Summarize your results - Editing a Gantt Chart
Fernando Montenegro
8 steps
58 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [https://app.clearpointstrategy.com/#/home](https://app.clearpointstrategy.com/#/home)
Gantt Chart Editing
2
Select **Elements** from your Control Panel\ Click on **Initiatives**\ Select the **Initiative** you would like to work on, in this example, 'Redesign Employee Satisfaction Survey'.
3
Scroll down to the bottom of the Initiative Detail Page to see the Gantt chart displayed. You can adjust the width of the line in the Gantt Chart to see the full names of your Milestones by dragging it left or right. When the page is exported, that line will be respected, so you can see the entire name of your Milestones.
4
Double-click on a **Milestone bar** to edit that Milestone
5
Edit the **Name** and **Status** of the **Milestone**\ Change the **Start** and **End date**\ Edit the **Percent Complete**
6
Click on the **Close button**\ Click on the green check mark icon to **Save**
Using the Copy Forward feature on a Gantt Chart
7
Select **Scorecard & Elements** from your Control Panel\ Click on **Initiatives**\ Select the **Initiative** you would like to work on, in this example, 'Redesign Employee Satisfaction Survey'.
8
Scroll down to the bottom of the Initiative report page to see the Gantt chart displayed. Double-click on the **Milestones Gantt Chart field**\ Click the **copy forward icon**\ Select the different items to copy forward into the current period\ Only blank values in the current period will be replaced with values from the previous period\ Once you have selected the items to copy forward, click **Copy Forward**
Summarize your results - Editing a Gantt Chart
Fernando Montenegro
8 steps
58 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [https://app.clearpointstrategy.com/#/home](https://app.clearpointstrategy.com/#/home)
Gantt Chart Editing
2
Select **Elements** from your Control Panel\ Click on **Initiatives**\ Select the **Initiative** you would like to work on, in this example, 'Redesign Employee Satisfaction Survey'.
3
Scroll down to the bottom of the Initiative Detail Page to see the Gantt chart displayed. You can adjust the width of the line in the Gantt Chart to see the full names of your Milestones by dragging it left or right. When the page is exported, that line will be respected, so you can see the entire name of your Milestones.
4
Double-click on a **Milestone bar** to edit that Milestone
5
Edit the **Name** and **Status** of the **Milestone**\ Change the **Start** and **End date**\ Edit the **Percent Complete**
6
Click on the **Close button**\ Click on the green check mark icon to **Save**
Using the Copy Forward feature on a Gantt Chart
7
Select **Scorecard & Elements** from your Control Panel\ Click on **Initiatives**\ Select the **Initiative** you would like to work on, in this example, 'Redesign Employee Satisfaction Survey'.
8
Scroll down to the bottom of the Initiative report page to see the Gantt chart displayed. Double-click on the **Milestones Gantt Chart field**\ Click the **copy forward icon**\ Select the different items to copy forward into the current period\ Only blank values in the current period will be replaced with values from the previous period\ Once you have selected the items to copy forward, click **Copy Forward**
