Planning & Gantt Charts

Project Planning

Gantt View

Switch to Gantt view in any project. Tasks are displayed as bars on a timeline.

• Drag task bars to reschedule start/end dates.
• Zoom to Day, Week, Month, Quarter.
• Dependencies – Link tasks. A task cannot start until its predecessor is done.
• Critical Path – Auto-highlighted if enabled.
• Group By – Assignee, Stage, Milestone.

Milestones

Go to Projects > Milestones. Create key deliverables:

• Name, date, project.
• Allow task creation directly from milestone.
• Milestones appear in Gantt view as diamonds.
• If the project bills by milestone, reaching one can trigger an invoice automatically.

Resource Planning

With the Planning module installed, you can:

• Assign specific time slots to employees per task.
• View resource availability in the Planning view — booked hours vs an employee's working schedule.
• Avoid over-allocation: the view flags an employee scheduled for more hours than they have available that week.
• Publish the plan so employees see their own upcoming slots on their personal dashboard.