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
- Go to Scheduling in the left navigation
- Click Gantt Schedule
- 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:
Tool | Purpose |
---|---|
Search | Find tasks by keyword (e.g., “sprinkler”) |
Filter | Filter tasks by name, user, material, equipment, label, date, etc. |
Sort | Sort by default, color, name, or duration |
Zoom | Adjust timeline scale (days, weeks, months) |
🧱 Summary Table
Gantt Type | Linked to Projects? | Use Case |
---|---|---|
Project Schedule | ✅ Yes | Task planning per job |
General Schedule | ❌ No | Custom resource/equipment planning |
Master Schedule | ✅ Combines others | Company-wide planning dashboard |