Use the Project Gantt Chart portlet to quickly view the status of projects and review each project's milestones.
I want to:
- learn more about the information displayed in the portlet
- display a project's milestone activities
- open selected projects
- select or clear an activity code filter
- set display options
What information does the portlet display?
The project table on the left side of the portlet lists projects that meet the portfolio, project code value, or project filter criteria specified in the dashboard's Filter by field. In the table, you can expand the project rows
() to display a list of each project's start and finish milestone activities. You can filter the milestones that display in the portlet by selecting an activity code filter.
The Gantt Chart on the right side of the portlet displays a bar for each project, which represents the span between the Planned Start and Scheduled Finish dates of the project. The blue section of each project bar indicates current progress, while the green section of each bar indicates remaining effort. When you expand a project row in the table to display the project's milestone activities, the Gantt Chart shows milestone icons () for each start and finish milestone activity in the project and baseline milestone (
) icons for each start and finish milestone in the baseline if one has been applied to the project.
The legend in the toolbar shows the meaning of bars and milestones that display in the Gantt chart:
Current bar
Progress bar
Baseline bar
Milestone
Baseline milestone
Display a project's milestone activities
To display a project's start and finish milestone activities, click next to the project name in the table. The table lists all of the project's start and finish milestone activities, unless you specify an activity code filter to refine the list of milestones that display. In the Gantt Chart, milestones are represented by
icons. Hover over the icon to view milestone details such as start date, finish date, and status.
Open selected projects
To open projects from within the portlet, click in the portlet toolbar.
When you open projects from the portlet, P6 Web Access launches the Projects landing page. The landing page may be any available page in the Projects section (such as Activities or Workspace) and is defined in your assigned user interface view. If necessary, you may be able to change your view preferences to specify a different landing page.
Select or clear an activity code filter
To refine the list of milestone activities that display for each project in the portlet, you can select a global activity code filter. When you select an activity code filter, only milestones that have the activity code value you select are displayed in the portlet.
To select an activity code filter, from the Filter Milestone By Activity Code menu () in the portlet toolbar, choose Set Filter. In the Select Activity Codes dialog, expand the list of global activity codes to display the activity code value you want to filter by. Select the activity code value, then click OK. You can only select one activity code value. The dialog closes and the portlet is refreshed.
To clear an activity code filter, from the Filter Milestone By Activity Codey menu () in the portlet toolbar, choose Clear Filter. After clearing a filter, the portlet is refreshed to display all milestone activities.
Tip: Your activity code filter settings are saved per dashboard.
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Set display options
In the Project Gantt Chart portlet, you can customize the columns that appear in the table, specify a timescale, zoom the Gantt Chart in and out, and toggle between full screen and normal mode.
Choose columns to display in the activity table
To choose the columns you want to display in the table, click the Column Selector in the portlet toolbar and select any of the following options:
- Name - lists the name of the project
- Start - lists the start date of the project
- Scheduled Finish - lists the date the project is scheduled to finish
- BL Start - lists the start date of the project baseline
- BL Finish - lists the finish date of the project baseline
Note: The ID and Name options display automatically in the activity table of the Gantt portlet.
Set the timescale to display in the Gantt chart
To set the timescale displayed in the Gantt chart, right click the timescale bar in the Gantt chart,
or
In the toolbar of the Project Gantt portlet, click the Timescale icon and select one of the following time intervals:
- Year/Quarter
- Quarter/Month
- Year/Month
- Month/Week
Resize the activity table and Gantt chart in the portlet
To size the Gantt Chart to fit 100% of its size, click .
To expand the width of the table or Gantt Chart, drag the divider bar.
Print the Gantt chart
To print the Gantt chart, click:
-
in the toolbar or
n the title bar of the portlet
View Help
To view context-sensitive, online help, click .
Refresh the view of data
To refresh the view of data displayed in the Gannt chart, click .
View the portlet in full screen mode
To display the portlet in full screen mode, click in the portlet title bar. To return the portlet to normal size, click
again.