Structure.Gantt is a Structure extension, which brings planning and resource management features to structures.
Structure.Gantt adds the power of familiar Gantt charts to Jira, so you can instantly visualize issue dependencies and timelines, and understand resource allocations on a global scale.
This document makes a few assumptions:
Creating Your First Gantt Chart
Gantt Chart Wizard
If you are not familiar with Structure yet, the easiest way to create your first Gantt chart is through the Gantt Chart wizard.
To open the wizard:
- From the Jira menu at the top of your screen, select Structure | Create Structure
- Select Gantt Chart
- Click Next
In just a few steps, the wizard will help you can define your structure and the parameters , which will be used for building the Gantt chart (tasks , including task start and finish dates, duration, dependencies and others)more.
To open the wizard, go to the top Structure menu, select Create Structure, select Gantt Chart and click Next. Go through the wizard steps to the define the following:
- The scope of issues used in the chart. You can select issues from certain projects, agile boards or use a custom JQL.
- The hierarchy. Structure can arrange issues into a hierarchy based on relationships that exist in Jira (links, epic links, Portfolio links, sub-issues).
- Dependencies. You can select which link types to use for different types of dependencies in the Gantt chart.
- Scheduling rules. Select what you want to use as tasks duration (Jira Time Tracking or Story Points) and which fields should be used for Start and Finish Dates.
- Resources. Select what Jira field you want to use as resources for your tasks.
Once you go through all the steps, the structure, its view and the corresponding Gantt chart are created. You can fine-tune your structure by adjusting the settings of the generators and you can adjust the Gantt chart settings by opening the Configuration, which was created for this chart.
learn more about creating charts with the Gantt Chart Wizard and how to tailor your charts for specific project needs, see Using Structure Wizard.
For an Existing Structure
If you already have a structure you want to use for your Gantt chart, you can select one of the existing configurations (or create a new
one) and edit the chart manually:
- Open Structure Board and switch to the structure that contains issues that you would like to include in the plan.your chart
- Use the Layout menu to switch to either "Gantt Chart" or "Gantt + Resources" layout. You will see the Settings screen where you can set the project start date
- On the Create Gantt Chart screen, enter the Project Start Date and select one of the available configurations .
- Click Save to save the settings and create the chart.
- (or click Manage configurations to create a new configuration)
- Click Create Gantt Chart
Note: To be able to create Gantt charts (even for existing structures) you need to must have permissions to create new structures.
For more information about setting up your Gantt chart, see Gantt Chart Settings.
Gantt Chart Configuration
Gantt Chart configuration defines how the chart is built – , including where does the chart's information come comes from , and what fields are used , etc. The app to build it.
Structure.Gantt comes with a predefined "Default" configuration, which has some default with several predefined parameters. You can adjust begin with the default configuration and customize it as necessary, or you can create your own custom configurations.
Creating a New Configuration
You can create a new configuration for Gantt charts and use it Structure.Gantt allows you to create custom chart configurations that can be used in multiple charts.
To create a new configuration:
- Click the Gantt Chart Settings button on the left side of the chart toolbar.
- Click Manage next to the Configuration field to open the Gantt Configurations dialog.
- Under Gantt Chart Configurations, click Manage Configurations
- On the Gantt Configurations screen, click Create New Configuration (or click Edit next to one of the existing configurations to change it) (You can also customize an existing configuration. Simply locate the desired configuration and click Edit.)
For more information, see Gantt Configuration in Detail.
Gantt Chart Elements
Once you define the configuration and save the settings, the Gantt Chart opens.
You can manipulate your Gantt chart using the toolbar, the mouse and a number of keyboard shortcuts.
Use the Zoom control in the toolbar to zoom in, zoom out or select the desired zoom level.
To scroll, use the horizontal or vertical scroll bars or hold Shift key, click anywhere in the chart and drag to move the chart horizontally or vertically.
Use the Today button to navigate to the current date. Click the focused task button next to it to navigate to the task currently in focus.The time scale can be easily adjusted to find just the information you need:
- Zoom in or out to see more or less of your timeline
- Scroll horizontally or vertically
- Hold the Shift key and drag the chart with your pointer
- Focus in on the current date with the Today button
- Navigate to the current task with the Focused Task button (next to the Today button)
Start Date and Current Date
Green The project start date is indicated by a green vertical dashed line represents the project start and the . The current time is indicated by an orange vertical line shows the current time. Mouse over the points that represent them on the timeline to see the exact dates and time.
