View the Assignments Gantt
Objective
To view the Assignments Gantt and see a multi-day view of workforce requests and workforce assignments.
Background
The Assignments Gantt allows you to view workforce requests and workforce assignments across all projects and people within your company. It also provides a multi-day view from one (1) day up to three (3) years.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with 'Access to Gantt Page' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Additional Information
- Assignments and requests can be grouped based on the project or by people.
- You can choose a date range from one (1) day to three (3) years.
Prerequisites
Steps
You can view assignments by Project or by People on the Assignments Gantt
View Assignments by Project on Assignments Gantt
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Gantt.
- Select the Group.
- Select Projects.
- Select your date range.
- Click Configure.
- Select to 'Sort Projects By' Name, Project Number, Earliest Start Date, or Earliest End Date.
- Select 'Total Cell Units' to display column totals by People, Man-Days, Hours or Cost.
- Mark the tickbox to Show Project Numbers.
- Mark the tickbox to Show Project Status.
- Select to 'Sort People By' Name, Job Title or Earliest Assignment.
- Select to display Gantt 'Bars Solid/Split' by Solid Bars for the entire workforce request or workforce assignment, or Working Day Splits.
- Select to show 'Assignment Bar Colours' by Project Colour, Job Titles, Allocation %, Status or Overtime. See What is a workforce allocation type?
- Click Apply.
Example
To see Assignments and Request by status, select the following configuration:
- Select to show 'Assignment Bar Colours' by Status
Note: The Assignment Colour Bar defaults to black when assignments do not have a status.
View Assignments by People on the Assignments Gantt
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Gantt.
- Select the Group.
- Select People.
- Select your date range.
- Click Configure.
- Select to 'Sort Projects By' Name, Employee Number, or Job Title.
- Mark the tickbox to Show Employee Number.
- Mark the tickbox to Show Position Name.
- Select 'Total Cell Units' to display column totals by Allocation, Man-Days, Hours or Cost.
- Mark the tickbox to Show Project Numbers.
- Select to display Gantt 'Bars Solid/Split' by Solid Bars for the entire workforce request or assignment, or Working Day Splits.
- Select to show 'Assignment Bar Colours' by Project Colour, Allocation %, Overtime, or Status. See What is a workforce allocation type?
- Select to 'Sort People By' Name, Project Number, Earliest Assignment, Earliest Start Date or Earliest End Date.
- Click Apply.