Working with the Portfolio Gantt

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The Portfolio Gantt displays the planning of all portfolio-items in the portfolio. The legend indicates which items have which colour. This topic describes the functions of the Portfolio Gantt.

portfolio gantt

The Portfolio Gantt in edit mode

 

 

The main functions of the Portfolio Gantt are:

1.Click on the plus teken05 - grijs (gantt)  at the top of the first column to create a new Initiative. You can enter the name and planning directly in the Gantt.
Note: you can edit information of Initiatives directly in the Gantt.
Note: this function is only available in edit mode; click pen-symbool02 to switch to edit mode.

2.You can use click/drag/drop to enter dependencies between portfolio-items; alternatively you can select two portfolio-items (by using the check box in the first column) and then click the clip0353 icon on the top left of the Gantt.
Note: right click a dependency to edit it; alternatively can select a portfolio-item (with the check box) and then click the unlink icon on the top left of the Gantt.
Note: these functions are only available in edit mode; click pen-symbool02 to switch to edit mode.
Note: dependencies between portfolio-items are set independently from dependencies between projects.

3.Click View and then:

click Columns, a pop-up appears: select which columns to show and click OK.

click Save as.. to save a view for later use; the view will become available in the drop-down that shows the view name.

click Mange views to delete saved custom views.

click Show critical path to display the critical path in 'red' (if there is one).

4.There are several options to work with columns:

use drag and drop the change column widths and to change the order of columns.

click and drag the divider left of the Gantt bars to slide the Gantt bars 'over' the columns.

drag a column to the right of the divider to always keep it in view.

use the filter field at the top of the columns to filter rows.
Note: the filter works on some but not all field types.

5.Click pdf icon to print the Gantt as a PDF.
Click symbol print image to create an image of the Gantt.
Click zoom in zoom out icon to zoom in/zoom out; alternatively left-click/right-click the date header above the Gantt bars.