Gantt Planning
Go to: Projects → Reports → Project Gantt Chart
The Project Gantt Chart is the active, interactive planning view. You can also open it from a saved Project using Gantt Chart.
Plan a project
Select the project
Choose a Project. Opening from a project record selects it automatically.
Review the summary and hierarchy
Read the project summary — which lists the assigned Project Team alongside each task’s own Assigned To — expand group tasks, and compare the task table with timeline bars.
Adjust the schedule
Drag a task bar to move it, drag an edge to resize it, or open the task drawer and enter dates. Changes are saved to the task’s planned dates.
Check dependencies
Dependency lines show prerequisite order. Violations are highlighted and blocked rather than saved.
Add or inspect work
Use Add Task for a root or child task. Click a task to open its details drawer.
Export
Use Export CSV for schedule rows or Export PDF for the visual timeline.
Toolbar and display controls
The planning view supports project selection, timeline scale, today/position controls, task-table expansion, filters, and zoom/navigation appropriate to the chart. Use Filters to narrow visible tasks by status and other available task values without changing the underlying project.
Schedule modes
| Mode | Stored on the task | Best use |
|---|---|---|
| Absolute Dates | Expected Start Date and Expected End Date | A live task with fixed calendar dates |
| Relative to Project Start | Begin On Days and Duration (Days) | Reusable task templates and plans driven by project start |
For relative scheduling, Begin On Days is the offset from project start and Duration is the planned length. The UI previews the approximate calendar dates when the project has a start date.
A project needs a Start Date for relative task scheduling to resolve into a meaningful calendar position.
Dependency rules on the chart
ERPX prevents:
- a task depending on itself;
- duplicate or circular dependencies;
- a dependent task starting before its prerequisite allows;
- invalid cross-project dependency relationships.
If a drag or resize would violate a dependency, correct the prerequisite dates or dependency itself first.
For dependency entry and task status guidance, see Tasks.
Actual and comparison Gantt views
The frontend contains routes for Project Actual Gantt Chart and Planned vs Actual Gantt Chart, based on actual task dates and planned-versus-actual comparison. Their report tiles are currently hidden, so they are not part of normal production navigation.
Use the documented Project Gantt Chart for production navigation. If your organization exposes the other routes through a custom role or link, treat them as additional analysis views rather than the primary planner.