Gantt
Gantt Table
Sorting order
Tasks and Folders have a default sort order to make your work easier to find.
The default sort orders are:
Tasks
First by Start Date
Then by Duration
Finally Alpha-numerically
Folders
Same as Project Assets page
Drag and Drop
Drag and drop can be used to reorder the structure of the Gantt table, or to change a task’s properties. Only certain groups can be re-ordered with Drag and Drop:
Owner
✓
Folder
✓ (From the Folders Page)
Package
✓
Subcontractor
✓
Location
✓
Shift
✓
Task
-
Reordering groups will only change the sort order for the user who made the change (aside from Folders - this order is consistent across the entire project). You can drag and drop Tasks and Parent Tasks between all the different groups (structures) to change the properties. Subtasks cannot be moved into different groups with drag and drop.
Search
You can search for a task by Name, Aphex activity ID or External ID.
You can only search for tasks within your current view. Tasks that match the search criteria will be highlighted in yellow.
Search is not case-sensitive.
Gantt Columns
Column Selector
See information in bulk and add properties to tasks more efficiently with columns. You can change which columns appear on the Gantt table and save custom configurations within the column selector.
Saved custom configurations are saved to the view and are accessible on all Projects and Organisations. The All Required configuration reflects the Publication Requirements in the project routine settings.
Keyboard shortcuts
All columns
Ctrl + 1
All required columns
Ctrl + 2
Time columns
Ctrl + 3
User columns
Ctrl + 4
Resource columns
Ctrl + 5
Map columns
Ctrl + 6
Structure columns
Ctrl + 7
Other columns
Ctrl + 8
Copy
Ctrl + C
Paste
Ctrl + V
Select multiple cells
Shift + Click (cell)
Select multiple tasks
Shift + Click (checkbox)
Undo
Ctrl + Z
New line
Shift + Enter
Move task and break links
Shift + Click + Drag (task)
Duplicate Task
Ctrl + D
If you are a macOS user, use command instead of ctrl
Gantt Canvas
Work
Tasks and Groups appears on the Gantt as a bar or a header which spans the total duration.
Task
Coloured Task bar
Owner
Parent tasks
Summary Header (can be expanded to reveal subtasks)
Owner
Packages
Summary Header
Grey
Folders
Summary Header
Same as Project Assets page
Gantt Lines
Gantt lines help indicate Today's date, and other important reference dates. The three lines on the Gantt each represent something:
Yellow line
Your local date (today)
Blue line
Your project’s lookahead period
Purple line
Your project’s most recent promise date. Past promise dates are not shown
Zoom
Day/Week/Month
You can change the Gantt’s zoom with the Day/Week/Month toggle. This will alter the timeline format of the Gantt and the size that task bars appear.
The Gantt will zoom in and out based on a fixed point in the middle of the visible Gantt.
Weather
You can view the weather forecast of your project on the Gantt.
The weather forecast will reflect your project’s location in project settings. You can only see the forecast for the upcoming week.
Relationship Links
You can draw relationships and create dependencies between tasks with relationship links.
Relationship links are created in the same direction that they are drawn and can be drawn in four directions:
Start > Start
Start > Finish
Finish > Start
Finish > Finish
Moving a task's successor can create a lag between two linked tasks, or lag can be entered manually.
Successor tasks will automatically schedule when a predecessor task is moved unless the task has the Status of Done, or the user making the edit does not have the correct permissions over Promised successor tasks.
Links can be removed individually by selecting the link on the Gantt, or in bulk using the task checkboxes and Break Links option inside the Floating Menu at the bottom of the page.
Link Search Menu
Dropping a link onto the Link Button, or adding a Successor or predecessor from the Task Panel will open the Link Search Menu.
By default, the Link Search Menu will show no results. Relevant tasks can be found by using the Filter, or Search Bar.
Multiple relationships can be created at the same time.
