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View the Assignments Gantt

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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, workforce assignments and time off for a specific project or 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:
  • 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.
    • You you choose to show job title, the job title appears when hovering over the person's name.

Steps

You can view assignments by Project or by People on the Assignments Gantt

View the Assignment Gantt for a Specific Project

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click the project name.
  4. Click View Gantt.

You will be navigated to the Assignments Gantt view for the project.
Note: Additional projects may show if the there are projects with similar names.

View All Assignments by Project on Assignments Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Select the Group.
    clipboard_e1b95049a78faf6b27a84d4761a0c4f7e.png
  4. Select Projects.
    clipboard_eec8772bcc04d4b76e7957914de087972.png
  5. Select your date range.
  6. Click Configure and select your configurations.
    clipboard_e5808ee86663606695c031217fe5d3ea7.png
    • Select to display Gantt 'Bars Solid/Split' by Solid Bars for the entire workforce request or workforce assignment, or Working Day Splits.
    • Select 'Total Cell Units' to display column totals by People, Man-Days, Hours or Cost.
    • Select to show 'Assignment Bar Colours' by Project Colour, Job Titles, Allocation %, Status or Overtime. See What is a workforce allocation type? 
    • Select to 'Sort Projects By' Name, Project Number, Earliest Start Date, or Earliest End Date. 
    • Select to 'Sort People By' Name, Job Title or Earliest Assignment.
    • Mark the tickbox to Show Job Title.
    • Mark the tickbox to Show Project Numbers.
    • Mark the tickbox to Show Project Status.
  7. 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 All Assignments by People on the Assignments Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Select the Group.
    clipboard_e1b95049a78faf6b27a84d4761a0c4f7e.png
  4. Select People.
    clipboard_e0b871ff5e884d4e53fad29cb0fcf5022.png
  5. Select your date range.
  6. Click Configure.
    clipboard_e5808ee86663606695c031217fe5d3ea7.png
    • Select to display Gantt 'Bars Solid/Split' by Solid Bars for the entire workforce request or assignment, or Working Day Splits.
    • Select 'Total Cell Units' to display column totals by Allocation, Man-Days, Hours or Cost.
    • Select to show 'Assignment Bar Colours' by Project Colour, Allocation %, Overtime, or Status. See What is a workforce allocation type? 
    • Select to 'Sort Projects By' Name, Employee Number, or Job Title. 
    • Select to 'Sort People By' Name, Project Number, Earliest Assignment, Earliest Start Date or Earliest End Date.
    • Mark the tickbox to Show Job Title. 
    • Mark the tickbox to Show Project Numbers.
    • Mark the tickbox to Show Employee Number.
  7. Click Apply.