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Updating Information in the Task List Gantt Chart

You can update task information directly in the Task List Gantt Chart.

Editing the Task List Gantt Chart

You can perform the following actions directly in the Task List Gantt Chart:

Modify Task Duration

  1. Go to the project you want to modify.
  2. On the Task tab, click the Gantt chart icon in the upper-right corner.
    gantt_icon.png
  3. Click the Edit icon.
    NOTE You must have Manage permissions to all the tasks in the project to see the Edit icon.

    Edit_the_Gantt_2_.png
  4. Mouse over the timeline of a task and drag the timeline indicator to a different date.
  5. Drop the indicator when you have reached the correct new Completion Date for the task.
    Modifying_Task_Duration_2.png
  6. (Optional) Click the Undo or Redo Change icons if you want to cancel or duplicate any of the changes. 
  7. Click Save in the upper-right corner of the Gantt chart.

Create or Remove Predecessor Relationships

  1. Go to the project you want to modify.
  2. On the Task tab, click the Gantt chart icon in the upper-right corner.
    gantt_icon.png
  3. Click the Edit icon. 
    NOTE You must have Manage permissions to all the tasks in the project to see the Edit icon.
    Edit_the_Gantt_2_.png
  4. To create a predecessor relationship, click the start point of a task and drag it to the end point of task.
    New_create_predecessor.png
  5. To delete a predecessor relationship, click a predecessor line that connects two tasks to select it, then press Delete on your keyboard.
    Delete_predecessor.png
  6. (Optional) Click the Undo or Redo Change icons if you want to cancel or duplicate any of the changes.
  7. Click Save in the upper-right corner of the Gantt chart.

Change Task Start and End Dates

  1. Go to the project you want to modify.
  2. On the Task tab, click the Gantt chart icon in the upper-right corner.
    gantt_icon.png
  3. Click the Edit icon.
    NOTE You must have Manage permissions to all the tasks in the project to see the Edit icon.
    Edit_the_Gantt_2_.png
  4. Mouse over the center of the task and locate the multi-directional arrow.
  5. Click and drag the task to the desired date.
    Change_start_end_date.png
  6. If you change the task date in a way that affects the task constraint, click Accept to acknowledge the task constraint change.
    NOTE If the task has the Start No Earlier Than constraint, you cannot move the start date earlier than the task constraint allows; this also applies to tasks with predecessor relationships with the Start No Earlier Than constraint. 

    If the task has any of the following constraints, the system updates the Task Constraint to Start No Earlier Than if the project is scheduled from the Start Date or Finish No Later Than if the project is scheduled from the Completion Date:

    • As Soon As Possible
    • As Late As Possible
    • Earliest Available Time
    • Latest Available Time
  7. (Optional) Click the Undo or Redo Change icons if you want to cancel or duplicate any of the changes.
  8. Click Save in the upper-right corner of the Gantt chart.

Update Percent Complete

  1. Go to the project you want to modify.
  2. On the Task tab, click the Gantt chart icon in the upper-right corner.
    gantt_icon.png
  3. Click the Edit icon.
    NOTE You must have Manage permissions to all the tasks in the project to see the Edit icon.

    Edit_the_Gantt_2_.png
  4. Double-click on the percent number inside of the task and enter the number. 
    IMPORTANT You must have % Complete selected in the Options dialog in order to update percent complete. To do this, click the Options icon and select % Complete.
    update_percent_complete.png
  5. (Optional) Click the Undo or Redo Change icons if you want to cancel or duplicate any of the changes.
  6. Click Save in the upper-right corner of the Gantt chart.

Level Project Resources

You can use the Task List Gantt Chart to level your resources. For information on about leveling resources in the Gantt chart, see "Leveling Resources in the Gantt Chart."

  1. Go to the project you want to level.
  2. On the Task tab, click the Gantt chart icon in the upper-right corner.
    gantt_icon.png
  3. Click the Edit icon.
    NOTE You must have Manage permissions to all the tasks in the project to see the Edit icon.

    Edit_the_Gantt_2_.png
  4. Click the level resources drop-down menu.
    Level_resouces.png
  5. Select one of the following options: Level Now or Clear Leveling.
  6. (Optional) Click the Undo or Redo Change icons if you want to cancel or duplicate any of the changes.
  7. Click Save in the upper-right corner of the Gantt chart.

 

This article last updated on 2018-08-17 21:27:47 UTC