Step-by-Step Guide to Creating Gorgeous Gantt Charts - Next generation tools for Microsoft Office

Step-by-Step Guide to Creating Gorgeous Gantt Charts

In this detailed guide, we will go through everything about Gantt charts, how to create them in PowerPoint or Excel, and how to use them effectively for complex projects.

You don’t have to be a project manager or a project management consultant to use Gantt charts; they are useful for about everyone and for almost any kind of project. Let’s start with the basics: What is a Gantt chart?

What is a Gantt Chart?

A Simple Gantt Chart

The Gantt chart was first popularized by American mechanical engineer and management consultant Henry Gantt in the 1910s. It was famously used under a world-renowned construction project: The Hoover Dam.

A Gantt chart is a project scheduling tool in the form of a horizontal bar chart that shows the visual timeline of a project schedule helping to track a project’s progress. It encompasses a timeline of tasks horizontally and the status of each task at the end of the chart vertically. Some also show who is responsible for the individual tasks of the project.

Gantt Chart: The Perfect Project Management tool

To break it down further, Gantt charts contain multiple elements, that makes them arguably the best project management tool of all. Here is a quick rundown:

  • It contains the full project schedule, including important deadlines etc.
  • They break down the project into individual tasks
  • It shows how tasks relate to each other and how long each one take
  • Finally, it shows who is assigned to each task

Sometimes, they also include a budget making them a useful financial tool as well.

This is the reason for its continued popularity in the 21st century, as it allows project managers to monitor progress, assign tasks and track schedules in complex projects. As a result, Gantt charts have become one of the most frequently used project management tools in the world.

The Components of the Gantt Chart

Let’s turn to the individual components that make up the Gantt chart:

  • Activity/Task List: Describes the tasks required for the project on the vertical axis. Sometimes they are organized into subgroups
  • Task Assignment/Responsibility column: Indicates the person or team responsible for completion of a taskGantt Chart highlighted with task list and responsibility list
  • Timeline: Runs on the horizontal axis and show hours, weeks, days, months, or even years
  • Dateline: A line that indicates the current date of projectTimeline and current date on a Gantt Chart
  • Horizontal Bars: represent individual tasks and display their duration, as well as start and end dates
  • Milestones: Often in the form of diamonds, they indicate important deadlines or deliverablesGantt chart where bars and milestones are highlighted
  • Task Dependencies: Lines that connects tasks. These help indicating the order in which the tasks must be completed in
  • Task Progress: Shows how far along the task is. This can be represented by percentages, bar shading or Harvey BallsGannt chart show dependencies and project progress

You can also link to project documents under the responsibility column if needed.

Now that we have covered what a Gantt chart is, what it contains and why it’s useful, let’s explore some use cases!

Use Cases of Gantt Charts

Projects come in many forms and Gantt charts can be applied in a variety of ways and in lots of different fields. The following Gantt chart are just some of the potential use cases for this incredible tool, serving as inspiration for your own projects. Simply put, if you have a project, a Gantt chart can be useful!

Software Development Project

These types of projects are heavy reliant on dependent tasks. For example, you can’t test for functionality before the staging environment is set up, creating what is known as a finish-to-start dependency, which means a successor task depends on the completion of a previous one.

In software development, it’s common to have short time periods (usually 2-4 weeks) in which a specific set of work must be completed, these are called sprints and are common in agile projects, here they are shown with diagonal lined bars. The overall phases are shown in dark blue and the lesser tasks with light blue.

Gantt chart example for software development

Event Planning:

Our next Gantt chart example is a classic one: The planning of an event. Events often don’t have many dependencies, but do have a lot of deadlines, meetings and decisions. Meetings and decisions can be highlighted by icons, annotations or other chart elements.

Typically, an event follows this formula: Planning, promotion, the event itself and evaluation. Here it’s a common practice to group tasks into these phases and color code the Gantt chart bars for clear identification.

Gantt chart example for an event planning

Marketing Campaign:

Another classic use of a Gantt chart is a marketing campaign. Modern marketing campaigns often have lots of moving parts happening simultaneously or in succession. A good approach is to group the individual tasks together into subcategories by the type of marketing activity, rather than their position on the timeline, unlike the event planning Gantt chart.

Gantt chart example for a marketing campaign

Product Launch:

A product launch Gantt chart often include specific milestones like: Launch day, campaign start etc.

Unlike a software development or a marketing Gantt chart they feature coordination between various departments, such as marketing, customer support, sales and product development. Therefore, this kind of a Gantt chart are a great example of how different departments interlink and collaborate. It also highlights how a Gantt chart serves as an excellent management tool for tracking the responsibilities of individual teams. In this example the crucial launch period is shaded to emphasize the importance of this period of the project.

