The Gantt chart is a visual management tool that displays tasks, timelines, and dependencies in a horizontal bar chart format. It helps teams track progress and deadlines, making sure projects are delivered:
On Time
On Budget
And meet requirements
On the visual each item is represented by a bar, where the length indicates duration and positioning shows start and end dates.
(click image to see zoomed in)
Data Requirements:
The following portfolios need to be included: Portfolio D, Portfolio E, Portfolio F
All projects, project tasks, milestones and key milestones need to be included under each portfolio
Using planned start and end dates
Default sorting
All demands need to be included under each portfolio
Using approved start and end dates
Default sorting
I need the following data from those records:
Portfolio
Name
Task type
Project
Name
Task type
Demand
Short Description
Task type
Design Requirements:
We want to look at this year, 2025, with a monthly trend type
Milestones should be visually identified by a triangle icon with date
Key milestones should be visually identified by a square icon with date
Headers for the month need to use the 3 character abbreviation, with a shortened year abbreviation
There needs to be a 'Today' line to showcase todays date
Color palette needs to align with the business approved brand colors
Delivery Requirements:
Viewers need ability to refresh the visual to update data
Need ability to schedule a regular remind to review report
Viewer should be able to download report
If the Gantt visual requires scrolling, due to many portfolios, projects or demands, the downloaded version should account for the overflow with extra pages.
A filter should be available, so viewer can filter down to a single portfolio to review and export the filtered report.
Tutorial on How to Setup