Modify the Gantt chart

The chart on the Gantt Chart tab of the Project Schedule dialog box gives you a visual representation of the schedule. You can modify the view of the Gantt chart according to your needs by including and excluding items, and scaling the chart. You can also move the tasks in the Gantt chart to move them earlier or later in the project schedule.

To modify the Gantt chart, do the following:

In the Project Schedule dialog box, click the Gantt Chart tab to open it.
To enable modifying the information, click Enter Edit Mode in the lower-left corner, or press Ctrl+E on the keyboard.

In the Gantt chart, you can see the following information:

The left side of the tab shows the properties of schedule tasks.
The right side of the tab shows the schedule tasks visually as bars on the time line.

The tasks look different and behave differently depending on their task type:
- Summary tasks (or main tasks) are displayed as orange bars. A summary task cannot be re-sized directly. Instead, you can re-size and move the sub-tasks to change the duration or dates of the summary task. When a summary task is moved earlier or later, the sub-tasks are moved by the same number of days.
- Start/End tasks are displayed as blue bars. Start/End tasks can be re-sized and moved in the Gantt chart.
- Milestone tasks are displayed as blue diamonds. Milestones can be moved in the Gantt chart, but they cannot be re-sized.
Links between tasks are represented by arrows from the predecessor tasks to the successor tasks.
Any cells that are highlighted with yellow can be modified.

Right-click anywhere in the Gantt chart to find shortcuts to more commands:

Goto Task zooms to the beginning of the bar of the selected task.
Time Tracking Summary opens the Time Tracking Summary dialog box. For more information, see Add, modify, and view time tracking information.
Time Tracking Detail opens the Time Tracking Detail dialog box. For more information, see Add, modify, and view time tracking information.
Time Tracking Input opens the New Time Tracking Record dialog box. For more information, see Add, modify, and view time tracking information.
Production Schedule allows you to view the production schedule. For more information, see View the production schedule.
Date Filter allows you to select a date range that you want to see in the Gantt chart. When you apply the filter, tasks that are at least partially within the entered date range will be visible.
Scale chart to options: scale the Gantt chart to day, week, or month, according to your needs.
Show Links/Hide Links shows or hides the links between tasks.
Show Overview/Hide Overview shows or hides the overview section above the Gantt chart.
Expand All expands all summary tasks so that all sub-tasks are visible.
Expand Summary expands the task hierarchy so that all summary tasks are visible. Sub-tasks are not displayed.
Expand Level expands the selected task and other tasks with the same main task.
Collapse All collapses all summary tasks.
Save Image allows you to save the Gantt chart as a single image file.

Modify the dates of tasks

Do one of the following:
- Click the Start or End cell of the task, and select a date in the calendar.
- Click the task bar, hold down the left mouse button, drag the task earlier or later in the schedule, and release the left mouse button.
Note that:
- If the task has one or more predecessor links, the bar cannot be moved earlier than the predecessor tasks and link intervals determine.
- If the task has one or more successor links, when the task is moved later, the successor tasks will also be moved later, if that is necessary to maintain the link interval.
Repeat this process for all tasks to move them in the correct locations.
Click Save.

Modify the duration of tasks

Do one of the following:
- Click the Duration cell of the task and type a new value in the cell.
- Move the mouse pointer over the beginning or the end of the task bar until a two-headed arrow appears, drag the start or end position of the bar earlier or later, and release the mouse button.
Note that:
- If the task has one or predecessor links, the bar cannot be changed to start earlier than the predecessor tasks and link intervals determine.
- If the task has one or more successor links, when the task is changed to end earlier, any successor tasks will be moved earlier by the same number of days in order to keep their relative position the same.
- If the task has one or more successor links, when the task is changed to end later, the successor tasks will be moved later, if that is necessary to maintain the link interval.
Click Save.

Modify task properties

On the left side of the Gantt chart, you can modify the task properties, such as the duration, completion percentage, or used resource.

Note that only cells that are highlighted with yellow can be modified.

On the left side of the dialog box, click a cell of the task.
Modify the value in the cell according to your needs.
Click Save to update the project schedule.

Modify display settings

Click the arrow on the right side of Gantt Chart Display Settings to expand the display settings.

Modify the following options according to your needs:


