Project Gantt Chart

Filters:

Use the Gantt Chart filters to achieve your desired view:

• Client: filter by clients that have open projects.
• Projects: select specific open projects to view under a specific Client.
• Project Manager: filter by project managers on open projects.
• Project Status: filter by ‘open type’ statuses.
• Project Type: filter to show only projects of a specific project type.
  
• Show Actions/Milestones/Meetings: filter by item types: Actions, Milestones, or Project Meetings.
  

Gantt Chart View

Navigate the timeline view of your Gantt Chart by using the arrow icons chevron_left chevron_right beside the month headers or the scroll bar at the bottom of your view.

Use the zoom control (located at the top of the Client/Project listing panel) to adjust your desired Gantt Chart view.

Hover over the project name (or scheduled item) to access additional navigation options to bring into view either the start or due date of the item.

View Project Details

Expand the project timeline to view all scheduled items by clicking on the project name or expand arrow chevron_right of the project you wish to view in detail.

Click on the Tips/Links box on the upper right-hand side of the page to access additional customizable options. You can view or hide the status of your Actions as well as time tracked against your Actions.

Editing Project Schedule (drag/drop)

• Project Start/Due Date: drag the entire project timeline to adjust your project OR drag either the start/due date ends to shorten or extend your project.
  
• Actions: drag the entire action OR drag either the start/due date ends of the action to shorten or extend it.
  
• Milestone: drag the entire milestone to adjust your item.
  
• Meeting: drag the entire meeting to adjust the item.
  

Make on the fly adjustments to your project schedule with easy to use drag and drop functionality within the chart.

Editing Project Schedule Items (modal)

You can also make adjustments to your schedule by clicking on any item to access the edit item modal.

1. Click on an item under the Gantt chart graph.
2. Make the desired changes.
3. Click Save Edit.
   

Add New Schedule Items:

Use the Add Items function to add new Actions, Milestones or Project Meetings to your projects.

1. Click on “Add Items“.
2. Select the item type (Action, Milestone, Meeting).
3. Enter the item details.
4. Click Save.
   

Customize Chart View

Personalize your chart view by layering in action estimate tracked hours and/or action statuses to gain visual insight into the progress of your projects schedule. Go to Tips/Links to update your current chart view preferences.

• Action Hours:
  • Not Tracked: action tracked vs. estimated hours will be hidden.
  • Tracked: action tracked vs. estimated hours will be displayed.
• Action Status:
  • Colors:
    • To-do: Yellow
    • In Progress: Orange
    • Overdue: Red
    • Complete: Green
  • Display:
    • Hidden: the to-do action color will be used for all actions.
    • Bottom: will display the status as a half bar layer on the bottom of actions.
    • Bottom: will display the status as a full bar layer on actions.