Gantt Charts Basics

The Gantt charts in Production Scheduling provide a graphical representation of the activities in a selected production plan. They all have a similar layout.

This page discusses:

Gantt Chart Data Table

This is the list of the elements the Gantt chart is about.

The data table is on the left-hand side of the chart:

  • Each collapsible row corresponds to one of the elements in the category the chart covers. For example, in a Work Order Gantt Chart, each row is a distinct work order. Similarly, in a Hierarchical Work Order Gantt Chart, each collapsible row is a work order, and each row below that is an operation in that work order.
  • Each column corresponds to a specific piece of information on the elements displayed. For example, in a Resource Gantt Chart, there is a column for the names of the work centers, and a column for the names of the execution resources. An arrow symbol in the header of a column indicates that this column determines the current order of the rows: ascending or descending.

You can:

  • Change the width of the data table, and of the columns in the data table, by dragging their borders.
  • Change the height of the rows. For more information, see Display Section.
  • Expand and collapse the rows, using the icons next to the element names. Typically, you expand rows to view overlapping operations separately. You collapse rows to save screen real estate when you do not need that level of detail.
  • Change the order of the columns, by dragging and dropping their headers.
  • Choose the columns to display. On the right side of the data table, click . The menu lists all the columns available for the current chart. Those already displayed have a blue border, and those hidden have a white border. To add or remove a column in the data table, select that column name from the list. The border color changes accordingly, and so does the data table.
  • Sort the rows by ascending or descending alphanumeric order of their data in a column you choose. In that column header, click to the right: the arrow shows the sort order. Click again to reverse the order, or click a different column header to sort by another category of data.
Note: The widget saves the layout of each of your Gantt chart views. Whenever you come back to a view, its chart data table is as you left it.

Gantt Chart Graph Area

This is the bar chart area, where you see the operations in the production plan, and when they take place.

Timeline and Time Scale

The timeline at the top of the graph area gives a bird's eye view of the entire horizon of operations in the plan. It is divided into time spans that adjust to both the length of the horizon and the width of the graph area. The portion of the line with the light gray background is the part of the horizon you see in the bar chart. The colors inside the line reflect the density of information. The darker the color, the more operations in the time span. Red marks identify the position of the operations that are raising alerts in the plan. Clicking anywhere on the line moves the graph to the corresponding period. Moving the handles of the current period on the line is a way of zooming in or out on the graph.

The first row below that line is the display time scale: for example, 1 week at a time. The second row is the display time unit: for example, for a weekly time scale, the days in the week. You can change the time scale at any time, pressing Ctrl + the mouse wheel on the graph to zoom in or out. Another possibility is to use a command from the Display section of the action bar. For more information, see Display Section.

On the graph, a dotted line identifies the current date (Now). Before that date, the chart background is darker to remind you that what you are viewing is in the past. A plain red line identifies the Scheduling start date. These lines appear also in the timeline at the top of the graph.

To scroll the chart horizontally, you can click and drag an empty space on the graph, or you can use the mouse wheel on the time scale. To go directly to a specific date or period of time, you can use commands from the action bar. For more information, see Navigate Section. To move around quickly, you can also use the timeline at the top of the graph.

Note: The widget saves the layout of each of your Gantt chart views. Whenever you come back to a view, the graph area is as you left it, with the same time scale. This is true also for the choices you make in the Display section of the action bar.

Summary Bars and Tooltips

In the Hierarchical Work Order Gantt Chart, each work order appears on the graph as a dark gray summary bar. You can click the icon in the summary bar or in the data table row to expand the work order, and see each of its operations on the separate row. To collapse the work order, click the summary bar or the data table icon again.

Tip: The color of the icon in the summary bar is the color of the work order in the active color scheme. For example, if you have selected Advance / Delay , the color reflects the advance / delay status of the work order. If the active color scheme corresponds specifically to operations and has no equivalent for work orders, then the icons in all the summary bars are dark gray. On selecting a color scheme for a Gantt chart, see Flyout for Changing Operations Colors in Gantt Charts.

