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Workforce Management 2.0 — The New Portfolio Gantt

Gantt 2.0 brings finer control at the project level and a true portfolio-wide view across all your projects in a single Gantt.

As part of our latest release, Workforce Management 2.0 is now live on SiteRise. This is a major upgrade to the Gantt chart experience — giving you finer control at the project level and, for the first time, a true portfolio-wide view across all of your projects in a single Gantt.

What's New in v2.0

Workforce Management 2.0 introduces two major upgrades:

  • Project-Level Gantt — More granular control over phases, deliverables, dependencies, and timelines on every individual project.

  • Reporting-Level Gantt — A new portfolio view that lets you visualize every project at once on a single Gantt — your 40,000-ft view across the entire portfolio.

Project-Level Gantt — Granular Control

Inside any project, the new Gantt gives you a more organic, flexible way to plan and sequence your work:

  • Drag-and-drop phasing and deliverable adjustments

  • Cleaner dependency and milestone visualization

  • Better filtering by phase, role, status, and custom fields

  • Faster load times and smoother navigation across long timelines

This means project managers can build, adjust, and communicate their schedule with less friction — and the rest of the team can read it more easily.

Reporting-Level Gantt — Your Portfolio at a Glance

This is the headline upgrade. From the Reporting tab, you can now Gantt your entire portfolio at once.

In a single screen you can:

  • See every active project across your portfolio on one Gantt

  • Identify schedule conflicts, resource overlaps, and pinch points across markets

  • Filter the portfolio view by region, brand, status, project lead, or any custom field

  • Export the view for executive reporting and weekly stand-ups

For multi-location operators and retail development teams, this is the executive-level visibility you've been asking for — without leaving SiteRise to build it in another tool.

How to Access Gantt 2.0

Project-Level Gantt:

  1. Open any project

  2. Click the Gantt tab in the project navigation

Portfolio (Reporting) Gantt:

  1. Navigate to the Reporting tab in the left-hand main navigation

  2. Select Portfolio Gantt

  3. Apply filters as needed and save your view

Tips for Getting the Most Out of It

  • Save custom views so each team member can land on the slice of the portfolio that matters to them

  • Use filters to look at the portfolio by phase (e.g., all projects in Construction) or by region for weekly check-ins

  • Export to CSV/XLS directly from the Gantt for executive reporting

  • Pair it with custom fields — any custom data on your projects can now be surfaced in the portfolio Gantt

FAQ

Do I need to do anything to enable it?
No — Workforce Management 2.0 is automatically available to all SiteRise tenants. Just log in and you'll see it.

Will my existing Gantts still work?
Yes. All of your existing project schedules, deliverables, and dependencies carry over automatically into the new view.

Who can see the portfolio Gantt?
Access follows your existing SiteRise permissions. Users will only see the projects they have been given access to.

Can I export the portfolio Gantt?
Yes. Use the export option in the top-right of the Reporting Gantt to download as CSV or XLS.

Where do I send feedback?
Use the in-app chat or reach out to your SiteRise account team. We're actively iterating on this release based on customer feedback.

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