Expand all | Collapse all

Project management issue - Gantt

  • 1.  Project management issue - Gantt

    Posted 20 days ago
    Hi all, I'm trying to build a project management app but can't do it.
    It's pretty simple, there are 3 Workstreams. Under each workstream 3 initiatives. Under each initiative 3 activities.
    Each activity has start date and end date.
    Thus i would like that every initiative picks on the minimum start date, and the maximum end date of its relevant activities, in order to create a classic Gantt in the end. And that everything would be linked.
    Same way, the start and end dates of initiatives would go up to workstreams.

    I have created 1 table for workstreams. 1 table for initiatives. 1 table for activities.

    Do you know how i could do that?

    Also after that i would like to to the same thing for % completion : the progress of each activity would go up the same way and ultimately impact the workstreams automatically.

    Thank you in advance for your time

    Adil Bennani

  • 2.  RE: Project management issue - Gantt

    Posted 20 days ago
    Edited by Adam Keever 20 days ago
    Hello Adil,

    You have your case well defined. That made it very easy to construct the tables and relationships necessary to fulfill your requirements.

    Here is the end result:

    I started by creating three excel sheets; one for workstreams, one for initiatives, and one for activities. Here is what the data in each sheet looks like:


    ID Initiative
    1 Initiative1
    1 Initiative2
    1 Initiative3
    2 Initiative1
    2 Initiative2
    2 Initiative3
    3 Initiative1
    3 Initiative2
    3 Initiative3

    ID Activities Start Date End Date
    1 Activity1 1/5/2020 2/14/2020
    1 Activity2 12/20/2019 1/18/2020
    1 Activity3 1/16/2020 3/20/2020
    2 Activity1 12/17/2019 1/6/2020
    2 Activity2 11/29/2019 2/25/2020
    2 Activity3 1/2/2020 2/2/2020
    3 Activity1 12/31/2019 2/13/2020
    3 Activity2 11/4/2019 12/9/2019
    3 Activity3 12/7/2019 2/10/2020
    4 Activity1 1/2/2020 2/22/2020
    4 Activity2 11/8/2019 11/24/2019
    4 Activity3 12/17/2019 2/20/2020
    5 Activity1 11/6/2019 1/7/2020
    5 Activity2 12/11/2019 2/4/2020
    5 Activity3 1/12/2020 3/4/2020
    6 Activity1 1/10/2020 3/19/2020
    6 Activity2 10/22/2019 11/7/2019
    6 Activity3 11/30/2019 12/16/2019
    7 Activity1 1/11/2020 3/16/2020
    7 Activity2 11/13/2019 1/2/2020
    7 Activity3 11/26/2019 2/23/2020
    8 Activity1 11/22/2019 12/27/2019
    8 Activity2 11/23/2019 1/11/2020
    8 Activity3 11/21/2019 2/8/2020
    9 Activity1 12/29/2019 2/10/2020
    9 Activity2 1/17/2020 3/30/2020
    9 Activity3 11/12/2019 11/30/2019

    Create each table in Quick Base and then import the data into each table (Record ID#'s will be assigned based on the order of the records and that is where the ID columns in the sheets come in to play for adding relationships later):

    Be sure this checkbox is checked:

    And each filed should be set to "Create New Field": 

    Add a checkbox field for identifying complete activities and a formula numeric field to count complete activities in the activities table:
    Use this formula in the [Count] field:
    [Complete]=true, 1, 0)​

    Create the first relationship:
    One initiative to many activities; add summary fields for max end date, min end date, # of activities and total count completed:
    Be sure to select ID as the reference field:

    Create a formula numeric field in initiatives table to calculate the percent complete:

    Create the second relationship:
    One workstream to many initiatives; add summary fields for max max end date, min min end date, # of activities and total total count completed:
    Be sure to select ID as the reference field:

    Create a formula numeric field in the workstreams table to calculate the percent complete:

    There you have it.

    Adam Keever

  • 3.  RE: Project management issue - Gantt

    Posted 19 days ago
    Here is what the initiatives table looks like:

    and you can add lookup fields in the initiatives to activities relationship to lookup the initiative and the workstream so that those details can be seen in the activities table:

    Adam Keever