Milestone Gantt

The Milestone Gantt is an effective tool in reviewing projects and their milestones graphically over a time period, giving a birds eye view of the dates across the portfolio. 

To access the milestone settings, click on the settings cog on the top right of the page, then click on the MILESTONES tab.

The settings on the widget will match the selection of the input. If you check none of the milestone checkboxes then regardless of the other settings you enter you won’t see any milestones. 

Once you check at least one of the checkboxes you must then decide which milestone deliverables you want and which statuses. 

If you leave either of the swap lists blank you will see no milestones because nothing will match your selection. 

Bottom line, you need to have values in both the “Deliverables” AND “Milestone Status” if you are to see at least one Milestone on the widget.

For example:

• If you want to see only at risk milestones, that have no deliverable (i.e. zero duration) and that are overdue, your selection would be the above.
• If you want to see every milestone of every status and type, you check all three checkboxes and select everything in both swap lists.

Here is a short description of the remaining settings you can choose from. 

Tab 1: Date Options: The user can select the date range to display and also how the date range is displayed. For shorter date ranges, months is more suitable whereas for longer durations, half years or years may be better.

Tab 2: Milestone Options: The user can select: 

Whether to only show At Risk, Key or All Milestones 

The types of Milestone Deliverables to display 

To show or hide milestones based on their status 

Whether to show key activities

To show or hide key activities based on their status 

Tab 3: Phases: The user can select which phases to see milestones from.

Tab 4: Baseline: The user can select whether to show the position of milestones as they were on a particular baseline. The user can also filter the baselines available by system or user baselines if required. When a baseline is selected, the position of the milestone at the baseline is shown in ‘bronze’.

Tab 5: Other Options: The user can select whether to label each milestone with either the Milestone Deliverable or the name of the task the milestone is attached to. If images have been associated with a milestone the user can choose to show or hide the image. By default, images are not displayed. Tooltips can be turned on or off. Archived projects can be included or excluded The today marker can be hidden if required Because each user will be interested in different attributes of the milestones, options to configure what data is shown in the tooltips are available. The user can configure the tooltips displayed when the mouse is over the project name:

And when the mouse is over the milestone:

Note that the project name is also hyperlinked and will navigate to the Gantt for the selected project. The user’s settings are saved and applied to all projects when they navigate between them. The user cannot have different settings for different projects. However, the user’s setting for the Milestone Gantt and the Timeline View are saved separately. If tasks in the schedule have been assigned to project phases, the timeline bar for the project will be coloured to show the start and end of each phase:

Where the “Phase” is the “Phase” as seen as a column on the Gantt, Unphased projects will remain Grey without different shades for the different phases.