Calendar & Gantt Chart

Visualize your job timelines on a Gantt chart with zoom, filtering, grouping, and capacity tracking. Navigate with Ctrl+4.

Understanding the Gantt Chart

The Calendar page presents a full Gantt chart view of all your entries. The layout is divided into two panels:

Gantt Chart Overview Screenshot of the Calendar page showing the Gantt chart with entry labels on the left and colored pipeline bars on the right

Left panel (300px, frozen) — Shows entry labels including the reference number, customer name, and current pipeline status. This panel stays fixed as you scroll horizontally through the timeline.
Right panel (scrollable) — Shows a date header across the top and colored bar segments below. Each entry gets a horizontal row, and the bar within that row represents the time the entry has spent in each pipeline stage.

The bar segments are color-coded to match your pipeline stage colors. Each segment spans the time the entry was in that particular stage, so you can see at a glance how long each phase took and where a job currently sits in the workflow.

For completed entries, the bar ends at the date the entry reached its final (completed) pipeline stage — not at today's date. This gives you an accurate picture of the actual job duration rather than an ever-growing bar.

Tip The Gantt chart is particularly useful during production meetings. It gives everyone a visual timeline of all active jobs, making it easy to spot scheduling conflicts, overlapping due dates, and jobs that have been sitting in a single stage for too long.

Zoom Levels

The Gantt chart supports three zoom levels, each showing a different level of timeline detail:

Zoom Level	Column Width	Best For
Day	One column per day	Detailed scheduling, seeing exact dates, short-term planning
Week (default)	One column per week	General project overview, weekly planning meetings
Month	One column per month	Long-term view, quarterly planning, seeing the big picture

Switch between zoom levels using the Day / Week / Month buttons in the toolbar. The chart re-renders immediately when you change the zoom level.

Use the navigation buttons to move through time:

Prev — Scroll the timeline backward (left)
Today — Jump to center the view on today's date
Next — Scroll the timeline forward (right)

Filtering

The toolbar at the top of the Calendar page provides several filtering options to focus on the entries that matter most:

Pipeline Filter

If your project uses multiple pipelines, the pipeline dropdown lets you filter the Gantt chart to show only entries from a specific pipeline. Select All Pipelines to see everything, or choose a single pipeline to focus on that workflow.

Show Completed Dropdown

Controls whether completed entries appear on the chart. Three options are available:

Active Only — Shows only entries that have not yet reached a completed pipeline stage. This is the cleanest view for day-to-day scheduling.
Active + Recent 30d — Shows active entries plus any entries that were completed within the last 30 days. Uses the timestamp of the last stage transition to determine recency.
All Entries — Shows every entry regardless of status. Useful for historical review or when you need to see the full picture.

Search Box

Type in the search box to filter entries by reference number, customer name, notes, or tags. The chart updates in real time as you type, showing only matching entries.

Date Range Filter

Use the From and To CalendarDatePicker controls to filter entries by date overlap. Only entries whose timeline intersects with the specified date range will be shown. This is useful for focusing on a specific time window — for example, "show me everything that was active during January."

Note The filter count badge in the page title shows exactly how many entries are visible out of the total — for example, "87 of 224 entries". This helps you understand the scope of your current filter at a glance.

Interactions

The Gantt chart supports several mouse interactions for navigating and exploring your data:

Left-click on a bar — The chart scrolls horizontally to bring the clicked entry's bar into view. This is a horizontal-only scroll, so you do not lose your vertical position in the list.
Right-click on a bar — Opens a context menu with the option to open the Entry Detail Window. This lets you view the full details, attachments, audit trail, and linked entries for that job without leaving the Calendar page.
Hover over a bar — Shows a tooltip with the duration spent in each pipeline stage. For completed entries, the tooltip also shows the total number of days the entry was open.

Tip Right-click is the fastest way to open an entry's details from the Gantt chart. The Entry Detail Window opens as a separate floating window, so you can keep the Calendar visible in the background while reviewing the entry.

