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Gantt Charts

The Gantt Chart is the primary view and the default when you log in. It combines a hierarchical project list with an interactive timeline.

Project Panel

The left panel displays your projects in a tree structure:

  • + New Project — Create a new project
  • Import — Import from CSV, XML, or MPP
  • Manage Columns — Configure custom data columns
  • Expand/collapse projects to see phases, subphases, and assignments
  • Status indicators: confirmed (green) or unconfirmed (gray)

The panel is resizable — drag the divider between the panel and timeline to adjust width (200px to 600px).

Timeline

The right side shows horizontal bars representing duration of each project, phase, and subphase:

  • Project bars span the full project duration
  • Phase bars are color-coded by phase type
  • Subphase bars support unlimited nesting depth
  • A red vertical line marks today's date
  • Bank holidays and company events are highlighted on the background

Creating a Project

  1. Click + New Project in the panel header
  2. Fill in required fields: Project Name, Start Date, End Date
  3. Optionally set: Project Manager, Customer, Sales PM, Project Volume
  4. Select which predefined phases to include (all active phases are pre-selected)
  5. Check Project Confirmed if the project is approved
  6. Click Create Project

Editing Projects, Phases & Subphases

  • Edit a project: Click the Edit button or right-click and select "Edit"
  • Add a phase: Right-click on a project and select "Add Phase"
  • Add a subphase: Right-click on a phase and select "Add Subphase" (supports unlimited nesting)
  • Delete: Right-click on any item and select "Delete" (with confirmation)

When editing a project, export buttons (CSV and XML) are available in the modal footer.

Drag & Drop

The timeline supports direct manipulation:

  • Move a bar — Drag left/right to change dates (phantom preview shows target position)
  • Resize a bar — Drag left/right edge to extend or shorten duration
  • Reorder phases — Drag within the project panel to reorder

Completion Tracking

Each project and phase has a completion slider (0–100%):

  • The filled portion of the bar represents progress
  • Click on the completion area to adjust
  • Purely informational — does not affect scheduling

Custom Columns

Add additional data fields to the project panel:

  1. Click Manage Columns in the panel header
  2. Click + New Column
  3. Configure: Name, Data Type (Text, Number, Checkbox, Date, Dropdown), Default Value, Width
  4. For Dropdown type: provide comma-separated options

Custom columns support inline editing, show/hide toggles, and resizable widths.

Context Menu

Right-click on any item for context-appropriate actions:

Target Actions
Project Edit, Delete, Add Phase, Assign Staff, Assign Equipment, View Details
Phase Edit, Delete, Add Subphase, Assign Staff, Assign Equipment
Subphase Edit, Delete, Add Subphase, Assign Staff, Assign Equipment
Staff Assignment Edit Assignment, Remove Assignment
Equipment Assignment Edit Assignment, Remove Assignment