Gantt Schedule Overview: Use Cases, Navigation & Schedule Types

📊 Gantt Schedule Overview: Use Cases, Navigation & Schedule Types
 

📘 Article Purpose

This article further introduces Ontraccr’s Gantt Schedule—what it is, when to use it, and how to navigate its interface and schedule types.


🏗️ What Is the Gantt Schedule?

The Gantt Schedule is a long-term planning tool used to:

  • Map project tasks over time
  • Plan labor, materials, and equipment
  • Visualize project phases in a timeline format

🧠 While the Field Schedule is for day-to-day labor, the Gantt Schedule is used for forecasting, sequencing, and high-level planning.


🧰 Typical Use Cases

  • Project planning across weeks or months
  • Resource allocation (who, what, when)
  • Connecting planned work to field execution
  • Scheduling milestones and task dependencies

🧭 How to Access the Gantt Schedule

  1. Go to Scheduling in the left navigation
  2. Click Gantt Schedule
  3. You’ll land on the main Gantt interface

📂 Types of Gantt Schedules

There are three types of Gantt schedules you can access from the dropdown at the top-left:


1. Project Schedules (Auto-created)

  • Automatically created when you make a new project
  • Tied directly to the project
  • Can also be accessed from the Projects page (via the Gantt tab)

🧠 Best for mapping out tasks related to a specific job.


2. General Schedules

  • Not tied to any project
  • Used for custom planning (e.g., internal resource forecasting, equipment usage)

📋 Ideal for generalized operations or team-wide initiatives.


3. Master Schedule

  • Lets you combine multiple project schedules into one master view
  • You can overlay tasks from different projects in a single timeline

📊 Great for seeing the big picture across your entire company or division.


🔍 Search and Filter Your Schedule

At the top of the Gantt Schedule interface, you’ll find:

ToolPurpose
SearchFind tasks by keyword (e.g., “sprinkler”)
FilterFilter tasks by name, user, material, equipment, label, date, etc.
SortSort by default, color, name, or duration
ZoomAdjust timeline scale (days, weeks, months)

🧱 Summary Table

Gantt TypeLinked to Projects?Use Case
Project Schedule✅ YesTask planning per job
General Schedule❌ NoCustom resource/equipment planning
Master Schedule✅ Combines othersCompany-wide planning dashboard

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