The Gantt chart provides medium-to-long-term planning and presents all work orders in a timeline sequence.

Use the Gantt chart to achieve the following:

• Plan out work orders and work order sequences
• Create baseline plans from which you can measure deviations in execution.
• Perform critical path analysis: identify work orders that cannot be delayed without delaying the plan end date.

Work orders and work order sequences

You can find all work orders and work order sequences that don’t yet have actual start and finish dates in the left-hand menu. From here, you can create new work orders using the + Add work order button.

Add work orders and work order sequences to the Gantt chart

You can drag and drop any work order or work order sequence to the Gantt chart from the left-hand menu. You will see a dialogue box where you can update the actual start and finish dates and the earliest start and latest finish dates on all the work orders you’re adding.

Sorting of work orders and work order sequences in the Gantt chart follows this priority:

1. Work order sequence name
2. Baseline start date
3. Work order name

View and edit work orders and work order sequences in the Gantt chart

The work order item in the Gantt chart displays the date range (bright blue) and the baseline date range (pale blue). Work order progress is indicated by the darker bar over the start and finish dates bar

Click and drag from the end of a work order’s date range bar to adjust the start or end date. Drag and drop the entire bar to update both dates at once.

If the date range start date is locked on a work order, you can’t adjust the bar’s start date on the Gantt chart.

Update work order progress using the slider at the bottom of the bar that appears on hover over.

Hover over a work order to view a details window showing key information.

Set baseline dates

Create baseline values that match work order dates to begin tracking deviations from your original plan.

Click on a work order in the Gantt chart to select it, then click Set baseline at the top of the page to update that work order’s baseline dates to the same as the start and finish dates.

You can set the baseline on multiple work orders at once by using cmd/ctrl + clicking on work orders in the chart to multiselect or by using shift to select a range of work orders.

You can edit baseline dates by double clicking on a work order in the Gantt chart and clicking Edit baseline in the Info section of the work order modal. Because baseline dates are used to track deviations from your original plan, you should not edit baseline dates unless necessary.

Track deviations from the baseline

Any changes to work orders require a reason, which you can view in the work order change log.

If a work order is overdue, i.e., the actual end date is later than the planned end date, this is displayed, along with the number of days overdue, beside the work order on your Gantt chart.

Add and remove work order connections

Connections link related work orders that follow one another in sequence. If you add a work order sequence to your Gantt chart, the work orders within are linked by default.

Create a connection between two work orders by clicking on one of the circles that appears on a work order on hover over and dragging it to another work order.

Remove a connection by double clicking on it.

Create a critical path

Enable the critical path to identify work orders that can't be delayed without resulting in a later finish date for your plan.

With critical path enabled, the work order with the latest actual finish date will display the critical path with a red arrow linking the work orders instead of a yellow arrow.

The critical path automatically updates if any work order is added or updated to have a later actual finish date.

Set a date range, filter, and search

You can choose a date range at the top right of the Gantt chart. You can choose either Week, Month, Year, or Custom (define your own date range).

You can filter and search both in the work order list to the left of the chart and on the chart itself by using the filter icon and search field on each.