> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/functional/gantt-chart/introduction-to-gantt-charts/gantt-chart-overview.md).

# Gantt chart overview

The Gantt Chart has several main components. These components contain in general the same elements in different [Gantt Chart modes](/functional/gantt-chart/introduction-to-gantt-charts/introduction-to-gantt-chart.md#gantt-chart-modes), but in some of them some elements are absent. These components are:

* Menu Bar (1)
* Information Bar (2)
* Steps Data (Left Part, 3)
* Steps Chart (Right Part, 4)

![](/files/ebdf5df6d19a964edafb71da0e12d593b6f841ca)

## Menu bar

Menu bar contains the following items:

* Settings (5). It has two submenus ("General" and "Show Columns") with the following items:
  * Show connectors (6) that shows or hides connections (16, see below) between step lines. This works only if only one type of lines is shown (Planned or Actual).
  * Recalculation algorithm (7) that allows to select one of configured algorithms or manage them. See [proper article](/functional/gantt-chart/dates-durations-and-their-calculation/recalculation-algorithms.md) to know about recalculation algorithms.
  * List of columns that can be renamed or turned off (8). Edit column headers in text fields (9) and toggle their visibility with checkboxes (10). Note that not all columns are manageable in this way.

![](/files/bd8ec0302e4dddfac61d3f3f22c5662f344415bd)

* Collapse All / Expand All button (11). It fully collapses or expands processes and subprocesses in the Gantt:

![](/files/2b170d5a3aeceb01c2258bbda26bf7c713f4e534)

* Line types togglers (they are displayed on Gantt charts of started process instances only):
  * "Planned" (12) toggler shows/hides lines (blue) for planned dates of steps (15) as far as proper Date columns ("Start Planned" and "End Planned") in the left side.
  * "Actual" (13) toggler shows/hides lines (green, yellow and gray) for other dates (complete, actual, forecasted) of steps (14) as far as proper Date columns ("Start Actual" and "End Actual") in the left side.

![](/files/5ebb1b58dce0b5ed9e6e4c9b41a34a0703a9b3fb)

{% hint style="info" %}
When only one type of lines is shown, user is able to see connections between steps (16) and outlines of critical tasks chains (17, see below):
{% endhint %}

![](/files/afd73ec91f77956af6bd2c933dad167950c19bd1)

* Critical Tasks toggler (18) allows to focus on critical tasks (steps) only. If turn it on, only Critical Tasks (steps) will be displayed. This is depending on type of lines shown.
  * Critical Tasks are steps that make up a chain from the earliest start date to the latest end date, which determine a whole duration of the process instance.
  * If there are several ways to reach the end date (e.g., several [branches](/processes/connectors/branches.md)), all their steps will be shown as Critical Tasks (outlined with red).
  * If different types of lines are shown, the Critical Tasks are calculated for each of them separately - in this case Critical Tasks chains may differ for Planned and Actual dates.
  * If both types of lines are shown, Critical Task chains will be calculated for Actual dates, but no red outline will be displayed.

Display of Critical Tasks when both types of lines are shown:

![](/files/2296dcac7246873f78667c27ee2827904dbd4fc2)

Display of Critical Tasks when "Actual" lines are shown:

![](/files/93d9fdba81882928cca11dc3e002e62bb7cd274e)

Display of Critical Tasks when "Planned" lines are shown:

![](/files/7534e6f34a3ad563de9f2f848473320bbb891ad7)

* Responsibility filter (18) allows to tune up steps of which responsibility should be displayed.\
  Click on this filter to show a popup with responsibilities list (19):

![](/files/8353f5738043218a506916169ce26c8960f2b9e9)

Select responsibilities which step should be displayed or hidden by checking checkboxes (20) near the proper responsibility, and click "Apply" button. The filtered Gantt chart will be shown:

![](/files/c78bd356b55b797fa19e43b2817c6952debe7792)

To quickly toggle configured Responsibility filter, click directly on the icon (21) next to the filter. It will apply or unapply currently set filter without showing popup and checking checkboxes.

* Range filter (22) allows to tune up the date range. Steps which have Planned End dates in this range, will be displayed.\
  Click on this filter to show a popup with date pickers (23):

![](/files/79abbb67b02cf52d212ace40c1c63a1bd9c80918)

Select "From" and "To" dates with proper date pickers and click "Apply" button.

{% hint style="info" %}
This filter uses Planned End dates of steps, and proper steps will be shown even if only "Actual" type of lines is selected to be shown and steps actual/complete/forecasted end dates are not matching this range.
{% endhint %}

How steps are shown if Range from the picture above has been applied (selected range is outlined):

![](/files/bce89ef20900e07926e921014bba64b6e5d71c25)

To quickly toggle configured Range filter, click directly on the icon (24) next to the filter. It will apply or unapply currently set filter without showing popup and selecting dates.

* Step Search panel (25) allows to quickly fins steps and subprocesses by highlighting parts of their names (26) that match entered text. Search is case-insensitive.

![](/files/586f4fff07e84ab4d061667554f65ea22aea5e11)

* Export button (27) allows to export current Gantt chart as Microsoft Excel file. When this button is clicked, proper popup will appear (28) and after some small time required to generate file, a link for downloadable file will be shown (29):

![](/files/acbe347cb2f669eebefeef0ddc3f876ea4f88083)

Name of the exported file equals to the name of record which current process instance is started on.

