MarCom Gantt

TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.

Our MarCom Gantt solution lets you easily create, compare, sort, and adjust key Program level planning data including colorized Phase dates, Priority and % Complete.

To use it…

We will help you run our “Package Installation” to install our MarCom Gantt solution into your Workfront instance, including the dashboards, Magic Reports, filters, views, and additional custom data against which the report then generates.

Refer to the MarCom Gantt video in the Media section, which includes a detailed functionality review.

Once installed, the resulting MarCom Gantt solution then provides all of the following:

• Navigate to the Standalone dashboard
• Select Program Filter
• Set the From and To Date
• Accept the Settings tab defaults
• Click View Report
• Phases are colorized according to the key dates
• Along with all current projects (in yellow)
• And all complete projects (in grey) for comparison
• Toggle off the Current and Complete options
• To gain additional perspectives sort by phase
• Pre Planning
• Planning
• Execution
• In Flight
• Measurement
• Completion
• Export the data to PDF, PowerPoint, Word, Image, or Excel
• To adjust the Program phase dates and other key data
• Scroll down to the bottom of the dashboard
• Expand the Portfolio of interest
• Update the data directly in the grid
• Then scroll up and View Report to instantly see the results

To then configure it for the Users of interest:

• Share the AtAppDemo MarCom Gantt (Standalone), AtAppDemo MarCom Gantt (Portfolio) and AtAppDemo MarCom Gantt (Program) dashboards with those Users of interest (e.g. manually, via a group, or make Visible System-Wide)
• Add our AtAppDemo MarCom Gantt (Standalone), AtAppDemo MarCom Gantt (Portfolio) and AtAppDemo MarCom Gantt (Program) dashboards and custom sections to those Users of interest either manually (temporarily, to test), or (recommended, when you are ready) via their Layout Templates
• Share the MarCom Gantt (Program) custom form and MarCom Gantt (Program) view with those Users of interest (e.g. manually, via a group, or make Visible System-Wide), grant them View access (e.g. manually, via a group, etc.), and populate the MarCom Gantt (Program) custom form for each Program of interest (e.g. individually by attaching and completing the custom form, or by filtering to those Programs and updating them via the MarCom Gantt (Program) view, or by scrolling down of any of the AtAppDemo MarCom Gantt dashboards and using the AtAppDemo MarCom Gantt Details report.

And finally, to test it for the Users of interest:

• Login As one of those Users of interest (for context)
• Open the AtAppDemo MarCom Gantt (Portfolio) custom tab on a Program of interest
• Choose the Date Range of interest
• Set the Report Settings (e.g. “Gantt Sort = Name”, etc.)
• Click View Report to render the report
• Assess the results (e.g. adjusting the Report Settings and re-running the report to Show more details)