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View the Assignments Gantt

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Objective

To view the Assignments Gantt and see a multi-day view of resource requests and resource assignments.

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 (1) day up to three (3) years.

Things to Consider

  • Required User Permissions
  • Assignments and requests can be grouped based on the project or by people.
  • You can choose a date range from one (1) day to three (3) years.
  • You you choose to show job title, the job title appears when hovering over the person's name.

Steps

View the Assignment Gantt (Legacy) for a Specific Project

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Project List.
  3. Click the project name.
  4. Click View Gantt.

You will be navigated to the Assignments Gantt view for the project.
Note: Additional projects may show if the there are projects with similar names.

View All Assignments by Project on Assignments Gantt (Legacy)

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Legacy).
  3. Select the Group.
    clipboard_e1b95049a78faf6b27a84d4761a0c4f7e.png
  4. Select Projects.
    clipboard_eec8772bcc04d4b76e7957914de087972.png
  5. Select your date range.
  6. Click Configure and select your configurations.
    clipboard_e5808ee86663606695c031217fe5d3ea7.png
    • Select to display Gantt 'Bars Solid/Split' by Solid Bars for the entire resource request or assignment, or Working Day Splits.
    • Select 'Total Cell Units' to display column totals by People, Man-Days, Hours, or Cost.
    • Select to show 'Assignment Bar Colors' by Project Color, Job Titles, Allocation %, Status, or Overtime. See What is a resource allocation type? 
    • Select to 'Sort Projects By' Name, Project Number, Earliest Start Date, or Earliest End Date. 
    • Select to 'Sort People By' Name, Job Title, or Earliest Assignment.
    • Mark the checkbox to Show Job Title.
    • Mark the checkbox to Show Project Numbers.
    • Mark the checkbox to Show Project Status.
  7. Click Apply.
Example

To see assignments and request by status, select the following configuration:

  • Select to show 'Assignment Bar Colors' by Status

Note: The Assignment Color Bar defaults to black when assignments do not have a status.

View All Assignments by People on the Assignments Gantt (Legacy)

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Legacy).
  3. Select the Group.
    clipboard_e1b95049a78faf6b27a84d4761a0c4f7e.png
  4. Select People.
    clipboard_e0b871ff5e884d4e53fad29cb0fcf5022.png
  5. Select your date range.
  6. Click Configure.
    clipboard_e5808ee86663606695c031217fe5d3ea7.png
    • Select to display Gantt 'Bars Solid/Split' by Solid Bars for the entire resource request or assignment, or Working Day Splits.
    • Select 'Total Cell Units' to display column totals by Allocation, Man-Days, Hours, or Cost.
    • Select to show 'Assignment Bar Colors' by Project Color, Allocation %, Overtime, or Status. See What is a resource allocation type? 
    • Select to 'Sort Projects By' Name, Employee Number, or Job Title. 
    • Select to 'Sort People By' Name, Project Number, Earliest Assignment, Earliest Start Date, or Earliest End Date.
    • Mark the checkbox to Show Job Title. 
    • Mark the checkbox to Show Project Numbers.
    • Mark the checkbox to Show Employee Number.
  7. Click Apply.

View the Assignment Gantt

 In Beta
This feature is in beta and available for customers using the Resource Planning tool.
  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt Beta.
  3. To configure the information shown, see Configure Assignments Gantt View.