PQM Training – Calendar Gantt
PQM Training / Calendar and Standard Gantt
Planning View
Calendar and Standard Gantt
Use visual planning screens to understand task timing, deadlines, workload and production pressure.
Production OSWordPress CoreRole-based workflowTraining Center
Training pages
Training HomeProduction DashboardCore ConfigurationTasks and Add TaskDepartments and WorkflowCalendar and Standard GanttEmail Queue and CommunicationReports and KPIModules / MarketplaceSetup WizardLicense and Demo ModeHelp and TrainingAdmin PanelClient PanelEmployee Worker PortalShop Manager / SupervisorImplementation Checklist
Purpose in plain language
Calendar and Standard Gantt help users see production in time. The calendar answers: what is planned on a specific day? Gantt answers: how long does each task run and how does work spread across time?
For a beginner, this screen is not only a pretty chart. It is a planning view. If too many jobs are placed on the same day, the team will feel pressure even before the dashboard shows overdue work.
Where to click
Open WordPress admin and choose PQM.
Click Calendar to see tasks by date.
Click Gantt or Standard Gantt to see tasks on a timeline.
Use date navigation such as previous/next/today/month/week if available.
Click a task bar, event or task title to open task details, if the screen supports clickable events.
Calendar vs Gantt
| View | Best for | Beginner interpretation |
|---|---|---|
| Calendar | Daily, weekly and monthly deadline overview. | “Which tasks are due or planned on this day?” |
| Standard Gantt | Visual timeline and duration overview. | “How long does this task occupy production time?” |
| Advanced Gantt Pro module | Deeper planning such as dependencies, department scheduling, machine capacity and conflicts. | “Can we realistically fit this production plan into available resources?” |
How to use Calendar step by step
Open Calendar and set the view to week or month depending on the amount of work.
Look for days with too many tasks or important deadlines.
Click a task/event to check details: status, department, notes and deadline.
If a task appears on the wrong day, open the task and correct its due date or planned date.
Before promising a new customer deadline, check the same week in Calendar.
Use Calendar during daily/weekly planning meetings so everyone sees the same schedule.
How to use Standard Gantt step by step
Open Standard Gantt from the PQM menu.
Read the left side as task names/rows and the horizontal axis as time.
Find long bars first. Long tasks consume schedule space and often need earlier attention.
Check whether tasks overlap in a way that makes production unrealistic.
Click the task bar or title if clickable, then review the task details and department.
If the standard view is not enough for capacity planning, treat Advanced Gantt Pro as the next module layer.
What to check before trusting the timeline
| Check | Why it matters | What to fix |
|---|---|---|
| Missing deadline | Calendar cannot place the task correctly. | Add due/planned dates in the task. |
| Wrong status | Completed/cancelled tasks may appear as active if status is outdated. | Update task status before planning. |
| Wrong department | Manager may think another team is responsible. | Assign the correct department or production stage. |
| Too many tasks on one day | Production capacity may be overloaded. | Reschedule, split work, add resources or warn the customer early. |
| Empty Gantt | Usually means no tasks have compatible dates or filters hide them. | Create test task with dates, clear filters and refresh. |
Beginner example
Example: manager checks next week before accepting a rush order
The manager opens Calendar in week view and sees four large jobs due on Thursday. Before promising another Thursday delivery, the manager opens Standard Gantt and checks whether the same jobs overlap in production time. If the overlap is too heavy, the manager either offers Friday delivery or marks the order as urgent and assigns more capacity.
Good practice
- Use planned dates consistently. Calendar and Gantt are only as good as task dates.
- Review overloaded days before promising delivery.
- Do not treat a nice-looking Gantt as proof that capacity is available. Standard Gantt shows timing; advanced modules can add deeper capacity logic.
- On mobile, allow horizontal scroll for timelines instead of hiding important information.
Screenshot reference
How to use screenshots
Click any screenshot to open it in a new tab. This is useful for zooming in while following the step-by-step instructions.
PQM Calendar
Calendar view with production tasks placed on dates. Use it to check what is planned for a specific day, week or month.
Standard Gantt timeline
Standard Gantt view showing tasks across time. Use it to understand duration, overlap and production pressure.
Who should use this screen?
AdministratorConfigures PQM, licenses, modules, health checks, capabilities and technical maintenance. This role should be limited to trusted users.
Manager / Shop ManagerControls daily production, creates tasks, checks reports, follows deadlines and supervises employee work without changing technical settings.
Production EmployeeWorks mainly in the frontend Employee Portal and updates assigned production stages without using the WordPress admin area.
Troubleshooting for beginners
| Symptom | Simple explanation | What to check first |
|---|---|---|
| The page looks empty | The system may have no demo data yet, or the current user may not have access to the required role/capability. | Create one test task, assign a department, then refresh the screen. Also check the user role. |
| A button opens a login page or My Account | The visitor is not logged in or the page is using a frontend-safe route that requires authentication. | Log in with a test user that has the expected role. Check whether the shortcode/page is visible only to logged-in users. |
| Data exists but does not appear in a report/chart | Filters, date range, status rules or completion dates may exclude the task. | Clear filters, expand the date range and verify that the task has the status/date required by the report. |
| Something changed but the screen still shows old data | Browser cache, WordPress cache or AJAX response cache may show old information. | Refresh the page, clear cache for this page and test in an incognito window before debugging code. |
| The layout is broken on a small screen | Wide tables and timelines need horizontal space; this is normal if the content remains readable. | Use the mobile breakpoint, keep cards in one column and allow horizontal scroll only inside tables/timelines. |
Readiness checklist
A beginner can explain what this screen is for after reading the first two sections.
The correct role can open the screen and restricted roles cannot see unsafe actions.
There is at least one realistic test task visible in the screen.
Buttons and links go to the expected place.
The empty state explains what to do next instead of looking broken.
The page remains readable on tablet and mobile.
Related training pages
Training HomeTraining overview and recommended learning path.Production DashboardDaily command center, active tasks, metrics and quick actions.Core ConfigurationSystem settings, statuses, roles, capabilities and safe defaults.Tasks and Add TaskHow to create, read and update production tasks step by step.Departments and WorkflowHow production stages and responsibilities are modeled.Email Queue and CommunicationCustomer messages, email queue and communication templates.Reports and KPIKPI, margins, bottlenecks, exports and production analysis.Modules / MarketplaceOptional modules, activation state and upgrade path.