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Configuring How Information Is Displayed on the Gantt Chart

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The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You can configure the time period you are viewing as well as what information displays in 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

You can adjust the time period for which information is displayed in the Gantt chart. 

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

Changing the Time Period on a Granular Level

  1. Mouse over the timeline of the Gantt chart, and drag the zoom indicator from left to right to expand or contract the timeline.
    zoom_tool_on_the_gantt.png

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

  1. Click the time frame drop-down menu.
    time_frame_picker_for_gantt.png
  2. Select a time frame from the following available options:
    • Project: This option displays the timeline of the project displayed at the quarter level.
    • Year
    • Quarter
    • Month
    • Week
    • Day

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 task list, you can apply a Filter or Grouping to the list before viewing the Gantt chart to reduce the number of tasks you are viewing in 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 task list. You can apply Filters, Views, and Groupings to the objects listed in the Gantt chart. 

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 task 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 the Switch to Projected Dates setting to display the tasks by their Projected Dates. By default, tasks are displayed by their Planned Dates in the Gantt Chart.
  2. Click the options icon to display the Options dialog box.
  3. Select the fields that you want to display in the Gantt chart.
    By default, the following fields are selected:
    - Commit Dates
    - % Complete
    - Progress Status
    options_menu_for_Gantt.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 time frame 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 selecting the following options to display in the Gantt chart:
    • Critical Path: The tasks that could affect the timeline of the project are considered part of the Critical Path and are clearly marked with an additional red line above the task timeline.
      critical_path_in_gantt_-_Oct._2017.png
      For more information about critical paths, see "Understanding the Critical 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 diamond.
      In the production environment:
      milestone_diamonds_production_gantt.png
      In the Preview Sandbox environment: 
      milestone_diamonds.png

      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 line.
      milestone_lines_gantt.png
      For more information about milestones, see "Creating a Milestone Path."
    • Projected Dates: The expected Projected Start and Completion dates based on the current work completed, plus work remaining. They are displayed as the end points of a dotted line. 
      In the production environment:
      projected_dates_production_gantt.png
      In the Preview Sandbox environment:
      projected_dates_preview_sandbox.png

      For more information on projected completion dates, see "Understanding Projected Completion Date for Projects, Tasks, and Issues."
    • Actual Dates: Actual Start Date and Actual Completion Date are displayed with a triangle icon. If the Actual Completion Date is null, only the Actual Start Date is displayed.
      actual_dates_gantt_sandbox.png
      For more information about start and completion dates, see "Understanding the Actual Completion Date of a Project" and "Understanding the Actual Start Date of a Project."
    • Commit Date: The date an assignee gives as their commitment of when the task will be completed is displayed with a marker in the Gantt chart. 
      In the production environment:
      commit_dates_production.png
      In the Preview Sandbox environment:
      commit_dates_sandbox.png
      For more information about commit dates, see "Understanding Commit Dates."
    • Baseline: A project snapshot that represents key pieces of data about the project included in the initial project plan. Baselines can be taken throughout the life of the project. When you enable to display baselines in the Gantt chart, select which baseline you want to display. You can view only one baseline on the Gantt chart at a time, and it will be shown in the form of a gray bar. 
      In the production environment:
      baslines_production_gantt.png
      In the Preview Sandbox environment: 
      baselines_sandbox_gantt.png

      For more information about baselines, see "Creating Baselines."
    • Assignments: Shows task assignees. Mouse over the Details link next to the name of an assignee to see more detailed information about them.
      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.
      In the production environment:
      assignments_in_Gantt_chart.png
      In the Preview Sandbox environment:
      assignees_sandbox_gantt.png
    • Predecessors: Predecessors are tasks that another task depends on. Selecting this option displays a line from one task to another that shows the predecessor relationship between the two tasks. To highlight an individual predecessor line, mouse over it. Click it to keep it highlighted. You can only highlight one predecessor line at a time.
      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) or on any task that has a cross-project predecessor.
      Click the icon to view all predecessor and successor tasks, as well as details about each task, such as task name, type of predecessor relationship, and key dates.
      predecessor_icon_in_gantt_with_more_than_100_tasks.png
      For more information about predecessors, see "Enforcing Predecessors."
    • % Complete: The percentage of the task that is completed displays in the task line. 
      percent_complete_gantt.png
    • Progress Status: The status of the current progress on a given task. Progress Status is represented by the following icons:
      • On Time: task_on_time__Oct._2017.png
      • Behind: task_behind__Oct._2017.png
      • At Risk: task_at_risk.png
      • Late:task_late_Oct.2017.png

      For more detailed information about each Progress Status type, see "UnderstandingProgress Status of Tasks."
      The Gantt chart in the production environment, with all options enabled:
      all_options_enabled_in_production_gantt.png

       The Gantt chart in the Preview Sandbox environment, with all options enabled:

      Screen_Shot_2017-09-14_at_11.31.00_AM.png
  4. Click anywhere in the Gantt chart to close the Options dialog box. 

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FOR PRODUCTION 17.3 NOTES - NOVEMBER 8, 2017: 

Keep this till after 17.3 production: Should the screen shots ALL be replaced with new ones?! I took them based on mocks.