Gantt chart example for a product launch

Multiple Projects Gantt Chart

If you have more projects running simultaneously, a Gantt chart that displays all the projects in one view can be ideal for ensuring deadlines are met. It’s extremely important that these projects are easy to distinctive, so the tasks don’t get mixed up.

There are several ways to prevent confusion. For example, you can assign different color schemes to each project and include a legend to explain the color coding. Using distinct milestones symbols for each project can also helps. If the Gantt chart software supports filters it can be useful to group tasks by project.

As seen on the following example, adding comments can help give a overview of the state of the tasks.

An example of a Gantt chart showing more than one project (software, event, marketing, product launch)

However, if there are to many projects simultaneously it could be a better option to split them up into their own separate Gantt charts. The multiple projects Gantt chart do however show how individual project teams are assigned.

Now that we’ve explored multiple examples of what Gantt charts can be used for, it’s time to show you what you’re looking for – how to create them.

How to Make a Gantt Chart: Step-by-Step

There are many tools for creating Gantt charts including PowerPoint’s native Gantt chart template or a bar chart in Excel formatted to a Gantt chart. We will cover these methods later, but first we’ll use Ampler, as it’s one of the best chart tools on the market.

Regardless of which add-in you use, the steps are more less the same, so this guide will be useful in any case. Watch the video below or read through the step-by-step guide to learn how you can create your own gorgeous Gantt chart.


Step 1: Determine if a Gantt Chart is Suitable

The Gantt chart is one of the one of the most widely used project scheduling tool for project managers. It is useful for almost any type of project that involves more complexity than a simple to-do list. You should consider using a Gantt chart if your project has a deadline, involves multiple teams or individuals, and contains a significant level of complexity.

However, there are instances where Gantt chars may not be suitable. For example, iterative projects can be challenging to adapt to a Gantt chart as they are not linear by nature. Other examples include a simple project where a checklist suffices, projects with high agility where tasks and priorities change frequently, or projects where the focus is on creativity and more important than meeting deadlines.

Step 2: Create a Gantt Chart

In Ampler to create Gantt charts is straightforward:

  • Click on Ampler ribbon
  • Select Ampler Charts and insert in PowerPoint

A Gantt chart will instantly appear with a predetermined project timeline, activities, bars and milestones. All of these elements can easily be customized to fit your preferred look and project timeline, as we will cover in the following steps.

Insert a simple Gantt chart using Ampler

Step 3: Set Up the Project Timeline for Your Gantt Chart

In Ampler there are multiple ways to set up your project timeline, you can for example:

  • Left click and set the data range for the entire project timeline
  • Or change the start dates and end dates by simply dragging the bars

Change dates on a Gantt chart

Want to add more tasks, bars, milestones etc.? Right click and select the plus icon to add. The chart adds them instantly.

Pre-Made Gantt Chart in Excel

If you already have a pre-made Excel spreadsheet with dates and durations, you can right click on the Ampler Gantt chart and choose “Establish Excel Link”. A separate window will open where you highlight the data range. Once you return to PowerPoint, the Gantt chart change to fit the new data.

Establish an excel link with a Gantt chart

Step 4: Make a Customized Gantt Chart

Not only can you change the start and end dates or the type of bars, but everything on the Gantt chart can be customized to align with your corporate branding or personal preferences. If you’re not using an add-in like Ampler, some of these customizations needs to be done manually. Also not all tools may offer the same options as Ampler.

In Ampler you can easily create a task list and adjust all dates at once by right clicking the Gantt chart and selecting the Excel button. An Excel spreadsheet will appear, allowing you to modify the start dates, end dates, names of the project tasks, bar types, and their levels on the Gantt chart:

Make task list for Gantt chart

You can Toggle on/off responsibility list the following way:

Add responsibilities to a Gantt chart

To change milestones dates, you can drag them on the chart:

Adding milestones to a Gantt chart

Now that you’ve created a Gantt chart, Ampler also offers several additional features to enhance your charts:

  • Toggle columns on and off, like comments for further description and a responsible column on or off
  • Add to the timeline by checking or unchecking options for years, quarters, month, weeks and days
  • Add a current day line here you use the milestone feature in Ampler
  • Show weekends by clicking the dateline to shade them
  • Shade rows and/or columns to highlight important phases or critical tasks
  • Add row separators to clearly distinguish tasks or task groups
  • Color every facet of the chart by clicking on the object. To highlight the critical path, use a distinct color.
  • Add a line between bars to show task dependencies

Tip: To monitor progress, you can insert Harvey Balls in the comments section. For more on Harvey Balls, read this article: How to Use Harvey Balls

Gantt Chart with Harvey balls

Step 5: Finalize the Gantt Chart

Now that we’ve customized our Gantt chart to our preferences, there are just a few minor details to finalize:

  • Add a project title to the chart
  • Assign tasks to the responsible individuals or teams if you haven’t done already
  • Create a project budget if needed; you can write the expected costs for each task in the comments section
  • Change the language of the chart if necessary by left-clicking on the chart, selecting your desired language and the chart will instantly be translated.Finalized Gantt Chart

it’s also possible to save both the chart theme and/or chart layout to your library or organization, making them accessible for future use.

