Gantt

Gantt Views

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Gantt Table

Sorting order

Tasks and Folders have a default sort order to make your work easier to find.

The default sort orders are:

Object	Sort Order
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:

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.

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 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	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.

Type	Appearance	Default colour
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:

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

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:

Overlay	Result
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:

Option	Function
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:

Option	Colour
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:

Option	Range	Rolling Range
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:

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

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.