General Configuration

In the General tab, you define the basic elements of your Gantt chart configuration:

• Start Day - The day the project begins. When automatic scheduling is applied, the earliest issues will begin on this date. Later issues will be scheduled based on a combination of this date, work estimates, and dependencies.

• Calendar - Scheduling within the chart will be based on the selected work calendar.

• Appearance - This allows you to customize the default color of items in the Gantt chart and how progress is visualized.

• Tempo mode - Select this option to use scheduling and resource data from Capacity Planner.

• Import Settings (top of the screen) - Import the Gantt configuration from another structure. See Import Settings.

Appearance

The appearance section allows you to customize the way task bars appear in the Gantt chart. You can select one of the predefined color schemes, or choose a custom color scheme to match your company style:

• Color Scheme - Select the default color for items in your chart. You can use one of the provided color schemes, or click CUSTOM to select a custom color scheme.

• Fill Color - Enter a custom color, either using the color picker or typing its Hex value.

• Progress Color - Progress can be displayed as a dark or light color over the taskbar. If you select Auto, Gantt will pick the option that provides the most contrast to your color scheme. 

Tempo Mode

To use scheduling and resource data from Capacity Planner:

1. Open Gantt Settings

2. Enable Planner mode

3. Select whether you want to schedule based individuals or Tempo Teams

When Planner mode is enabled, many of the options on the Scheduling and Resources screen will be grayed out, as this information will be pulled from Capacity Planner instead.

Individuals vs. Team

When using Planner mode, you can visualize and schedule work based on individual users or Tempo Teams.

Individuals

When planning for individuals:

• The Resources panel displays all users that have work assigned to them in the structure

• The Resource Usage panel displays different information, depending on whether you’re using Planner data or Gantt data:

  • Planner data (the Tempo icon is highlighted) - displays the total amount of work planned for individuals, across all projects, even for issues not in the chart

  • Gantt data - displays the total amount of work assigned to individuals within the Gantt chart

Teams

Team Planning mode allows you to visualize time for your teams, as well as each member within a team. When using Team Planning and Tempo data, the resource usage is rolled up. In the example below:

• Team members (ex. “Evi Steele”) - displays individual allocations from Capacity Planner

• Team (“Android Team”) - shows epic-level work allocated to the team in Capacity Planner

• Overall group (“Temp Team: Android Team”) - shows the combined allocation for the team and its team members

Scheduling and Resource Allocation with Capacity Planner

When Planner mode is enabled, tasks will be scheduled according to the information provided by Capacity Planner:

• If an issue has a plan associated with it, Plan Start and Plan End dates will be used to schedule the task.

• If there is no plan associated with the issue: the issue will be automatically scheduled.

• To apply custom manual scheduling rules to select tasks, use a Slice.

Resource Usage: Gantt vs. Capacity Planner

By default, the Gantt chart only shows utilization within the scope of the chart – so any work planned for issues that aren't in your structure (and Gantt chart) won't be accounted for.

Using Capacity Planner data, Gantt can consider allocations from any issue – even if it isn't in the chart – when determining resource allocation. So if you're scheduling Project A, but someone on your team has work planned for Project B, that time will be considered when determining their availability.