Project Schedules in the Gantt View
As a project manager, you can create and manage all project tasks in the Gantt view. Use the Gantt chart to edit tasks and dependencies in a timeline. You can change task dates and can create finish-start dependencies by dragging-and-dropping the Gantt bars. The Gantt chart includes information from the master project and subprojects based on the WBS for the current project. By default, late tasks and milestones display in the Gantt chart with exclamation points on the task or milestone Gantt bar. Completed tasks and milestones display with checkmarks on the task or milestone Gantt bar.
Working in the Gantt View
The Gantt view is divided into a Work Breakdown Structure (WBS) on the left and a Gantt chart on the right. The following image shows an example:
- The green progress bar above the task Gantt bar indicates how much work is complete for the task. You can change the progress bars by changing the Gantt chart display settings.
- By default, no object actions display for the Gantt view. To display object actions for the Gantt view, contact yourClarity PPMadministrator to configure the Actions menu for the Gantt view.
- In the Gantt view, you can change the WBS or the Gantt itself and these changes are stored as pending edits. You can either explicitly save, or discard these pending edits.
- Sometimes, when you try to save your pending edits, an error message can appear informing you about any error in your edits. For example, an error message appears, if you try to create a task with an ID that is not unique. You can either resolve your error or discard your edits that caused the error in the error message window. Also, save any other pending edits that you make outside the error.
Maximize your work area by promoting the detail panel to the workspace, or by maximizing the page.
The Gantt View Toolbar
Some toolbar options become active only when you select items in the Work Breakdown Structure. If you do not have the access right, a toolbar option can be disabled.
The following table lists the icons on the Gantt view toolbar and the action you can perform.
Saves your changes.
Your changes are saved only when you explicitly save.
Discards your currently unsaved changes.
Inserts a new task in the WBS.
Copies a task from a project template.
Assigns a resource to the selected task.
Outdents the selected task.
Indents the selected task.
Removes task dependencies between the selected tasks.
Indicates that the project is locked. Hovering over the icon indicates the user that locked the project. If you have administrative rights, you can click the icon to unlock the project.
A project is automatically locked when there are pending edits for it. The lock is removed when you save or discard the edits or if you unlock the project.
Indicates the project is not locked.
Deletes the tentative schedule.
Updates cost totals
Deletes a task or removes a subproject from the master project.
Collapses the Gantt view to display only the WBS.
Pending Edits in the Gantt View
Changes you make to the WBS or the Gantt itself are stored as pending edits until you explicitly save or discard these changes. The edits on a project persist beyond a session for a specific user. These edits include edits to the rollup fields which are recalculated only after a save is performed. For example, if you extend the date for a subtask, the parent task dates are not extended until you save the change.
Pending edits include the following types of edits in the WBS:
- Create task using inline insert.
- Edit any task attribute.
- Assign resources to tasks.
- Move tasks or task dates using drag-and-drop.
- Create or delete tasks from the task properties.
- Indent or outdent tasks.
- Move or copy tasks using toolbar icons.
- Move tasks up or down in the WBS using drag-and-drop.
- Assign resources from task properties.
- Add existing subprojects.
- Open projects in external schedulers such as Open Workbench.
- Create or remove task dependencies using drag-and-drop.
Locking Projects When Editing in the Gantt View
When you start making edits in the Gantt view, the project is automatically locked. If someone else has already locked the project, the lock icon appears on the toolbar. If you hover over the lock icon, it displays the user who locked the project.
Only the current project is locked. Subprojects are not locked.
All project pages are locked as they are when you open the project in an external scheduler. The pages are locked for all users including the user who locked the project. The Gantt view is an exception to this rule. The current user with the lock can edit in the Gantt view. If the project management setting Allow Edit of Allocations when Investment is Locked is selected, any user with resource management rights to the project can add staff to the project.
As soon as you or the user who locked the project saves their edits, the project is unlocked.
Administrators with the Administration - Application Setup right can unlock the project.
If you open the project in an external scheduler, the Gantt view is locked for all users including the current user.
Using the Gantt View in a Separate Window
You can view and edit project tasks in the Gantt view in a separate window in the following ways:
- Click the Gantt icon for a project from the projects list, or from the My Projects portlet.
- Open a project.
- Open the Tasks menu and click Gantt.
The following rules apply for opening a project in Gantt view:
- You can open multiple Gantt view windows for different projects simultaneously.
- You can open only one Gantt view window per project.
- A Gantt window is not refreshed automatically. If you change data in a Gantt window that affects another open Gantt window, refresh the Gantt window to view the changes.
- Drilling down into a subproject proxy task launches a separate Gantt window for that project.
Gantt Chart Legend
You can open the legend from the Gantt View toolbar. The Gantt chart displays the indicators in the following table to specify the type or status of a task:
Progress Through Bar
A task with a status of
Completedand no remaining work.
External Task displayed in the Gantt chart.
Subproject displayed in the Gantt chart.
External Task displayed in the WBS.
Subproject displayed in the WBS.
A task with a status of
Completedand no remaining work.
Link to hidden task.
Change Gantt Chart Timescale
You can change the Gantt chart timescale as needed so that you can zoom in and out of the timeline. Click the single arrow at the top left or right of the Gantt chart to scroll one time unit at a time. Or, click the double arrows to jump to the next set of time periods.
Follow these steps:
- Open the project.
- Open the Tasks menu and click Gantt.
- Click the Time Scale icon on the toolbar and select the desired timescale.The Gantt timescale changes based on your selection.
Printable Gantt View
You can print a Gantt view. The Printable View icon on the Gantt chart displays a read-only view of the tasks you want to print in a new window. You can view a maximum of 300 tasks at a time in this window. The page height automatically fits the tasks, and the page width automatically fits the column and period configuration.
Before you print the Gantt view, select the background colors and images option in the browser menu, as described in the following table.
Action to Take
Internet Explorer, Firefox
Use the Page Setup option in the browser menu.
Use the Print option in the browser menu.
You can use the Alt key to enable the browser menu for Internet Explorer and Firefox.
Task Cost Metrics
You can display cost metrics in the Gantt view without creating a current baseline.
The fields do not display, by default, on the page - requires personalizing the page. Alternatively, let your
Clarity PPMadministrator configure the Gantt list column view for the task object at the system level to display the columns.
The following cost metrics are available:
Displays the system-calculated value of Actual Cost of Work Performed (ACWP). This value is the total direct cost (based on posted actuals) that is incurred in performing work during a specified period. The cost calculation includes all actuals posted up until the as-of date or the system date (if no as-of date is provided). ACWP is calculated at the following levels:
- Assignment. Actual cost is calculated as part of the posting process for actuals that are based on the financial cost matrix.
- Detail-task. The calculation is based on the following formula:
ACWP = Sum of Actual Cost for all the assignments on the task ACWP = Sum of ACWP for all detail tasks in project ACWP = Sum of ACWP for all summary tasks in project
- Summary-task. The calculation is based on the following formula:
- Project. The calculation is based on the following formula:
Current Baseline Required:No
- ETC (Cost)Displays the system-calculated value of Estimate To Completion (ETC), and is calculated based on the following formula:ETC (Cost) = remaining labor cost + remaining non-labor costCurrent Baseline Required:No
- EAC (T)Displays the system-calculated value of Estimate At Completion (EAC). This calculation is most often used when current variances are seen as typical of future variances. The calculation is based on the following formula:EAC (T) = ACWP + ETCCurrent Baseline Required:No