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.
The Portfolio Gantt in edit mode
The main functions of the Portfolio Gantt are:
1.Click on the at the top of the first column to create a new Initiative. You can enter the name and planning directly in the Gantt.
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 icon on the top left of the Gantt.
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.
5.Click to print the Gantt as a PDF.