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Gantt Reports (Beta)

This topic describes how to use the Report Designer to build a Gantt chart report.

Overview

Gantt reports provide a visual summary of an entity's progress over time, along with a configurable set of columns that provide related data about the report topic/entity. You configure the columns exactly like you would a list report (add fields and configure display settings in column header menus). The graphical bars (one is required, 2 are available) are delimited by date fields (such as Start and Target) that control the width of the bars. 

The screenshot below is an example Gantt report - it's like two reports in one. The left is is configured like a list report - see Adding Fields to a List Report - and right side is the Gantt (see Configuring the Gantt Bars). You can mouseover the Gantt bars to view the information the bars represent. 

gantt_example.png

If you have ever created a list report, then you are halfway there. This topic covers:

Bonus Feature: Default Tree Structure for Hierarchical Entities

Portfolios, tasks, and financial entries are entities that can have hierarchical relationships with other instances of the same entity - portfolios and sub-portfolios, summary and child tasks, and financial entries (forecasts and actuals). When creating a Gantt chart report for one of these topics, note that the list on the left side of the report will be grouped automatically into sections that can be expanded/collapsed. You do not need to do any special configuring - see screenshot below. 

portfolio_gantt_example.png

Create the Report

Not covered in this topic but still part of the overall Gantt chart configuration are setting the Variable Settings, and adding users to the report Team. See also Creating, Editing, Deleting Reports (Beta).

As for any report type, start by doing the following.

  1. Navigate to Reports (Beta) and click the New button. The report designer opens. (Remember you must have permission to create reports in order to see the New button.)
  2. In the General tab, select a Topic, and Type (Gantt), and enter a Title.
  3. Click the Data tab, and here we go:

Configure the Gantt Bars and Labels

The Gantt Bars section at the top of the Data tab (shown below) is where you configure the Gantt bars. You must have one bar in your report, and can optionally have two. Two bars are useful, if, for example, you want to use one bar to show a project's desired dates (start/target dates), and the second bar to show the actual dates (start date/complete date). Simply enter values for the Bar #2 fields if you want 2 bars, otherwise leave them blank.

To determine the range of measurement for the bars, select the field representing the start date by choosing it from the Bar #1 Start Date drop list. Do the same for the field representing the Bar #1 End Date. If you are using two bars, repeat for the Bar #2. Note that each date drop list will include any date available field relevant to the report topic, including standard, user-defined, and calculated date fields.

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Hover Text Label

You can optionally provide a meaningful label for the bar in the Bar #1 Hover Details Label field. This label will appear above the dates, like a heading. You can use it, for example, to describe the nature of the dates assigned to the bar. If using a second bar, add another label in Bar #2 Hover Text Details. In the screenshot below, the labels are "Project target dates" for bar 1, and "Project actual dates" for bar 2. See Hover Details for more information.

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Adding Fields to the Gantt List

The Available Fields section in the Data tab (shown below) provides a list of fields you can put on the report list to the left of the timeline. Simply double-click on each field you wish to include and it will automatically be dropped into the List Fields section. You can reorder the fields by dragging them up or down, using the Move Up/Move Down buttons, or dragging the columns in the Preview pane. The order in which the fields appear in this table is the order in which they appear on the report. See Adding Fields to a List Report.

Note that showing the Gantt list is not required, although Gantt reports do typically include the Title field for ease of interpreting the Gantt.

2020-04-16_18-30-13.png

Formatting, Sorting, and Hiding Gantt List Columns

Remember that all formatting of list columns is done using the Column Header menus in the Preview Pane, as shown in the screenshot below. Please see Layout/Editing List Reports for details about formatting the list columns.

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Some helpful hints:

  • Hide Columns - If you wish to hide a grid column so you can use the value in the Gantt chart but not display it in the grid, simply open the Column Heading menu, choose Show Columns, and uncheck the column you wish to hide.
  • Change Width - The Gantt does not allow its list column contents to wrap because it would throw off row heights making them inconsistent with each corresponding bar. So you may want to adjust column widths appropriately, particularly when the report topic is portfolios, tasks, or financial entries to accommodate that a hierarchy is displayed that would require more width. 

Set Default Zoom to Fit Range for Chart Output

You can set a default starting point for the zoom level and range by choosing a value from the Gantt Date Range droplist in the Gantt section (shown below).

