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Configure View for Assignments Gantt

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Background

The Assignments Gantt allows you to view resource requests, resource assignments, and time off for a specific project or across all projects and people within your company. It also provides a multi-day view from one day to three years.

Things to Consider

  • Required User Permissions

  • Totals

    Show/Hide Details

    • Resources is allocation-weighted and capped at 1 per resource, so a double-booked resource does not inflate the count above the number of resources actually on the project.

    • Partial allocation is respected across every metric.
      Example: A resource assigned at 50 percent on an 8-hour shift at 100 per hour reads Hours 4, Days 0.5, Cost 400, and Resources 0.5.

    • Projects View

      • Totals count assignments and open requests together, and include work scheduled before a project starts or after it ends.

      • Equipment assignments count alongside people, deduplicated per resource.

    • Resources View

      • Open requests are included in Resources only. Requests carry no hours or cost, so Hours, Days, and Cost remain assignment-only.

Steps

  • 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.
    Adjust Width

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.
    New Gantt Resource Project Picker

  4. Click the table settings Icon Ag Grid Table Filter Menu icon.

    • Projects View

      Show / Hide Steps

      • Click the Columns tab.

        • Move the toggle Icon Toggle On ON or Icon Toggle Off 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 Reorder Grip icon and drag the column into the desired display order.

      • Click the Gantt Chart tab.

        • Move the toggle Icon Toggle On ON or Icon Toggle Off OF show or hide details in the Gantt bars.

          • Allocation Information

          • Weekends

          • Time Off

          • Resources Not in Group

        • 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 Icon Toggle On ON or Icon Toggle Off OFF position to show or hide details in the Gantt bars.

          • Job Title

      • Click the Gantt Chart tab.

        • Move the toggle Icon Toggle On ON or Icon Toggle Off OF show or hide details in the Gantt bars.

          • Allocation Information

          • Weekends

          • Time Off

          • Resources Not in Group

        • 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.
    New Gantt Resource Project Picker

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 Expand Materials Esticom icon to expand the information

    • Click the collapse Icon Arrow Collapse icon to collapse the information

       Tip
      To expand and collapse everything, click the expand Icon Vertical Carets Collapse or collapse Icon Vertical Carets Expand icon next to the 'Project Name' or 'Resource' heading.

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 Zoom In Magnifying Glass icon or zoom out Icon Zoom Out Magnifying Glass icon to view the Gantt from a single day, up to many years.