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Configure Gantt Chart Display Settings

Gantt charts appear on various pages throughout CA Clarity PPM. The steps to change the display settings are the same from any page with a Gantt chart.

By default, Gantt charts display only one bar, the primary bar. You can change the information displayed in that bar (Total Effort, by default). You can also add a secondary bar to display complimentary or contrasting data. You can also change the time configurations that display in the chart.

Follow these steps:

  1. From a page that contains a Gantt chart, open the Options menu and click Configure.

    The list column layout page appears.

  2. Open the List Column Section menu, and click Fields.

    The list column fields page appears.

  3. Click the Properties icon next to the Gantt chart column label (for example, the Gantt chart column label can be "Schedule").

    The Gantt chart column settings page appears.

  4. Change the following field in the General section:
    Column Label

    Defines the name for the main column header, which spans multiple columns.

    Default: Schedule

    Show Column Label

    Indicates if the name of the column displays on the page or portlet.

    Default: Selected

    Allow Word Wrapping in Column Header

    Indicates if you want text in the column label to wrap.

    Default: Cleared

  5. Change the following fields in the Time Scale section:
    Start Date

    Indicates the start date for the column spread.

    Values: Specific Date or Rolling Date

    Default: (Rolling Date) Start of Current Week

    Time Scale

    Specifies the time period by which data displays.

    Values: Year, Quarter, Month, Week, Day

    Default: Week

    Number of Time Periods

    Defines the number of time periods you want to see displayed.

    Default: 12

    Time Period Offset

    Shifts the beginning of the Gantt bar relative to the Start Date. Enter a positive or negative number of time periods into the field. Enter a Start Date first.

    Show Group Header Row

    Indicates if the timescale displays above the Gantt bar. If you select this option, be sure that you also select a value.

    Values: Year, Quarter, Month, or Week

    Default: Cleared

  6. Change the following fields in the Primary Bar section:
    Item Name Attribute

    Specifies the type of information to display in the corresponding bar.

    Default: Task

    Required: Yes

    Start Date Attribute

    Defines the start date of the corresponding bar display.

    Required: Yes

    Finish Date Attribute

    Defines the finish date of the corresponding bar display.

    Default: Finish

    Required: Yes

    Milestone Attribute

    Specifies the attribute to designate a milestone. You can only assign a milestone attribute for a task.

    Default: Milestone

    Required: Yes

    Progress Through Date Attribute

    Specifies the attribute used to move the green progress line relative to the length of the task bar to indicate the work completed for the task.

    Progress Percent Attribute

    Defines the percentage used to move the green progress line relative to the length of the taskbar to indicate the completed task work. If you select a value for this field, it overrides the Progress Through Date Attribute selection.

    Default: % Complete

    Label for Bar

    Specifies the label text to display above each taskbar.

    Additional Information Attribute

    Specifies the field used in the text note when you mouse over a taskbar.

    Example:

    To display the assigned resources for a task when the cursor is over a taskbar, select Assigned Resources from the field. Then, select the Additional Information checkbox in the Show Mouseover field.

    Show Mouseover

    Specifies the information you want to display in a text note when the mouse scrolls over an area of the Gantt chart.

    Values: Item Name, Start Date, Finish Date, Progress Through Date, Progress Percent, Additional Information

    Default: Item Name (Selected), Start Date (Selected), Finish Date (Selected), Progress Through Date (Cleared), Progress Percent (Selected), Additional Information (Cleared)

  7. Indicate the dates to show in the primary bar when you select the desired dates in the Available section. Click the right arrow to add the dates to the Selected section. You can reorder the dates in the list.
  8. Change the following Secondary Bar settings for the Gantt chart to display a secondary bar:
    Show Secondary Bar

    Indicates if the chart displays a second bar below the primary bar.

    Item Name Attribute

    Specifies the type of information to display in the corresponding bar.

    Default: Task

    Required: Yes

    Start Date Attribute

    Defines the start date of the corresponding bar display.

    Required: Yes

    Finish Date Attribute

    Defines the finish date of the corresponding bar display.

    Default: Finish

    Required: Yes

    Progress Through Date Attribute

    Specifies the attribute used to move the green progress line relative to the length of the task bar to indicate the work completed for the task.

    Progress Percent Attribute

    Defines the percentage used to move the green progress line relative to the length of the taskbar to indicate the completed task work. If you select a value for this field, it overrides the Progress Through Date Attribute selection.

    Default: % Complete

    Show Mouseover

    Specifies the information you want to display in a text note when the mouse scrolls over an area of the Gantt chart.

    Values: Item Name, Start Date, Finish Date, Progress Through Date, Progress Percent, Additional Information

    Default: Item Name (Selected), Start Date (Selected), Finish Date (Selected), Progress Through Date (Cleared), Progress Percent (Selected), Additional Information (Cleared)

  9. Save the changes.

More information:

How to Configure a List