Gantt Chart

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== [[Image:Beedo_logo_80x65.png|40px]] How to open Gantt chart? ==
 
== [[Image:Beedo_logo_80x65.png|40px]] How to open Gantt chart? ==
 
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To open Gantt chart page for the first time you should active the whole Gantt module:
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To open Gantt chart page for the first time you should '''activate the Gantt chart module''':
 
* Go to BeeDo Settings;
 
* Go to BeeDo Settings;
 
* Choose "Calendar";
 
* Choose "Calendar";
 
* Mark checkbox "Gantt".  
 
* Mark checkbox "Gantt".  
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[[Image:gantas02.png | 600px]]<br><br>
 
[[Image:gantas02.png | 600px]]<br><br>
  
After the module activation you will find the chart:
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After the module activation you can '''open the chart''':
* Open "Dashboards" in the main menu;
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* Click "Dashboards" in the main menu;
 
* Click "Gantt".
 
* Click "Gantt".
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[[Image:gantas03.png | 600px]]<br><br>
 
[[Image:gantas03.png | 600px]]<br><br>
 
  
 
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== [[Image:Beedo_logo_80x65.png|40px]] How to create new task? ==
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== [[Image:Beedo_logo_80x65.png|40px]] How to add functions to the chart? ==
 
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You can create new task from your Calendar. <br><br>
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To '''add function to the Gantt''' chart type its name into the search box on the top left hand corner. When adding new function you must specify the beginning or the end date for it. <br><br>
  
To create a task click with your mouse on the calendar and fill the fields in pop-up:<br><br>
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[[Image:gantas04.png | 200px]]<br><br>
[[Image:Calendar03.png]]<br><br>
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If you're in day or week view, you can set duration for your task by moving your mouse with clicked button. <br><br>
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* On the left hand side you can find a '''list of functions''', which are added to the Gantt chart already. '''Approved functions are listed at the top'''.<br><br>
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* You can sort functions by entering number to the box on left of function name. The functions will be classified by the numbers assigned in ascending order. <br><br>
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* A '''clock symbol''' means that the function is not approved yet. By clicking on an icon you can change planned start or end date of the function. <br><br>
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* Click '''red "X" symbol''' to remove function from the Gantt chart. <br><br>
  
 
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== [[Image:Beedo_logo_80x65.png|40px]] Members and groups ==
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== [[Image:Beedo_logo_80x65.png|40px]] How to manage functions in the chart? ==
 
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[[Image:Calendar04.png|right]]
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In the chart '''you will see those phases, which has specified "related" people'''. To add new person as "related" open phase edit table. Enter person name in the field "Related" on the left hand side. <br><br>
'''To see''' your colleagues '''calendar''' You should add him/her to the member's list. Enter name or email in the field "Members". <br><br>
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'''User is active''' if the square near his name has a color. To deactivate user in the calendar just click on that square. <br>
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'''Attention!''' In the Gantt chart you will see just those planned (left to work) hours, which are assigned to the "related" persons. If phases assignee is not in the related persons list, you will see a note. But if you don't want to count in his/her time to the Gantt chart, you can leave a phase as it is. <br><br>
To change color click small triangle in the right. <br><br>
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'''To save a group''' of users just add all the people You want to the list, enter name of group and click "Save". <br><br>
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[[Image:gantas07.png | 200px]]<br><br>
  
'''To invite new person''' to BeeDo click "Invite friend". More about invites you can read [http://wiki.beedo.net/index.php/Users#How_to_invite_new_user.3F here]. <br><br><br><br><br><br><br><br>
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'''Function phases are shown as colored blocks:'''  
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* '''blue''' indicates that the task is planned and there is enough available resources to accomplish it;
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* '''red''' means that the phase delays;
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* '''orange''' shows that there's a lack of resources;
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* '''light blue''' color displays closed phase (marked as "done");
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* '''gray''' displays archived tasks. <br><br>
  
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[[Image:gantas05.png | 600px]]<br><br>
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== [[Image:Beedo_logo_80x65.png|40px]] Newest tasks list ==
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Move your mouse to the orange block and system will show you '''how many resources you need'''. <br><br>
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[[Image:Calendar05.png|200px|right]]
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[[Image:gantas06.png | 600px]]<br><br>
In this list you can see all the '''newest tasks'''. The list shows tasks assigned for the persons who are marked as "active" in the users list. <br><Br><br>
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To see more tasks click '''"More tasks"'''.<br><Br>
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* Click phase with the right mouse button and move that phase, edit or go to the function tasks tree.
To see '''tasks of exact project''' (project, event or function) insert project name in the search field. <br><br>
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* To reposition one phase drag it.
Orange exclamation mark shows that task still doesn't have a '''deadline'''. <br><br>
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* To select more than one phase please hold "Ctrl" button on your keyboard and then click on each phase you need. Selected phases will be shown with a red shadow.
Via '''grey arrow''' you can open quickly mini edit table or go to list or tree of the task. <br><Br><br><br><br><BR><br><Br><br><br><br>
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* To move full function to the next date, select all of its phases and click "arrow to the side" on your keyboard. Specify by how many days forward / backward you want to move the function. Also you can enter different date by clicking clock symbol by the function name.  
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* You can't select or move phases which belongs to approved function. <br><br>
  
