# Gantt charts

Gantt charts

- Planning
- Project planning
- Planning global
- Projects portfolio
- Resource Planning
- Export planning to PDF

## Planning

This screen allows to define projects planning and follow progress.

Note

This screen offers many features that will be described in the next sections.

Gantt (Planning)

the Gantt Chart is composed of two main areas:

- Task list area
- Gantt chart view

Activity planning calculation

- Click on to start the activity planning calculation. (See: Project planning)

Note

- Any changes to an assignment (rate, resource name, number, dates, etc.) made from an activity are not displayed on the planning screen with the new recalculated mode.
- Click to start the new planning calculation
- The automatic schedule calculation only works when you are in the Gantt schedule view and you are editing an item from this screen.

Buttons

- Click on to validate planning. (see: Planning validation)
- Click on to save baseline of planning. (See: Save Baseline)
- Click on to get a printable version of the Gantt chart.
- Click on to export Gantt chart in PDF format. (See: Export planning to PDF)
- Click on to export planning to MS-Project xml format.
- Click on to create a new item. (See: Add a new planning element)
- Click on to filter the list. see the picture below.
- Click on to define the columns of progress data that will be displayed. (See: Progress data view)

Advanced filters of the Gantt chart

Note

- Filter the schedule: possibility to filter the activities to display on the Gantt Planning view
- The “parents” of the selected activities are also displayed to maintain the WBS structure

Warning

Check the box “save date” to keep registered displayed date of the overview planning, otherwise dates removing to general mode, after navigating away from this page.

Display Baseline

- The baseline is a record of the planning state at a time T.
- This option displays this line at the top and / or bottom of your current Gantt chart for comparison..

Note

- Ability to display two baselines on the Gantt chart.
- You can recording only one baseline every day
- Baseline can be saved with .

Show Critical path

The critical path is used to determine the total duration of your project. The critical path of your project is the longest sequence of tasks that must be completed for the project to be completed by the due date.

- click on the “critical path” check box to calculate and display the red path in the Gantt schedule.

Warning

Project tasks that are not traversed by the critical path are elements that will not affect the duration of the project and, even if modified, will not result in a modification of this duration on the entire project

the red net represents the critical path of the project.

### Task list area

The task list area is composed with:

- Task List
- Progress data view

Task list & progress data view

Area splitter

The splitter is used to show or hide the progress data view.

Note

- The progress data view is hidden by default.
- Move the splitter on your right to display them.

#### Task List

The task list displays the planning elements in hierarchical form by dividing the WBS.

Tasks are regrouped by projects and activities.

Projects displayed

- The projects displayed depend on the selection made with the project selector (See: Top bar)

Task list & progress data view

Hide all activities

show or hide project activities

- Click on or to enlarge or reduce all groups of projects at the same time

Icon of element

A specific icon appears to the left of each item type for faster identification.

- Project
- project to recalculate (the Gant diagramm to display with the latest settings)
- Activity
- Milestone
- Meeting
- Test session

Other items can be displayed in the Planning global (action, decision, delivery...)

Hide activities

- Click on or on the group line to enlarge or reduce the group only.

Show WBS

- Click on “Show WBS” to display the WBS number before the names.

Task list with WBS Display

Task list without WBS Display

Item name

- Click on a line to display the detail of the item in the detail area.

Checkbox “Show closed items”

- Flag on “Show closed items” allows to list closed items.

#### Progress data view

The progress data view allows to show progress on project elements. to display the progress columns, pull the splitter to the right.

For each planning element, the progress data are displayed at them right.

Progress data view

Group row

- The group row has a gray background.
- Used to display consolidated progress data by tasks.

Task row

- The task row has a white background.
- Used to display task progress data.

Note

create a new item

- Each new element will be placed below the selected line in the “task” column after it is created.
- If this item is “new project” and you have selected a line activity. The new element will automatically be a project subproject of the activity in question
- If no line is selected, the new item will move to the end of the task list

Define the columns of progress data that will be displayed

- Click on to define the columns displayed.
- Use checkboxes to select or unselect columns to display.
- Use the to reorder columns with drag & drop feature.
- Click on OK button to apply changes.

Popup list - Select columns

### Gantt chart view

The Gantt chart view is a graphical representation of the progress data of a project. For each planning element, a bar is associated with it

Gantt chart view

Scale

- Scale available: daily, weekly, monthly and quarter
- The Gantt chart view will be adjusted according to scale selected.

Display from... to...

- Change the start and / or end date to limit or extend the display of a Gantt Chart.

