Planning portfolio
This screen displays the portfolio timeline or a gantt chart of the project. It is possible to select one of the two reports in the Setting :
- timeline
- gantt chart
If no view has been set on the 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 view of the objects in the schedule, as they will be displayed in a smaller format. | |
By clicking on this button, the schedule elements are adjusted on the screen according to the dates. All elements will appear without having to navigate from one end of the gantt chart to the other. | |
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 exports the project's gantt chart 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 project's gantt chart 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 project's gantt chart 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 project's gantt chart 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 phase milestones 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 phase milestones 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 phases/milestones that jeopardize the project completion date: they will be circled in red. If the project is shifted accordingly, these elements will no longer be highlighted. | |
This button displays the initially planned schedule objects in graytarget) 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 the selectedattribute (color). If the selected colors correspond to the status of schedule objects, 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 schedule objects according to an attribute : type, health, status... | |
This button exports the project's gantt chart 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 project's gantt chart 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 project's gantt chart 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 project's gantt chart 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 view of the objects in the schedule, as they will be displayed in a smaller format. | |
This button enlarges the display of planning objects | |
By clicking on this button, the schedule elements are adjusted on the screen according to the dates. All elements will appear without having to navigate from one end of the gantt chart to the other. |