Resource Planning Gantt User Guide

• Adjust List and Timeline Ratio

• Group by Project or Resource

• Configure Displayed Information

• Expand and Collapse Projects, Categories, and Subcategories

• Zoom In and Out

Adjust List and Timeline Ratio

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Hover over the divider that separates the grid and the graph.

4. Click the divider and move it to the desired location using a drag-and-drop operation.
   

Group by Project or Resource

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Select to see information grouped by Resources or Projects.=
   

Configure Displayed Information

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Click the table settings icon.

4. Move the toggle to the ON position or OFF position to show or hide details in the Gantt bars for the following:

   • Project Information

   • Allocation Information

   • Time Off Information

   • Hide Weekends

5. 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. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Next to the project, category, or subcategory, take one of the following actions:

   • Click the expand icon to expand the information

   • Click the collapse icon to collapse the information

Zoom In and Out

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Click the zoom in icon or zoom out icon to view the Gantt from a single day, up to many years.