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Gantt Chart

The Gantt chart provides professional project planning with visual timelines, task dependencies, and progress tracking.

Overview​

The Gantt chart displays:

  • Task list on the left with details
  • Timeline bars showing task duration
  • Dependency lines connecting related tasks
  • Progress indicators within task bars
  • "Now" marker showing the current date

Accessing the Gantt Chart​

  1. Navigate to your project
  2. Click Schedule in the project navigation
  3. Select the Gantt tab

Understanding the Interface​

Left Panel (Task List)​

The left side shows task details in columns:

  • Task name
  • Start date
  • End date
  • Duration
  • Additional columns (WBS, Predecessor, Owner, Sub)

Right Panel (Timeline)​

The right side displays:

  • Horizontal bars representing task duration
  • Dependency lines between tasks
  • A vertical "Now" line showing today's date
  • Progress fill within task bars

Selecting a Schedule​

Projects can have multiple schedules. Use the schedule dropdown to choose:

OptionDescription
Full-scheduleView all schedules combined (read-only)
Individual scheduleSelect a specific schedule to view and edit
note

The "Full-schedule" combined view is read-only. Select an individual schedule to make edits.

Display Options​

Zoom Levels​

Change the timeline scale using the zoom controls:

LevelBest For
HoursDetailed same-day scheduling
DaysStandard project planning
MonthsHigh-level overview of long projects

Column Visibility​

Toggle columns using the column menu button:

ColumnDescription
WBSWork Breakdown Structure codes
PredecessorShows dependency relationships
OwnerAssigned team member
SubSubcontractor assignment

Task Colors​

Tasks can be color-coded:

  • Colors are set per task or inherited from templates
  • Edit a task to change its color
  • Helps visually organize different types of work

Toolbar Features​

Undo/Redo​

Use the toolbar buttons to:

  • Undo: Reverse the last change
  • Redo: Reapply an undone change

The undo/redo history persists during your editing session.

Change Log​

View the history of all modifications:

  1. Click Change Log in the toolbar
  2. See who made changes, what changed, and when
  3. Useful for tracking schedule updates

Fullscreen Mode​

For an expanded editing experience:

  1. Click the Fullscreen button
  2. The Gantt chart fills the screen
  3. Additional zoom controls available
  4. Press Escape or click Exit to return

PDF Export​

Generate a PDF of the schedule:

  1. Click the PDF button
  2. The current Gantt view exports
  3. Useful for printing, meetings, or documentation

Business Day Calculations​

The Gantt chart respects business days:

ItemHandling
WeekendsAutomatically skipped in duration calculations
HolidaysMarked as non-working days
Task datesAdjusted to avoid non-working days
DependenciesCalculate correctly across holidays

Configure holidays in Admin > Calendar > Holidays.

Client Portal Visibility​

Making Schedules Visible to Customers​

  1. Edit the schedule settings
  2. Enable Client Viewable
  3. Tasks appear in the customer portal as a read-only Gantt

Best Practices​

Share with customers:

  • Major project phases
  • Key milestones and deadlines
  • Inspection dates
  • Customer decision points

Keep internal:

  • Detailed sub-tasks
  • Resource allocation details
  • Cost-related items
  • Internal deadlines