Gantt charts | Online help | Zoho Projects

Gantt charts

The Reports module in Zoho Projects shows a variety of data in terms of Gantt charts and reports for tasks, bugs, and timesheet to help you measure productivity and work progress effectively.

Feature Availability:
  • Editable Global Gantt charts: Enterprise plan
  • Editable Project Gantt charts: Premium plan
  • View Project Gantt charts: All plans

Benefits

  1. Keep track of all the tasks in a project.
  2. See overlapping activities and resource overload.
  3. Manage task dependencies.

Gantt Chart

A Gantt chart is a visual representation of the project schedule. It displays information about task progress, task owner, task status and other task related data. In Zoho Projects, you can view the Gantt chart in two different views:

  • Milestone Gantt: Milestones, Task Lists, and Tasks are displayed based on their hierarchy in the project. Milestones are represented as a red rhombus; Task lists as black horizontal bars; and Tasks in various colors as horizontal Gantt bars.
  • Chronology Gantt: Gantt bars are displayed based on the order of the start date in the project. Tasks and Subtasks are represented in various colors as horizontal Gantt bars.
  • You can edit all your Gantt charts by resizing and dragging the task bar. When you edit the parent tasks the related dates of child tasks will also be updated.
  • Use the Show Options drop-down to select additional details such as Dates, Assignee, Task Title, and Overdue tasks and view them on the Gantt chart.
  • You can undo the Task Date, Duration, Start After and Dependency actions by clicking . You can undo the last 5 actions you have done on the Gantt Chart. You can undo your actions if:
    • your workspace has not refreshed.
    • you have not switched to a different screen in Zoho Projects.

    To undo:

    Click the undo button in the Gantt Chart's upper left corner. If the button is grey, it means that there are no actions available to undo.

Customize Gantt Columns

You can customize Gantt columns just like in the task columns. Toggle the required columns and then click Save.

Chronology Gantt Chart

What can you do with the Chronology Gantt?

The Chronology Gantt gives a visual perspective to the Tasks module. You view task details, task schedule, assignee, dependencies, overdue tasks, and critical path.

  • The horizontal bars represent the task schedule and you can drag and place the bar anywhere in the timeline to reschedule.
  • Hover over any shaded part in the bar to get an overview about the task.
  • Click in the upper right corner.
    • Print: Print the Gantt chart.
    • Convert to PDF: Convert the Gantt to PDF.
    • Dependency Settings: Access settings related to task dependency.
    • Legends: Learn what the color codes mean.
  • Use the Show Options drop-down to select additional details such as Dates, Assignee, Task Title, and Overdue tasks and view them on the Gantt chart.
  • Like how you reschedule the tasks, you can as well change their dependencies. Know more about setting dependency using Chronology Gantt.

Access Chronology Gantt Within a Project

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Click Gantt & Reports in the top band.
  3. Select the Gantt Chart section from the drop-down to view the Gantt for the tasks and subtasks.
Convert the chart to PDF:

In the Chronology Gantt, you can edit tasks, set dependencies, print, and convert the chart to pdf. Here's how you do it.
  1. Click Projects in the left navigation panel and navigate to your project. 
  2. Click Gantt & Reports in the top band. 
  3. Select the  Gantt Chart  section from the drop-down.
  4. Click in the upper-right corner. Click Export to PDF and you will see the following options:
    • Fit to Width: Adjusts the data in the chart to the width of the page.
    • Chart in View: The data in the chart is replicated as seen on screen. 
  5. Mouse over a specific task to view its task assignee, start date, end date, and predecessor/successor tasks in the task pop-up. From here you can also perform these actions: 
    • Click to bring the task's corresponding Gantt to view. Also, click the icon and draw a line to the target task to set a new dependency. 
    • Click to open a pop-up. View and set predecessors or successors. Add lead or lag time. You can also change the dependency type.

The Bring bar into view option brings the Gantt bar for the selected task into the Gantt chart view. Click to remove the predecessor tasks right within the Gantt chart itself. These options are available in both the Milestone Gantt and Chronology Gantt.

The Chronology Gantt is available in all the plans.

Milestone Gantt

In the Milestone Gantt view, you can view the milestones, task lists, and tasks on the left and the corresponding bars on the right that show the actual schedule. You can filter the tasks based on  Project, Milestone, Milestone Status, Milestone Owner, Task Status, and Task Owner. You can also save the filter settings of the chart so that after you navigate to another view, you can get back to the chart view of previously saved filter at a later point of time.

The Milestone Gantt is available in our Express, Premium, and Enterprise plans.


What can you do with the Milestone Gantt?

  • Edit any task within the Milestone Gantt itself.
  • In the left-bottom of the Gantt chart, scroll right to view other task details like Completed Percentage, Duration, Start Date, End Date, Owner and Priority. You can also see the completed percentage of Milestones and Task Lists.
  • Set dependency between tasks of the same or different projects. Know more about setting dependency using Milestone Gantt. 
  • Resize the panel's width to view more task details.
  • Collapse All Task lists and  
    Expand All Task lists in the Milestone Gantt. You can also convert the chart to a pdf file based on the following choices available:
    • Fit to Width: Adjusts the data in the chart to the width of the page.
    • Chart in View: The data in the chart is replicated as seen on screen.
  • Click Max to maximize the Gantt bar or click Fit to fit the width and rescale the chart.
  • Mouse over a specific task to view its task assignee, start date, end date, and predecessor/successor tasks in the task pop-up. From here you can also perform these actions: 
    • Click to add a new task above the respective task or sub task. The new task or sub task inserted is always at the same task level.
    • Click to bring the task's corresponding Gantt to view. Also, click the icon and draw a line to the target task to set a new dependency. 
    • Click and drag a task between a set of tasks to reorder. Also, drag and place the task over another task to make it a sub task.
    • Click to open a pop-up. View and set predecessors or successors. Add lead or lag time. You can also change the dependency type.
  • On the vertical axis, the holidays are displayed in red and the weekends in blue.
  • To access the Milestone Gantt across projects, navigate to Home > Global Reports(widget) > Milestone Gantt.
    • Here, you can view the Milestone Gantts for all the projects in your company. If you wish to view the results for a specific project or a specific set of projects, click in the upper-right corner to filter the data based on Project.

Recurring tasks in Gantt charts

The recurring tasks are displayed virtually in the Gantt charts based on their recurring frequency. Only the recurring task that is active is displayed as task bar, whereas the remaining recurring tasks are displayed in dotted lines, just as a reminder for your convenience about the project schedule. You can edit only the active recurring tasks; the virtual recurring tasks cannot be edited. And neither can you perform any actions on those virtual tasks.


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