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Critical Path

The Critical Path section allows you to define, edit, and manage milestone templates used across your styles. These structured timelines include sequenced activities, dependencies, and offsets that guide key workflow stages such as design, development, and production.

Each critical path template includes grouped sections and time-based activities that are used to track milestone completion. Using templates ensures consistency across product categories and improves visibility into the full development lifecycle of a style.

Quick Check - Before You Start
  • You can edit Site Settings › Style › Critical Path
  • Build or refresh Activities first so templates reference the correct milestones
  • Confirm portal rules: Display on portal must precede Approve from portal

Managing Critical Path Templates

You can easily add, edit, and delete critical path templates to standardise your workflows.

Add a Critical Path Template

  1. Click the Add New button in the top left.
  2. Enter a clear Critical Path Name.
  3. Add a Section Name (e.g., Design, Production), then use Add new activity to populate the timeline.
  4. Click Save to create the new template.

Edit a Critical Path Template

  1. Click the pencil icon next to the template you want to modify.
  2. Update the Critical Path Name or Section Name as needed.
  3. Modify activities by changing the Activity Name, Condition, Notes, Reference, Offset Days, or Date.
  4. Add new sections or activities using the corresponding buttons.
  5. Click Save to apply your changes.

Add Critical Path

Actions Column

The Actions Column is a critical component within the Activities section that provides essential controls for managing activity visibility and approval workflows. This column contains three key action buttons that enable users to control how activities are displayed and approved through the portal.

When editing a critical path template, under the Activities section, users will find the Actions Column which includes:

  • Approve from portal – Enables portal-based approval for the activity. Approve from portal
  • Display on portal – Controls whether the activity is visible on the portal. Display on portal
  • Delete – Removes the activity from the critical path template. Delete

Display on Portal Dependency

The Display on portal setting is a prerequisite for portal approvals. This dependency ensures that activities must first be visible on the portal before they can be approved through it.

How it works:

  1. Click Display on portal to enable portal visibility for an activity.
  2. Once Display on portal is enabled, the Approve from portal button becomes active and clickable.
  3. If Display on portal is not enabled, the Approve from portal button remains disabled and cannot be clicked.

This workflow dependency is essential for maintaining data integrity and ensuring that only visible activities can receive portal-based approvals. It prevents approval workflows from being activated for activities that are not intended to be displayed to portal users.

Important

The Display on portal setting must be enabled before Approve from portal can be activated. This ensures proper workflow sequencing and prevents approval actions on hidden activities.

Delete Activities Within a Template

  • Single Delete: Click the trash can icon next to an activity and confirm the action to remove it.

Single Delete Activity

  • Bulk Delete: Select the checkboxes for multiple activities, then click the delete button that appears at the top of the list.

Bulk Delete Activities

Delete a Critical Path Template

  • Single Delete: Click the trash can icon next to a critical path template and confirm the action.

Delete Critical Path

  • Bulk Delete: Select the checkboxes for multiple templates, then click the delete button that appears at the top of the table.

Bulk Delete Critical Path

Scenarios for Critical Path

The behaviour of Critical Path activities is controlled by the settings configured in Site Settings > Style > Activities. The following table outlines how each option affects the user interface and functionality:

Configuration Impact on Critical Path Activities
Note option disabled The Add a note... button is hidden from the activity comment interface. Note Disabled
However, clicking either the Approval or Rejection button will still trigger the editor, with the comment type automatically set to either Approval or Rejection respectively. Note Disabled
Approval option disabled The Approval button is hidden from the activity interface. Approval Disabled
The approval icon in the Action column is also removed. Users will not be able to approve activities through the critical path workflow. Approval Disabled
Rejection option disabled The Rejection button is hidden from the activity interface. Rejection Disabled
The rejection icon in the Action column is also removed. Users will not be able to reject activities through the critical path workflow. Rejection Disabled
Date option disabled The Date Picker for Due Date in the Activity Comment pop-up is disabled, preventing users from setting or modifying due dates for activities. Date Disabled

Toolbar Actions

The toolbar provides several options for managing your list of critical path templates:

  • Filter: Toggle the view between Enabled, Disabled, or All templates.
  • Export: Download the full list of critical paths in .xlsx format.
  • History: Export a complete change log for auditing and review purposes.

Toolbar Actions

Customising the Table View

The table layout can be customised to suit your preferences using the following features:

Feature Description
Sort by Organise templates by name, date, or other fields.
Pin Column Lock important columns in place for consistent visibility while scrolling.
Autosize Column Automatically adjust column widths to fit the content.
Show/Hide Columns Choose which columns to display to create a tailored view.
Reset Columns Restore the table to its default layout.

Customise Critical Path Table

Pro tips
  • Use Sections for Clarity: Group related tasks under clear section names (e.g., Design, Development, Production) to make your timelines easy to follow.
  • Master the Offset: Use the Offset Days field to create dynamic timelines. For example, setting an activity's offset to -14 from the Ex-Factory Date ensures it is always scheduled two weeks prior.
  • Standardise and Reuse: Create master templates for different product types (e.g., Apparel, Footwear) and apply them to new styles. This maintains predictable workflows and significantly reduces setup time.

Troubleshooting

Why is Approve from portal greyed out?

Display on portal must be enabled first for that activity.

Steps to resolve:

  1. Edit the template activity row
  2. Enable Display on portal, then enable Approve from portal
Why does a style show different activities than another?

Activity Conditions in Site Settings › Style › Activities can hide milestones when Definition data does not match.

Steps to resolve:

  1. Compare both styles’ Definition attributes
  2. Adjust the activity condition or the style data so they align
Why are Note or Approval buttons missing on the Critical Path?

The activity Notes options may disable those controls.

Steps to resolve:

  1. Edit the activity under Site Settings › Style › Activities
  2. Enable the required Notes options and review Scenarios for Critical Path