The Gantt build overview, available via Site|Build / Build Overview / Gantt, is just like your project’s Gantt view display, but allows you to display tasks across multiple projects, again with a number of super handy filter options, plus the ability to print a PDF version of your Gantt chart in addition to exporting it – we’ll show you how to do this shortly.  


Just like your single project Gantt View:

  • We list your task details (task name, start date, and duration) plus the job number, project manager and task assignee
    - the column headers are clickable, allowing you to sort by these
     - the job number is clickable – taking you to the Task List view of that project for quick editing
  • We have the gantt display to the right, with today’s date line, allowing you to instantly view tasks falling behind – via our gantt colour coding (displayed to the top right) i.e. any tasks in an open (grey) or ordered (purple) state to the left of the date line may be something for the project manager to chase up.
  • To the top left, we have the ‘View By’ selector allowing you to zoom in/out by day, week, fortnight, month and year.
  • And the ‘Today’ button, which snaps the gantt chart back so the date line is positioned to the centre of the gantt


 


Running a Gantt report using the Build Overview Filters

At the top of the ‘Gantt’ build overview page, are a number of reporting filter options – these are available for most of the Build Overview reports, and allow you to create your own customised reports – these are: 

  • Project Status – filter projects by their stage of construction i.e. Preconstruction, In Construction, etc. 
  • Project Manager – project managers can view just their projects, a selection of project managers projects, or ALL projects 
  • Site Managers – allows you to view jobs managed by specific Site Manager(s)
  • Assigned To – allows you to view tasks assigned to specific task assignee(s)
  • Date Range – allows you to view tasks due in a specific date range 
  • Project – allows you to view the gantt across a selection of specific jobs 
  • Trade – allows you to view tasks assigned to specific trade(s)
  • Task Status – allows you to filter tasks that are in a specific state i.e Open, Ordered, Working, and Completed

 

Once you have set your filter options, click ‘Apply’ to bottom right of the filers, to apply your selections to the report.
 



Printing (and Exporting) your Gantt report 

Once you have applied your filters, you have the ability to print or export your Gantt build overview report as a CSV file.  This is via the 3 dot action dropdown to the right of the job number – to left, above the gantt filters.

 To print your Gantt build overview report:

  1. Select the Print Gantt option – this will open the ‘Print Schedule Gantt Chart’ pop-up
  2. From here you just select
    • The ‘view by’ scale setting you want your print out to display as
    • Select the start and finish dates of the range you want to display
    • Choose to hide (default) or display non work periods i.e. weekends and holidays
  3. And then click ‘Print’ to print