Portfolio Gantts can be opened from any folder in Method Grid.
Portfolio Gantts can be opened from any folder in Method Grid. Folders enable the simple categorisation of your grids and this categorisation is used by your Portfolio Gantt charts. For example, if you have a folder called “Clients” that contains sub-folders for each of your clients, you can view that portfolio of grids by opening that folder and clicking on the Gantt button:
Portfolio Gantts will display the grids in the folder your are viewing as well as it’s sub-folders:
Portfolio Gantts can be opened and viewed by any internal member with at least view access to that folder. External members do not have access to portfolio Gantts, they can only access project (grid) Gantts in the grids to which they have access. Internal members will only see the grids in the selected folder and it’s sub-folders to which they have at least view access. Grids to which members do not have access will not be available in their Portfolio Gantt, unless they have a cross grid (project) dependency to a grid they do have access to, in which case both these grids will then be shown in order to visualise and understand the holistic schedule view.
Note: In some cases, there may be too many items in the folder to effectively open a portfolio Gantt view. If this is the case, you will see a message explaining that a portfolio Gantt cannot be opened for this folder, you can then move down the folder tree and open the portfolio Gantt for a folder with fewer items.
Note: If you do want to view the portfolio Gantt for your entire account, you can open the main grid library folder and click the Gantt button. The portfolio Gantt will try to load every grid in your account. If there are too many items to reasonably show this Gantt chart, you will see a message explaining this.
The portfolio Gantt has all the tools you’re used to working with in grid level (project) Gantts, you can:
- Expand and collapse items in the Gantt
- Zoom the Gantt chart in or out by time period
- Filter the items shown in the Gantt
- Sort the items in the Gantt
- Export the data being viewed as a CSV or Excel file
- Export the data being viewed as a PDF
Unique Data Columns in the Portfolio Gantt
There are four data columns that are unique to the portfolio Gantt i.e. they are not shown in the grid Gantt, these are:
- Folder – The folder the grid is in.
- Grid Label – The grid labels assigned to the grid.
- Grid Type – Whether the grid is a master or non-master grid.
- Grid State – Whether the grid is active or archived.
Each of these unique columns can be filtered and sorted in the usual way.
Note: The portfolio Gantt will load all the grids in the folder and its sub-folders, including master grids and archived grids. Once loaded, the Gantt chart will then automatically apply a filter to hide master grids and archived grids. To show these grids, you can either clear all filters or adjust the grid type and grid state column filters.
Note: Grid (project) Gantts also have unique data columns e.g. the element label data is only shown on the grid Gantt.
Scheduling in the Portfolio Gantt
You can schedule items in the portfolio Gantt in exactly the same way that you schedule items in the grid Gantt. This means you can schedule multiple projects (grids) in one Gantt chart. You can learn more about the various scheduling tools available in our Gantt charts here.
Cross Project (Grid) Dependencies
You can create dependencies between projects (grids) in your account. You can create dependencies between any items in the Gantt e.g. grid (project) to grid (project), stage to stage, stage to element, gate to element, task to stage, task to task etc. etc. Learn more about cross project dependencies here.