The exported file will show the same steps ans types of lines that have been selected or filtered in the Gantt chart. Filters applied will be listed too (30):

![](/files/e6e90251b53303ac56a60997eca2d5736bda6f2f)

* Edit button (31) is shown in [View mode](/functional/gantt-chart/introduction-to-gantt-charts/introduction-to-gantt-chart.md#view-mode) only. Click it to switch Gantt to [Edit mode](/functional/gantt-chart/introduction-to-gantt-charts/introduction-to-gantt-chart.md#edit-mode):

![](/files/9bbefc325ec6cd5b5f2edd9c521999ed12931613)

* Save button (32) is shown in [Planning](/functional/gantt-chart/introduction-to-gantt-charts/introduction-to-gantt-chart.md#planning-mode) and Edit modes. It can be disabled or enabled. Enabled button indicates the presence of unsaved changes.
* Close button (33) when clicked closes the Gantt chart and returns user to previous page (or to the proper process details page, if the Gantt chart has been opened in a new tab/window).

![](/files/d2e5cddfb2d0d885b959cd47fbc45180b760091e)

## Information bar

There are some useful information is shown there:

* Process name (34) that links to proper process [details page](/processes/working-with-processes/process-details-page.md). It is displayed in all Gantt chart modes.
* Record name (35) that links to proper record page. It is displayed on Gantt charts of started process instances only.
* Template mode warning (36). It is displayed only in [Template mode](/functional/gantt-chart/introduction-to-gantt-charts/introduction-to-gantt-chart.md#template-mode).
* "Open Gantt with Skipped Steps" button (37) that is shown only for process instances that have steps skipped during process proceeding.

![](/files/2acd83bc2926c766f9d0d5059d0053a8b47e4c83)

## Steps data

This is a left part of Gantt Chart. It is separated from the right part with border (38). Drag this border to change ratio of left and right parts widths. Arrow buttons (39) have same function:

![](/files/c376cc1a69323fc81a3daca2d22827efc0598dce)

Steps Data contains information about all steps in the process and subprocesses. It is a table with the following columns:

* \# (number, 40) contains indexes of Gantt chart rows for assistance
* i (information, 41) contains special icons representing some step properties, and show step properties popup when clicked.
* Name (42) displays names of steps, process, sub-processes and [connected instances](/processes/process-steps/process-step-settings/connection-points.md). Names of processes and connected instances are shown in bold font. Also they have Collapse/Expand buttons (50) that allow to collapse or expand the whole process/subprocess/connected instance.
* Duration (43) shows durations of steps and total durations of processes, sub-processes and connected instances. See [proper article](/functional/gantt-chart/dates-durations-and-their-calculation/dates-and-durations-in-the-gantt-chart.md) to know more about durations and dates. Durations of processes and connected instances are shown in bold font. In Planned and Edit modes of Gantt chart durations are editable.
* Start Planned (44) displays Planned Start dates of steps, process, sub-processes and connected instances. In Planned and Edit modes of Gantt chart dates can be editable, see [proper article](/functional/gantt-chart/dates-durations-and-their-calculation/dates-and-durations-in-the-gantt-chart.md) to know the principles.
* Start Actual (45) displays Actual Start dates for active and completed steps and forecasted start dates for future steps. This column is shown in Gantt charts of started process instances only.
* End Planned (46) displays Planned End dates.
* End Actual/Due Date (47) displays Actual End dates for completed steps and Due dates for active and forecasted steps. This column is shown in Gantt charts of started process instances only.
* Responsibility (48) displays the name of [Responsibility](/processes/building-a-process/responsibilities-swimlanes.md) which step belongs to. If responsibility is overridden, this will be shown in the next column.
* Assigned To (49) displays the assignee types (in square brackets) and name(s) - they will correspond to Responsibility which step belongs to, or to [Responsibility Override](/processes/process-steps/process-step-settings/working-with-step-assignee.md) settings of the step.

![](/files/60e64015849632f354c61cdc7788d84e3d383931)

* Active steps are highlighted with yellow color.
* Step which is hovered with mouse is highlighted with light green color, as far as date column in the right part of Gantt chart.

## Steps chart

This is a right part of Gantt Chart. It contains the following elements:

* Date columns (51):
  * They are grouped by weeks (52).
  * Each date column represents one day.
  * Days of week are marked in column headers (53).
  * Current day (today) is highlighted with pink (54).
  * Weekends and holidays (set in [Business Hours](/administration/work-relay-data/business-hours.md)) are grayed (55).
  * Hovered date is highlighted with light green (56) and indicated with tooltip (57).
* Step lines (58) representing date/time intervals:
  * Planned (blue).
  * Completed (green).
  * Active (yellow).
  * Future forecasted (light gray).
* Process/sub-process/connected instance brackets (59) representing total length of proper thing (from the planned start date of earliest step to the last planned end date of latest step).

![](/files/8fea28abe5e7aebe48471dc330f016de24ee4d2d)

The following elements are shown only if one type of lines is displayed (Planned or Actual):

* [Connections](/processes/connectors/connectors-overview.md) between steps (60).
* Critical tasks outlines (61, red borders).

![](/files/8d90d2dd4841b5435dc414d628b29fddff831395)