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Review or modify schedule details in a Gantt chart

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Where can I do this?

You can display a Gantt chart view of the project schedule, down to the activity level, in the Projects > Activities page.

To display the Activities page, open the project or project group you want to work with, then click Activities on the Projects toolbar.

You can customize features of your Gantt chart, activity table, and activity network diagram in the Customize Activity View dialog box. For example, you can:

Tip: The Activities page presents a combination table/chart view of project data. To hide columns and expand the Gantt chart to its maximum size, click and drag the vertical bar between the table and chart.

I want to

Group, filter, and sort activities

  1. On the Activities toolbar, click Customize Activity View Customize View.
  2. Select one of the following tabs:
  3. When finished selecting your options, click the arrow Down arrow of the Customize Views menu Customize Activity View Down arrow, then
    • choose Save View to preserve your changes, or
    • choose Save View As to create a new view that reflects the changes
In the Grouping tab
Tip: For example, if in the Field column you selected a level to represent a WBS, in the To Level column you selected All, and in the color column, you applied the color, blue, to your previous selections, when you display the activity table, you will see a all WBSes represented by a horizontal bar of the color you selected. Changing view to the activity network diagram, you will see all WBSes displayed as boxes with title bars shaded in the selected color.

In the Grouping tab, you can also choose options that apply to the Activity Table.

Tip: Start date rollups reflect the earliest date for the group and finish date rollups reflect the latest date for the group. Unit and cost rollups are a total of the values for each activity in the group.
In the Filters tab
  1. Select a filter type.
  2. Choose or create the filter.

Standard Filters

Choose Standard to select from predefined filters, such as Critical activities behind schedule or Milestones only.

If you choose Standard, select a predefined filter from the drop-down list.

For the Activities Finishing Within Specified Days filter, be sure to specify a number of days.

The My Activities filter displays all project activities you are either assigned to as a resource or designated as the activity owner.

Tips: The Critical Activities Behind Schedule filter uses the project baseline to determine variance, identifying activities behind schedule. If no project baseline is assigned, the current project is used as the baseline, so no activities are displayed.

If you have Team Member module access, either assigned as a resource or activity Owner, applying the My Activities filter will have no affect on the activity list display because your access is already restricted to your assigned and Owner activities.

Custom Filters

Choose Custom to create a filter based on activity data fields and values you specify.

In the Select Filter Criteria drop-down list, choose to display activities that meet all or any of the specified criteria. If you select Any of the following, any activity that meets at least one of the filtering conditions will display in the Activity View.

To create a filter criteria statement, in the Parameter drop-down list, select a field. Next, select an operator from the Is drop-down list. In the Value field, type or select a value to complete the filtering criteria statement.

You can create up to 10 criteria statements for a custom filter. Click the appropriate icon to add icon to add filter criteriaor delete icon to delete filter criteria a criteria statement.

In the Columns tab

On the Columns tab, you can also choose options that apply to the Activity Table.

Choose bar data, color, and label

  1. Click Customize view Customize View. then use the Bars tab to make your selections as described below.
  2. When finished customizing, from the Customize View menu (Customize view down), choose Save View to preserve your changes or, to create a new view that reflects the changes, choose Save View As.
Choose bar settings

In the Bar section:

  1. Select the type of bar:
    • Current Bar
    • Late Bar
    Tip: When you choose to display a Late bar, it does not appear on the Gantt chart unless the project has been scheduled.
    • Project Baseline Bar
    • Primary Baseline Bar
    • Float Bar
    • Free Float Bar
    • Plan Bar
    • Percent Complete Bar
  2. Select a color to apply to the bar.
  3. Select the width of the bar.
Show progress and critical activities

In the Current Bar Option section:

The blue Progress bar represents duration based on the actual start and remaining start dates.

Select to show non-work time

In the Necking section:

In the Activity Table, these hours and days are listed. In the Gantt chart, a bar that represents an activity visually is divided to show the non-work time.

Edit bar labels

In the Labels section:

Set the timescale

From the Timescale menu, select the timescale to show in the Gantt chart.

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Customize the visual layout

Adjust the timescale
Show, hide, and resize items in the view
Note: Online help becomes unavailable when the view is maximized. To use online help, return the view to the normal display.

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Edit activity dates

You can resize and move Gantt chart bars to easily modify an activity's start or finish date, or to apply a constraint.

After changing activity dates by resizing or moving a Gantt bar, when you save your changes, the activity remaining duration is recalculated based on the new dates and the activity's calendar. Because the calendar for the activity is applied when you save, a date you specified for an activity may change slightly if it occurs during calendar non-worktime. Also, if you move, but do not resize a Gantt bar, the duration may shorten or lengthen based on the activity calendar's non-worktime.

Tip: In the Gantt chart, you can impose only a Start On or After constraint. You can apply other constraint types, as well as Secondary constraints, in the Activity Table and on the Activity Details Status tab.

To change a Start or Finish date

  1. Click on the activity's Gantt bar; selection handles appear.
  2. Drag the start or finish selection handle to a new position along the timescale. The corresponding date column updates dynamically to reflect the new bar position.
  3. Click icon to save changes (Ctrl+S) to save your changes.
To apply a Start On or After constraint
  1. Position your mouse over the center of the activity's Gantt bar and drag it to the new position along the timescale.

If displayed, activity date columns update dynamically to reflect the new bar position.

  1. Confirm that you want to apply a constraint to the activity for scheduling purposes.

If you choose the option to not show the dialog, it will not reappear until the next time you log in. Also, each time you drag a Gantt bar, your decision to add or not add a constraint will apply until you exit the application and log in again.

  1. Click icon to save changes (Ctrl+S) to save your changes. After you save, the start date column displays an asterisk.

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