Chart settings tab

Chart settings tab

Configure what data is included in your Gantt chart and how it is scheduled.

The Chart Settings tab allows you to define the projects, work items, scheduling behavior, Jira fields, and task calculation options used by a chart.

Tip: Hover over the ? icon next to any setting to view additional information.

 

General

Configure the basic information for your chart.

Setting

Description

Setting

Description

Name

The name of the Gantt chart.

Description

An optional description of the chart.

Start Date

Defines the earliest visible date on the timeline.

End Date

Defines the latest visible date on the timeline.

If the Start and End dates are left blank, Gantt Suite automatically determines the chart boundaries based on the scheduled tasks.

Recommendation: When creating a new chart, specify the Start and End dates to provide a wider planning area before tasks are scheduled.


Scheduling options

Choose how work is organized within the chart.

Scheduling Type

Select one of the following scheduling methods:

Option

Description

Standard

Plan work using one or more Jira projects.

Agile

Plan work using Jira boards.


Projects / Boards

Select one or more Jira projects or boards whose work items will appear on the chart.


JQL Filter

Use a Jira Query Language (JQL) filter to further limit the work items displayed on the chart.

The filter is combined with Gantt Suite's automatically generated query.

You can view the final query by clicking View Generated Query.

Important: If your JQL contains the OR operator, wrap the entire expression in parentheses to ensure correct results.

Example:

(project = ABC OR project = XYZ) ORDER BY Rank

Note: Using ORDER BY in a JQL filter may affect the placement of parent tasks on the chart.


Scheduling Mode

Choose how task dates are calculated.

Mode

Description

By Task Start

End date is calculated from the start date and duration.

By Task End

Start date is calculated from the end date and duration.

Recommended: Use By Task Start for better performance.


Task Options

Configure which Jira fields are used by the chart.

Setting

Description

Start Field

Stores the task start date or date/time.

End Field

Stores the task end date or date/time.

Deadline Field

Stores the task deadline (optional).

Both Date and Date Time fields are supported.

When a Date field is selected, tasks always begin at the start of the day because Jira stores no time component.

Note: The Deadline field is available only when a Deadline field has been configured.


Duration Calculation

Choose how task duration is calculated.

Calculate from Start and End Dates

Task duration is calculated using the configured Start and End fields.

If either date is missing, a default duration of one day is assigned.

This option requires both the Start Field and End Field to be configured.


Calculate from Estimates

Task duration is calculated using Jira estimates.

If estimates are unavailable, Gantt Suite calculates the duration from the Start and End dates instead.

Supported Jira estimates include:

  • Original Estimate

  • Remaining Estimate

  • Time Spent

Important: After editing a task in a chart configured to calculate duration from dates, that task becomes fixed-duration. Switching the chart to estimate-based calculation does not automatically restore estimate-based behavior. To reset it, clear the task duration in the Edit Task dialog.


Task mode

  • Choose how parent tasks behave.

    The selected mode becomes the default for new parent tasks and can later be overridden for individual tasks.

Bottom-up (Recommended)

Parent tasks are automatically calculated from their child tasks.

The parent's:

  • Start date

  • End date

  • Duration

  • Progress

  • Work

are all derived from its children.

Parent tasks cannot be resized directly.


Manual

Parent tasks behave independently from their children.

Values such as:

  • Start date

  • End date

  • Duration

  • Progress

  • Work

are taken directly from Jira.

Manual mode allows parent tasks to be resized independently.

Note: Task Progress Overrides apply only to parent tasks in Manual mode.


Screens

To edit work items successfully, the configured Jira fields must be available on the project's Create Issue and Edit Issue screens.

The Screens feature allows Jira administrators to add the required fields directly from the Chart Settings page without opening Jira project settings.

image-20251001-141305.png

 

image-20251001-141305.png

 

When Add Fields is selected, Gantt Suite automatically adds:

  • Start field

  • End field

  • Deadline field

  • Resource assignment field

  • Time Tracking field

to the selected project screens.

Important: The Time Tracking field is required for correct duration calculations.

Although this feature automates screen configuration, we recommend reviewing your Jira project screens to ensure all required fields are available.