Intro to the Gantt

The Gantt chart is a visual tool for the comprehensive planning of Waterfall type project plans. It facilitates tracking project development as well as task and deliverable progress within phases. It can be used to define tasks, set duration and dependencies, and establish communication between the different responsible parties. 

How to open your project’s Gantt chart

On the Projects tab, select the Gantt view icon

 

 

 

The Gantt diagram is divided into several sections:

 

  • Project name in a Window title
  • Menu bar
  • Toolbar
  • Activities Table
  • Gantt Chart
  • Resource Table
  • Schedule diagram

 

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You can scale or hide any sections by dragging the middle stripe or using expand/collapse arrows for your convenience.

 

How to operate the Activity Table

The Gantt chart’s main table, on the left side, is called the Activity Table. by default, it has ten columns.

 

 

 

Column  Description
# Row number. Assigned automatically and cannot be changed.
WBS Work Breakdown Structure
Name Activity name. Displays the hierarchy of phases, tasks, and deliverables. The Project name is generated automatically as soon as a project is created and cannot be changed. All other values can be modified at any moment. 
Resources IDs of the resources assigned to this Activity. To change the list, double-click the cell to edit and open the Activity Properties Window dialogue box. The assignments to this activity can be added, modified or deleted; which will update the list of external identifiers displayed. 

Note. A phase cannot be assigned resources, and a task cannot be converted to a phase by indenting or displacing if one or more assignments already exist on it.

Duration Duration of the Activity. You can change the duration of tasks directly from the column if the task status is in-progress; if you need to convert a task into a deliverable, set the value to 0.
Start Start date of the Activity. You can directly modify the start date in the column if the Activity is not In progress, Completed or Cancelled. To do this, use the calendar popup from the right-hand part of the cell.
End End date of the Activity. You can directly modify the end date in the column if the Activity is not Completed or Cancelled. To do this, use the calendar popup from the right-hand part of the cell.
Load Task total workload value. This cell cannot be directly edited as it represents the calculated sum of all assignments.
Predecessors Row number of the previous Activity. Displays the dependencies, if any, and the action row number on activities they depend on.
Successors Row number of the next Activity. Displays the dependencies, if any, and the action row number on activities they depend on.

 

To resize column widths, you can pick and drag the dividing line between two columns.

 

The exact location where actions are created or inserted depends on the current row selection. Inserted or created tasks will be placed immediately after the last selected row in the action table. The inserted tasks will inherit the indentation level of this row. When inserting an action group containing phases, indentation levels will be adapted accordingly. 

If no rows are selected in the action table, inserted or created tasks will be added to the end of the task list. These tasks will be at the first level of indentation. If the task needs to be moved in the plan hierarchy, you can use the actions Indent, Outdent, Move up, and Move down to move the task.

Gantt chart

Use the Gantt chart to visualize the project’s timeline, including its phases, tasks, deliverables and constraints.

 

  • In order to go back and forth on the project timescale, you can use the dynamic time scale at the top of the diagram by clicking and holding the time scale and scrolling. You can also use the scroll bar at the bottom of the chart.

 

  • You can zoom out by double clicking straight on the time scale. To zoom back, use the zoom icons on the toolbar.

 

Elements Description
Phases Two black markers bound by a black band.
Tasks Blue bands. A green band in the taskbar indicates the percentage of task completion if it is in progress. As soon as the progress reaches 100%, the entire taskbar will turn the colour green. A Completed task is indicated by the colour cyan.
Deliverables A completed deliverable is indicated by the colour cyan.
Critical path All critical tasks, deliverables and constraints become red if the Critical Path is active. The darker shade of red indicates progress.

 

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