Resource Planning Gantt User Guide

• Adjust List and Timeline Ratio

• Configure Displayed Information

• Group by Project or Resource

• Expand and Collapse Projects, Categories, and Subcategories

• View Timeframe, Zoom In and Out

Adjust List and Timeline Ratio

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Hover over the divider that separates the grid and the graph.

4. Click the divider and move it to the desired location using a drag-and-drop operation.
   

Configure Displayed Information

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Click the Projects or Resources view.
   

4. Click the table settings icon.

   • Projects View

     Show / Hide Steps

     • Click the Columns tab.

       • Move the toggle ON or OF show or hide columns on the gantt chart.

         • Job Title

         • Project Number

         • Project Start Date

         • Project End Date

         • Task Start Date

         • Task End Date

         • [Custom Fields]

       • Click the grip icon and drag the column into the desired display order.

     • Click the Gantt Chart tab.

       • Move the toggle ON or OF show or hide details in the Gantt bars.

         • Allocation Information

         • Show Weekends

         • Show Time Off

         • Resources Not in Group

         • Show Totals

       • Row Height

         • Select Small, Medium, or Large.

       • Task Border Radius

         • Click and move the slider to adjust the size.

       • Assignment Bar Colors

         • Allocation Percentage

         • Job Titles

         • Overtime

         • Project

         • Status

       • Cell Units

         • Cost

         • Days

         • Hours

         • Resources

   • Resources View

     Show / Hide Steps

     • Click the Columns tab.

       • Move the toggle ON or OFF position to show or hide details in the Gantt bars.

         • Job Title

     • Click the Gantt Chart tab.

       • Move the toggle ON or OF show or hide details in the Gantt bars.

         • Allocation Information

         • Show Weekends

         • Show Time Off

         • Resources Not in Group

         • Show Totals

       • Row Height

         • Select Small, Medium, or Large.

       • Task Border Radius

         • Click and move the slider to adjust the size.

       • Assignment Bar Colors

         • Allocation Percentage

         • Job Titles

         • Overtime

         • Project

         • Status

       • Cell Units

         • Allocation

         • Cost

         • Days

         • Hours

Group by Project or Resource

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Select to see information grouped by Resources or Projects.
   

Expand and Collapse Projects, Categories, Subcategories, and Assignments

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Next to the project, category, subcategory, or assignment take one of the following actions:

   • Click the expand icon to expand the information

   • Click the collapse icon to collapse the information

View Timeframe, Zoom In and Out

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Configure your timeframe:

   • Select the date, and select the timeframe from the neighboring dropdown menu.

   • Click the zoom in icon or zoom out icon to view the Gantt from a single day, up to many years.