Saving dates and All the projet

- Save your dates to retrieve them on every connection.
- Check “All the project” for the gantt chart to show all project tasks when possible.
- If the display is truncated because the project is too long, think to change the display scale.

Gantt bars

- The bars displayed in the gantt chart can appear with different colors. Each color has a meaning.

LIGHTER BAR

`Condition`
`Activities without assigned work`
`pale red or pale green as appropriate`

GREEN BAR : all is well

`Condition`
`Assigned resources are available and meet workload, validated or scheduled dates do not conflict with other items.`

RED BAR : Overdue tasks

`Condition`
`Planned end date > Validated end date`
`Real end date if completed task > Valited end date`

PURPLE BAR : impossible to calculate the remaining work

`Condition`
`the remaining work on the task can't be planned.`

Note

example

When a resource is assigned to a task over a defined period of time, and the task requests a higher workload than the resource can provide, or if the resource is unavailable for the assigned task then the bar becomes purple.

REAL WORK IN PROGRESS

`Condition`
`The line appears in the bar when real work is filled`
`it shows the percentage of actual progress`

Note

its length represents the percentage of completion based on the actual progress versus the length of the Gantt bar.

CONSOLIDATION BAR

`Condition`
`Graphic display of consolidated dates for planning elements group`

Note

Displayed at group row level. Start with the smallest start date and end with the biggest end date, either with planned or real dates.

Note

Move the cursor over the bar to display item name and planned dates.

Dependency links

- Dependencies between planning elements are displayed with an arrow.
- To modify dependency link, click on dependency to displays a pop-up

3 dependency types are managed:

- End-Start: The second activity can not start before the end of the first activity.
- Start-Start: the successor can not begin before the beginning of the predecessor. Anyway, the successor can begin after the beginning of the predecessor.
- End-End: The successor should not end after the end of the predecessor, which leads to planning “as late as possible”. Anyway, the successor can end before the predecessor. Note that the successor “should” not end after the end of predecessor, but in some cases this will not be respected:
  - if the resource is already 100% used until the end of the successor
  - if the successor has another predecessor of type “End-Start” or “Start-Start” and the remaining time is not enough to complete the task
  - if the delay from the planning start date does not allow to complete the task

Note

Update Pop-up

- Right click on a dependency link (when its color is orange) will show update pop-up
- You can modify the delay, add a comment or remove the dependency.

Note

Graphical add dependency

- You can easily add a dependency with drag and drop from predecessor bar to successor bar
- These dependencies are always End-Start, but you can change their type afterwards

Milestone

- Milestones appear as small diamonds. Filled if completed, empty otherwise.
- Color of diamond depends on milestone progress.

Ongoing milestone and in times

Completed milestone and in times

Ongoing milestone and delayed

Planned end date > Validate end date

Completed milestone and delayed

Real end date > Validated end date

Show resources

- Click on “Show resources” to display resources assigned to tasks.

Display with initials

Display with name

Global parameter > Work Tab >Planning Section > “Show resource on the Gantt”

This parameter defines the option availability and whether the resource name or initial is displayed.

Current date

- Yellow column indicates the current day, week, month or quarter, according to scale selected.
- The red line in yellow collumn display the current day and time.

Detail of the work

- Right click on a bar to displays the detail of the work for this bar.

Warning

You have to selected week or day scale to display detail or a message will ask you to switch to smaller scale.

Miscellaneous

- On “floating” elements (floating milestone, fixed duration activity) without predecessor, set the planned start date to the validated start date

## Project planning

Project planning and activity planning calculation can be done in the Gantt.

Project planning

Add a new planning element

- Allows to create a new planning element.
- The created element is added under the previously selected element with the same level of incrementation
- The created element is added in the Gantt and detail window is opened.
- The detail window allows to complete entry.

Popup menu - Create a new item

Note

Planning elements management

- Click on an element, the detail window will be displayed.
- Planning elements can be managed with their own dedicated screen.
- Test session and Meeting elements can be added to the planning with their own dedicated screen.

Reorder planning elements

- The selector allows to reorder the planning elements.

Note

Important !

Ability to move multiple tasks at one time from one location to another using the key control to select the lines and then dragging and dropping them.

Hierarchical level

show or hide project activities

- Click on or to enlarge or reduce all groups of projects at the same time.

Dependency links

- To create a dependency, click on a graphic element and keep it clicked, the mouse cursor changes to .
- Move the mouse cursor over the graphic element that will be linked and release the button.

Note

Dependency links management

- In addition to being directly clickable in the Gantt schedule, you can manage dependencies in the detail screen of each element in the predecessor and successor section.
- See: Predecessor and Sucessor element sections.

click on the Add button to add or remove a dependency on the selected item

Activity planning calculation

- Click on to start the activity planning calculation.

