Portfolio Gantt Chart Page
Overview
Use this page to display timescaled performance or earned value schedule information at the WBS level, along with unit or cost data, in a spreadsheet or histogram. The Gantt chart summary and baseline bars reflect data for all projects in the currently open project group down to the WBS level.
Screen Elements
Customize button
Opens a dialog box for choosing display options for the Gantt chart, such as the timescale increment and the type of data to display.
Display options
Options for displaying the data associated with the Gantt chart in either a spreadsheet or histogram format.
Spreadsheet option
Displays the chart data in a timescaled row and column format.
Histogram option
Displays the chart data as a timescaled bar chart.
Legend area
Displays the actual work, remaining work, baseline, summary, and project duration colors represented in the chart.
Gantt Chart work area
Displays the Gantt chart including its timeline. Position your mouse cursor over a bar to display a summary.
Zoom In
Magnifies items in the work area so they appear larger.
Zoom Out
Minimizes items in the work area so they appear smaller.
Spreadsheet or Histogram area
Based on the choice you made for the Display options field, this area displays either the spreadsheet or histogram. In the histogram, click and hold the mouse button down on a bar to view baseline, actual, and remaining data, including cumulative totals.
List of projects, codes, portfolios, or EPS nodes
Depending on the type of project group or portfolio you open, a list of its sub-items might appear below the chart. Click a hyperlink in the list to open the item.
Tips
- Because the Gantt chart uses summarized data, it is only as current as the last date the summarizer was run for each project. Furthermore, the number of WBS levels you can summarize and view is determined by the Summarize to WBS Level setting. Configure this setting and view the date and time of the last summarization on the Summarization Page of the Project Preferences Dialog Box.
- To view detail bars for the group, click
Expand next to the summary bar or double-click a bar. - To adjust the width of the timescale increments, click
Zoom In or Zoom Out. Or, click and drag a timescale interval to the left or right. - The histogram displays only the positive values for bars and cumulative curves. Click on an individual bar or curve to review any negative values.
- The blue dotted vertical line represents the data date of the selected project, or the earliest data date of all projects in the selected EPS, portfolio, or project code.
- To print the Gantt chart, spreadsheet, or histogram, right click and choose Print.
- To show or hide the legend in a Gantt chart with histogram, right-click the chart and then mark or clear the check box beside the legend you want to display.
- Labor resource fields, such as budgeted or planned units, will not display a time unit designation (h, d, w, m, or y) unless you have set your preferences to show time units.
Getting Here
- Open a portfolio in the Portfolios section using one of the following methods:
- Click
Portfolios to open the last portfolio you were working with. - Click the
Portfolios menu and choose one of the most-recently used portfolios. - Click the
Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
- On the Portfolios navigation bar, click
Gantt Chart.
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