Gantt Table

Sorting order

Tasks and WBS (Work Breakdown Structure) have a default sorting order to make your work easier to find.

The default sorting orders are:

Work

Sorting Order

Tasks

  1. First by Start Date

  2. Then by Duration

  3. Finally Alpha-numerically

WBS

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

WBS

-

Package

Subcontractor

Task

-

Reordering groups will only change the sort order for the user who made the change. The exception to this rule is that any reorder made while in a Team Space will change the sort order for all users of that team.

You can drag and drop a task between all the different groups (structures) to change it’s properties.

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 Column

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.

Copy and Paste across multiple cells

You can copy and paste information from one cell into multiple cells using [Shift + Click] if more than one task requires the same field.

Pasting will overwrite any existing information in the cells you are pasting into.

Keyboard shortcuts

Action

Keys

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

Communication columns

Ctrl + 8

Copy

Ctrl + C

Paste

Ctrl + V

Select multiple cells

Shift + Click (cell)

Undo

Ctrl + Z

Redo

Ctrl + Shift + Z

New line

Shift + Enter

Delete Link

Shift + Click (link)

Duplicate Task

Ctrl + D

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

WBS (Work Breakdown Structure)

Summary Header

Level of structure of WBS

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 is in progress, promised, assumed completed or completed.

Task Actions

Breakdown Task

Tasks can be broken down into Subtasks.

Most fields of a task you break down will be passed onto the subtasks:

  • The owner, assignees, labour, plant, location, work area, WBS, external ID and package fields, as well as any documents of a task you break down, will be passed down to the new subtasks

  • Materials assigned to a task that you break down will be split equally between subtasks.

  • Notes are not passed on. The parent task and each subtask have their own separate notes column.

Delete Task

Deleting a task will remove it from your project permanently.

The predecessors and successors of a deleted task will not be deleted. Deleting all subtasks will delete the parent task.

Only Project Admins can delete tasks that have Status Events recorded, or tasks that are Promised.

Duplicate Task

Duplicating a task allows you to create a copy of that task.

Duplication of a parent task will copy all subtasks. All task information, including the task's predecessors and successors, will be copied to the duplicate, except the activity ID, external ID, status, documents and comments.

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