Collapsible Group-By Rows

The Group-By feature lets you organize the Gantt chart rows into collapsible groups. Choose a grouping option from the toolbar dropdown:

Group-By View Screenshot of the Gantt chart grouped by Stage with collapsible rows, chevron toggles, and child count badges

None — Flat list, no grouping (default)
Group by Stage — Entries grouped by their current pipeline stage
Group by Customer — Entries grouped by customer name
Group by Pipeline — Entries grouped by which pipeline they belong to (useful in multi-pipeline projects)

Each group appears as a collapsible section with:

A chevron button to expand or collapse the group
A group header showing the group name
A child count badge showing how many entries are in the group (e.g., "12 entries")
A summary bar spanning the combined timeline of all entries in the group

When grouped by Stage, groups are sorted in pipeline order (matching the order you defined in the pipeline editor). When grouped by Customer, groups are sorted alphabetically. Collapse groups you are not interested in to reduce visual clutter and focus on the entries that matter.

Tip Group by Customer before a client meeting to quickly see all of that customer's active jobs in one collapsed section. Expand their group to review timelines, then collapse everything else.

Capacity Load Bar

The Capacity Load Bar is a 40-pixel heat strip displayed directly below the date header. It provides a quick visual indicator of how many jobs are active on any given day.

Capacity Load Bar Screenshot of the heat strip capacity bar below the date header showing green-to-red gradient for concurrent job load

The bar uses a color gradient to indicate load levels:

Green — Light load. A small number of concurrent jobs.
Yellow — Moderate load. The shop is getting busy.
Red — Heavy load. Many concurrent jobs overlap on this day. Potential capacity bottleneck.

The load bar syncs with horizontal scrolling, so it always aligns with the date columns visible in the Gantt chart. As you scroll through time, the load bar updates to show the capacity picture for the dates currently in view.

Note The Capacity Load Bar counts the number of entries that are active (not yet completed) on each day. It does not account for the complexity or size of individual jobs. Use it as a directional indicator — if a week is showing solid red, it is worth investigating whether your team has the capacity to handle that volume.

Row Density

Toggle between two row height options to control how much information fits on screen:

Mode	Row Height	Best For
Compact	24 pixels	Seeing as many entries as possible at once. Great for large projects with 100+ entries where you need the big picture.
Normal	36 pixels	Default density. Better readability for entry labels and stage colors in the bars.

Switch between modes using the density toggle button in the toolbar. The chart re-renders immediately. Your selection persists for the current session.

Tip Combine Compact mode with the Month zoom level and Group-By Customers (collapsed) for the ultimate high-level overview. You can see your entire project at a glance and then expand individual groups to drill down.

Scroll Indicator

At the bottom of the Gantt chart, a 6-pixel minimap strip shows your current viewport position within the overall timeline. This is especially helpful when your project spans many months and you need to orient yourself.

The minimap includes:

Viewport thumb — A highlighted rectangle showing which portion of the full timeline is currently visible on screen. As you scroll horizontally, the thumb moves to reflect your position.
Today marker — A small indicator on the minimap showing where today falls in the overall timeline. Useful for quickly seeing whether you are looking at past, present, or future dates.

The minimap is read-only — it shows your position but you navigate using the scroll bar, mouse wheel, or the Prev/Today/Next buttons in the toolbar.

Stale Entry Bars

Entries that have been sitting in the same pipeline stage for an unusually long time are flagged as stale on the Gantt chart. This prevents a single long-idle entry from stretching the chart to an unreadable width.

Stale bars have several visual indicators:

Reduced opacity — The bar segment becomes semi-transparent to visually distinguish it from actively progressing entries
Capped width — Entries idle for more than 90 days have their bar visually capped at a 14-day width to prevent infinite-length bars from distorting the chart
« indicator — A double-arrow symbol at the end of the bar indicates that the bar has been visually truncated
Warning icon — A small warning triangle appears on the bar
STALE tooltip — Hovering over the bar shows a tooltip explicitly identifying the entry as stale, along with the actual number of days it has been in the current stage

Warning Stale entries typically indicate a job that has been forgotten, is waiting on external input, or needs a decision. Review stale entries regularly — they may represent lost revenue (abandoned quotes), stuck production (waiting on materials), or simply entries that should be closed out.

The stale threshold is configurable per pipeline stage using the Stale After Days setting in the Pipeline editor. You can also filter the Gantt chart to exclude stale entries using the Active (No Stale) option in the Show Completed dropdown.