This is the project planning tool where you can build you project and group it into phases, tasks, appointment and future activities.
Before we introduce you to this part, we'll give you a learning of the basic elements.
The essentials
Activities
When you are creating your gannt view it's build up by activities, which is a placeholder of the different types of objects which can be created or related to a project in Microbizz.
You can use the keyboard and shortcuts in this view and you can see a guide, when pressing the HELP button.
Groups
Groups are created automatically if an activity or object is indent below it.
Duration, estimate, progress and dependencies
When you have created your activities and groups, you can now edit the duration, which is number of working days between the start- and end date.
Estimate is the estimated time for the activity which can be used when creating tasks afterwards.
Progress is a manual setting of the completion of the current activity or group. Group progress is automatically calculated with the sub activities.
Dependencies is used to set a relation between the start- and end dates of different activities.
See example of the use below.
Types - Change activities to tasks, appointments or spacers
When the gannt view is created, you can now use type to change the activity to a task, appointment or spacer.
This is done by right-clicking on the type-icon and selecting the wanted object for the current activity.
Spacers are used to separate phases, to be able to make a better view of the current project if desired.
Tasks can be created as you click or it can be selected from a template, so next time you left-click it, it will go to the creation of the task with the selected template.
See example below.
Existing tasks and appointments
It's possible to attach previously created tasks and appointments to new projects and it's shown below how to attach and select it in the project afterwards.
Columns
Here you can set which columns from the objects that should be showed in the gannt-sheet below.
You can select column information from tasks and appointments as shown below
Setup
Here you can set up styles, colors for the gannt view and work weeks for the project. These can be changed per project but the default is setup in the SETTINGS > SETUP.
The information is grouped into their type which is showed and explained below:
Tasks
This information is available in the gannt view and you can set up which information to be showed when viewing tasks in the gannt view.
It's possible to show information above, below, right and left each gannt element and depending on the gannt-type.
As seen in previous example above, we're showing task title, status, start- and end date in the gannt view.
Appointments
This information is available in the gannt view and you can set up which information to be showed when viewing appointments in the gannt view.
It's possible to show information above, below, right and left each gannt element and depending on the gannt-type.
As seen in previous example above, we're showing task title, status, start- and end date in the gannt view.
Group
This information is available in the gannt view and you can set up which information to be showed when viewing appointments in the gannt view.
It's possible to show information above, below, right and left each gannt element and depending on the gannt-type.
As seen in previous example above, we're showing task title, status, start- and end date in the gannt view.
Activity
This information is available in the gannt view and you can set up which information to be showed when viewing activity in the gannt view.
It's possible to show information above, below, right and left each gannt element and depending on the gannt-type.
As seen in previous example above, we're showing task title, status, start- and end date in the gannt view.
Colors
These colors are available in the gannt view and you can set up which colors to be showed when viewing the different elements in the gannt view.
As seen in previous example above, we're changing the displayed colors in the gannt view.
Work week
Doesn't work at the moment - to be continued.