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  • Zoom to fit - Fits the rendered Gantt chart in the range derived from the earliest task start date and the latest task target date. After the report is run, report consumers can enter a different set of dates in the Settings dialog of the rendered report, and the chart will zoom to fit those dates after saving. The dates in the dialog do not persist once you click a zoom control; re-enter dates if you want to zoom to fit again.
  • Zoom to +/- 6 months - Relative to the current date, sets the range from 6 months before the current date to 6 months beyond the current date (one year total)
  • Zoom to +/- 12 months - Relative to the current date, sets the range from 12 months before the current date to 12 months beyond the current date (two years total)
  • Zoom to +/- 24 months - Relative to the current date, sets the range from 24 months before the current date to 24 months beyond the current date (four years total)

Interactive Gantt Controls and Settings

Interactive controls are clickable widgets on the Gantt chart that report consumers can use to drive chart settings. The same controls appear in the Preview Pane where you can experiment with them and set defaults for the rendered report (note that the "zoom" controls do not provide defaults for the rendered report; instead use the Gantt Date Range setting on the Display tab, as described above). Below is a screenshot of the widgets, their descriptions are in the table that follows:

2020-09-09_11-07-51.png

Description of Interactive Controls Where to Set Them

You configure the settings described below with the widgets and Settings dialog shown in the right-hand column.

Use the Preview Pane to configure default values (except for zoom controls - instead use the Gantt Date Range setting.)

Color by: List field whose values are reflected by the bar colors. The "Color by" droplist will include any field in your report derived from a list (see screenshot to the right). If you configure a Color By field in the Preview Pane, that field will be used by default in the rendered Gantt chart. Users can change the setting when viewing the report.

This is the toolbar that appears above the Gantt:

2020-09-09_11-05-09.png
 

 

Show 'Color By' legend - In Settings dialog, enable checkbox to display a legend for the bar colors. For example, if you are using 'Status" for the Color By field, your legend, which appears below the Gantt, might look like this:

2020-04-16_17-26-38.png

Gantt Bar Label: In Settings dialog, select the label that appears to the right of the bar. Typically show the label in the Gantt and hide the field column in the list. For example, you can label the bar with the project Owner, or the project Title, in which case you would hide the Owner or Title list column. An example of a Gantt bar label is shown below.

     2020-04-16_18-04-07.png

Show % Complete Based on: In Settings dialog, show a representation of the % complete of that field's value by selecting any % field  to display a darker shade on top of each Bar #1. The darker shade gives each bar the appearance of a progress bar. This is specifically for treating the Gantt bar like a progress indicator, and can be based on any % field with the project or task % Complete field most commonly used. Note that the % field must be included as a column within the report, but you can hide it by selecting Show Columns from the Column Header menu and deselecting the checkbox next to the field name. An example of a Gantt using the project % Complete as illustrated by the hover details is shown below.

Screen Shot 2020-04-19 at 8.59.56 AM.png

Click the gear icon to open the Gantt Setting dialog; note that the selections you make in this dialog provide the default settings for the rendered Gantt.

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Note that there is also a Settings dialog in the rendered output where you can adjust the initial default setting. It additionally provides a From Date and a To Date to allow the end user to set a specific range over which to view the Gantt.

"Zooming" adjusts the Gantt date range to shows a wider or narrower timeframe. Zoom in (+) to show a narrower range at more granular intervals (such as days, weeks); zoom out (-) to show wider date range at larger intervals (such as months, quarters, years). "Zoom to Fit" fits the chart in the available space over the range derived from the earliest task start date and the latest task target date. You can set a default  by using the the Gantt Date Range setting on the Display tab "Zoom to Fit" or selecting a +/- range from .

Zoom controls shown below (zoom out, zoom in, zoom to fit):

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timespan.png

Hover Details

The bubble that appears when you hover your cursor over a bar is referred to as "hover details" and is generated automatically. It displays the entity Title, Start Date and End Date, the Color By field (if using), and % Complete field (if using). If you are displaying 2 bars, then you will get 2 sets of details. You can add a Bar Hover label (see Hover Text Label above) to provide group headings for your hover details. For example:

Hover details for single bar Gantt (no Hover Details Label configured): 

2020-04-16_17-13-03.png

Hover details for two-bar Gantt (Hover Details Labels configured as "Project target dates" and "Project actual dates"):

2020-04-16_17-12-11.png