Gantt Integration with Resources

New "Gantt" Column on the Resources Page

• A new optional column called "Gantt" is available on the Resources page, and it appears in each month.

• This column lets you compare Gantt table data with:

  • Manually entered data in the Resources page

  • Data imported from Pm3time

Showing or Hiding the Gantt Column

• To show or hide the Gantt column, use the column selector:

  • Right-click on the table header

• The column is automatically populated — no setup is required on your part.

Copying Gantt Data to the Resource Plan

• On the Resources page, click the settings cog icon and expand the Gantt Import settings section.

• These controls let you copy data from the Gantt column to one of the following Allocation columns:

  • Budget

  • Forecast

  • Actual

Copying Options

When copying data from the Gantt column, you can choose one of two behaviors:

1. Clear

   • Clears all cells in the target Allocation column before copying Gantt data.

2. Keep

   • Only overwrites cells where Gantt data exists.

   • Other cells remain unchanged.

Manual vs. Auto Import Modes

You can choose how and when the copy operation occurs:

• Manual

  • Data is copied only when you click the Import button.

  • Useful to avoid performance issues if many resources are present.

• Auto

  • Data is copied automatically:

    • When the page is refreshed

    • When you return to the Resources page after editing the Gantt page

One-Way Sync from Gantt to Resources

• Changes in the Gantt page (e.g., task dates or resources) can affect the Resources page.

• But changes made on the Resources page do not affect the Gantt page.

Import Scope

• Importing Gantt data affects the entire plan, not just the visible time window.

• This is because the Gantt chart doesn't use a time window.

Gantt Column Visibility Not Required

• You don’t need to display the Gantt column to perform the import.

• However, in early usage, it may be helpful to show the Gantt column to:

  • Check calculations

  • Validate data without affecting the actual allocation columns

Manual and Auto Import Modes

• Manual (default)

  • Data is copied only when you explicitly trigger it, either by opening the Copy Gantt Chart Estimates dialog and clicking Copy, or by clicking the Sync Gantt to Resource Plan icon (which reruns the copy using your last saved settings without opening the dialog). 

• Auto

  • Data is copied automatically whenever the Resource Plan is refreshed, or when you return to the Resources page after editing the Gantt. The last saved settings from the Copy Gantt Chart Estimates dialog are used each time the auto copy runs.