ANKO GANTT CHART Manual

Product version：3.2.2
Manual version：1.1

Ankosoft Inc.
ⓒ2014-2020 Ankosoft Inc.

ANKO GANTT CHART Manual

Version

3.2.2

NoticeThe matters described in this manual are subject to change without notice in the future
due to performance improvement or functional improvement of the product.

Ankosoft Inc. assumes no responsibility for any errors contained in this manual or fordamages directly, indirectly, accidentally, or inevitably associated with the supply,
performance, or use of this material.

Ankosoft, Inc. owns the copyright and intellectual property rights to this manual, which
is protected by Japanese copyright law and international copyright treaties. Therefore,
without the prior written consent of Ankosoft, Inc., it is inconsistent with copyright
law to copy, reproduce, or reprint a part or all of the contents of this manual without
permission.

This manual describes ANKO GANTT CHART 3.2.2 version installed on Redmine 4.0.5 version.
The screen image may differ depending on the version of Redmine to be installed, ANKO GANTTCHART version, OS of the PC, browser version, etc.

The trademarks, copyrights, and protected terms owned by other companies and used in thismanual are used for reference only.

This product is designed and provided as a general-purpose product and is not designed
or provided for a specific purpose. Customers should use this product after acknowledging
that software without any error is impossible. When using this product, we strongly
recommend that you back up Redmine and related systems regularly.

ⓒ2014-2020 Ankosoft Inc.

Email：sales@ankosoft.co.jp
URL:http://www.ankosoft.co.jp

ANKO GANTT CHART Manual－

VersionContents

3.2.2－

Outline of ANKO GANTT CHART ........................................................ 2
1. How to install/uninstall of ANKO GANTT CHART .................................... 3
2. Configure of ANKO GANTT CHART ................................................... 7
3. How to create new issues ....................................................... 12
4. How to create Subtasks ......................................................... 14
5. How to change the issue date ................................................... 15
6. How to change issues ........................................................... 17
7. Date display ................................................................... 20
8. Show issue schedule line ....................................................... 21
9. Relationship with parent and version by mouse drag & drop ...................... 23
10. Display columns customization and columns width adjustment .................... 25
11. Collapsible display function of lower hierarchy ............................... 27
12. Gantt header auto scroll function ............................................. 28
13. Full screen display function .................................................. 29
14. Ability to specify default custom queries ..................................... 30
15. Holiday Configure ............................................................. 32
16. Displaying the number of weekday periods ...................................... 34
17. Display guidelines ............................................................ 36
18. Change "months from" "month" "year" in Gantt apply immediately ................ 37
19. Apply Issues Display Option ................................................... 38
20. Search assignee function ...................................................... 40
21. "Assignee Selection" window customization function ............................ 41
22. List type of custom fields columns search function ............................ 43
23. View Workflow ................................................................. 451© 2014-2020 Ankosoft Inc.

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3.2.2

Outline of ANKO GANTT CHART"ANKO GANTT CHART" is Gantt Plugins of Redmine developed by Ankosoft. The existing"Gantt" of Redmine has only a function to display Issues in Gantt format, and when adding
or editing Issues, it was necessary to move to the relevant page and the operability was
not good.

"ANKO GANTT CHART" enables "add" and "edit" issues on Gantt page of Redmine. You can
add and edit issues without leaving the Gantt page, which will greatly improve your work
efficiency. This makes it easy to register WBS, etc. without stress.

"ANKO GANTT CHART" provides the following functions.


New issue creation

Subtasks creation

Change of Gantt date by mouse drag & dropIssues change (edit/delete)

Date display

Issue Scheduled Start Date/Due Date

Relationship with parent and version by mouse drag & dropDisplay columns customization and columns width adjustment

Collapsible display function of lower hierarchy

Gantt header auto scroll function

Full screen display function

Ability to specify default custom queries

Holiday Configure

Display of the number of weekday periods



Display of guidelinesGanttBulk update function

Assignee search function

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3.2.2

1. How to install/uninstall of ANKO GANTT CHART
1.1. Please decompress the compressed file provided by us to any folder.
1.2．There are two folders, "ankoalm_ganttchart" and "openalm_common", in the lower folderof the file decompressed in "1.1.". On the server where Redmine is installed, copy
it to the "plugins" folder under the Redmine root folder as shown below.

Redmine root folder

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1.3. Please execute the following command as the user who installed Redmine in the root
folder of Redmine.
rake redmine:plugins:migrate RAILS_ENV=production

If the above command causes an error, please execute the following command.
bundle exec rake redmine:plugins:migrate RAILS_ENV=production

When executed successfully, the message "CreateOpenalmCommonHolidays: migrated" isdisplayed as shown below.

