Summarize Your Results – Using a Gantt Chart on a Detail Page
Learn how to view, edit, and manage project timelines using Gantt charts in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Gantt charts in ClearPoint are interactive, time-based visuals that help you plan and track progress for your **Initiatives** and **Milestones**.\ \ They provide a clear overview of project timelines, dependencies, and completion status—all in one view. With Gantt charts, you can: - Track project start and end dates - Monitor milestone completion - Adjust timelines interactively - Identify delays or overlaps early
Viewing and Editing the Gantt Chart
2
1. From the left navigation, click **Elements**. 2. Select **Initiatives**. 3. Open the Initiative you want to review (e.g., *Redesign Employee Satisfaction Survey*).
3
1. Locate the **Gantt Chart** section on the Initiative’s **Detail Page**. 💡 *The Gantt chart automatically updates to reflect milestone progress and dependencies in real time.*
Adjusting the Gantt Chart View
4
- Drag the **vertical divider line** left or right to adjust the width of milestone names. - The chart automatically preserves this width for exports, so full milestone names remain visible in PDF or PowerPoint reports.
Editing Milestones Directly from the Chart
5
You can update milestones directly in the Gantt chart without leaving the Detail Page.
6
1. Double-click a **Milestone bar** on the Gantt chart. 2. You will be able to update: - **Name** - **Status** - **Start Date** and **End Date** - **Percent Complete** 3. Click **Save.** 💡 *Changes made in the Gantt chart are automatically reflected in milestone tables and summary reports.*
Using the Copy Forward Feature
7
The **Copy Forward** tool saves time when updating recurring milestones or projects.\ It copies selected milestone values from the previous reporting period into the current one—without overwriting existing data.
8
1. From the left navigation, click **Elements → Initiatives**. 2. Open the Initiative (e.g., *Redesign Employee Satisfaction Survey*).
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1. Click the **kebab menu (⋮)** and select **Edit Element.**
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1. Click the **Copy Forward (↷)** icon. 2. Select the **Source Period**. 3. Select which attributes to copy (e.g., *Status*, *Percent Complete*, or *Dates*). 4. Click **Copy Forward**. 💡 *Only empty fields in the current period are updated—existing values remain unchanged.*
Summarize Your Results – Using a Gantt Chart on a Detail Page
Learn how to view, edit, and manage project timelines using Gantt charts in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Gantt charts in ClearPoint are interactive, time-based visuals that help you plan and track progress for your **Initiatives** and **Milestones**.\ \ They provide a clear overview of project timelines, dependencies, and completion status—all in one view. With Gantt charts, you can: - Track project start and end dates - Monitor milestone completion - Adjust timelines interactively - Identify delays or overlaps early
Viewing and Editing the Gantt Chart
2
1. From the left navigation, click **Elements**. 2. Select **Initiatives**. 3. Open the Initiative you want to review (e.g., *Redesign Employee Satisfaction Survey*).
3
1. Locate the **Gantt Chart** section on the Initiative’s **Detail Page**. 💡 *The Gantt chart automatically updates to reflect milestone progress and dependencies in real time.*
Adjusting the Gantt Chart View
4
- Drag the **vertical divider line** left or right to adjust the width of milestone names. - The chart automatically preserves this width for exports, so full milestone names remain visible in PDF or PowerPoint reports.
Editing Milestones Directly from the Chart
5
You can update milestones directly in the Gantt chart without leaving the Detail Page.
6
1. Double-click a **Milestone bar** on the Gantt chart. 2. You will be able to update: - **Name** - **Status** - **Start Date** and **End Date** - **Percent Complete** 3. Click **Save.** 💡 *Changes made in the Gantt chart are automatically reflected in milestone tables and summary reports.*
Using the Copy Forward Feature
7
The **Copy Forward** tool saves time when updating recurring milestones or projects.\ It copies selected milestone values from the previous reporting period into the current one—without overwriting existing data.
8
1. From the left navigation, click **Elements → Initiatives**. 2. Open the Initiative (e.g., *Redesign Employee Satisfaction Survey*).
9
1. Click the **kebab menu (⋮)** and select **Edit Element.**
10
1. Click the **Copy Forward (↷)** icon. 2. Select the **Source Period**. 3. Select which attributes to copy (e.g., *Status*, *Percent Complete*, or *Dates*). 4. Click **Copy Forward**. 💡 *Only empty fields in the current period are updated—existing values remain unchanged.*
