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The Gantt View

The Gantt View is a way of illustrating the start and finish dates of a list of items.

Project_Gantt_View.jpg

 

With the Gantt View, each item'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 is due 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

  

Accessing the Gantt View 

First, click "Lists" in the left navigation bar.

The list will be displayed in the layout you last viewed it in. If the list is not already in the Gantt View:

  • Click 2017-10-04_1411.png at the top of the list.

  • In the resulting drop-down menu, click 2018-02-27_1316_001.png.

 

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.

 

Filtering the Gantt View

The quick filter

The quick filter is the blue bar at the top of the list of items that reads something like "Org - All" - depending on which filter is being applied.

Gantt_View_-_Quick_Filter.jpg

Click this bar to open a drop-down menu of all the possible quick filters. There are several tiers to the drop-down menu. The first tier includes:

  • Mine - All items for which you are a team member.

  • My Organization - All items in the organization that you have permission to view.

  • My Location - All items in your Location(s) that you have permission to view.

  • My Lists - Any custom filtered lists that you've created and saved previously.


Hovering over any of those options will open the second tier which includes qualifiers like:

  • Items which have been flagged for your attention.

  • Items which you have previously bookmarked.

  • Your relationship to the item.

  • The item's status.


Hovering over any of those options will open the third tier which lets you decide which workflows should be returned. Choose between:

  •  All - Return all relevant items that you have permission to view, regardless of which workflow they are.

  • Projects - Return only relevant Projects that you have permission to view.

  • Improvements - Return only relevant Improvements that you have permission to view.

  • Tasks - Return only relevant Tasks that you have permission to view.

  • Charts - Return only relevant Charts that you have permission to view.

 

Advanced Filters

If you want to add more types of filters and combinations of filters, you can use the advanced filters. To do so:

  • Click 2017-10-04_1411.png at the top right corner of the Gantt View under your profile image.

  • In the resulting drop-down menu, click 2017-10-04_1411_001.png.

Gantt_View_-_Filters.jpg

 

Switch to another view

You can switch to any of the other views if you want to get different information at a glance.

 

To switch to the List View:

  • Click 2017-10-04_1411.png at the top right corner of the Gantt View under your profile image.

  • In the resulting drop-down menu, click 2017-10-04_1420.png.

Gantt_View_-_List.jpg


To switch to the Detail View:

  • Click 2017-10-04_1411.png at the top right corner of the Gantt View under your profile image.

  • In the resulting drop-down menu, click 2017-10-04_1420_001.png.

Gantt_View_-_Detail.jpg


To switch to the Tree View:

  • Click 2017-10-04_1411.png at the top right corner of the Gantt View under your profile image.

  • In the resulting drop-down menu, click 2017-10-04_1420_002.png.

Gantt_View_-_Tree.jpg


To switch to the Kanban View:

  • Click 2017-10-04_1411.png at the top right corner of the Gantt View under your profile image.

  • In the resulting drop-down menu, click 2017-10-04_1420_003.png.

Gantt_View_-_Kanban.jpg

 

 

View the total impact of all the items in the list

If you want to know the total impact of every item in the list, you don't have to open each one and add it up. Just open the Impact window and the system will do it for you! To do so:

  • Click 2017-10-04_1411.png to the right of the Item Search bar under the quick filter.

  • In the resulting drop-down menu, click 2017-10-04_1420_004.png.

Gantt_View_-_Impact.jpg

The Impact Summary pulls impact data from every Improvement on the list. If a Project is on the list but the Improvements nested under it are not, the Impact Summary will include the data from each of those Improvements.

The Impact Summary gives you the total breakdown of the list's impact, including:

  • The total cost savings, revenue generation, and time savings are displayed at the top of the page. Hover over the underlined values to see a further breakdown for each.

  • The "Outcome Donut" is the green and gray ring on the left side of the page. Clicking the gray segment will cause the "Impact Bars" on the right side of the page to display the no change reasons. Clicking the green segment will cause the bars to display the change outcomes.

    NOTE: Depending on your organization's configuration, there may also be a dark grey segment on the donut. Clicking that segment will cause the bars to display the third option outcomes.

    The donut also displays the percentage of Improvements that resulted in a change.

  • Beneath the donut, the total number of completed Improvements in the list is displayed. Click that number to open a list of all relevant completed Improvements.

  • As mentioned above, the right side of the page is taken up by the "Impact Bars." Every impact/change outcome and no change reason will be displayed with its own bar showing how many Improvements were resolved with that impact.

    Click any of those bars to open a list of all relevant Improvements which resulted in that impact. 

    NOTE: If the bar says that 14 Improvements resulted in that impact but you don't have permission to access 3 of them, only 11 Improvements will be shown when you click the bar. If you don't have permission to view any of them, none will be shown.

  • Beneath the bars, the total number of Improvements that resulted in a change or in no change (depending on the donut's setting) will be displayed. Click that number to open a list of all relevant Improvements that resulted in either a change or in no change.

 

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