Phase Gantt View | Online Help | Zoho Projects

Phase Gantt View

Alert
Milestones have been renamed to Phases

Gantt charts offer a visual representation of an activity's timeline allowing Project Managers to have an overview. It helps manage schedules and view dependencies. The Gantt chart also allows users to visualize the sequence of activities in a project and help them plan better.

In the Phase Gantt view, you can view the projects and phases on the left and the corresponding bars on the right that show the actual schedule.

The Phase Gantt in Zoho Projects allows users to
  1. View Phase timeline
  2. View phase deadlines by clicking on the bar
  3. Open the phase details
  4. Perform actions such as adding, editing, deleting, cloning phases and more.

Access Phase Gantt View 

  1. Navigate to the left panel and click Projects.
  2. Hover over the project for which you would like to access phases and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Scroll through the left panel to view phases in your project.
  6.  In the smart bar on the right:
    1. Click  to enter full screen mode.
    2. Click  and toggle the visibility of labels on the Gantt bars, such as Date, Owner, Title, and Overdue indicators. 
    3. Click   in the smart bar to set and compare Baseline, edit, and delete Baseline, as well as to show Slippage.
    4. Click   to view what each color and bar style represents on the Gantt (baseline bars, slippage indicators, phase bars, etc.)
    5. Click  to choose Export to PDF.
    6. Click  to print the Gantt chart.

Notes
Note:
  1. Only projects with start and end dates will be shown on the Gantt chart.
  2. You can use the filters to view projects matching specific criteria.

Add Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Click Add Phase.
  6. Enter the Phase Name and enable the checkbox if you want to clone from an existing phase.
  7. Set Flag, Owner and add relevant tags. 
  8. Enter the Start Date and Due Date.
  9. Click Add.

Edit Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Edit from the context menu and update the necessary fields.

Clone Phase

Phases can be cloned to create a copy with Task Lists, Release Notes, Comments, Fields, and the latest status of the Phase for the same project or for use in another project. Cloning a Phase can be done within the same Project or from one Project/Project Template to another Project.
  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Clone from the context menu.

Follow Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Follow from the context menu.

Move Phase

  1. Navigate to the left panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Phases tab in the top navigation band.
  4. Select Gantt from the view selection drop-down.
  5. Hover over the phase cell and click  or click the right mouse button.
  6. Select Move from the context menu.
  7. Select a project from the drop-down.
  8. Click Move.

Trash a Phase 

  1. Click Phases in the left navigation panel or Click Projects > Phases in the top band.
  2. Select List from the view selection drop-down.
  3. Click on a phase to open it, click  in the top-right corner of the details page and select Trash.
  4. Confirm your action.
Trashed phases will be moved to the Recycle Bin and can be restored within 30 days.
Notes
Note: Phases that have tasks with invoiced time logs cannot be trashed.

More Reads


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Gantt Chart

                                                                                                                                      Gantt chart The Gantt chart displays a visual representation of your project schedule. It also shows information about the task progress, task owner, task status, and other task-related data. Feature availability: The Gantt chart is only supported in ...
                                                                                                                                    • Phase Custom Views

                                                                                                                                      Create custom views to organize and display phases that meet specific criteria. These views can be shared with all users or specific users. Set accessibility to focus on the most relevant phases across your projects. Benefits Create custom views for ...
                                                                                                                                    • Gantt chart

                                                                                                                                      Gantt Chart A Gantt chart is a visual representation of the project schedule. It displays information about task progress, the task owner, the task status, and other task-related data. Access Gantt Chart Tap the hamburger icon at the top-left corner. ...
                                                                                                                                    • Phase List View

                                                                                                                                      Milestones have been renamed to phases. Phases are goal based targets in a project. Users can break a project down into multiple phases to easily manage and track it to completion. Benefits Track, sort, and filter Phases based on your requirements ...
                                                                                                                                    • Project Gantt View

                                                                                                                                      In the Project Gantt view, you can view the projects in the left and the corresponding bars on the right that show the actual project schedule. Navigate to the left panel and click Projects. Select Gantt from the view selection drop-down in the ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources