Project Planning (Gantt)

Project Planning consists of utilizing an integrated Gantt Chart planning tool to layout project work breakdown structure and resource assignments.

Procedure

  1. Click on an existing project
  2. Select Gantt Tab

Add a Project Task

Procedure

  1. Right click on an existing Task and select Add Task
  2. Enter the Task Name
  3. Click Save

Schedule Task Duration

Procedure

  1. Enter Task Duration OR
  2. Change Start and End Dates OR
  3. Click Drag End of Task in the Gantt Chart

Assign Project Resources to a Task

Procedure

  1. From the Gantt Chart editable grid, click on the Resource field
  2. Select one or more Resources from the Resource list

Note

When assigning resources the system automatically creates labor budgets for each project resource selected.  For more on entering budgets please see Enter/Edit Project Budgets

Create Task Dependencies

Procedure

  1. Drag relationship between 2 tasks in the Gantt Chart OR
  2. Enter the ID of task in the Predecessor column

Indent and Outdent Project Tasks

Procedure

  1. Right Click an Existing Task 
  2. Select Indent or Outdent

Expand and Collapse Parent Tasks

Procedure

  1. To collapse all parent tasks, select Collapse, located at the top left of the Gantt Chart
  2. To collapse a single parent task, click the arrow next tot he task name
  3. To expand all parent tasks, select Expand, located at the top of the Gantt Chart
  4. To expand a single parent task, click the arrow next to the task name

Reschedule an Entire Project

Procedure

  • From the top of the Gantt Chart, change the Project Start Date
  • All tasks will be automatically rescheduled according to dependencies

View Project Task Totals

Procedure

  1. Slide the middle divider in the Gantt Chart to show the Totals.  The view shows Forecast and Actual Values
  2. Use scroll bar on the bottom of the window to adjust column display

Pop-Out the Gantt to Full Screen

Procedure

  1. Click Pop Out from the top of the Gantt Chart
  2. Close full screen to return

Still need help? Contact Us Contact Us