Gantt Chart Tutorial Notes

Introduction

• Use Gantt charts to visualize project timelines, recognize conflicts, and manage dependencies.
• Accessible from the DMAIC menu (Defined section), Standard menu (Planning section), or via Search.

Creating a Gantt Chart

• Opening the Template: Click 'Launch' to open a new tab.
• Setup: Enter a title and select work week days (default is Monday-Friday).
• Click 'Create' to start.

Adding Items

• Click 'Add Item' to add tasks.
• Item Types:
  • Task: Default type; connects with other tasks, has start date & duration.
  • Other types: To be discussed later.
• Task Creation:
  • Set start date and duration.
  • Save task.

Editing Tasks

• Edit Options:
  • Use icon or double-click on task bar to edit.
  • Inline editing by clicking on column values.
  • Assignee can be updated via column.
• Drag and Drop:
  • Adjust start and end dates by dragging bars.
  • Reorder tasks by dragging.
  • Drag task onto another for nesting (creates parent-child relationship).
  • Edit parent task in editing window.

Managing Time Frames

• Change Gantt chart scale via dropdown (options: day, week, month, quarter, year).

Dependencies

• Create by dragging between task bars.
• Adjusting earlier task affects dependent task.

Completion Levels

• Indicate task completion by dragging a small triangle on the task bar.

Projects and Nested Tasks

• Project Item:
  • Acts like a folder.
  • Duration depends on included tasks.
  • Drag tasks in/out, adjust project duration.
• Milestone:
  • A date without duration; marks point-in-time.

Critical Path

• Enabling Critical Path:
  • Located in top right corner, under tag icon.
  • Shows tasks that if delayed, affect entire project.
• Milestones and tasks in project items included in critical path calculation.

Conclusion

• Additional tutorials available at www.moresteam.com/help/engine-room.