Skip to main content

Project Planning using Gantt Charts

Plan your projects with a full-fledged Gantt chart, including milestones, phases and dependencies.

  1. Navigate to the "Planning" Tab of the project you want to work on.

Planning tab navigation for accessing project gantt chart interface

  1. To adjust the time range click on "Display settings" move the slider as required.

Display settings slider for adjusting gantt chart time range view

  1. Use the buttons on the top left to show or hide "Subprojects" or "Phases"

Toggle buttons for showing or hiding subprojects and phases in gantt view

  1. Clicking a booking will open the details overview.
    Double clicking a booking will open the editing window.

Booking click interaction showing details overview and double-click editing

  1. Bookings can also be accessed by clicking the name on the right.

Booking name access method for alternative gantt chart navigation

Adding new entries​

  1. New bookings can be entered by clicking the "Add booking" button at the top right.

Add booking button in top right for creating new gantt chart entries

  1. New "Items", "Phases" and "Milestones" can be added using the field at the top center.
    Enter a name for the new entry, select the type of element and click "Add"

Add items, phases, and milestones interface at top center of gantt chart

  1. Items ca be rearranged within the gantt chart by clicking and dragging the three dots to the left of the name.

Item rearrangement using drag handles with three dots for gantt organization

Items vs. Bookings​

  1. Items are similar to bookings but do not allocate any resources. They can be used for example to add non-actionable information to a schedule, such as a "Blocker." or for drafting schedules
    If required, an item can be converted to a booking at a later time.

    To do this open the edit dialog on the Item, Click "Convert to booking" assign relevant "Suites, staff and resources" and Click "Add booking"

Convert item to booking interface with resource assignment options

Phases​

  1. "Phases" can be added within the gantt chart to organise project information.

Phase organization feature for structuring project information in gantt

  1. Once a new "Phase" has been added to the chart, the location can be changed.
    Bookings can be added into a Phase by dragging and dropping.
    A Phase can be added within another Phase to build layers.
    Click on the arrow next to the Phase to hide or show the encapsulated bookings.

Phase management with drag-drop bookings and layered organization structure

Milestones​

  1. Add a new "Milestone" through the field at the top.

Add milestone feature for marking important project deadlines in gantt

  1. Once added adjust the colour, date, and other fields as required.

Milestone configuration options for color, date, and field customization

  1. Milestones can be connected with other steps in the gantt chart for clarity

Milestone connections linking project steps for improved gantt chart clarity

Milestone-only view​

  1. Navigate to the planner tab.

Planner tab header navigation for accessing gantt planning features

  1. Select "Project Gantt" or "Milestones" as required from the drop down menu on the top left.

View type dropdown for selecting project gantt or milestones display mode

  1. Select any projects you wish to view or work on from the drop down on the top right.

Project selection dropdown for choosing specific projects to view in gantt

llms.txt  • Last updated on