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Gantt View

Timeline visualization for project planning and dependencies

Gantt View

The Gantt View provides a timeline-based visualization of your scheduled projects, displaying them as horizontal bars on a timeline. This view is ideal for understanding project sequences, identifying timeline gaps, and planning resource allocation over extended periods.

Quick Start: Use Gantt View

  1. Go to Scheduling
  2. Click Gantt View button
  3. View timeline with project bars
  4. Drag bars to reschedule
  5. Resize bars to adjust duration

Accessing Gantt View

Step-by-Step: Switch to Gantt

  1. Navigate to Scheduling from main menu
  2. Click Gantt View in toolbar
  3. Timeline loads with all scheduled projects
  4. System remembers this preference

Timeline Display

Timeline Elements

ElementDescription
Horizontal axisDate/time scale
Vertical axisTeams/employees
BarsProject duration
Today lineCurrent date marker

Timeline Scale

Time RangeScale Shows
DaysHourly divisions
WeeksDaily divisions
MonthsWeekly divisions

The timeline automatically adjusts scale based on your scheduled projects, showing appropriate detail for your schedule's time range.

Reading the Gantt Chart

Chart Structure

ComponentShows
RowOne team or employee
BarOne project
Bar positionStart date
Bar lengthDuration (hours/days)
Bar colorTeam assignment

Bar Information

Hover ElementInformation
Customer namePrimary customer
Well typeProject category
Scheduled dateStart date
Estimated hoursExpected duration

Today Line

PositionMeaning
Bars before linePast/completed work
Bars at lineCurrent work
Bars after lineFuture/upcoming work

Rescheduling Projects

Drag to Reschedule

ActionHow
Move start dateDrag bar left/right
Move earlierDrag bar to the left
Move laterDrag bar to the right

Step-by-Step: Move a Project

  1. Click and hold on project bar
  2. Drag left (earlier) or right (later)
  3. Bar snaps to valid working days
  4. Release to confirm new position
  5. System validates and saves

Resize to Adjust Duration

ActionHow
Increase hoursDrag right edge further right
Decrease hoursDrag right edge to the left
Change startDrag left edge (if supported)

Step-by-Step: Resize a Project

  1. Position cursor on bar edge
  2. Cursor changes to resize indicator
  3. Click and drag to new length
  4. Release to confirm
  5. Estimated hours update automatically

Resizing changes the project's estimated hours. Following projects cascade to accommodate the new duration.

Cascade Scheduling

How Cascade Works

When YouFollowing Projects
Move project earlierShift earlier (if room)
Move project laterShift later
Make project longerShift later
Make project shorterShift earlier

Automatic Adjustments

AdjustmentPurpose
Date recalculationMaintain sequencing
Gap preventionNo empty time slots
Overlap preventionNo double-booking
Weekend skippingRespect work week

Understanding Dependencies

Sequential Dependencies

ConceptHow It Works
Project orderDetermines execution sequence
Moving earlierAffects all following projects
Moving laterCreates space, following shift

Conflict Prevention

Invalid ActionSystem Response
Overlap attemptReverts change
Non-working daySnaps to working day
Rule violationShows warning message

Working with Teams

Team-Based View

ElementShows
One row per teamTeam's complete schedule
Team colorsColor-coded bars
Workload comparisonVisual capacity review

Step-by-Step: Compare Team Workloads

  1. View all team rows
  2. Compare bar density
  3. Identify teams with gaps (capacity)
  4. Identify teams with dense bars (busy)
  5. Consider rebalancing work

Moving Through Time

ControlAction
Scroll horizontallyMove along timeline
Zoom inSee more detail
Zoom outSee longer period
Today buttonReturn to current date

Keyboard Navigation

ShortcutAction
/ Scroll timeline
+ / -Zoom in/out
TGo to today

Visual Feedback

During Drag Operations

IndicatorMeaning
Ghost barPreview of new position
HighlightValid drop zones
Red highlightInvalid position

After Changes

IndicatorMeaning
Saving spinnerUpdate in progress
Green checkSave successful
Red warningError occurred

Performance Notes

For Large Schedules

ChallengeSolution
Many projectsScroll to navigate
Long time rangeZoom out for overview
Slow updatesWait for save indicator

Best Practices

PracticeBenefit
Batch your changesBetter performance
Wait for savePrevent conflicts
Use zoom appropriatelyBetter visibility

Avoid making rapid successive changes. Wait for the save indicator to complete before making the next change.

Troubleshooting

Bars not appearing?

  • Check date range includes scheduled projects
  • Verify team filter isn't excluding projects
  • Zoom out to see more of timeline

Can't drag bars?

  • Ensure clicking on the bar itself
  • Check for browser compatibility
  • Try disabling browser extensions

Changes not saving?

  • Wait for save indicator to complete
  • Check internet connection
  • Look for error notifications

Bars overlapping incorrectly?

  • System should prevent this
  • Refresh page to sync view
  • Report if overlap persists

Timeline scale wrong?

  • Zoom in/out to adjust
  • Scroll to find projects
  • Use Today button to reset view