Gantt Overlays
You can add an extra layer of information to the Gantt with an overlay.
The overlays you can choose from are:
Critical Path
Milestones and any predecessors turn gold to highlight the short-term critical path. All other tasks turn blue.
Resource
For each day, see the quantities of labour, plant or material allocated to tasks in the plan.
Baseline
Compare the original position of tasks from previously published versions and imports to the live plan
Resource Overlay
You can view labour, plant, material and subcontractor allocation within their respective tabs of the resources overlay.
You can choose the data shown in the resource overlay:
Displayed Task Utilisation (default)
Total resource allocation will only reflect Tasks in your view
Project Utilisation
Total resource allocation includes all Tasks outside of your view
Hide Un-utilised Resources
Removes resources that aren’t assigned to any Tasks from the resource list
Resources in the overlay are sorted in two levels:
First by usage - resources assigned to a Task are ordered before unassigned resources
Then, alphanumerically
Each number block is colour coded to represent the relative amount of resource allocation, the lighter the shade of purple, the greater the resource allocation is for that time period.
Colour coding is relative to resource allocation of resources within the same group (or line)
Critical Path Overlay
The Critical Path Overlay allows you to highlight the short term critical path to any Milestone (or a selection of Milestones) within the plan.
Depending on your Gantt Date Range, different Milestones will be available to highlight in the Critical Path Overlay menu. If a Milestone is not included in the current dates you're looking at, it will not appear as an option to highlight within the Critical Path Overlay menu.
Specific Milestones can be revealed by using the Search from within the Critical Path Overlay menu.
Task Colour
By default, tasks on the Gantt are colour-coded by Owner. You can also choose for tasks to be colour-coded by subcontractor or shift.
The colour of tasks for each preset is dictated by:
Owner
User chosen colour (from User Settings)
Subcontractor
Same as project assets
Shift
Preset
Date Range
You can configure the visible dates of the Gantt and Map by using the date selector.
By default, the date range is set to your project’s lookahead period plus a week on either side.
There are two types of dates you can set, Rolling or Custom. Any active Rolling Date Range can be saved as part of your personal or shared view.
Gantt
The Gantt date selector has a range of options:
Lookahead
Prior Week + Current Week +
(Project Lookahead Period - 1 Week)
Weekly
Next 30 Days
Last 7 Days + Next 30 Days
Daily
Next 3 Months
Prior Week + Current Week + Next 12 Weeks
Weekly
Next 6 Months
Prior Week + Current Week +
Next 25 Weeks
Weekly
Next 12 Months
Prior Week + Current Week + Next 51 Weeks
Weekly
All Future Tasks
Last 7 Days + All Future
Daily
Project To Date
From First Task + 7 Days into the Future
Daily
Custom
Custom dates selected by the user
Never
Gantt Rows and Cells
Duplicate Task
Parent Tasks, Tasks and Subtasks can be duplicated individually, or by multiple selection.
Duplicated Tasks only keep relationship links if the link is between two selected tasks. Any links between a selected task and a non-selected task will not be duplicated.
All other Task information will be copied to the duplicate, except the owner, activity ID, external ID, status, progress updates, documents and comments.
The user who duplicates a task will automatically be the owner of the copied version.
Duplicated Tasks will be temporarily created at the bottom of the relevant Folder, Package, or Parent, before moving into their correct position based on their start and end dates.
Duplicated Subtasks will be converted to Tasks if the user is not the owner of the original Parent Task.
Delete Task
Tasks can be deleted individually, or by multiple selection. Deleting a Task will remove it from your project permanently.
Deleting all Subtasks will delete the Parent Task, and deleting the Parent Task will delete all the Subtasks.
Add Subtasks
Tasks can be broken down into Subtasks.
Most fields of a broken-down Tasks will be passed onto the Subtasks:
The Owner, Assignees, Labour, Plant, Location, Work Area, Folder, External ID and Package fields of a Task you break down, will be passed down to the new Subtasks
The planned Material amount assigned to a Task that you break down will be split equally between Subtasks.