How to save a Gantt Chart

Step 6: Monitor Progress

Once you’ve created your Gantt chart with your chosen project management software, the work isn’t over! While the plan can be crystal clear, anyone who has followed one knows it rarely goes exactly as expected. Everything from production schedules to budgets can change.

Therefore, be sure to track the progress of tasks, modify the budget, adjust the plan, and re-assign tasks as needed based on the actual progress of the project.

Other Options for Making Gantt Charts

Now that we have gone through the basic guide of how to make a Gantt chart, while simultaneously using an add-in like Ampler, we’ll now show you how to make Gantt charts in PowerPoint and Excel, without using add-ins. While it’s possible, we don’t recommend it, as it can be time-consuming and lack visual appeal.

Use the Native PowerPoint Gantt Chart Templates

PowerPoint offers their own Gantt Chart templates. To use them, you have to do the following:

  • Select the new tab in the left pane
  • Search “Gantt Chart” to view the five native Gantt chart templates
  • Choose one and click create to generate a PowerPoint Gantt chart

Gantt chart search in PowerPoint

After choosing your Gantt chart template: Edit the tasks and timeline (weeks, months or years). You will see icons in the top-left and bottom-right corners representing the start and end dates. Edit them by clicking on the icons and enter the relevant dates.

You can adjust the length of the bars by simply clicking on them and drag to adjust. The start and end dates of the timeline can also be dragged this way.

To change the colors, click the object and choose shape fill in the format tab. You can also customize the outlines and apply shape effects.

Gantt Chart native to PowerPoint

How to Make Your Own Gantt Chart in PowerPoint

If you prefer to create your own PowerPoint Gantt chart instead of using the native templates, follow these steps:

  • Go to the “Insert” tab
  • Select “Chart” and choose the “Stacked Bar Chart”

Insert Gantt chart in PowerPoint

A chart with a associated data table will appear. Adjust the columns to fit your project by renaming them to Task, Start Date and Duration. Then enter your project tasks, start dates and durations in corresponding cells.

To make sure you have the right number format:

  • Highlight the values in the date’s columns
  • Right click and choose “Format Cells” option
  • Select the “Date” option and your preferred number format

Set up a Gantt chart in PowerPoint

In a Gantt chart, the duration of tasks are essential. To adjust the bars to make it fit the duration you need to make a formula ($C2-$B2 in cell D2) as shown:

Format dates in a Gantt chart in Powerpoint

The chart still contains colored bars for the start dates and end dates. To remove the end dates:

  • Right-click the chart and select the “Filter Icon”
  • Uncheck “End Date”
  • Click “Apply”

Remove bars in a Gantt chart in PowerPoint

Now, remove the fill color of the blue bars by selecting them and choosing “No Fill”. The remaining bars now represent the tasks duration. However. the Gantt chart is still in reverse order to change this:

  • Select the “Task Names
  • Select “Format Axis”
  • Mark the checkbox for “Categories in Reverse Order”

Finalize a Gantt chart in PowerPoint

There you have it – a Gantt chart in PowerPoint! You can add dependency lines and change the color of the bars as needed.

How to Create a Microsoft Excel Gantt Chart

You can also create a Gantt chart in Excel by using a stacked bar chart in the following way:

  • Create a data table with separate columns for project tasks, start date and duration
  • Highlight all the data in your table
  • Go to the “Insert” tab, and from the “Charts” group, select “Insert Bar Chart”

Insert a Gantt Chart in Excel

The chart will initially be shown in reverse order. To change this, highlight the categories on the vertical axis. Select “Format Axis”, scroll down and check the box for: “Categories in Reverse Order”.

Now let’s make it look like a Gantt chart:

  • Right click on the larger bars
  • Select “Format Data Series”
  • Go to “Fill” and “Line”
  • Choose “No Fill” and “No Border”

Remove the bars in an Excel Gantt Chart

After this, only the task bars will be displayed on the Gantt chart. To add gridlines:

  • Right-click on the gridlines
  • Select “Format Axis”, then choose the “Horizontal Value Axis”
  • Adjust the minimum and maximum bounds from the available options
  • The final step is to add a chart title.

