Planning portfolio
This screen allows you to view timeline of portfolio or a gantt chart of the project. It is possible to select one of the two ratios in the Setting :
- timeline
- gantt chart
🚨 If no view has been set on portfolio, then this tab will not be accessible.
Rights required
timeline or gantt chart
Button name | Description |
---|---|
This button enlarges the display of planning objects | |
This button gives you an overview of view planning objects, as they will be displayed in a smaller format. | |
Clicking on this button adjusts the schedule elements on the screen according to the dates. All elements appear without having to navigate from one end of the screen to the other. gantt chart | |
Displays the schedule in full screen mode (always in a browser tab) | |
Displays the schedule normally in, rather than full-screen. 🚩 This button appears when full screen has already been activated 🚩 This button appears in the contextual menu of the gantt chart | |
Choice between | |
This button is used to export the gantt chart project as an .xlsx file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .csv file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .pdf file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .png file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: |
Button name | Description |
---|---|
Allows you to fold a level: fold the milestones of a subphase so that they no longer appear on the screen, fold sub-phases, fold phases, and so on. When folding is no longer possible, only the project remains displayed. | |
Unfold a level: Unfold the milestones of a subphase so that they appear on the screen again, unfold sub-phases, unfold phases, etc. When it is no longer possible to unfold, all schedule objects are displayed on screen. | |
This critical path will indicate the phases/milestones that jeopardize the project completion date: they will be circled in red. If the project is postponed accordingly, these elements will no longer be highlighted. | |
This button displays the initially planned schedule objects in gray (target) and the estimated schedule objects in color (updated since the target schedule was planned). | |
This button switches the display from the estimated schedule to the target schedule. | |
The legend displays the colors according to theattribute (color) selected. If the selected colors correspond to the status of the objects in the schedule, the legend will show, for example: To be started, In progress, Completed... Phases in progress will therefore appear in yellow, but this may change if the schedule no longer shows the status but the type of phase. | |
Allows you to define the colors of planning objects according to attribute : type, health, status... | |
This button is used to export the gantt chart project as an .xlsx file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .csv file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .pdf file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .png file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
Choice between | |
Displays the schedule normally in, rather than full-screen. 🚩 This button appears when full screen has already been activated 🚩 This button appears in the contextual menu of the gantt chart | |
Displays the schedule in full screen mode (always in a browser tab) | |
This button gives you an overview of view planning objects, as they will be displayed in a smaller format. | |
This button enlarges the display of planning objects | |
Clicking on this button adjusts the schedule elements on the screen according to the dates. All elements appear without having to navigate from one end of the screen to the other. gantt chart |