Gantt chart

Tasks7 min read

Gantt is the programme view: task bars, durations, dependency lines, and optional snapshots you can compare or share. Open it from workspace Tasks or Job → Plan.

Job → Plan → Gantt with bars and dependency lines

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When to use this

Use Gantt when you are sequencing trades, checking the critical path, or sharing a schedule.

Use Calendar for a single week's drag-reschedule. Use List for status and assignees.

Before you start

• Working days and timezone are set under Settings → Preferences.
• Auto schedule and Snapshots need a job in focus. On workspace Tasks, open a job Plan tab, or filter to one job.
• You can create and edit tasks.

1

Add and place bars

Add Task, then drag the bar to move it, or drag either end to change start or finish. Click a bar to open the detail sheet.

Zoom with Week, Month, Quarter, or Year. Jump to today scrolls the timeline to the current date.

2

Link tasks

Drag from a handle on the start or end of a bar to another bar. The link type follows which ends you connect (finish-to-start is the usual handoff).

Change type and lag in the task sheet under Predecessors. See Task dependencies.

3

Recalculate dates

Auto schedule recalculates dates from dependencies and working days. Use it after you add links or change a predecessor.

A toast warns if some linked tasks stay put because of actual dates or constraints.

Snapshots

A snapshot is a saved copy of task dates for this job. It is not a live plan.

1. Open Snapshots.
2. New snapshot / Capture snapshot, and name it (for example "Site start").
3. Turn a snapshot On to compare the live bars with that saved set.
4. Rename or delete from the same dialog.

Note

Capture a snapshot when the programme is agreed, and again after a major replan, so later drift is measured against the right reference.

Share

Share on the Gantt toolbar:

Action	What it does
Share public snapshot	Sends a read-only Gantt link from a snapshot
Export PDF	Graphical Gantt: current view or a date range
Export CSV	Task rows from current filters or the selection
MS Project XML	Round-trip with MS Project, Asta, or P6 (full or template)

People without edit access see the published snapshot, not the live plan. The public page is a read-only Gantt.

What done looks like

• Bars sit on working days, with links if you drew them.
• Jump to today lands on the current date.
• A snapshot appears under Snapshots and can be turned On for comparison.
• A shared snapshot opens as Project schedule (read-only snapshot).

Common mistakes

• Looking for Baselines in the toolbar. The control is Snapshots.
• Running Auto schedule on workspace Tasks with no job selected. The control stays disabled until a job is in focus.
• Expecting a T key to add a task. Use Add Task.
• Hiding bars by turning off Show dependency lines or filtering status / type / assignee.

Display

• Colour by: Status, Critical, or None.
• Hide weekends and Show dependency lines.
• Overlay Show snags and Show RFIs (expand a row to see items). Include closed items if you need the full register.

Constraints, import, and selected-task share

In the task sheet you can set a constraint such as as soon as possible, must start on, or must finish by. Actual start/finish dates and constraints can stop Auto schedule from moving a bar.

Import (toolbar) opens Bulk Import & Update: Full CSV, Quick list, a Library task template, or MS Project XML.

Share selected tasks in the Share dialog sends task updates through Public Work. Select the tasks first. Most teams share a snapshot instead.