Resource Planning Gantt User Guide

Search the Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Enter a project name or project number into the search bar. Then press ENTER on your keyboard.

Sort the Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Next to the column name, click the sort order icon.
   

4. Click again to switch between ascending or descending order:

   • Ascending

   • Descending

Filter the Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Select to see information grouped by Resources or Projects.
   

4. Click the filter icon.

5. Select from the available filters:

   • Projects Filters Show/Hide

     • Project

     • Project Tags

     • Project Status

     • Project Roles

     • Resource

     • Resource Status

     • Job Title

     • Hide Past Assignments and Requests

     • Hide Empty Projects
       Note: This only applies to projects with no labor requests or assignments.

     • Hide Empty Categories

     • Hide Labor

     • Hide Equipment

     • Hide Requests

     • Job Stage. See Change a Project's Stage of Construction.

     • [Custom Fields]

   • Resources Filters Show/Hide

     • Project

     • People Tags
       Note: When filtering by tags, the project must have the tag in order to also show people with the same tag.

     • Project Roles

     • Resource

     • Job Title

     • Hide Past Assignments and Requests

     • Hide Labor

     • Hide Equipment

     • Job Stage. See Change a Project's Stage of Construction.

     • [Custom Fields]

6. To clear filters, click the X in the filter, or click Clear All Filters.