Option	Description
Task ID	The unique identifier of the task in the project schedule.
Baseline Start Date, Baseline End Date	The start and end dates of the task when the baseline was set. If the baseline has not been set, the BL Start and BL End cells are blank.
Baseline Duration	The duration of the task when the baseline was set. If the baseline has not been set, the BL Duration cells are blank.
Baseline Quantity	The quantity of the task when the baseline was set. If the baseline has not been set, the BL Quantity cells are blank.
Baseline Weight	The weight of the task when the baseline was set. If the baseline has not been set, the BL Weight cells are blank.
Baseline Planned Hours	The total planned hours of the task when the baseline was set. If the baseline has not been set, the BL Hours cells are blank.
Actual Start Date	The actual start date of the task in the project schedule. To change the start date, click the arrow on the right side of the Start cell, and select a date in the calendar. When you change the start date, the task will move to the selected date in the Gantt chart. The duration of the task will remain the same, so the task will not be resized.
Actual End Date	The actual end date of the task in the project schedule. To change the end date, click the arrow on the right side of the End cell, and select a date in the calendar. When you change the end date, the duration of the task will change accordingly in the Gantt chart, and the task will be re-sized.
Actual Duration	The actual duration of the task in the project schedule. To change the duration, type a new value in the Duration cell. When you change the duration, the end task of the task will change accordingly in the Gantt chart, and the task will be re-sized.
Actual Quantity	The quantity related to the task in the bill of materials. This value is set when you update the project schedule.
Actual Weight	The weight related to the task in the bill of materials. This value is set when you update the project schedule.
Percent Completed	The percentage of the task that is completed. To change the percentage, click the % Comp cell and type a percentage in the cell. When you change the percentage, the percentage completed of the main tasks will automatically be updated based on the summary status method task setting. For more information, see Add, modify, and delete schedule tasks.
Original Estimate	The number of original estimate hours applied to the task. If the task is divided by sequences, lots, or other breakdown fields, the hours will be distributed to the resulting tasks on the Gantt Chart, weighed by duration. To adjust the original estimate hours, click the Orig. EST cell and type the number of hours in the field. When you adjust the original estimate hours, the adjusted number of hours will appear in italics in the Gantt Chart. The remaining hours will be redistributed among the tasks that have not been manually adjusted. You can return to the automatic distribution of hours by clearing the value in the Orig. EST cell.
Unreleased Hours	The number of original estimate hours that have not yet been released, calculated by the Percent Released value. For example, if the original estimate is 500 hours and the task is 20% released, the number of unreleased hours will be 400.
Planned Hours (Base Hours)	The planned hours that have been released. Tasks that have the Status Link option selected will have this field updated automatically when the project schedule status is updated. For more information, see Add, modify, and delete schedule tasks.
Adjustment Hours	Allows you to manually adjust the planned hours. To adjust the number of planned hours, click the Adjustment cell, and type a value.
Percent Released	The percentage of the original estimate hours that have been released and that appear in the Base Hours field. This field will update automatically when the planned hours are updated. For example, if the original estimate is 500 hours and the planned hours is updated to 100 hours, the percentage released is 20%. This will in turn update the unreleased hours to 400. Once all material associated with a task has been released, the percent released may need to be manually adjusted, so that no further unreleased hours are included in the total planned hours. Let's say that a task is broken out into 4 sequences and the original estimate is 2,000 hours. If all 4 sequence tasks have the same duration, each one will receive 500 of the original estimate hours. The drawings are submitted for sequence 1, and after the next status update, the planned hours are set to 100 hours, which will update the percent released to 20%. Since Tekla EPM does not know if all of sequence 1 has been received, the remaining unreleased hours will still be included in the total planned hours calculation. If everything has in fact been received for sequence 1, you can manually set the percent to 100%, so that no further unreleased hours will be included in the total planned hours. To adjust the percentage, click in the % Released cell, and type a percentage in the cell. When you manually adjust the released hours, the number will appear in italics. When you have manually adjusted the percentage released, the value will not be automatically adjusted according to any changes made to the planned hours. To return to the automatic calculated value, clear the value in the cell.
Total Planned Hours (Plan Hours)	The total number of the unreleased hours, planned hours, and adjustment hours for the task.
Linked Hours	The number of hours updated according to the Status Link option. For example, the Production Progress, Production Completed, and Station Progress options will update the linked Linked Hours with the hours entered in Piece Tracking. For more information, see Add, modify, and delete schedule tasks. To adjust the number of linked hours, click the Linked Hours cell, and type the number of hours.
Regular Hours	The regular hours associated with the task, entered in time tracking. For more information, see Add, modify, and view time tracking information.
Overtime Hours	The overtime and double overtime hours associated with the task, entered in time tracking. For more information, see Add, modify, and view time tracking information.
Total Hours	The total hours worked on the task, coming from either the linked hours or the regular and overtime hours from time tracking. To ensure that the time is not duplicated, the time tracking hours override the linked hours. If the number of either regular or overtime hours is greater than zero, the total hours will be set to the regular hours plus the overtime hours. If the number of both regular and overtime hours is zero, the total hours will be set to the linked hours.
Utilization Percent	The utilization percentage is calculated as the percentage of the total hours compared to the total planned hours. For example, if the number of total planned hours is 500 and the number of total hours is 200, the utilization percentage will be 40%. If the utilization percentage is over 5% greater than the percentage of the task completed, the utilization percentage will be highlighted in red. In this example, if the percent completed is 35% or less, the utilization percentage of 40% will be highlighted in red.
Assigned to User	The user who is responsible for the task. For more information, see Add, modify, and delete schedule tasks. To change the assigned user, click the arrow on the right side of the Assigned To cell and select a user in the list.
Resource	The resource that the task has been assigned to for production scheduling purposes. For more information, see Add, modify, and delete schedule tasks andView the production schedule. To change the resource, click the arrow on the right side of the Resource cell and select a resource in the list.
Predecessors	The linked tasks that are immediate predecessors of the task.
Successors	The linked tasks that are immediate successors of the task.
Show Links	When selected, Tekla EPM shows task links as arrows in the Gantt chart.
Show Overview	When selected, Tekla EPM shows the overview section above the Gantt chart.
Show Baseline Bars	When selected, Tekla EPM shows the baseline dates as a yellow bar on the Gantt chart as set when the baseline was set. The baseline overlay bars will not be shown if: The baseline has not been set. The task has the same start and end dates as the baseline dates. The task has been added after the baseline was set.

Click Save to update the Gantt chart.

Print a Gantt chart report

You can create and print a report that is an exact copy of the Gantt chart. Note that all content that you have selected in the Gantt Chart Display Settings section will be visible in the report as well.

In the lower-right corner of the Gantt Chart tab, click Report.
In the Print Review dialog box, click Setup... and adjust the paper size, orientation, margins, and printer properties according to your needs.
Click Print.
When the report has been printed, click Close to close the Print Review dialog box.