There you have it, a Gantt chart in Excel!

Finalize a Gantt chart in Excel

While it’s possible to create a Gantt chart in Excel and PowerPoint, these platforms are not as visually appealing or intuitive to use compared to an add-in like Ampler. Ampler is faster and more advanced for creating effective Gantt charts. If you regularly use Gantt charts in a professional setting, it’s recommended to use an add-in for enhanced efficiency and functionality.

Best Practices for Gantt Charts for Project Managers

When you have created your Gantt chart, that are some guidelines to ensure, that you have created a effective chart:

  1. Specify project scheduling: Clearly outline start dates, end dates and key milestones
  2. Breakdown the project: Divide the project into manageable tasks. For example, instead of a single large task like “Develop Software”, break it down into “Develop Backend”, Design UI” etc.
  3. Define task dependencies: Clearly indicate task dependencies to ensure that critical tasks are completed in correct order (the critical path)
  4. Regularly update the Gantt chart: Keep the chart current to reflect the project’s status, as unforeseen events are likely to occur
  5. Differentiate phases and tasks: Use color to distinguish between phases, tasks or types of work
  6. Include buffer time: Add stippled bars to account for unexpected delays or issues
  7. Show project progress: Use Harvey Balls or other indicators to represent progress

Tip: You can also color-code individuals or teams on your Gantt chart to clearly show who is responsible for each task.

Advantages and Disadvantages of Gantt Charts

Throughout this article, we have highlighted all the benefits of Gantt charts, but there are also some disadvantages to consider:

Disadvantages:

  • Regular updating required: Gantt charts need frequent updates, which can be time-consuming
  • Focusses on deadlines: There can be a tendency to prioritize meeting deadlines over quality of work
  • Limited resource allocation: While Gantt charts show task assignments, they are not well-suited for complex resource allocation
  • Not ideal for specific kind of projects: Gantt charts are less effective for projects that are iterative, agile or for projects which focus on creativity.

In good order let’s highlight the advantages of Gantt charts

Advantages:

  • Clear representation: Provides a visual representation of project schedules, tasks and dependencies
  • Task assignment: Allows for clear assignment for tasks to individuals and teams
  • Project path identification: Helps identify the critical path in order to complete the project
  • Progress tracking: Tracks progress for the overall project and each individual task
  • Deadlines: Provides clear deadlines for tasks and milestones
  • Stakeholder reporting: Useful for reporting project status to stakeholders


When Not to Use a Gantt Chart

As we have mentioned Gantt charts aren’t the best option for the following: Iterative projects, agile projects and projects with focus on creativity. Let’s explain why:

Iterative Project

An iterative project is a project where tasks are repeated in cycles, unlike a traditional project schedule where tasks are completed once and for all. The circular nature of these projects are better visualized and manage by other project management tools.

Agile Project

Agile projects can be difficult to track in a Gantt chart due to their emphasis on flexibility and adaptability in small, iterative cycles. In agile methodologies, deliverables are the primary success factor, while deadlines are secondary. Additionally, agile teams typically have a high degree of autonomy, making the oversight project management style of a Gantt chart less effective.

Project with Creative Focus

When a project’s focus is on creativity and innovative ideas, it often combines elements of both iterative and agile work structures. These projects do not adhere to preset deadlines. Instead, success is determined by inventiveness of the deliverables from the project team. Note however that traditional projects can include phases focused on creativity.

Now let’s turn to some alternatives for managing projects these kinds of projects, that project managers can use instead of Gantt charts.

Substitutes of Gantt Charts

There are several project management tools that can be used alongside or instead of Gantt Charts for various types of projects, including agile, iterative or creativity-focused ones. Some of these tools can be used in specific phases of a traditional project or as a complement to Gantt charts. The following is a non-exhaustive list of alternatives:

Kanban Boards

A Kanban Board is a management tool that represents workflow of tasks. It uses columns and cards to display tasks, with columns representing different stages such as: “To Do,” “In Progress,” and “Done.” The cards represent the individual task and include relevant details.

The Work-in-Progress (WIP) limits set the maximum number of tasks allowed in each column or stage which helps prevent overloading. They can include Swimlanes which horizontal rows that separate work or teams within the project.

Kanban Boards are more flexible than a Gantt Chart making them ideal for iterative projects. They are also simpler visually.

