Skip to main content
Procore

Configure Assignments Gantt View

  1. Last updated
  2. Save as PDF

Objective

To configure your view for the Assignments Gantt.

Background

The Assignments Gantt allows you to view workforce requests, workforce 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.

 Important
This tutorial is for the New Gantt Beta. For information for how to configure the legacy Gantt view, see View Assignments Gantt.

Things to Consider

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select New Gantt.
  3. Take the following actions to configure your view:

Adjust Grid and Graph Ratio

  1. Hover over the divider that separates the grid and the graph.
  2. Click the divider and move it to the desired location using a drag-and-drop operation.

Group by Project or Resource

  1. Select to see information grouped by Resource or Project.
    new-gantt-resource-project-picker.png

Configure Displayed Information

  1. Click the table settings icon-ag-grid-table-filter-menu.png icon.
  2. Move the toggle to the ON icon-toggle-on.png position or OFF icon-toggle-on.png position to show or hide details in the Gantt bars for the following:
    • Project Information
    • Allocation Information 
    • Time Off Information
    • Hide Weekends
    • Assignment Totals
      1. Then select to show People, Hours, Cost, or Man Days. See the Term Definitions for Totals to learn more about these metrics.
  3. Click and move the slider using a drag-and-drop operation to adjust the size for the following settings:
    • Row height in the Gantt 
    • Task Border Radius

Expand and Collapse Projects, Categories, and Subcategories

  1. Next to the project, category, or subcategory, take one of the following actions:
    • Click the expand collapse-caret.png icon to expand the information
    • Click the collapse  expand-caret.png icon to collapse the information
 Tip
To expand and collapse all projects, click the expand icon-vertical-carets-expand.png or collapse icon-vertical-carets-collapse.png icon next to 'Project Name'.

Zoom In and Out

  1. Click the zoom in icon-zoom-in-magnifying-glass.png icon or zoom out icon-zoom-out-magnifying-glass.png icon to view the Gantt from a single day, up to many years.