Project Insight provides advanced Gantt chart options for changing the timeline scale, colorizing tasks, displaying task details, filtering the schedule, editing tasks, and exporting or printing the chart. These options help you focus the Gantt chart on the work, dates, and visual details that matter most.
Best for: Project managers and schedulers who want to customize how a project schedule appears, quickly find relevant tasks, or create a printable or downloadable version of the Gantt chart.
What does the green line on the Gantt chart mean?
The green vertical line marks the current day on the Gantt chart. It helps you compare today’s date with the planned timing of tasks in the project schedule.
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.
The default scale is Day. Project Insight redraws the timeline based on the scale you select.
What Gantt chart scales are available?
The scale options shown in the tutorial include:
- Quarter day
- Half day
- Day
- Week
- Month
Use a week or month scale for a longer schedule. Use a half-day or quarter-day scale for a short schedule that needs more detailed timing.
In short, the scale changes how much time each section of the timeline represents. It does not change the task dates themselves.
Where else can I change the Gantt chart scale?
You can also change the scale through Filters and More Filters.
This area includes additional display, color, and filtering options for the Gantt chart.
How do I change task colors on the Gantt chart?
- Open Filters.
- Select More Filters.
- Choose the type of task colorization you want to use.
- Select Refresh.
The default is to use the task color. The tutorial also shows options to colorize tasks based on:
- The person assigned to the task
- Task type
- Task status
Project Insight does this by applying a visual category to each task bar, making it easier to identify patterns across the schedule.
Can I show task names on the Gantt chart?
Yes. Open More Filters, enable the option to show task names, and select Refresh.
The task names will appear alongside the task bars on the Gantt chart.
Can I show actuals and critical tasks on the Gantt chart?
Yes. The advanced display options include settings to show actuals and to show critical tasks in red.
These options help you compare planned and actual work or quickly identify tasks that are critical to the project schedule.
How do I open a task from the Gantt chart?
Select a task bar to open its task details. From there, you can open the individual task or continue to the full task edit view.
This allows you to review or update a task without first returning to the Task List.
What task information can I edit from the Gantt chart?
The tutorial shows that you can update task information such as:
- Status
- Comments
- Task color
For example, you can change a task’s color and immediately see the new color on the Gantt chart.
What quick filters can I use on the Gantt chart?
The quick filters shown in the tutorial include:
- Tasks assigned to me
- Current tasks
- Current and overdue tasks
Quick filters provide a fast way to reduce the schedule to a common set of tasks without building a more detailed filter.
How do I clear Gantt chart filters?
Select Clear Filters to remove the active filters and display all tasks again.
How do I use advanced filters on the Gantt chart?
- Open Filters.
- Select More Filters.
- Open the advanced filtering options.
- Choose the date range or other criteria you want to use.
- Refresh the chart.
Advanced filters work similarly to Task List filters and let you narrow the Gantt chart using date ranges and other task criteria.
Project Insight does this by removing tasks that do not match the selected criteria, helping you focus on a specific portion of the schedule.
How do I print the Gantt chart?
Use the Print Friendly option when you want to print the portion of the Gantt chart currently displayed on the screen.
The print-friendly view reflects the tasks and timeline currently visible in your selected view.
How do I export the entire Gantt chart to PDF?
Select Export to PDF to create a file containing the full project Gantt chart.
Unlike the print-friendly view, the PDF export includes the entire chart, including schedule content that is outside the currently visible screen and would normally require scrolling.
What is the difference between Print Friendly and Export to PDF?
Print Friendly shows what is currently displayed on the screen. Export to PDF includes the complete project Gantt chart, including content beyond the visible area.
In short, use Print Friendly for the current view and Export to PDF for the entire project schedule.
What do advanced Gantt chart options help a team accomplish?
Advanced Gantt chart options help teams make large schedules easier to read, highlight important tasks, focus on current or overdue work, update task information, and create schedule files for sharing or review.
Project Insight does this by combining visual controls, task filters, editing tools, and export options in the project Gantt chart.
What are common mistakes when using advanced Gantt chart options?
- Using the Day scale for a long project that would be easier to view by week or month
- Using a broad scale when detailed task timing is needed
- Changing a task color while using a different colorization rule
- Forgetting to select Refresh after changing display options
- Leaving a quick or advanced filter active and assuming tasks are missing
- Using Print Friendly when the full project schedule is needed
- Assuming the PDF export includes only the visible portion of the chart
Related questions
Can I view a project Gantt chart by week or month?
Yes. Right-click the timeline bar and choose the Week or Month scale.
Can I show tasks assigned only to me?
Yes. Use the quick filter for tasks assigned to you.
Can I show only current and overdue tasks?
Yes. Select the Current and Overdue quick filter.
Can I edit a task without leaving the Gantt chart?
Yes. Select the task to view its details, make available updates, or open the full task edit screen.
Can I export the full Gantt chart even if it does not fit on the screen?
Yes. Export to PDF includes the entire project schedule, including areas that require scrolling in the Gantt chart.
Where can I get help with Gantt chart options?
Visit Project Insight Support for help configuring Gantt chart scales, filters, colors, printing, or exports.
[Related article placeholder: Add a link to the Project Insight article about changing the Gantt chart scale and date filters.]
[Related article placeholder: Add a link to the Project Insight article about creating task dependencies on the Gantt chart.]
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