Mousing over the point at the top of either line will display the exact date.
items are represented in the chart with bars. Clicking the task bar will show the task details panel, which contains information about the task's timeline and resources.
- Position of the task along the time axis is determined by its Start or Finish Dates and exiting dependencies.
- If there is time logged for an issue, the progress is A task's position on the timeline is based either on its dependencies or on manually-set Start or/and Finish dates.
- If you have configured Gantt to track the progress of tasks, that will be shown inside the bar. To show/hide progress, use the Display Options menu in the toolbar.
- If a task is a part of the critical path, it is shown red. The rest of the tasks are blue. You can show or hide critical path highlighting using the Options menu in the Gantt toolbar.
If an element has children in a structure, it can be shown as a Group (this can be set in the Gantt configuration Scheduling section).
- A group's Start Date and Duration is calculated automatically, based on the start dates Start Date and duration Duration of the elements it contains.
- If the group is an issue, which has its own start date Start Date and duration Duration values, they are ignored.
- If a task is a part of the critical path, it is shown red. The rest of the tasks are blue. You can show/hide critical path highlighting through the Display Options menu in the toolbar.
Dependencies are shown displayed as arrows between the tasks task bars. Clicking
- Click the arrow
- to show the
- Dependency Properties
- To show/hide
- dependency arrows, use the Options menu in the toolbar
For more information about managing dependencies, see Dependencies.
You can show issues summaries and keys next to the bars in the chart. To do that, select them in the Display Options menu in the toolbar.
Using the Options menu at the top right, you can show or hide elements in your Gantt chart, including:
- Item Information: Summary, Issue Key, Resource Assignment
- Gantt Chart Details: Critical Path, Progress, Dependencies, Chart Warnings
Working with Gantt Charts
Adjusting Start/Finish Date, Manual and Automatic Scheduling
If you have defined enabled Manual Scheduling and configured fields for the Start and Finish Dates in the configuration, you can adjust them by dragging a task to the desired location. You can also adjust them by changing JIRA fields - , either on the issue page or right in the structure (if you have the columns with your date fields added).
As you set the Start/Finish Date, the task is considered to be scheduled manually
. This means
it will stay at the defined position regardless of its dependencies.
To switch back to the Automatic scheduling mode, click the task to see the details panel and toggle the Scheduling option to Auto.
For more information, see Scheduling Tasks.
You can use Time Tracking, Story Points or both as tasks' duration.
- If you use Story Points, you will need to define how many hours are required to complete one story point.
- If no estimate is set, the default duration from the configuration is used.
To adjust duration, mouse a task's duration:
- Mouse over the right
- edge of the task bar
- you want to change
- Once the mouse pointer changes to the resize tool, click and drag left or right to set the desired duration
For more information, see Adjusting Duration.
Dependencies are defined based on Issue Links. Changing dependencies creates or removes links between issues (link type is defined in the configuration).
Gantt supports Finish to Start, Start to Start, Finish to Finish and Start to Finish dependencies. To create a Finish to Start dependency, mouse :
- Mouse over the
- task bar until a black circle appears to the right of the
- Press the circle and drag your dependency line to the task you want to link
To create other types of dependencies, use the Link button in the toolbar. Click it to show the dialog, select the parent and child issues, the link type and click Create Dependency (issue currently in focus is set as parent by default).
To remove the dependency, click the dependency arrow in the chart and click the Remove link in the Dependency Details panel.
Gantt Chart can show critical path. a dependency:
- Click the link arrow between two tasks to display the Dependency Properties
- Click Remove
For more information about working with and configuring dependencies, see Working with Dependencies.
Tasks included in the critical path are highlighted with in red color. To switch off this highlighting, use :
- Select the
- Options menu in the toolbar
- Uncheck Critical Path
Structure.Gantt Chart highlights existing any scheduling conflicts . The conflict exists if a certain with a red line (see picture). For example, for finish to start dependencies, if a task is scheduled for the a date that is earlier than its predecessor finish date. In such cases the task bar will be highlighted with a red line.
