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View & Navigate a Schedule

Tobias Patek
  • Updated

Overview

Familiarise yourself with the user interface of Schedules and how to navigate and customise the view.

Read the general introduction to Schedules and Create a Schedule to get a basic understanding about this feature.

Access & Permissions

Schedules is available to Pro and Enterprise accounts. Read more in Pricing and Subscription.

To view schedules you need a watcher or an in-house user with a role permission to view schedules.
To create or edit schedules (only in the Webapp) you need an in-house user with a role permission to manage schedules.
Subcontractors don't have access to schedules. Read more in User Types and Permissions.

How to access Schedule

  1. Click Schedule

  1. Tap the project name
    Select a Project.png
  2. Tap Schedule
    Open Schedule.png

Toolbar (Webapp only)

In the Webapp there is a toolbar with several options:

  1. Project selection menu - read more in View Tickets of a Project, Layer or Form.
  2. Create phase - read more in Create, Edit or Delete a Phase.
  3. Schedule start - read more in Set or Change the Schedule Start Date.
  4. The more menu contains:
  5. View options - read more below.
  6. Import/Export - read more in Import & Export a Schedule from/to MS Project and Other Software.

View Options

In the more menu, there are the following view options:

  1. Hide closed tickets: This setting applies also to plan view and list view as described in Hide Closed Tickets.
  2. Show dependencies: Enable to show dependencies as dashed arrows in the Gantt chart. Read more in Create, Edit or Delete Dependencies.
  3. Show critical path: Enable to show the critical path in red colour.
  4. Expand all: Click to view all sub-phases and tickets under their parent phases in the WBS and Gantt chart.
  5. Collapse all: Click to hide all sub-phases and tickets in the WBS and Gantt chart.

In the more menu, you can select between two view options:

  1. List: the browse Work Breakdown Structure
  2. Chart: to view the Gantt chart
    Views.png

To hide/show closed tickets:

  1. Tap the more menu
  2. Activate/deactivate the Hide closed tickets toggle
  3. Tap Apply Settings
    Hide Closed Tickets.png

Work Breakdown Structure (WBS)

The Work Breakdown Structure or WBS in short defines the project hierarchy by phases and sub-phases.

The WBS is shown in the table on the left hand side. It is where you build the phase hierarchy for your project and where you can add tickets to phases.

You can scroll both vertically and horizontally.

The table options available via the gear icon on the top left of the table are described in Sort & Customise Tables.

 

Columns of the WBS table

  1. WBS shows automatically generated numbers to reflect the structure and hierarchy of your phases, sub-phases and tickets.
  2. Title of phases and tickets
  3. Start date, end date, and duration of a phase or ticket.
  4. ID and Status of tickets (empty in case of phases). Read more in Status Colours & Ticket Pins.
  5. Progress of a phase or ticket. Read more in Schedules > Progress.
  6. Scheduling mode as described in Schedules > Manual vs. Automatic Scheduling.
  7. Predecessors shows number of phases/tickets on which this one depends on.
  8. Successors shows number of phases/tickets which depend on this one.

Click the number of predecessors or successors to show all of them. Click on a dependency to open and edit.

Collapse/Expand Sub-Elements of a Phase

Collapse and expand the sub-elements (phases or tickets) of a phase with the arrow icons.

  1. Click the blue arrow icon to collapse and hide the sub-elements.
  2. Click the black arrow icon to expand and view the sub-elements.
  3. See the grey arrow icon of phases that don't have sub-elements.

Hide/Show the WBS

To expand the Gantt Chart and hide the WBS:

  1. Click the arrow icon to hide the WBS.

  1. Click the arrow icon again to show the WBS.

Due to the small form factor of mobile devices, the WBS is shown as a simple list view on mobile.

To still get a sense of time, phases and tickets are shown with their durations indicated by timeline bars relative to their parents. Above the timeline bar the start date, end date, and duration is shown.

Phases List.png

For each phase the following information is shown:

  • Progress in % (Read more: Schedules - Progress)
  • Title
  • Number of tickets and sub-phases if any
  • Start, end date, duration with timeline bar

View Sub-Phases and Phase Details

If a phase has sub-phases and/or tickets, you can tap it to view them and step down the WBS hierarchy. Use the back button on the top left to return and step up the hierarchy.