Gantt Cells
Editing a Gantt Cell (either Task or Package Name, or column cell) enables these options:
Copy Cell
Copies the cell value (e.g Name, or Calendar)
Paste Cell
Overrides the current cell value with the copied cell value
Clear Cell
Clears any existing cell data leaving the cell blank
These actions can be applied to individual Task cells or a group of Task cells.
Selecting Gantt Rows
Selecting Gantt Rows using the checkboxes allows single or multiple tasks to be updated.
Depending on the type of task (Parent Task, Task or Subtask) different update options will be available.
Selection Rules
If a Subtask is selected, only other Subtasks inside the same Parent Task can be selected.
Tasks and Parent Tasks can be selected together, but edit options will reduce.
Changing the view of the plan (such as Space or Structure), or clicking anywhere on the Gantt will deselect any selected Tasks.
Selected Parent Tasks
Edit Owner
Replaces all selected Parent Tasks (and Subtasks) with new Owner
Add Assignee
Add new Assignee(s) to the selected Parent Tasks (and Subtasks)
Folder
Replaces the Folder for all selected Parent Tasks (and Subtasks)
Package
Replaces the Package for all selected Parent Tasks (and Subtasks)
Selected Tasks and Subtasks
Task & Subtask
Edit Start Date
Replaces the start date for all selected Tasks
Task Statused or Promised
Task & Subtask
Edit End Date
Replaces the end date for all selected Tasks
Task Statused or Promised
Task & Subtask
Edit Duration
Replaces the duration for all selected Tasks
Task Statused or Promised
Task & Subtask
Edit Calendar
Replaces the calendar for all selected Tasks
Task & Subtask
Edit Shift
Replaces the shift for all selected Tasks
Task & Subtask
Edit Owner
Replaces all selected Tasks with Owner
Task & Subtask
Add Assignee
Add new Assignee(s) to the selected Tasks
Task & Subtask
Edit Subcontractor
Replaces the Subcontractor for all selected Tasks
Task & Subtask
Add Labour
Add new Labour to the selected Tasks
Task & Subtask
Add Plant
Add new Plant to the selected Tasks
Task & Subtask
Add Material
Add new Materials to the selected Tasks
Task & Subtask
Edit Location
Replaces the Location for all selected Tasks
Subtask
Edit Parent
Replaces the Parent for all selected Subtasks
Destination is owned by a different User
Task
Folder
Replaces the Folder for all selected Tasks
Task
Package
Replaces the Package for all selected Tasks
Destination is Locked by another User
Task
Convert to Subtask
Converts selected Tasks into Subtasks of a Parent
Destination is Owned by a different User
Subtask
Convert to Task
Converts selected Subtasks into Tasks
Task & Subtask
Relationships
Replaces all internal links between selected Tasks*
Task & Subtask
Status
Replaces the Status for all selected Tasks
User does not have the correct permission to update Status
Task & Subtask
Break Links
Removes all relationship links between the selected Tasks
User does not have the correct permission to edit a link
Task & Subtask
Remove Properties
Removes chosen Properties for all selected Tasks
User does not have the correct permission to edit a Task
*Edit Relationships
Edits to Relationships will not save if:
The User does not have permission to add a Task as a successor
Circular logic is detected
Invalid Updates
Selected Tasks may be skipped in the update if any of the following is true:
User does not have the correct role to edit the task or task property
The edit would require a Progress Update to be recorded
Row Height Preference
You can change the scale and spacing of Tasks on the Gantt.
There are three options:
Comfy
Large row height and text - fewer tasks and more space
Default
The default row height
Compact
Smaller row height and text - fits more work on the page
Your selected Gantt scale will apply to all Projects that you view in planner, it does not change the Gantt scale for other users on the Project.
Last updated