Getting Started Guide

Resource utilization & Gantt charts

Gantt charts are visual representation of your open and closed tasks, tasklists and milestones of a project. In addition, you can select reports based on duration like current month, current year etc and userbased reports are also supported. The Resource utilization chart accurately captures how your resources are being under, over or optimally utilized all from a single place.

In Tasks and Milestones tab, Click Gantt View from the submenu

 

Tasks Tab

Note :

  • Now you can edit all your gantt charts. To edit a gantt chart just mouseover and drag it in either direction this will automatically update the dates. In addition, you can also drag the tail end of the chart too when the task is getting delayed. Furthermore, when you edit the parent tasks the related dates of child tasks will get automatically updated.

Open / closed tasks

By default a gantt view of all open tasks in a project for current month and for all users gets displayed. If you wish to view reports for a user or duration you can make use of the filter options. In addition, we've furnished option to take a print out of the report for future use.

 

Open tasks

Select Closed tasks from View option. Gantt view of closed tasks is displayed based on planned and actual completed tasks.

 

Closed tasks

Open / closed milestones

Select Open / Closed milestones from View option. A Gantt view of open / closed milestones gets displayed based on complete and incomplete milestones.

 

Open milestones

Userbased reports

We've option to view reports based on users. For this click on Task Reports for option. This displays a drop down menu and select the required user.

 

Userbased reports

Resource utilization chart

In Tasks and Milestones tab, Click Resource Utilization from the submenu

 

Resource tab

This displays resources allocation based on under, over and optimally allocated colored blocks. The following are the color codes:

  1. Red - indicates over allocation of tasks
  2. Green - indicates optimal allocation of tasks
  3. Gray - indicates under allocation of tasks
Resource Utilization

You can click on a particular username and this displays the tasks allocated for that user along with the indications as under, over and optimal allocation of tasks.

Resource tasks

Tasks Report By Owner, By Milestones and By Priority

Task reports view provides a consolidated view of all the tasks in a project based on status, priority and owner.

In Tasks and Milestones tab, select Task Reports from the sub-menu

 

Task Sub Menu

This displays a consolidated view of tasks and milestones based on task status like open / closed, priority and milestone. In addition, you can also get user based tasks report. Click on the individual link to display a task summary report based users / priority / status.

For Example: Click the task report of a particular user displays a summary report for that user.

 

Tasks Report

 

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