There are several ways to deal with a conflict. Click the task to show the details panel - the bottom of the panel will show the conflict details with several options:
's Finish Date, Gantt will highlight this conflict.
To deal with the conflict, click the task and select one of the following actions:
- Respect Link. This will change the task start date to coincide with the predecessor finish date's Finish Date. The task will stay in the Manual scheduling Scheduling mode.
- Auto Schedule. Will This will switch the task to the automatic scheduling mode. As a result the start date will be cleared and the task bar will be placed right after the predecessor task. You can get the same results by toggling the Scheduling mode Automatic Scheduling mode, clearing its Start Date or Finish Date and schedule it appropriately, based on its predecessor and the dependency type.
- Ignore. This will remove the highlighting from the task bar, but the conflict will stay and the conflict details will remain in the details panel.
If there are any inconsistencies in the source data (for example, a cycle of dependencies), the Gantt Info link will be shown on the right side of the Structure status bar (next to the Structure Info linklink at the bottom of the screen). Click the link to see the panel with the details .In case of conflicting links, you will see the notification that some links were ignored and the list of those links. Click the issue key of the link to set focus on that issue and show it in the chart.the inconsistencies.
If you do not have permissions permission to edit the Gantt chart, you will see the corresponding message in the same panel.
A resource may be a person, a team or something else. To define how the resources are assigned to the tasks, you need to select an attribute, which will be used as resources. The attribute could be almost any JIRA field – for example, Assignee field or a custom text field called "Team". It is also possible to use other Structure attributes – for example, a value calculated through Formulas.
You can define which attribute to use for Resource Assignment in Gantt Configuration. In the Default configuration resources are not defined and you can change it to "Assignee" field or to any other attribute.
Besides choosing the attribute for the resource allocation, you can also select the default resource capacity, calendar and time zone for all resources in the Gantt. You can later override them for each individual resource.
You can also define the default Max Unit property - this is the property of the tasks, which defines how much of the resource capacity can be used when working on this task. By default it is set to 1. This means that if, for example, you have a resource with the capacity of 3, only one third of the resource will be used when working on a task. You can change both the default setting for the Max Unit and the setting for each individual task (by clicking the task and setting the value in the details panel).
that information will be displayed in the Status Bar as well.
Tasks rely on more than just other tasks. Structure.Gantt allows you to assign specific resources, such as a person or a team, to tasks. Once you assign a resource to a task, Structure.Gantt will calculate the resource usage throughout the project.
Resources are assigned to tasks based on a specific Jira field or Structure attribute. Many customers select the Assignee field, or create a custom field, such as a "Team" field. However, you can use almost any JIRA field or Structure attribute (including one calculated through Formulas).
To set how resources are assigned:
- Click the Gantt Chart Settings button
- Under Gantt Chart Configuration, click Edit
- On the Resources page, under Resource Assignment, select the attribute that will be used to assign resources.
- (Optional) Set the default resource capacity, calendar, and time zone
Resource Allocation Chart
Once resources are assigned to the tasks, Structure.Gantt can display the number of hours assigned to each resource at a given time.
To display the Resource Allocation Chart. Click , click the Resources button or switch Layout to "Gantt + Resources" to see the number of hours assigned to each resource used in the chart.
Resource allocation chart adapts to the zoom level selected in the Gantt toolbar. Zoom in to see details of allocation within a specific period.
The upper part of the Gantt chart can also display the allocation numbers – for example, if you group by Assignee or by whatever attribute you are using to define the resource.
Resource Capacity, Calendar, Availality and Time Zone
There are a number of parameters that a resource has. They taken into account when calculating tasks start/end dates and duration and resource allocation.
- Units determines how much work can this resource do during one hour. By default, it is "1", which corresponds to one person. A 5-person team would have the value of "5". A person working only one day a week but using Standard work calendar would have the value "0.2".
- Calendar defines working and non-working time for the resource in the resource's time zone.
- Availability allows to define, what percentage of the resource capacity is used during a certain period. This is especially useful for defining resource vacation days or periods or part-time work.
- Time zone defines the time zone used for the resource.
For more information about working with resources, calendars and units, see Resource Management.
For a more in-depth look at using Structure.Gantt, get started with our complete guide at Creating Your First Gantt Chart.