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Configuring How Information Is Displayed on the Gantt Chart

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You can change the time period for which information is displayed on the Gantt chart, as well as configure the type of information that is displayed. You can configure what information displays on the Gantt chart anywhere where you can access the Gantt chart. For more information about the areas where you can access the Gantt chart, see "Accessing the Gantt Chart."

Changing The Time Period for Which Information Is Displayed

The Gantt chart enables you to adjust the time period for which information is displayed.

You can adjust the time period on a granular level, or you can jump to a day, week, month, quarter, or year view.

Changing the Time Period on a Granular Level

  1. Hover over the Zoom icon.

    A zoom toolbar is displayed:  
     
  2. Click the Minus ( - ) icon to expand the view to a larger window of time (to years, if applicable), or click the Plus ( + ) icon to restrict the view to a smaller window of time (to as narrow as a daily view).

Viewing Information by Day, Week, Month, Quarter, or Year

  1. Click the Zoom To drop-down list.
  2. Click one of the available options. This is the timeframe that the Gantt chart is displayed in:
    • Day
    • Week
    • Month
    • Quarter
    • Year
    • Project Duration (This option displays the entire duration of the project)

Configuring What Information Is Displayed

You can configure what information is displayed on the Gantt chart.

Because the Gantt chart is a reflection of information that is displayed in the list, you can apply a Filter or Grouping to the list before viewing the Gantt chart.

You can also change configuration options on the Gantt chart to configure the type of information that is displayed.

Using Filters, Views, and Groupings on the Gantt Chart

The Gantt chart is a reflection of the information that is currently displayed in the list. You can apply Filters, Views, and Groupings to lists in Workfront.

Filters and Groupings that you apply to the list are reflected in the Gantt chart, and are also included when the Gantt chart is exported:

  • Filters
    You can apply a Filter to the list in order to control the information that is displayed in the Gantt chart.
    For information about applying a Filter, see "Creating and Customizing Filters."
  • Groupings
    Groupings that you apply to the list are reflected on the Gantt chart.
    For information about applying a Grouping, see "Creating and Customizing Groupings."

Views are not reflected on the Gantt chart. However, when you export the Gantt chart (as described in "Exporting the Gantt Chart to PDF"), the list is exported in addition to the Gantt chart, with the current View applied to the list.

Changing Configuration Options on the Gantt Chart

  1. Select either Planned or Projected, depending on how you want tasks to display in the Gantt chart.
    You can display both Planned and Projected dates by selecting Planned now, then selecting Projected Dates in a later step.
  2. Click Options, then select the data that you want to display in the Gantt chart.
    Options_list_in_Gantt_chart.png
    NOTE You must zoom in to the duration of the tasks (days, weeks, etc), otherwise some of the options you select are not visible on the chart. For example, if a task has a duration of one day, ensure that the Zoom To level is set to "Day". For more information about zooming in according to a specific timeframe, see "Viewing Information by Day, Week, Month, Quarter, or Year."
    Consider the following options:
    Critical Path: Sequence of crucial stages within a project. For more information about critical paths, see "Critical Path."
    Milestones: A diamond icon and a line display after the task that is associated with a milestone. 
    Mouse over a milestone to view the name and date of the milestone. The system administrator determines the color of each milestone.
    For more information about milestones, see "Creating a Milestone Path."
    Milestone Diamonds: A diamond icon displays after the task that is associated with a milestone. Mouse over a milestone to view the name and date of the milestone. The system administrator determines the color of each milestone.
    For more information about milestones, see "Creating a Milestone Path."
    Milestone Lines: A line displays after the task that is associated with a milestone. Mouse over a milestone to view the name and date of the milestone. The system administrator determines the color of each milestone.
    For more information about milestones, see "Creating a Milestone Path." Projected Dates: The expected completion date based on the current work completed, plus work remaining. For more information on projected completion dates, see "Projected Completion Date."
    Actual Dates: Actual Start Date and Actual Completion Date. If the Actual Completion Date is null, only the Actual Start Date is displayed.
    For more information about start and completion dates, see "Actual Start Date"and "Actual Completion Date."
    Commit Date: The date an assignee gives as their commitment of when the task will be complete.
    For more information about commit dates, see "Commit Dates."
    Baseline: A project snapshot that represents key pieces of data included in the initial project plan.
    Select the individual baseline that you want to display. You can view one baseline on the Gantt chart at a time.
    For more information about baselines, see "Creating Baselines."
    Assignments: Shows task assignees. Hover over the Details link to see more detailed information about the assignees.
    Assignees are not displayed on the Gantt chart when the Gantt chart is exported to PDF. When the Gantt chart is exported to PDF, assignees are displayed only in the list view.
    Predecessors: The task another task depends on. Selecting this option displays a line from one task to another that shows the predecessor relationship. To highlight an individual predecessor line, hover over it. Click it to keep it highlighted.
    In addition, a Predecessor icon is displayed next to any task that has a predecessor relationship that spans multiple pages on the Gantt chart (100 tasks are displayed on a single page).

    Click the icon to view all predecessor and successor tasks, as well as details about each task, such as task name, constraint type, and key dates.
    For more information about predecessors, see "Predecessors."
    % Complete: Percentage of the task that is complete.
    Progress Status: Current progress on a given task. Progress status is represented by the following icons:
    • On Time 
    • Behind 
    • At Risk 
    • Late 

    For more detailed information about each status type, see "Progress Status of Tasks."

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Take the whole Milestones piece out after R2 release. Only Milestone Diamonds and Milestone Lines should be left after this release.