Project Insight allows you to change the Gantt chart scale and filter the tasks shown by date range or task status. You can display the schedule by day, week, month, quarter, or year and limit the chart to current, specific, or rolling dates.
Best for: Project managers and schedulers who need to make a large project plan easier to view by reducing the timeline detail or showing only the tasks relevant to a selected period.
How do I change the Gantt chart scale?
- Open the project Gantt chart.
- Right-click the timeline bar at the top of the chart.
- Select the scale you want to use.
Project Insight redraws the timeline using the selected scale, making it easier to fit more or less of the project schedule into the visible chart.
What Gantt chart scales can I use?
The available scales shown in the tutorial include:
- Day
- Week
- Month
- Quarter
- Year
A day scale shows more scheduling detail. Week or month scales can make a longer project easier to review. Quarter and year scales may be useful only for very large or long-range schedules.
When should I use a week or month scale?
Use a week scale when the day view is too detailed and you want to see more of the project plan at once.
Use a month scale for projects with long tasks or schedules that extend over a larger period.
In short, use a broader scale when you need a higher-level view of the schedule and a narrower scale when you need more date detail.
How do I filter the Gantt chart by date?
- Open the Gantt chart filters.
- Select More Filters.
- Open the Advanced Filters.
- Choose the date range you want to display.
- Apply the filter to update the chart.
Project Insight does this by showing only tasks that occur within the selected date range.
What date range options can I use?
The Gantt chart date filters can include:
- Current date periods, such as the current month
- Specific start and end dates
- Rolling date ranges
These options let you focus the chart on a fixed reporting period or on a moving window around the current date.
How do I show only tasks in the current month?
- Open More Filters.
- Go to Advanced Filters.
- Select the option for tasks occurring in the current month.
- Apply the filter.
The Gantt chart will show tasks that occur during the current month.
How do I use a specific date range?
Enter the specific beginning and ending dates you want to review in the advanced date filters.
Project Insight then limits the Gantt chart to tasks that occur within that selected range.
What is a rolling date range?
A rolling date range moves relative to the current date instead of using fixed calendar dates.
For example, you can display tasks from the last five weeks through the next ten weeks. As time moves forward, the reporting window moves with it.
Rolling dates are useful when you regularly review recent work and upcoming tasks using the same time window.
Can I filter the Gantt chart by task status?
Yes. In addition to date filters, you can limit the chart using other task filters.
The tutorial shows options for displaying:
- Incomplete tasks
- Current and overdue tasks
These filters help remove completed or less relevant tasks from the visible schedule.
How do scale and filters work together?
The scale controls how the timeline is displayed, while filters control which tasks appear.
For example, you could filter the chart to the current month and use a day scale for detailed scheduling. For a longer rolling date range, you could use a week or month scale so the schedule fits more clearly on the screen.
Project Insight does this by letting you separately control the amount of timeline detail and the set of tasks included in the view.
What should I check when the filter does not seem to change the chart?
The selected date range may already include every task in the project. In that case, applying the filter will not visibly remove anything from the Gantt chart.
Review the scheduled dates of the tasks and choose a narrower range if you want to see a more noticeable change.
What are common mistakes when adjusting the Gantt chart view?
- Using a day scale for a very long project and making the chart difficult to review
- Using a quarter or year scale when detailed task dates are needed
- Selecting a date range that already contains every task
- Using fixed dates when a rolling reporting window would be more useful
- Changing the scale when the tasks themselves should be limited with filters
- Filtering by date but forgetting that other task filters are also available
Related questions
Can I view a Gantt chart by week in Project Insight?
Yes. Right-click the timeline bar and select the week scale.
Can I view a Gantt chart by month?
Yes. Select the month scale when you need a broader view of a long project.
Can I filter the Gantt chart to a custom date range?
Yes. Use Advanced Filters to enter the specific beginning and ending dates you want to display.
Can I show past and future weeks in one rolling view?
Yes. Use a rolling date range, such as the previous five weeks through the next ten weeks.
Can I show only incomplete or overdue tasks?
Yes. Use the available task filters to show incomplete tasks or current and overdue tasks.
Where can I get help with Gantt chart filters?
Visit Project Insight Support for help changing the Gantt chart scale or configuring task and date filters.
[Related article placeholder: Add a link to the Project Insight article about using project Gantt charts.]
[Related article placeholder: Add a link to the Project Insight article about filtering project task lists and reports.]
Comments
0 comments
Please sign in to leave a comment.