When you hover over a summary bar, the chart displays a tooltip including:

  • The code of the work order.
  • The status of the work order.
  • The start and end dates and times of the work order in the plan.
  • The advance / delay status of the work order.
Tip: Additional information is available in the chart side panel that appears when you double-click the summary bar. For more information, see Gantt Chart Details Panel.

Operation Bars and Tooltips

The plain bars on the graph are the operations in the plan. Their colors convey information, for example: the operation execution status. For more information, see Flyout for Changing Operations Colors in Gantt Charts.

Specific patterns on the bars identify the operations that are in progress or finished:

  • Black and yellow hatches at the bottom of an operation indicate that the operation execution is under way:
  • A mesh pattern on an operation identifies the part of the operation that is complete already: . When execution is 100% complete, that pattern covers the entire operation bar. For more information, see Monitor Resource Activity and Operation Execution.

Similarly, a thick top border on a bar identifies an operation that has raised an alert in the plan. The operation tooltip and theDetails panel of the chart display the message of the alert. For more information, see Monitor Alerts on Resources and Operations.

When you hover over an operation, the chart displays a tooltip including:

  • The name of the operation.
  • The code of the work order the operation belongs to, and the status of that work order.
  • The start and end dates and times of the operation in the plan.
  • The execution status of the operation.
  • The advance / delay status of the operation.
  • Any alert that the operation has raised.
Tip: Additional information is available in the chart side panel. For more information, see Gantt Chart Details Panel.

When you click an operation, you select it. It appears in a red frame. To cancel the selection, you can click a blank space on the chart.

When two or more operations overlap, they appear as a single gray bar on the chart. The bar shows the number of operations stacked there. Click it (or click on the data table row) to unstack the operations, one row at a time. The chart keeps displaying the gray bar until there are no more overlapping operations at that position. You can click to collapse the expanded rows, one at a time. When there are more than three expanded rows, you can collapse them all at once with .

Symbols on Operations and Work Orders

The graph can include symbols along with operations:

Symbol Meaning
Work order due date. This date is part of the input data on the work order. It does not result from the scheduling process. The symbol is available only in the Work Order Gantt Chart.
Dependency link between two work orders. Depending on the chart, the link may look like it is between two operations, but it is not: the constraint is always between two work orders, not between two specific operations. The link color, thickness, and shape are distinctive, as the image shows. Dependency links are visible by default in all the Gantt charts. The app hides them when you use the Highlight Work Order feature, but displays them again as soon as you cancel the selection of Highlight Work Order. For more information, see Hierarchical Work Order Gantt Chart.
Link between two operations. The color reflects the type of the link. A dotted line indicates that the link is in error / inactive. For more information, see Monitor the Schedule of a Work Order on Resources.
A thin yellow line before or after an operation indicates that there is a mandatory action taking place for the operation, but without modeled equipment. The length of the line corresponds to the time required for that action. The exact duration is available in the chart Details panel. For more information, see View Details on Operations.
A block right at the beginning of an operation indicates that there is a mandatory tool changeover / setup time before the operation can start. Typically, this is the time required to install and configure the right tooling for the operation. The block is the same color as the operation. The exact changeover / setup time is available in the chart Details panel. For more information, see View Details on Resources.

Gantt Chart Details Panel

This panel provides detailed information on the operation or summary bar you click in the chart.

To display this panel, you can:

  • Double-click the operation or summary bar in the graph area, or
  • Right-click the operation or summary bar and select See More.

In both cases, the selection appears in a red frame. Once the panel is open, its content changes whenever you click a different operation or summary bar in the graph area.

You can change the width of the panel by sliding its left-hand border. The widget saves the width you choose.

Note: For legibility purposes, there is a minimum width.

If you clicked the summary bar of a work order (Hierarchical Work Order Gantt Chart only), the panel displays the main characteristics of that work order. For more information, see View Details on Work Orders.

