Plan a Project with the Gantt chart

Top  Previous  Next

Every project that is started in the Principal Toolbox is based on a Project Model. Every project will therefore have some kind of basic or standard planning. The Project Manager will change that standard planning to a project specific planning. This topic describes all aspects of editing the planning in the Gantt. See other topics for Planning Resources and Skills with the Gantt or Planning Costs with the Gantt.

 

edit the project planning part one

Edit the project planning in the Gantt

 

Edit the project planning

Step 1. Navigate to your project to the tab Planning, sub-tab Gantt and click pen-symbool02, the Gantt changes to edit mode.

Step 2. To add plan-items to the Gantt, click plus teken05 - grijs (gantt) , a new plan-item is inserted in the Gantt. Enter a name for the new plan-item.
Note: you can also drag-and-drop plan-items from the section Product Breakdown. See Working with the Product Breakdown.

Step 3. Depending on which plus teken05 - grijs (gantt)  you clicked you create a stage, a specialist product or an activity. To change the type of a plan-item, select the plan-item row, and click Change type and select the desired type.

Step 4. To change the indentation of a plan-item, select the plan-item row and click one of the arrows: gant arrows indent outdent.

Step 5. Optionally enter an owner for a plan-item. An owner of a plan-item will see the plan-item on his Home Page, and is able to edit information of that plan-item (but not the planning!). See Working with plan-items.
Note: if you make somebody owner of a work package, that person will be able to edit the planning of that work package. See Plan a Work Package (by a Project Team Member).

Step 6. There are different ways you can enter a time planning in the columns Start planned and Final planned:

Click in a cell in one of the columns and directly enter dates.

Click on calender symbol in one of the cells and use the calendar to enter dates.

Click-and-drag a bar directly in the Gantt chart.

 

There are different ways you can enter dependencies to your planning:

In the Gantt

Step 7.Click-and-drag from one bar to another bar.

clip0023

With the add dependency symbol - the right one-button

Step 7.Select two plan-item rows and click add dependency symbol - the right one. Select multiple rows by using Ctrl+click, Shift+click or by flagging them.

Note: to change a dependency right-click the dependency line in the Gantt chart, or navigate to the plan-item page, tab Dependencies.

Note: to remove a dependency select the two plan-item rows and click add dependency symbol.

Note: dependencies to other projects can be entered on the plan-item page, tab Dependencies. See Working with dependencies on plan-items.

Step 8.When the planning is finished, click Save.

 

 

In the screenshot below the other buttons in the project Gantt are explained.

edit project gantt part two

Edit the project planning in the Gantt

 

1.Remove selected plan-item rows (select multiple rows by using Ctrl+click, Shift+click or by flagging them).

2.Copy selected plan-item rows.

3.Paste selected plan-item rows.

4.Resolve conflicts that result from dependencies.

5.Print the Gantt as a PDF file. The PDF will look like the Gantt as it is displayed on screen.

6.Create an image of the Gantt. The image will look like the Gantt as it is displayed on screen.

7.Select if/which baseline to show (next to the planning).

8.Click Set to set a baseline; choose Initial baseline or Current baseline.

9.Adjust the scale of the Gantt: zoom in/out, zoom fit.
Note: you can also adjust the scale of the Gantt by left-/right-clicking the date header of the Gantt chart.

10.Choose one of the available views.

11.Edit the Gantt view and save views for later use:

Click View, click Columns and in the pop-up select which columns you want to show on screen, click OK.

Drag-and-drop the displayed column to change their order and width.
Note: it is possible to drag columns to the right-side of the divider.

Click View, click Save as and in the pop-up enter a name for the view or select an existing view to overwrite, click Save View.

Click View, click Manage Views to delete earlier saved views.

Click View, click Show critical path to display the critical path

12.Click clip0025 to enlarge the Gantt to a full screen view.