To view details of phases with no further sub-elements:

  1. Tap the phase
    Tap Phase.png
  2. It will open the phase, showing all its details
    Phase Details.png

If a phase has sub-elements use the "Details" button on the top right to view its details.

For phases with sub-elements you can filter by tickets or phases:

Different Phases.png

Style of Phases

Phases that have sub-elements can be identified by their timeline bars which have spikes at the start and end. In addition, the number of tickets and sub-phases are shown.

Parent Phase Style.png

Timeline bars of sub-phases will show with a striped background which indicates their parent phase's duration. Solid bars on top indicate the durations of its sub-phases or tickets:

Timeline.png

Gantt Chart

In the Gantt chart you can schedule your phases and tickets on the timeline and manage dependencies.

The phases and tickets that you view in your WBS are simultaneously viewed in the Gantt Chart on the right hand side (including vertical scrolling and collapsed/expanded sub-elements).

Zoom to View Days, Weeks, or Months

You can zoom in and out of the Gantt Chart by viewing the timeline per day, week, or month.

  1. Move the slider to View Day, View Weeks, or View Months.
  2. The table header will adjust to show days, weeks, or months.

Navigate the timeline

  1. Use the scrollbar at the bottom to scroll back and forth in your timeline.
  2. Click Today to jump back to today's date.

Jump to the start date of a phase in the timeline:

  1. Hover over a phase or ticket in the WBS to show the arrow button.
  2. Click the arrow button.
  3. The Gantt Chart will scroll to the start date of the phase or ticket in the timeline.

Or alternatively:

  1. Open the more menu of the relevant phase or ticket
  2. Click Show in chart

Indication of Schedule Start/End and Today

  1. The blue line indicates today.
  2. The time before (and after) your schedule start date is greyed out in the header.

Colour and Style of Phases and Tickets

In the Gantt Chart you see:

  1. Spike bars for phases with sub-elements
  2. Solid bars for phases without sub-elements
  3. No bars (only label) for phases and tickets without a duration
  4. Badges with ID and Status colour for tickets – read more in Status Colours & Ticket Pins
  5. Blue bars for automatically scheduled phases and tickets
  6. Grey bars for manually scheduled phases and tickets

The progress in % is also visualised in the bars by a darker blue or grey.

If you selected View dependencies as described above in View Options, then the dependencies are displayed as dashed arrows in the Gantt Chart.

Show Critical Path

As described above in View Options you can show or hide the critical path in the Gantt Chart.

The critical path shows the longest sequence of dependent phases or tickets which influences the end date of your schedule. Always keep an eye on those phases and tickets as they determine the timely completion of your project.

In the Gantt chart you can view phases, tickets and their dependencies on a timeline. You can view the timeline in days, weeks or months.

To switch to Gantt chart view:

  1. Tap the more menu
  2. Tap the timeline you prefer
    Timeline View Options.png

Navigate the Timeline

  1. Use your touch screen to scroll up, down, left and right
  2. You can click on Today to jump to today's date on the timeline
    Today.png

Indication of Today

  1. The blue vertical line in the timeline indicates today
    Today Indicator.png

Show Dependencies

To show dependencies:

  1. Tap the more menu
  2. Activate the Show dependencies toggle
  3. Tap Apply Settings
    Dependencies.png

Show Critical Path

  1. Tap the more menu
  2. Activate the Show Critical Path toggle
  3. Tap Apply Settings
    Critical Path.png

Hide/Show Closed Tickets

  1. Tap the more menu
  2. Activate/Deactivate the Hide closed tickets toggle
  3. Tap Apply Settings
    Hide Tickets.png
  1. Show timeline in days, weeks or months
  2. Show dependencies
  3. Show critical path
  4. Hide closed tickets
    Chart View.png

Colours and Styles

In the chart, you can see:

  1. Spike bars for phases with sub-elements
  2. Solid bars for phases without sub-elements
  3. No bars (only label) for phases and tickets without a duration
  4. Badges with ID and Status colour for tickets – read more in Status Colours & Ticket Pins
  5. Blue bars for automatically scheduled phases and tickets
  6. Grey bars for manually scheduled phases and tickets
    Chart Elements.png

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