How to Configure a List › Add a Gantt Chart to a List Portlet

Add a Gantt Chart to a List Portlet

A Gantt chart is a virtual field that shows the duration and progress over time. New virtual fields are automatically displayed in the far right column of the list. You can move the field to a different position in the List Column layout.

Follow these steps:

1. Open the Options menu that appears on the portlet toolbar, and click Configure.
2. Open the List Column Section menu, and click Fields.
3. Click New.
4. Select Gantt, and click Next.
5. Complete the requested information in the General section.
6. Complete the requested information in the Time Scale section. The following fields require explanation:

   Time Scale

   Specifies the time values to show across the top of the Gantt chart.

   Number of Time Periods

   Indicates the number of time periods to be displayed.

   Time Period Offset

   Defines the number of time periods you want to shift the beginning of the Gantt bar relative to the Start Date. Enter a Start Date value to use this option.

   Show Group Row Header

   Indicates whether to print the time scale value used. Select the check box to show the value and select the value to be shown from the drop-down list.

7. Complete the requested information in the Primary Bar section. The following fields require explanation:

   Item Name Attribute

   Specifies the field name for the primary bar of the Gantt chart.

   Start Date Attribute

   Specifies the date field value to use at the beginning of the Gantt bar.

   Finish Date Attribute

   Specifies the date field value to use at the end of the Gantt bar.

   Milestone Attribute

   Specifies the field value to use as a milestone. Select a field from the drop-down list. If the field contains a non-zero value, the Gantt chart displays a diamond.

   Progress Through Date Attribute

   Specifies the date field value to use to indicate when work is complete. If you select a value, the selected value overrides the Progress Percent Attribute.

   Progress Percent Attribute

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

   Label for Bar

   Specifies the label text to display above each taskbar.

   Additional Information Attribute

   Specifies the field that is used in the text note when you hover over a taskbar. For example, to display the assigned resources for a task, when the cursor is over a taskbar, complete the following steps:

   • Select Assigned Resources from the Additional Information Attribute field.
   • Select Additional Information in the Show Mouseover field.

   Show Mouseover

   Indicates the values that appear when a user moves a cursor over the bar. Select the check boxes of the items listed that you want to appear.

8. Select the dates you want to show on the primary Gantt bar from the Available list in the Show Dates on Primary Bar section. Click the arrow to move the dates to the Selected list.
9. (Optional) Select the Show Secondary Bar check box and complete the fields in the section to display a second bar below the primary bar for comparison purposes.
10. Save your changes.