- 24 Jul 2024
- Impresión
- PDF
Gantt Chart
- Actualizado en 24 Jul 2024
- Impresión
- PDF
Aspire provides Gantt charts to represent an overview of work performed on work orders. Gantt charts are available at two levels:
- Opportunity: Displays the opportunity, work tickets, milestones, and all activities. After winning an opportunity, select Gantt Chart from the top navigation bar to view the chart.
- Work Ticket: Displays the work tickets, milestones, and all activities. Access the Work Ticket Gantt chart by selecting the View Gantt Chart option from the Work Ticket screen header menu.
Aspire's Gantt chart features (located in the top right navigation bar):
- Week View: Switch between month and week views.
- Export: Download your Gantt Chart as a PDF or CSV file.
- Print: Print your Gantt Chart directly from Aspire.
- New: Create a new activity for your Opportunity that will automatically appear on the Gantt chart by selecting an option from the list:
- New Appointment: Schedule and assign appointments.
- New Task: Create, assign, and track tasks.
- New Issue: Log and prioritize project-related issues.
- New Milestone: Set and visualize project milestones.
Keep in mind:
- If you're on the Opportunity Gantt chart, the new activity defaults to the opportunity.
- If you're on the Work Ticket screen, the new activity defaults to the work ticket.
- On the Opportunity Gantt, you can also right-click on the work ticket rows to create a new activity that defaults to the work ticket in the relevant field.
Select an item title from the left-hand section on the main Gantt chart screen to directly access additional details. The items in the Gantt chart on the left-hand side can represent several types of elements, identified in the table below.
Element Type | Title | Start Time | End Time |
---|---|---|---|
Opportunity | The title is comprised of the opportunity number followed by the opportunity name. | Opportunity start date. | Completion date if the opportunity has been completed. Otherwise, the opportunity end date. |
Work Ticket | The title is comprised of the work ticket number followed by the opportunity service display name from the estimate. | Date of the first visit, if a visit is scheduled. Otherwise, the work ticket’s scheduled start date. | Completion date if the work ticket has been completed. Otherwise, the date of the last scheduled visit. |
Activity – Milestone | The title shows the subject specified for the milestone activity. | Date specified on the milestone. | Same as Start Time. |
Activity – Task | The title shows the subject specified for the task activity. | Start Date. | Completion date if the task is completed. Otherwise, the due date. |
Activity – Appointment | The title shows the subject specified for the appointment activity | Start Date/Time. | End Date/Time. |
Activity – Issue | The title shows the subject specified for the issue activity. | Date that the issue was created. | Completion date if the issue is completed. Otherwise, the due date. |
Activity – Email | Emails are not represented on the Gantt Chart. |
Right-click anywhere within an item row to access more options for managing the Gantt chart.
The following tables describe the various menu options available for activities.
Work ticket rows
Task, issue, and milestone rows
When hovering your cursor over an element on the right-hand section of the Gantt chart, a tooltip displays, offering additional insights into the element's progress. The tooltip provides:
- Work ticket number and title: Displays the unique identifier and title of the work ticket associated with the element.
- Percent complete: Indicates the percentage complete for the task or activity represented by the element.
- Work/Est hours: Reflects the ratio between actual work hours and estimated hours for the task. If the crew has worked beyond the scheduled hours for the work ticket, the percentage might exceed 100%.
- Billed to date total: Displays the total amount billed for the task up to the current date.
- Actual Start: Shows the date and time when work on the task commenced.
- Actual End: Indicates the date and time when work on the task was completed.
- Status: Provides information on the current status or progress of the task, such as In Progress, Complete, or On Hold.
The following information is displayed in the status box for each element.
Information Element | Available for Element Type? | |||||
Opportunity | Work Ticket | Activity – Milestone | Activity – Task | Activity – Appointment | Activity – Issue | |
Element Name | YES | YES | YES | YES | YES | YES |
Percentage Complete | ||||||
Work Hours / Estimated Hours (%) | YES | YES | NO | NO | NO | NO |
Start Date | YES | YES | YES | YES | YES | YES |
Start Time | YES | YES | YES | YES | YES | YES |
End Date | YES | YES | YES | YES | YES | YES |
End Time | YES | YES | YES | YES | YES | YES |
Status Opportunity – Reflects Job Status Work Ticket – Reflects Work Ticket Status Activity – Reflects Activity Status (In Progress or Complete) | YES | YES | YES | YES | NO | YES |
Billed to Date Total | YES | NO | NO | NO | NO | NO |
The legend below explains the visual elements on the Gantt chart. Refer to the accompanying table for detailed descriptions of each option.
Below are some best practices for using Gantt charts after an opportunity is won:
- Make sure to specify start and end dates for your opportunity when creating it. If the end date is not defined, it will default to one month from the start date. Removing the end date will turn the opportunity bar into a diamond icon.
- Create tasks for each work ticket to represent the parts of the work to be done. The work ticket bar will stretch to represent all tasks for the ticket, while the baseline will show the actual visit dates.
- Create milestones as needed, but avoid creating a single milestone for a work ticket, as this will cause the work ticket bar to turn into a diamond.
- Add appointments if necessary.
- Schedule visits for the work tickets, which the baseline will reflect on the Gantt chart. Work tickets will be ordered by their scheduled visit dates.
- Note that a work ticket with only one visit or activity under 24 hours will appear as a diamond.
- If start and end dates are the same for both the bar and the baseline, only one tooltip will show, representing the "actual" date for work tickets.
- Inform Gantt chart users to keep the opportunity start date updated to avoid export issues. However, it's important to note that this date cannot be changed after visits are scheduled or a change order is created.