Contents
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Gantt chart is now available in Ascora to help manage your projects or jobs and also show the dependency relationships between projects /jobs and as well as the current schedule status.
There are a couple of ways to access the Gantt Chart, one is from the Scheduler → Project Gantt.
Another way to access Gantt Chart is to go to Reports and select Jobs Gantt Chart from the reports list.
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Only jobs with Expected Dates will appear in the Gantt Chart. To add expected dates, access the job and add the Expected Date from the Job Details screen. |
Gantt Chart Overview
Here's an overview of the functionalities available in the Gantt Chart such as filter options, changing the view from weekly to weekly or monthly, adjusting task dates, and many more.
How to Display Projects Only
Projects are your section-based or stage-based jobs which you can display by ticking the box beside "Projects Only" and clicking on the "Generate Gantt Chart" button.
You can also click on the black triangle beside the parent job to toggle the view such as hiding or showing the section jobs.
Moving or rescheduling the parent job automatically reschedules the job sections.
How to edit Start/End Dates
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& Completion Percentage
Double-click the job box and you'll be able to see a pop-up box where you can edit the dates and completion percentage and then click Save.
Check the following GIF as an additional reference.
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Adjusting the dates and completion percentage
Another way to adjust the completion percentage is to hover the mouse cursor over the box until you see the little triangle which you can drag right or left to adjust accordingly.
Adjusting the completion percentage by dragging the triangle icon
How to Reschedule Tasks
You can drag and resize the tasks if needed by hovering the mouse cursor on the edge of the box until you see the double arrow which you can drag to resize reschedule the task or project. Alternatively you You can also drag and drop to move a task or project to a different date.
Check the following GIF as an additional reference.
How
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to
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Drag to the left side to decrease the task list box.
Note: You can drag it all the way across to the left side to completely cover the task list if preferred.
Check the following GIF as an additional reference.
How to Create Dependencies
You can create dependencies between two tasks or projects in the Gantt Chart and once configured, these tasks will have lines connecting them to show these dependencies.
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Note: You can connect as many tasks or projects as needed as it's not limited to connecting just two tasks or projects.
Check the following GIF as an additional reference. Creating Dependencies
To access Gantt Chart, go to Reports and select Gantt Chart from the reports list.
Here's an overview of the functionalities available in the Gantt Chart. You can refer to the image below to match the corresponding letters for each of the functionalities listed from A to H.
A. Filter by Expected Dates
B. Filter by Job Types
C. Filter by Projects Only. Selecting Project Only shall only display Section/Stage-based Jobs.
D. Regenerate Gantt Chart which is helpful after making any changes to your projects or tasks.
E. Change the view to Day, Week, or Month. The default view is Week.
F. Drag a project or task to a different date or adjust the start and end dates by dragging the box.
G. Export Gantt Chart to PDF
H. Have projects or tasks appear in the list by adding Expected Date in the main job screen.
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Continue reading the details below for the step-by-step process on each of the main features in Ascora Gantt Chart.
How to edit Start/End Dates and Completion Percentage
Double-click the job box and you'll be able to edit the dates and completion percentage and then click Save.
Check the following GIF as an additional reference.
How to Drag and Resize Tasks
You can drag and resize the tasks if needed by hovering the mouse cursor on the edge of the box until you see the double arrow which you can drag to resize the task or project. Alternatively you can also drag and drop to move a task or project to a different date.
Check the following GIF as an additional reference.
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How to Remove Dependencies
To remove dependencies between tasks or projects, click on the arrow and press the Delete key on your keyboard.
Removing Dependencies
How to Resize the Gantt Chart
Hover the mouse cursor on the grey vertical line right next to the % Complete column which automatically changes to a blue vertical line.
Drag to the left side to decrease the task list box.
Note: You can drag it all the way across to the left side to completely cover hide the task list if preferred.
Check the following GIF as an additional reference.
How to Create Dependencies
You can create dependencies between two tasks or projects in the Gantt Chart and once configured, these tasks will have lines connecting them to show these dependencies.
1. Hover the mouse cursor over the task or project until you see the black circle and drag it to the other task or project you need to connect it to.
2. Drop the mouse cursor in the circle next to the other task as shown in the image below.
3. The line connecting two tasks automatically adjusts or changes its format.
Note: You can connect as many tasks or projects as needed as it's not limited to connecting just two tasks or projects.
Check the following GIF as an additional reference.
Resizing the Gantt Chart