Execute the command

1.4. Reboot the web server.

1.5. Once the plugin is applied, you can see on the plugin list page(click"Administration"->"Plugins") that "Anko Ganttchart plugin" and "OPEN ALM Common
plugin" have been applied.

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1.6. How to uninstall：

Please execute the following command as the user who installed Redmine in the root
folder of Redmine.
rake redmine:plugins:migrate NAME=openalm_common VERSION=0 RAILS_ENV=production

If the above command causes an error, please execute the following command.
bundleexec

rake

redmine:plugins:migrate

NAME=openalm_common

VERSION=0

RAILS_ENV=production

When executed successfully, the message "CreateOpenalmCommonHolidays: reverted" isdisplayed as shown below.

Execute the command

Delete the two folders "ankoalm_ganttchart" and "openalm_common" from the "plugins"folder under the Redmine root folder and restart the web server.

1.7. If you are using the evaluation version, open the "Gantt" page under each Redmine
project and the evaluable period will be displayed as shown below. Please evaluate
within the period.

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3.2.2

When the Gantt page is opened after the evaluation period is complete, the guide shown
below is displayed. Please uninstall the evaluation version of ANKO GANTT CHART by
the method of "1.6.".

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3.2.2

2. Configure of ANKO GANTT CHART
2.1. Click "Administration"->"Plugins"->"ANKO Ganttchart plugin"->"Configure", The ANKOGANTT CHART Configure page will appear as shown below.

①
②
③
1

For how to configure each item, refer to the references shown in the table below.
No

Field name

References①

Baseline start date

Chapter "8."②

Baseline due date

Chapter "8."③

Default Custom queries

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3.2.2

2.2. Click "Administration"->"Plugins"->" OPENALM Common plugin "->"Configure", The
OPENALM Common plugin Configure page will appear as shown below.

"Achievement rate criterion", "Color by issues status", "Working time" are not usedin "ANKO GANTT CHART". Please keep the default value.

Not use④⑤

Not use⑥⑦

Not use

⑧
⑨

⑩
⑪

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For how to configure each item, refer to the references shown in the table below.
No

Field name

References④

Achievement rate criterion

Not use⑤

Color by issues tracker

See description below⑥

Color by issues status

Not use⑦

Issue Priority color

See description below⑧

Working time

Not use⑨

Show workflow

Chapter "23."⑩

Pop-up for issues assignee

Chapter "21."⑪

Non-working days

Chapter "15."

The color specified in "Color by issues tracker" is applied to the issues tracker namepart in the issues title section of the Gantt chart.

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3.2.2

The color specified in "Issue Priority color" will be applied to each priority on the"Issues" page. You can specify the color for "Background color", "Text color" and "Bordercolor".

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3.2.2

2.3. Click "Administration"->"Roles and permissions"->"Permissions report", at "Gantt"and "Issue tracking", please grant the authority.

When "View gantt chart" is turned off, the "Gantt menu" is not displayed on the project
page.
When "Add issues" is turned off, the "New issue" link does not appear on the Gantt page.

In order to use all the features described in this manual, the required items must be turnedon.
(View Issues, Add issues, Edit issues, Copy issues, Manage issue relations, Manage subtasks,
Set issues public or private, Set own issues public or private, Add notes, Edit notes,
Edit own notes, View private notes, Set notes as private, Delete issues, View watchers
list, Add watchers, Delete watchers, Import issues, Manage issue categories)

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3.2.2

3. How to create new issues
This section describes how to create new issues on the Gantt page.

If you click "Projects"->"Gantt", the Gantt page is displayed, but it does not provide
the "ANKO GANTT CHART" function.

Be sure to open the Gantt page by clicking "Gantt" in the Projects menu after moving toany project in Redmine.
This prerequisite is a mandatory prerequisite common to all features in this manual.

3.1. On the Gantt page, click "New issue".
The "New issue" window will be displayed. Enter the necessary items and click "Create".

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3.2.2

3.2. The following supplementary items are common to the following items.
(ANKO GANTT CHART conforms to the basic Redmine Gantt specifications, and the following
content is the basic Redmine Gantt specifications.)

A. If both "Start date" and "Due date" do not contain valid dates, Gantt chart will not
be displayed.
B. The permutations displayed by Gantt are automatically sorted and displayed in ascendingorder of Start date.
C. Due date cannot be registered with date older than Start date.
D. In order to register and fix issues, you need to be authorized in Redmine.

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3.2.2

4. How to create Subtasks
This section describes how to create new Subtasks from Gantt page.

4.1. On the Gantt page, if you click the pencil icon () in front of the Issues name,the "New issue" window will appear. Enter the necessary items and click "Create" andcreate new subtasks.

Click thepencil icon

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5. How to change the issue date
You can change the issue date from the Gantt page.
To change the issue date, by dragging Gantt with the mouse.

