Using the Gantt View

Contents

To view the Gantt, click on the Gantt tab from the Project Roadmap page. From the Gantt tab you can edit the dates and duration of tasks, change the % complete, add dependencies, view task details, add documents, and change the status of your activities.

The button on the top left corner of the page displays the project summary. The project name, status, initiative, project stage, project type, project roadmap and the project manager are displayed.

The button shows the colors that are on the gantt bars.

Use the Display Options pull-down menu to choose the gantt view you want to display (View Plan Vs. Actual Dates or View Schedule Vs. Actual Dates).

From the Timescale pull-down menu you can choose to view the project in different timescales (Years and Quarters, Quarters and Months, Months and Weeks and Months and Days). You can also left click and right click on the title bar to change the timescale.

From the Actions pull-down menu, you can view details of each task, add documents, change the status of tasks, go to different tabs, create and edit peer and child activities, or create intra and cross projects dependencies.

You can view additional information on each individual task or activity by moving your mouse over the gantt bar. You can view the name, the % complete, the start and end dates, and the duration of the task. It also displays the tasks that you can edit.

Note: The options under the Save menu are displayed only if you have permissions for manage_activity_top_level_roadmap and manage_activity_other_level_roadmap, and the project should not be closed/realized or locked for MSP integration, dependencies should be allowed for this project, the scheduling mode should be semi-automatic, and the external mode for dates/duration should be internal.

To edit in the Gantt view, from the Manage Roadmap menu select Edit Gantt (Manage Roadmap > Edit Gantt). The rows you can edit are highlighted in pink.

Changing Dates and Duration

To change dates and duration, do the following:

1. From the Gantt View page, select Edit Gantt from the Manage Roadmap pull-down menu.
2. Select an activity, the activity you selected will be highlighted. To change the end date drag the bar from the right side and move to the desired date. To change the start date drag and move the bar from the left side.  You can also click on the Calendar icon to select and change the start and end dates.
3. From the Save menu, you can select Save/Compute Dates or select Save/Compute Dates and Update Plan to save your changes and update the roadmap.

Changing the Percent Complete

To change the percent complete, do the following:

1. From the Gantt View page, select Edit Gantt from the Manage Roadmap pull-down menu.
2. Select an activity and right click on the bar and select Update % Complete here, the value is set to where you are in the bar when you selected this option.
   You can also right click on the bar and select Enter % Complete. A pop up window appears where you can enter the % complete. The changes are reflected in the WBS (Roadmap).
3. From the Save menu, you can select Save/Compute Dates or Save/Compute Dates and Update Plan.

   Note: To manually change the % complete, the Task % Complete must be set to Manual. You can change this from the Basics tab (from the Actions menu select View Details, and choose the Basics tab). This is typically set by your Administrator.

Creating Dependencies

To create dependencies, do the following:

1. From the Gantt View page, select Edit Gantt from the Manage Roadmap pull-down menu.
2. To create dependencies, click on the bar associated with an activity or task and drag vertically down and drop to the next activity. A blue line is displayed showing the link. The linked task is always set to start only after the previous task has ended.
3. From the Save menu, you can select Save/Compute Dates. You can save the changes and update the WBS (roadmap) by selecting Save/Compute Dates and Update Plan.  You can view the dependencies on the Roadmap page under the predecessor column.