If you clicked an operation bar, the panel displays:

To close the panel, click , or click a blank space on the graph area.

Search and Filters on Gantt Charts

You can use 3DSearch to find content in the Gantt charts.

When you search for content in a Gantt chart with 3DSearch or 6WTags:

  • The data table highlights the content that matches the search query or tag value. The number of matching rows appears at the lower right of the data table. You can click and next to that number to move between those rows in the data table. To display only the rows with matching content, be they in the data table or in the graph area, click in the data table. Click again to cancel the filter.
  • The graph area highlights the operations with content that matches the search query or tag value. All other operations are gray. The number of matching operations appears on the left, at the bottom of the graph area. You can click and next to that number to move between those operations in the chart. The operations you go to have a red frame. When you click , the chart time scale may change to encompass all highlighted operations. Still, they may not all be visible, because some of them may be on rows down the data table. You can click in the data table to filter also on rows. In any case, the view cannot display more than 4 years at a time. To restore the initial time scale, in the graph area, click the filter icon again.

This search result bar is available also, and operates the same, when you use the Highlight Work Order feature in the action bar.

When you search for content with 3DSearch, the tag values in the 6WTags panel reflect the search results. When you combine 3DSearch and 6WTags, the Gantt chart highlights only the elements that meet both conditions.

Note: When you use the Highlight Work Order feature, any previously highlighted 3DSearch or 6WTags results are momentarily canceled so they do not interfere with the highlighted work order. These results are highlighted again after you cancel the selection of Highlight Work Order.

Work Order Gantt Chart

For each work order (WO) in the production plan, this Gantt chart shows the distribution of operations over time.

This is the chart of choice to verify whether the work orders in the production plan are on time, early, or late.

Each row corresponds to a distinct work order. You can use 3DSearch to limit the number of rows in the chart to specific work orders.

For more information, see Analyzing the Execution and Progress of Work Orders.

Hierarchical Work Order Gantt Chart

This Gantt chart shows each work order in the production plan as a summary bar that you can expand to view the operations in the work order.

This is the chart of choice to:

  • Switch quickly between a global, synthetic view, and a detailed view of work orders.
  • Analyze dependencies between work orders. A dependency is a direct link between two work orders, as opposed to links between operations of the work orders. It indicates that the upstream work order must be complete before the downstream work order can start—either right away, or later. Dependency links are visible by default in all Gantt charts, but the Hierarchical Work Order Gantt Chart is where you get the clearer picture.

Note: When you use the Highlight Work Order feature, dependency links are no longer visible, so you can focus on links between operations instead. They are visible again as soon as you cancel the selection of Highlight Work Order.

Each collapsible row corresponds to a distinct work order. You can click the icon in the data table row or in the summary bar to expand the work order and see each of its operations on a separate row. Click the icon again to collapse. You can use 3DSearch to limit the number of rows in the chart to specific work orders.

The color block at the beginning of each row in the data table reflects the work order color. It does not change according to the color scheme you select for the chart. Conversely, the color of the icon in each summary bar reflects the active color scheme.

For more information, see Analyzing the Execution and Progress of Work Orders.

Resource Gantt Chart

For each execution resource in the production plan, this Gantt chart shows the distribution of operations over time.

This is the chart of choice to:

  • Monitor the schedule of resources, including idle times, for example.
  • See the resources allocated to the operations of a work order.
  • Analyze the alerts that the operations may have raised in relation to their resources or planning constraints.

Each row in the chart corresponds to a distinct resource. You can use 3DSearch to limit the number of rows to specific resources.

At the background of the chart, a darker shade identifies the nonworking periods of the resources, as opposed to idle times. Any exception to the standard work calendar of a resource appears as an overlay, with the description of the exception. Vertical lines mark the beginning and the end of the exception.

The calendars that define the working and nonworking periods of resources, be them standard or exceptional, are available from Factory Resource Management.

For more information, see Analyzing the Schedule of Resources.