5.1. You can change the date by dragging the Gantt chart you want to move (click "Zoomin" and you can only drag it for zoom rates that show the day of the week).
You can select the mode to change the date of Gantt chart by dragging the mouse. The
basic mode is "Sequential update". In Sequential update mode, drag Gantt chart withmouse to update the information immediately.
In case of "Bulk update", after changing the date of multiple Gantt chart, theinformation is updated collectively.

Please zoom in

Changeupdate mode15
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5.2. You can change the Start date or Due date by dragging the end of Gantt chart or dragging
Gantt chart itself left or right. A semi-transparent Gantt chart bar is displayed above
the original Gantt chart bar as shown below, so when you finish dragging anywhere,
the information will be reflected.
When dragging the right edge

When dragging the left edge

When dragging the Gantt Chart itself

5.3. In "Bulk update" mode, the Gantt chart that has been changed is displayed in grayand the number of updates is displayed as shown below. If you want to confirm the changed
information, click "XX Update" to update Bulk. If you move to another page without
confirming the changed information, the updated information will not be registeredin Redmine.

Click here to update
all at once.

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6. How to change issues
It appears in the "Edit" popup window on the Gantt page. You can easily edit/change thecontents of Issues.

[How to display the "Edit" popup window]

6.1. On the Gantt page, click on the issue title to open a pop-up window where you can
edit the page. Please correct the necessary parts and click "Submit".

Click on the title
name.

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3.2.2[How to delete issues]

6.2. If you have permission to delete issues, you can delete issues in "6.1." by clicking
the "Delete" button.
If there are Subtasks in the issue, all Subtasks under it are also deleted.

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3.2.2[How to add related issues]

6.3. Click "Add" to the right of "Related issues" on the "Edit" popup window, and the"Related issues" pull-down will be displayed. Select any item, enter the Issue number,etc. and click "Add".

[How to delete relation]

6.4. Click the icon() to delete relation.

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3.2.2

7. Date display
You can change the display format of Gantt by clicking "Zoom in" or "Zoom out".
There are four display formats.

In the two display formats shown below, the date cannot be changed by dragging the mouse.

In the two display formats shown below, the date can be changed by dragging the mouse.

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3.2.2

8. Show issue schedule line
Fixed "Start date", "Due date" in Gantt according to the progress of actual task, but
could not confirm Start date/Due date in the original planning stage. In ANKO GANTT CHART,
you can visually check the gap between the schedule and the actual progress by displaying
the schedule Start date/Schedule Due date in Gantt at the planning stage. The gray line
surrounded by the red frame in the figure below is the "scheduled line".

[Configure]8.1. Click "Administration"－＞"Custom fields"－＞"New custom field", at "New custom
field", select "Issues" and click "Next", after then, at "Format", select "Date", andset Trackers and Projects, and click "Save" to save data.

Be sure to set theformat to "Date".

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8.2. Click "Administration"->"Plugins"->"ANKO Ganttchart plugin"->"Configure", at then,select at "Baseline start date" and "Baseline due date" to set the field created in"8.1.".

[Reflected in the schedule line]

8.3. When New issue、Issues edit, set "Baseline start date" and "Baseline due date" tobe reflected in the schedule line.

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3.2.2

9. Relationship with parent and version by mouse drag & drop
9.1. When you move your mouse closer to the Issue title, it will be highlighted in yellow.

9.2. In that state, drag to the parent Issues or version title you want to specify.

9.3. The page will be refreshed and you can associate it with the parent issues or version.

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9.4. If you click the left mouse button on the blank area in the Issues title field, it
will become blue as shown in the figure below and it will be in the selected state.
In that state, click the right mouse button to display the submenu. By selecting any
menu, you can clear the relationship with the parent issues or the version.

Click the right
Click to clear

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10. Display columns customization and columns width adjustment
10.1. Click "Options" on the Gantt page, check "Display" on in the "Columns", move thecolumns you want to display to "Selected columns", and click Apply.

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10.2. When you move the mouse over the border of each column, the mouse icon changes as. In this state, drag the mouse to adjust the width and then release the mouse click
to fix.

However, in mobile mode, the width of the Issues title cannot be changed.

Mobile mode

Cannot be changed

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11. Collapsible display function of lower hierarchy
If there are upper and lower layers such as Projects, Issues, and versions, you cancollapse and display the lower layers.

11.1. A "-" icon is displayed for Projects, Issues, and versions that have lower levels.
Click the "-" icon to collapse all subordinate levels belonging to the issue. Clickthe "+" icon to open the lower hierarchy.
Buttons such as "Show all","1", and "2" are displayed in the title of the Issues
column. If you click "1", only one level issues will be displayed.

