Gantt chart for project portfolios

Gantt charts for Tracker project portfolios show nested portfolios and projects and their issues.

Creating a chartCreating a chart

To go to the Gantt chart:

1. In the left-hand panel, select  Projects or follow the direct link and open the portfolio page.

2. Select the Gantt chart tab.

   • The portfolio and project list is displayed to the left of the chart. To open the list of nested items, click next to its name. The issues are displayed as a hierarchical list.
   • The portfolio, project, and issue timeframes are shown on the chart as bars plotted along the time axis. The left edge of each bar indicates the start date of a portfolio, project, or issue, while the right edge marks its deadline.

3. To set up the time scale, select Week, Month, or Quarter in the bottom-right corner of the chart. The scale settings persist after refreshing the page or opening the chart again.

Moving a portfolio or projectMoving a portfolio or project

You can move portfolios and projects, nest them in other portfolios and projects, and move them to higher levels.

To move some portfolios and projects relative to others, click to the left of the portfolio or project, and drag them to a new position.

Changing timeframesChanging timeframes

• If the portfolio or project timeframes are not shown on the chart (its start and end dates are not set), hover over the chart next to the portfolio or project name, position the bar along the time axis, and click the left mouse button.

• To shift the portfolio or project start and end dates by the same value, drag the bar along the time axis.

• To change the portfolio or project duration, drag the left edge of the bar (the start date) or the right edge of the bar (the end date).

Assigning an employee in chargeAssigning an employee in charge

On a Gantt chart for portfolios, you can assign or change an employee in charge of a portfolio or project:

1. Click on the portfolio or project bar.

2. Enter the name of the employee in charge of a portfolio or project.

In a similar way, you can also use the chart to appoint and change assignees for each project's tasks.

Updating links between issuesUpdating links between issues

Links between issues are shown as arrows from the dependent to the blocking issue if all of the following conditions are met:

1. There is a start date and deadline for both tasks.
2. There is a Depends on – Blocks link configured.

• To add a Depends on – Blocks link, hover over the blocking issue bar so that the dots appear to the right and left of the bar.

  • To make the selected issue dependent, click the dot on the left and drag it to the blocking issue.

  • To make the selected issue blocking, click the dot on the right and drag it to the dependent issue.

  Note

  If the dependent issue deadline is earlier than that of the blocking issue, the arrow is red. You can enable automatic update of start dates and deadlines for dependent issues.

• To delete a link between issues, click the link arrow and then click Delete link.

Changing issue deadlinesChanging issue deadlines

• To set an issue's start date and deadline:

  • Fill in the Start date and Deadline fields in the issue card.
  • Drag the issue bar on the chart to fill in the Start date and Deadline fields automatically.

• To shift the start date and deadline by the same value, drag the bar along the time access.

• To change the issue duration, drag the left edge of the bar (the start date) or the right edge of the bar (deadline).

• If no deadline is set for the parent issue, a hint (blue bar) is displayed next to it on the chart depending on the deadlines of all sub-issues. The start of the bar corresponds to the earliest start date of work on the sub-issues, and the end of the bar represents the latest deadline.

Assigning an issueAssigning an issue

On the Gantt chart, you can appoint or change the issue's assignee:

1. Click on the issue bar.

2. Enter the name of the employee to assign the issue to.

Chart settingsChart settings

Above the timeline on the right, click  Chart settings and select a setting in Issue bar:

• To show the issue name on the issue bar, select the name item.

• To show the assignee icon on the issue bar, select the assignee item.

• To have the missed deadline property (the difference between the deadline and the current date) highlighted in red on the chart, select missed deadline.

Displaying the project and portfolio list sectionDisplaying the project and portfolio list section

• To filter the project and portfolio list, use the filter builder. On the  Filters panel, define the selection parameters and their values. The panel allows you to use filtering on portfolios or projects only.

  Note

  If a nested portfolio is hidden from the list after filtering, all the portfolios and projects nested in it will not be displayed either.

• To resize a column in a section, click and hold its edge and then change the width.