Kanban board

Scrum Boards

A Scrum Board is a project management tool designed to support agile methodologies and projects, often used in sprints – a short period of time typically ranging from one to two weeks. The main point of a Scrum Board is to help project teams focus on a limited number of tasks at any given time. The board is divided into columns such as “To Do,” “In Progress,” “In Review,” and “Done.” Tasks move horizontally across these columns until they are marked as “Done”. Tasks that are not currently being worked on are kept in the Scrum backlog, out of focus for the time being.

Key components of a Scrum Board:

  • Product backlog: The complete list of all the tasks needed to be accomplished
  • Sprint backlog: Tasks that need to be completed within a specific sprint
  • Increment: The specific goals or deliverables the team aims to complete by the end of the sprint
  • Scrum Master: Not a part of the board itself, but rather the individual responsible to instruct and facilitating the team

While Gantt charts provide a structured and detailed plan (with some flexibility), Scrum boards enable teams to adapt quickly to change and obstacles. This makes them particularly effective for iterative work, where the team cycles through the same processes repeatedly.

Scrum Board

Timeline Charts

A timeline chart is a simpler form of project management tool that focuses on the main tasks, milestones and events. It provides an overall roadmap of the project without subdividing the project into detailed tasks. The boarder overview highlights essential information without overwhelming stakeholders with minor details. This makes timeline charts are an excellent choice for presenting to stakeholders, as they convey the overall project timeline clearly and concisely.

Timeline chart

PERT Charts

A PERT chart, or Program Evaluation Review Technique, is a project management tool that allows project managers to schedule a project by providing an overview of the dependent tasks and project timeline. The chart use nodes (often represented by rectangles) to signify milestones, which are connected by arrows representing the sequence of tasks. Divergent arrows indicate tasks that can be completed simultaneously, while the critical path (the longest sequence of dependent tasks which determine the minimum project completion time).

PERT charts excel at showing dependencies and the project planning process, but they are not suitable for tracking project progress as they do not contain task progress or resource management. Therefor they are better suited as a pre-plan before dividing the project among the project team.

 PERT chart with divergent paths

Flowcharts

While flowcharts are often used to illustrate how an algorithm works or how a customer journey is designed, they can also be used by project managers together with a Gantt chart to create a comprehensive plan for the entire project.

Project management can use these to improve project efficiency by logically displaying the objectives of the project, making it easier to schedule tasks on a Gantt chart. They also aid in status reporting by clearly showing how a finished task is reported. Flowcharts are best used as a guide for planning project tasks and the approval phase, ensuring that tasks are completed as intended.

A Flowchart showing project task approval process

Ampler’s Library and Chart Tool

Ampler is not only a Gantt chart software: it’s a comprehensive productivity tool for Microsoft Office. Ampler Charts allows you to create professional-looking charts with a few clicks. The chart options include Mekko, Waterfall, Bar Chart, Area Chart among others.

Additionally, Ampler offers over 150 tools for PowerPoint, including features for aligning, distributing, and formatting text. You can also customize your toolbar to fit your needs, streamlining your workflow.

A standout feature it the Scan & Fix Function which scans the entire slide deck for inconsistencies. This includes checking for alignment issues, font discrepancies, incorrect slide numbers, missing footnotes, punctuation errors and other common problems.

Ampler's Scan & Fix function for PowerPoint

The Scan & Fix Function also works in Microsoft Excel, scanning for over 30 of common types of errors. These include issues such as data outside the cell reference range, empty cell references, hardcoded numbers in formula and more. Furthermore, the Inspect Formula Feature provides full transparency by decompressing formulas into individual elements.

Ampler's Scan & Fix function for Excel

Ampler also contain a content library with over 200 custom-made template slides for consulting presentations. These can be customized to your corporate branding and includes options such as: BCG Growth Framework, McKinsey 7S Model, Competitive Benchmarking, Target Group Analysis etc.

Slide showing an example of competitive benchmarking

Conclusion: The Gantt Chart – The Greatest Project Management Tool Ever Invented for Project Managers

Although it has been many years since Henry Gantt popularized the Gantt chart, it remains the most frequently used project planning tool in the world.

The Gantt chart effectively maps the timeline, tasks, milestones and dependencies, making the project schedule clear for everyone involved. It also efficiently highlights who is responsible for each part of the project. Adaptable to nearly every type of project, expect for agile, iterative or creative ones, it excels at tracking progress like no other tool. Add-ins like Ampler make creating and updating Gantt charts quicker and easier, further enhancing the chart’s popularity.

Ampler offers more than just a Gantt chart tool; as explained it’s a comprehensive productivity add-on for Microsoft Excel, PowerPoint and Word. With Ampler Charts it’s never been easier to create amazing looking charts from a stacked bar chart to a mekko or waterfall chart among others. As with Gantt charts these can be created with a few clicks.

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