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12. Gantt header auto scroll function
12.1. When you scroll the page vertically, the header part of Gantt automatically scrolls,
so you can always check the columns name.

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3.2.2

13. Full screen display function
13.1. Click "Full Screen" to display the Gantt page full screen. To return to the original
display, click "Original screen".

You can check more information on one screen withthis function.

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3.2.2

14. Ability to specify default custom queries
By registering the tracker and display columns you want to display on the Gantt page
with a query, and applying the registered query automatically when displaying the Ganttpage, for only the required issues are displayed

14.1. Create a custom query with arbitrary conditions. At that time, be sure to select"to any users" in the "Visible" column and check "For all projects" on to create acustom query.

14.2. Click "Administration"->"Plugins"->"ANKO Ganttchart plugin"->"Configure", at then,in "Default Custom queries", select the custom query created in "14.1." and click
Apply.

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14.3. When you open the Gantt page, Gantt will be displayed with the custom query specified
in "14.2." applied.

Automatically applied
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15. Holiday Configure
Any holiday can be displayed on Gantt.

15.1. Click "Administration"->"Plugins"->"OPENALM Common plugin"->"Configure", There isa column called "Non-working days"
Enter any information in the "Date" and "Holiday name" fields.
Be sure to click "Apply". Holiday data will not be registered in Redmine unless you
click Apply.

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15.2. When a holiday is configured, it is displayed with a gray background color as shown
below. Hover the mouse over the day of the week to display the holiday name also.

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16. Displaying the number of weekday periods
You can display the number of weekday periods and configure the number of weekday periods
on Gantt.

16.1. In the "10. Display columns customization and columns width adjustment ", selectcolumns called "Period" as shown below.
As shown in the figure below, you can check in the "Period" column how many days are
weekdays excluding holidays registered in Configure of Redmine(usually Saturday and
Sunday: The definition of holidays is "Administration" -> "Configure"-> "Issues
tracking" ->" Holidays" of Redmine.) and days specified in Configure of "15."'s setting
for holidays.

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16.2. You can enter the period by clicking the mouse in the "Period" field. Please enter
the period with numbers only. Due date is automatically updated so that the value
configured here becomes the number of weekday periods.

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17. Display guidelines
It is possible to display the guidelines. This makes it easy to identify issues titles,
due dates, etc. and Gantt locations.

17.1. Click the option and select "Width of guideline" in the Guideline field as shown
below. And select a guideline color. The guideline is displayed at the mouse position
as shown below.

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18. Change "months from" "month" "year" in Gantt apply immediately
18.1. As shown in the figure below, if you change the text box and select box to selectthe display period of Gantt, the page will be updated automatically without clicking"Apply"37© 2014-2020 Ankosoft Inc.

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3.2.2

19. Apply Issues Display Option
This feature hides information you don't need. You will be able to see only the
information you need at a glance.

19.1. Click "Options" and you will see a "Display option" column. Selecting any of thedisplay options will change the way the Issues title block is displayed.

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Version"Hide tracker name" mode

"Hide issues number" mode

"Display only issues subject" mode39
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20. Search assignee function
20.1. Clicking on the icon() in the assignee field will pop up the "Assignee Selection"

window. If you enter characters in the User Search field, the assignee who contains
the relevant string will be extracted.

Click icon

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21. "Assignee Selection" window customization function
21.1. Click "Administration"->"Custom fields", and create any custom fields for the"user".

21.2. Click "Administration"->"Plugins"->"OPENALM Common plugin"->"Configure", at "Pop-up for issues assignee", setting the value of "First information to be displayed in
the issues assignee's popup" and "Second information to be displayed in the issues
assignee's popup". (You can select the custom field created in "21.1".)

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21.3. The field contents specified above are displayed in the "Assignee Selection" window.

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22. List type of custom fields columns search function
When there are many choices of list type custom fields as shown below, it is not easy
to select columns. At that time, it is a function that can search columns name by partial
match.

22.1. In case of list type of custom fields, an icon() is displayed at the rightend of the corresponding custom fields. Click on the icon and the "Selection" window will
pop up.
When you enter the character you want to search in the Search box, the columns name that
contains the corresponding string will be extracted. If you select any column by clicking
it with the mouse, the value will be entered in the relevant custom fields.

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23. View Workflow
23.1. Click "Administration"->"Plugins"->"OPENALM Common plugin"->"Configure", at the,check on the "Show workflow" checkbox and click "Apply". (In the figure below, unnecessary
columns are omitted.)

23.2．An icon called "Workflow" appears in Issues. This shows the status of the relevant
Issues with an icon, and if the status is changed, the corresponding icon will also
be changed. Also, if you click the link of the corresponding icon, the issue statuswill be changed accordingly.

The workflow icon andstatus are linked toeach other.

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