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:
Work | Sort Order |
---|---|
Tasks |
|
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:
Group | Re-order by 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.
Add Task
Users automatically become the task's Owner when they create a task.
By default, the new task will be a one-day task set in the middle of visible Gantt. The new task will have the project's default calendar selected, and be set to a Day Shift.
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 user-specific and are accessible on all Projects and Organisations. The All Required configuration reflects the Publication Requirements in the project routine settings.
Keyboard shortcuts
Action | Keyboard Shortcut |
---|---|
All columns |
|
All required columns |
|
Time columns |
|
User columns |
|
Resource columns |
|
Map columns |
|
Structure columns |
|
Other columns |
|
Copy |
|
Paste |
|
Select multiple cells |
|
Select multiple tasks |
|
Undo |
|
New line |
|
Move task and break links |
|
Duplicate Task |
|
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.
Type | Appearance | Default colour |
---|---|---|
Task | Coloured Task bar | Owner |
Parent tasks | Summary Header (can be expanded to reveal subtasks) | Grey |
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:
Line | Purpose |
---|---|
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 |
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 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:
Action | Function |
---|---|
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
Action | Function |
---|---|
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 Type | Action | Behaviour | Skipped when |
---|---|---|---|
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
Last updated