Gantt Buttons, Controls and Fields

Opens and closes the filters panel. Applying filters enables you to reduce the number of tasks displayed in Gantt.

The button shows the number of active filters.

Opens the selected tasks or project in a new browser tab.

You can multi-select ten items, and each item opens in a new browser tab.

Enables you to locate all instances of specific characters in the visible data in the task grid.

Found matches are highlighted. You can cycle through the results by pressing Enter, Shift+Enter, or using the or arrows.

This field is not case-sensitive.

Changes the chart view in various increments between hours to the left and years to the right. The default view is weekly.

The zoom level affects printing. For more information about printing, see Printing Gantt Charts.

Work Breakdown Structure (WBS) number. Identifies the hierarchy of the project tasks within a project. This is generated automatically from an existing project hierarchy, and updated automatically as you change the hierarchy. WBS enables you to report on project tasks and their data.

Click this cell to select multiple rows when moving, cutting or copying data.

Drag the control for a task to move one or more task rows within the task grid. When moving multiple rows, click the WBS cells before dragging this control in any of the selected rows.

When you move multiple tasks, their hierarchy is flattened to the level of the highest task.

You can enter any name up to a maximum of 80 characters.

The date when the project or task will start.

You can change the start date of tasks by editing this field, or by moving or stretching the task bar in the Gantt chart.

The date when the project or task will end.

You can change the end date of tasks by editing this field, or by moving or stretching the task bar in the Gantt chart.

The duration of the task. Non-working time, such as Saturdays and Sundays is currently included in the duration.

The default duration is one day. Valid units are days or hours, which you can enter as d, day or days, and h, hour or hours.

The estimated hours for the project task.

You can only edit the estimated hours for child tasks. Hours for child tasks are rolled up to their parent task, and the total hours are rolled up to the project.

If the task has been defined with an allocation type of Equal Split, double-clicking this field opens Task Assignment Manager.

A read-only field for the hours saved, submitted or approved on timecards for a task.

Hours for child tasks are rolled up to their parent task, and the total hours are rolled up to the project.

The work calendar used to schedule the start and end times of project tasks, including non-working days, such as weekends and holidays:

• If a project has an associated work calendar, this is used and shown in the field.
• If the project does not have an associated work calendar, the 24/7 calendar is used and shown in the field.
• For tasks, you can also select a different work calendar from the drop-down list in the field.

[Optional] Enter estimates of the hours remaining until a task is complete, including zero. Or you can leave the field blank.

The ETC of each parent task is an addition of the following values from each of its child tasks:

• The ETC
• If ETC is blank, the value for the task is calculated as

  Estimated Hours - Actual Hours

ETCs of parent tasks are rolled up to higher parent tasks, and these values are rolled up to the project's ETC.

[Optional] A read-only field that contains the following values:

• If the Estimated Time To Completion (Task) field contains a value, this field equals that value.
• If ETC is blank, this field is calculated as

  Estimated Hours - Actual Hours

[Optional] A read-only field that contains the following values:

• If the Estimated Time To Completion (Task) field contains a value, this field is calculated as

  Actual Hours / (Actual Hours + ETC) x 100

  Note: If Actual Hours = zero, this field is also zero.
• If ETC is blank, this field is calculated as

  Estimated Hours / Actual Hours x 100

  Note: If Estimated Hours is zero, this field is also zero.

Relationship handles, available on parent or child project tasks.

If you want a project task to be dependent on another project task, you can add a link between the task bars in the Gantt chart. For example, you might want a task to start only when another task has finished.

You can add dependencies between tasks, or between parent tasks and another parent's children. You cannot add dependencies between a parent task and its own children.

A dependency link between tasks.

Double-click this to open the Dependency Editor, where you can change the type of dependency and the lagThis term is either a delay or an overlap between tasks in a dependency relationship. According to the dependency type, lag is added (or subtracted when a negative value) to the start or end time of the successor task. between the project tasks, or delete the link. See Dependency Editor Buttons and Fields.

A checkpointA zero duration task record, which is used to represent an event in the project such as a key decision, completion of a work package, completion of a deliverable or end of a phase. Checkpoint tasks have no relationship with PSA milestones.. Represents a key decision or stage in a project.

This is the equivalent of a milestone in other project management tools.

Select an allocation type to use for the task:

• Equal Split [default]: The task allocation is split equally between the resources or roles that you select.
• Hours: Enter the number of hours to be allocated to each resource or role on the task. When you create an assignment or resource request, these hours are shown in the Planned Hours field.
• %: Enter the percentage split of each resource or role on the task. When you create an assignment or resource request, the hours are calculated and shown in the Planned Hours field.

A drop-down list of internal resources, with typeahead. You can type unrecognized names, which are then defined as external resources.

The list displays up to 500 resources.

Percentage or hours allocation of resources or roles to a project task.

Changes to allocations are reflected in any assignments and unheld or held resource requests.

The name of the assignment or resource request for the resource:

• If there is only one, it will be selected automatically.
• If there is more than one, select one from the drop-down list.
• If a resource request is linked to an assignment, only the assignment is displayed.
• For external resources, this field shows "External".
• If the resource is not linked to any assignments or held resource requests, the field shows "No links".

If selected, the Resource Name drop-down list contains only resources assigned to the project.

If the Held on this project checkbox is also selected, the list contains all resources that are either assigned to or held on the project.