> Automatic run plan

> - Check the box to activate automatic calculation on each change.

> Warning

> Only works on the Gantt Planning view. If the modification of an element is carried out on the dedicated screen of the element, then it is necessary to click again on BUTTON to restart the computation

> Note

> All modifications about assignement (rate, name or numbers of resources, dates...) done are not displayed on the new planning screen until having, for this purpose, activited the planning calculation, either in an automatic run plan or not. On the contrary, the screen planning will not change even if modifications have been loaded yet.

> Automatic calculation

> - Differential calculation = calculation of projects that require a recalculation.
> - Complete calculation = calculation of all projects

> > The calculations are programmed according to a frequency of CRON type (every minute, every hour, at a given hour every day, at a given time on a given week day, ...)

Planning validation

- allows to modify the dates validated by the planned dates.
- This feature allows you to set all reference dates from the calculated schedule.

Action available

- Always: will overwrite existing values.
- If empty: will not overwrite existing values.

Save baseline

- The baseline is a record of the planning state at a time T.
- See: display-baseline

Warning

Your can recording only one baseline every day

Increase and decrease indent

Increase indent

- The element will become the child of the previous element.

Decrease indent

- The element will be moved at the same level than the previous element.

## Planning global

The global planning allows to create and visualize any type of element (project, activity, milestones, risk, meeting, action ...)

- Add and Show any new planning element on Gantt chart
- The created item is added in the Gantt and detail window is opened.
- The detail window allows to complete entry
- Project planning and activity planning calculation can be done in the Gantt.

## Projects portfolio

This screen displays only the projects on the diagram. The activities and other elements that make up the schedule are hidden.

It displays summary and project dependencies only.

Note

- This section describes specific behavior for this screen.
- All others behaviors are similar to Planning global screen.

Gantt (Projects portfolio)

Show milestones

- Ability to display milestones or not.
- If they are displayed, it is possible to define the type of milestone to display or to display them all.
- All milestones are available: deliverable, incoming, key date...

## Resource Planning

Gantt (Resource planning)

This screen displays Gantt chart from the resources point of view.

Assigned tasks are grouped under resource level.

On resource planning, group periodic meetings is under its parent

Ability to display assigned activities with zero load

Gantt bars

- For activities, the Gantt bar is split in two:

- Real work in grey.
- Left work in green or in red. (see: Gantt Bars)
- the gray bar in the middle graphically represents the actual percentage progress relative to the total duration of the activity

Note

This makes appear some planning gap between started work and reassessed work.

Dependencies behavior

- Links between activities are displayed only in the resource group.
- Links existing between tasks on different resources are not displayed.

Note

- This section describes specific behavior for this screen.
- All others behaviors are similar to Planning global screen.

Show project level

- Tasks are grouped by project.
- Click “View Project Level” to view the projects on which resource activities depend.

Below the two views with and without “View Project Level”

Show left work

- The remaining work can be displayed to the right of the Gantt bar..
- click “Show left work” to display or not the duration of the rest to be done. .

Limit display to selected ressource or team

- Click and select one ressource to display only his data.
- Click and select one team to display only data of resources of this team.

show activities without work

- Ability to display assigned activities with zero work
- The names of the activities appear in the task area but no gantt bar will be displayed

## Export planning to PDF

Allows to export planning to PDF format. Export can be done horizontally (landscape) or vertically (portrait) in A4 and / or A3 format with great detail even with a zoom

Export contains all details and links between tasks and also include a pagination.

Export planning to PDF

Fields - Export planning to PDF dialog box
Field | Description
--- | ---
Orientation | Page orientation.
Format | Page format.
Zoom | Allows to fit planning on page.
Repeat headers | Planning can be span multiple pages.

Note

Technical points

- This feature will execute export on client side, in your browser. Thus the server will not be heavy loaded like standard PDF export does.
- It is highly faster than standard PDF export.

Warning

This feature is hightly dependant to browser compatibility

Note

Browser compatibility

- This new feature is technically complex and it is not compatible with all browsers.
- Compatible with the latest versions of IE (v11), Firefox, Edge and Chrome.
- Else, the old export feature will be used.

See also

Forced feature activation (deactivation)

- To enable this feature for all browsers, add the parameter $pdfPlanningBeta=’true’; in parameters.php file.
- To disable if for all browsers (including Chrome), add the parameter $pdfPlanningBeta=’false’;
- Default (when $pdfPlanningBeta parameter is not set) is enabled with Chrome, disabled with other browsers