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== [[Image:Beedo_logo_80x65.png|40px]] Select visible activities (Coming soon) ==
 
 
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[[Image:resource02.png|600px]]
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== [[Image:Beedo_logo_80x65.png|40px]] Filters and quick control ==
 
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== [[Image:Beedo_logo_80x65.png|40px]] Resources Calendar ==
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On the top right hand corner you can find filters. Here you must choose a Space (if you have more than one). Also you can '''filter your functions''':
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* if the filters are not marked, you will see all active and pending functions;
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* you can filter to see only the approved functions;
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* functions that have already been completed;
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* phases that have already been completed, but function is still in progress. <br><br>
  
'''Resources Calendar''' is a schedule, used for planing your resources. Resource Calendar is very convenient when you want to see your workers or manufacturing mechanism busyness. Also here you can create or re-plan tasks to raise productivity.  <br><Br>
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[[Image:gantas08.png]]<br><br>
  
* To plan resources click '''"Resource"''' in Day view Calendar. <br>
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* Move your mouse to the schedule and use a wheel '''to extend or reduce the period''' of the visible screen. <br>
* To see more resources at once add them to the Members list or activate.<br>
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* Press Alt on your keyboard and use mouse scroll to shift the chart to the side. Also you can click on free space and drag.<br><br>
* You can create new tasks in the Calendar - just click on the resources shedule. <br>
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* To change responsible person just move task to the place you want (drag and drop). <br>
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* To change planned time for a task click its bottom and pull up or down. <br><Br>
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[[Image:resource01.png|600px]]<br><br>
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Latest revision as of 20:09, 13 August 2013

Contents

[edit] Beedo logo 80x65.png What is Gantt Chart?


Gantt Chart is a schedule. This chart is very convenient when you want to plan your projects, orders, manufacturing and to see if enough resources are available.

Gantas01.png



[edit] Beedo logo 80x65.png How to open Gantt chart?


To open Gantt chart page for the first time you should activate the Gantt chart module:

  • Go to BeeDo Settings;
  • Choose "Calendar";
  • Mark checkbox "Gantt".


Gantas02.png

After the module activation you can open the chart:

  • Click "Dashboards" in the main menu;
  • Click "Gantt".


Gantas03.png



[edit] Beedo logo 80x65.png How to add functions to the chart?


To add function to the Gantt chart type its name into the search box on the top left hand corner. When adding new function you must specify the beginning or the end date for it.

Gantas04.png

  • On the left hand side you can find a list of functions, which are added to the Gantt chart already. Approved functions are listed at the top.

  • You can sort functions by entering number to the box on left of function name. The functions will be classified by the numbers assigned in ascending order.

  • A clock symbol means that the function is not approved yet. By clicking on an icon you can change planned start or end date of the function.

  • Click red "X" symbol to remove function from the Gantt chart.



[edit] Beedo logo 80x65.png How to manage functions in the chart?


In the chart you will see those phases, which has specified "related" people. To add new person as "related" open phase edit table. Enter person name in the field "Related" on the left hand side.

Attention! In the Gantt chart you will see just those planned (left to work) hours, which are assigned to the "related" persons. If phases assignee is not in the related persons list, you will see a note. But if you don't want to count in his/her time to the Gantt chart, you can leave a phase as it is.

Gantas07.png

Function phases are shown as colored blocks:

  • blue indicates that the task is planned and there is enough available resources to accomplish it;
  • red means that the phase delays;
  • orange shows that there's a lack of resources;
  • light blue color displays closed phase (marked as "done");
  • gray displays archived tasks.

Gantas05.png

Move your mouse to the orange block and system will show you how many resources you need.

Gantas06.png

  • Click phase with the right mouse button and move that phase, edit or go to the function tasks tree.
  • To reposition one phase drag it.
  • To select more than one phase please hold "Ctrl" button on your keyboard and then click on each phase you need. Selected phases will be shown with a red shadow.
  • To move full function to the next date, select all of its phases and click "arrow to the side" on your keyboard. Specify by how many days forward / backward you want to move the function. Also you can enter different date by clicking clock symbol by the function name.
  • You can't select or move phases which belongs to approved function.



[edit] Beedo logo 80x65.png Filters and quick control


On the top right hand corner you can find filters. Here you must choose a Space (if you have more than one). Also you can filter your functions:

  • if the filters are not marked, you will see all active and pending functions;
  • you can filter to see only the approved functions;
  • functions that have already been completed;
  • phases that have already been completed, but function is still in progress.

Gantas08.png

  • Move your mouse to the schedule and use a wheel to extend or reduce the period of the visible screen.
  • Press Alt on your keyboard and use mouse scroll to shift the chart to the side. Also you can click on free space and drag.



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