Product

Pre-Release Notes for Grid Gantt Chart and Scheduling

Gantt

In the next few weeks, we will be releasing a new Gantt view and scheduling engine for your grids. This new way of scheduling dates includes significant changes to the way dates currently work in your grids.

The way you schedule dates in your grids is changing, from the old simple due date with inheritance method to an advanced scheduling engine with a Gantt view. In order to prepare you and your team for this change, please read these pre-release notes carefully.

Note: the items highlighted in red text will be changing, the changes are indicated by the green text.

**We will be running a Gantt webinar with a full Q&A session on Thursday 16th November 2023 at 1pm. You can watch the recording of this webinar here.**

Date Scheduling & Inheritance


Tasks

Old > Due dates are independent and can be set to any future date.

New > Due dates (end dates) are independent and can be set to any date unless impacted by a constraint or dependency.


Elements

Completable (with sub-tasks)

Old > Due dates are inherited from subordinate tasks, but can also be independently set to any date beyond the last subordinate task due date.

New > Due dates (end dates) are inherited from subordinate tasks, they CANNOT be independently set.

Completable (no sub-tasks)

Old > Due dates are independent and can be set to any future date.

New > Due dates (end dates) are independent and can be set to any date unless impacted by a constraint or dependency.

Information only

Old > Cannot be scheduled.

New > Cannot be scheduled.


Stage Gates

With sub-tasks

Old > Due dates are independent (not inherited from subordinate tasks) and can be set to any future date.

New > Due dates (end dates) are inherited from subordinate tasks, they CANNOT be independently set.

No sub-tasks

Old > Due dates are independent and can be set to any future date.

New > Due dates (end dates) are independent and can be set to any date unless impacted by a constraint or dependency.


Stages

With sub-elements / sub-gates

Old > Due dates are inherited from subordinate elements, but can also be independently set to any date beyond the last subordinate element due date. Due dates are not inherited from subordinate stage gates.

New > Due dates (end dates) are inherited from subordinate elements and stage gates, they CANNOT be independently set.

No sub-elements / sub-gates

Old > Due dates are independent and can be set to any future date.

New > Due dates (end dates) are independent and can be set to any date unless impacted by a constraint or dependency.


Grids

With sub-stages

Old > Due dates are inherited from subordinate stages, but can also be set to any date beyond the last subordinate stage due date. 

New > Due dates (end dates) are inherited from subordinate stages, they CANNOT be independently set.

No sub-stages

Old > Due dates are independent and can be set to any future date.

New > Due dates (end dates) are independent and can be set to any date unless impacted by a constraint or dependency.


Data Migration

When we migrate your due dates to the new system, we will set your old due date to the “constraint date” in the new system with the constraint type set to “must finish on”. This in turn will schedule these tasks, elements/gates, stages and grids as follow:

  • Constraint date = old due date
  • Constraint type = must finish on
  • Duration = 0 days
  • Start date = constraint date (old due date)
  • End date = constraint date (old due date)

Example – Dates Inherited From Subordinates

This example illustrates the migration of a grid with simple due date inheritance from subordinate tasks/elements/gates/stages.

Old > Below is a grid with the elements, stages and grid due dates being inherited from their subordinate tasks/elements/stages. The subordinate task due dates are set to 25 Dec 2023:

Click the image to view a larger version.

New > Below is the same grid following the data migration. Note that the elements, stages and grid due dates have continued to inherit their due date (end date) from their subordinate tasks/elements/gates/stages:

Click the image to view a larger version.

New > Below is the Gantt data table for the same grid following the data migration. Note that the lowest level subordinate tasks have had the constraint applied to them and that all the element, stage and grid due dates have continued to inherit their due date (end date) from their subordinate tasks/elements/gates/stages:

Click the image to view a larger version.

New > Below is the Gantt for the same grid following the data migration:

Click the image to view a larger version.

Example – Dates Set Beyond Subordinate Due Dates

In most cases, your current due dates will be retained and become the end date (due date) as outlined above. However, in certain scenarios relating to an element, stage gate, stage or a grid having a due date set beyond it’s subordinate tasks/elements/stages, the due date will change to the date inherited from the subordinates. In these scenarios we will retain your previous due date in the schedule/Gantt as the deadline date (see the example below).

Old > Below is a grid with the element, stage gate, stages and grid due dates set beyond their subordinate tasks/elements/gates/stages. The subordinate task due dates are set to 25 Dec 2023:

Click the image to view a larger version.

New > Below is the same grid following the data migration. Note that all the element, stage gate, stage and grid due dates have inherited their due date (end date) from their subordinate tasks/elements/gates/stages:

Click the image to view a larger version.

New > Below is the Gantt data table for the same grid following the data migration. Note that the due dates of the element, stage gate and stages that were set beyond their subordinate tasks/elements/gates have been retained as the deadline and the lowest level subordinate tasks have had the constraint applied to them:

Click the image to view a larger version.

New > Below is the Gantt for the same grid following the data migration:

Click the image to view a larger version.

Feedback and questions

If you have any feedback or questions relating to this upcoming feature and the related data migrations, please get in touch.

**We will be running a Gantt webinar with a full Q&A session on Thursday 16th November 2023 at 1pm. You can watch the recording of this webinar here.**

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