Managing Projects Gantt Settings

Customize the Project Gantt view to help condense relevant information. Any applied filters and customizations you make in the Gantt Settings panel will be reflected in the Gantt reports

Table of Contents

• Timeline
• Display Options
• Sort Roles By
• Customize Project Gantt View
• Filter Roles

Timeline

The Timeline to view how people are allocated can be adjusted at the following intervals:

• 1 month
• 3 months
• 6 months
• 1 year
• 3 years

Display Options

Depending on the features enabled, the options below can be displayed:

• View preconstruction roles & tasks
• View salaried roles
• View hourly roles
• View phases

Sort Roles By

Sort roles by Name (in alphabetical or custom order - depending on how the Role Ordering is configured) or Start Date.

Customize Project Gantt View

The Project Gantt Settings only filter roles. To filter project data, use the Project filters.

For example, to view "unfilled roles" only on projects that contain unfilled roles:

1. Select the Roles filter, then Unfilled Roles.
2. Select Gantt Settings.
3. Under Assignment Status, select Unfilled Roles.

Filter Roles

Unfilled and filled roles can by:

• Role Status
  • Upcoming
  • Current
  • Past
• Assignment Status
  • Unfilled Roles
  • Filled Roles

Filter a specific role using the search bar or the multi-select list.

The People Gantt can also be managed with the People Gantt Settings.