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Summarize your results - Using a Gantt Chart on a Detail Page
Summarize your results - Using a Gantt Chart on a Detail Page

This article will show you how to edit a Gantt chart. Gantt charts are commonly used time-based bar charts to track project status.

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Written by Fernando Montenegro
Updated over a year ago

Gantt charts are used to plan and track your projects. Gantt charts can help you with Project planning, Project Tracking, Allocate resources and they help you ensure your project stays on track.


Gantt Chart Editing

  • Select Elements from your Control Panel

  • Click on Initiatives

  • Select the Initiative you would like to work on, in this example, 'Redesign Employee Satisfaction Survey'.

Scroll down to the bottom of the Initiative Detail Page to see the Gantt chart displayed.


You can adjust the width of the line in the Gantt Chart to see the full names of your Milestones by dragging it left or right. When the page is exported, that line will be respected, so you can see the entire name of your Milestones.

  • Double-click on a Milestone bar to edit that Milestone

  • Edit the Name and Status of the Milestone

  • Change the Start and End date

  • Edit the Percent Complete

  • Click on the Close button

  • Click on the green check mark icon to Save
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Using the Copy Forward feature on a Gantt Chart

  • Select Scorecard & Elements from your Control Panel

  • Click on Initiatives

  • Select the Initiative you would like to work on, in this example, 'Redesign Employee Satisfaction Survey'.

Scroll down to the bottom of the Initiative report page to see the Gantt chart displayed.
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  • Double-click on the Milestones Gantt Chart field

  • Click the copy forward icon

  • Select the different items to copy forward into the current period

  • Only blank values in the current period will be replaced with values from the previous period

  • Once you have selected the items to copy forward, click Copy Forward

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