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Gantt View

People have been asking for a better way to graphically represent their improvement schedules, so with the latest version of KaiNexus, we’ve introduced the Gantt View.

You can now view your lists in Gantt View on a Card on a Board, on the main Project, Improvement, Incident (if your organization has the Incident Add-On), and Task pages, and even on the nested item panels of a parent.

Project_Gantt_View.jpg

 

Opening the Gantt View

First, navigate to the list or Card that you want to access in the Gantt View, then:

  • If the list is in the Detail View:

    • Click 2017-10-04_1411.png under the blue quick filter bar.

    • Click 2017-10-04_1454.png in the resulting drop-down menu.

  • If the list is in the List, Tree, or Kanban Views:

    • Click 2017-10-04_1411.png in the top right corner of the view just under your profile picture.

    • Click 2017-10-04_1454.png in the resulting drop-down menu.

  • If the list is one of  the “Nested Item” sections on a parent template:

    • Click 2017-10-04_1411.png in the top right corner of that section.

    • If you have permission to edit the public appearance of this panel, you will need to choose whether to work with the public or personal settings in the resulting drop-down menu. Click either “Public” to select the public view or “Personal” to select your personal view.

      Once you’ve made your selection, click 2017-10-04_1411.png again and hover over the option you selected.

      If you’re not prompted to choose with which settings you want to work, skip this step.

    • Hover over 2017-10-04_1501.png in the resulting drop-down menu.

    • Click 2017-10-04_1454.png in the resulting drop-down menu.

  • If the list is on a Card:

    • Click 2017-10-04_1411.png in the top right corner of the Card.

    • Hover over 2017-10-04_1501.png in the resulting drop-down menu.

    • Click 2017-10-04_1454.png in the resulting drop-down menu.

 

Understanding the Gantt View

On the Gantt View, each Project, Improvement, Incident, or Task’s name is listed along the left side. This list is arranged like the Tree View, with children nested under their parents.

NOTE: The Gantt View only shows the first 50 primary results matching your filter criteria and up to 250 of their children.

 

Directly across from each listed item on the right side of the View is a bar that corresponds to that item. Each bar is colored based on the item’s current status, and the length of the bar is determined by its relevant dates. For example, if a Project is scheduled to start on October 1 and end on November 1, its bar will span one month on the Gantt View.

If the item doesn’t have both dates needed to determine its scheduled duration, it will be portrayed by a diamond at its authored date or start date, if it has one.
You may notice a vertical dashed line going down the length of the Gantt chart. This indicates the current date.

 

Finally, if any of these items are dependent on another of the listed items, you’ll notice a blue line and arrow connecting the two. For example, if Task B is dependent on the completion of Task A, the line will begin at Task A and end at an arrow pointing to Task B.

NOTE: If one of the items on this list is dependent on an item that is not on this list, there will be no dependency marker.


Gantt_View_Dependencies.jpg

 

Working with the Gantt View

If you want to open one of the items listed in this View, you can either click its name on the left or its bar on the right.

You can use the blue quick filter bar to choose from the basic filters and your custom filters if you have any saved.

 

Towards the top left corner of the Gantt View, you will see the following buttons:

  • 2017-10-04_1404.png - Refresh this page.

  • 2017-10-04_1406.png - Move the timeframe back.

  • 2017-10-04_1406_001.png - Move the timeframe forward.

  • 2017-10-04_1407.png - Zoom in the timeframe,

  • 2017-10-04_1407_001.png - Zoom out the timeframe.

  • 2017-10-04_1407_002.png - Automatically set the scale of the timeframe to show the full bars for each item listed.

  • 2017-10-04_1408.png - Collapse the list of items so that only the top-level results are shown.

  • 2017-10-04_1408_001.png - Expand the list of items so that the children of the top-level results are shown as well.

 

Towards the top right corner of the Gantt View, you will see these buttons:

  • 2017-10-04_1408_002.png - Set the timeframe to be divided by weeks.

  • 2017-10-04_1409.png - Set the timeframe to be divided by months.

  • 2017-10-04_1409_001.png - Set the timeframe to be divided by years.

 

At the top right corner of the Gantt View, above those options, you can access the list of your final options by clicking 2017-10-04_1411.png. In the resulting drop-down menu, click:

  • 2017-10-04_1411_001.png- To open the filters window and set your criteria for the items to be returned on this View.

  • 2017-10-04_1420.png - To switch to the List View.

  • 2017-10-04_1420_001.png - To switch to the Detail View.

  • 2017-10-04_1420_002.png - To switch to the Tree View.

  • 2017-10-04_1420_003.png - To switch to the Kanban View.

  • 2017-10-04_1420_004.png - To open the Impact Summary for this list of items. NOTE: This option is not available for the Task Gantt View.

  • 2017-10-04_1421.png - To refresh the Gantt View.

 

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