee meetings, regulatory deadlines, or phase gates.
Note
Milestones are for reference only and do not affect audit scheduling.
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Categories Organize your audits into labeled, color-coded horizontal swimlanes, for example, by business unit or risk domain. Audits that are not assigned to a category appear in an Uncategorized lane.
Note
The Timeline view is available from within an audit plan. You can switch between the Timeline and Table views at any time. Milestone markers and Category swimlanes only appear in the Timeline view.
Milestones
Milestones appear as a vertical line and pin on the Timeline view of an audit plan. You can add as many milestones as needed and reposition them by dragging. You can hover over the milestone pin circle to view its details.
Adding a milestone
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From the audit plan Timeline view, select Add milestones.
The Add milestone side panel opens.
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In the Name field, enter a name for the milestone.
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In the Date field, select the date for the milestone, and select Apply.
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Select Add.
The milestone appears as a line and circular pin on the timeline at the selected date.
Editing a milestone
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On the timeline, select the milestone pin name.
The Edit milestone side panel opens.
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Edit the name or date as needed.
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Select Done.
Tip
You can also reschedule a milestone by dragging its pin to a new date on the timeline.
Deleting a milestone
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On the timeline, select the X icon in the milestone pin to delete the milestone.
The milestone is permanently removed from the timeline.
Categories
Categories display as horizontal swimlanes on the timeline, grouping your audits into logical lanes. You can assign each category a distinct color, from our range of colors, to make lanes easy to distinguish at a glance. You can collapse or expand individual lanes to focus on specific areas.
Adding a category
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From the audit plan Timeline view, select Add categories.
The Add category side panel opens.
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In the Name field, enter a name for the category, for example, IT or Finance.
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From the Color dropdown, select a color for the category lane.
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Select Add.
The new category appears as an empty swimlane on the timeline.
Assigning an audit to a category
You can assign audits to a category by dragging them directly on the timeline.
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On the timeline, drag the audit bar from its current lane into the target category lane.
The audit is immediately reassigned to the selected category.
Collapsing or expanding a category
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On the timeline, select the arrow next to the category lane to expand or collapse it.
The lane collapses to show only the category label, or expands to show its audits.
Reordering categories
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On the timeline, hover over the category you want to move until the Drag icon appears, and drag the category to where you want it.
Editing a category
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On the timeline, select the category name.
The Edit category side panel opens.
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Edit the name or color as needed.
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Select Done.
Deleting a category
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On the timeline, select the category name.
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Select Delete and select Delete again to confirm the deletion.
Any audits that were assigned to this category move to the Uncategorized lane.
