Assigning Gantt Permissions

To grant the permissions to the relevant users of Gantt, as an administrator you must:

• Assign the permission set "PSA Project Manager - Gantt" to give users access to Gantt.
• Assign the relevant permission controls to users who need access to view or edit project tasks.

Ensure that users who access Gantt through PSA Experience Cloud sites have the correct permission controls.

Assigning Permission Sets

To provide the necessary permissions for a user to access Gantt:

1. Open Setup.
2. In the Administration section, select Users | Users. Using Classic In the Administration Setup section, select Manage Users | Users.
3. Select the full name of the user.
4. In the Permission Set Assignments related list, click Edit Assignments.
5. Select "PSA Project Manager - Gantt" from the Available Permission Sets list and move it to the Enabled Permission Sets list.
6. Click Save.

Assigning Permission Controls

To enable users to view, or view and edit projects in Gantt, you need to configure a user's permission control record.

To set up a permission control for a user:

1. In App Launcher, select All Items | Permission Controls. Using Classic Select the Permission Controls tab.
2. Click New.
3. Complete the summary fields, as needed.
4. In the Permissions section:
   • To assign only view permission, select Project Task Gantt View.
   • To assign edit permission, select Project Task Gantt View and Project Task Gantt Edit.

5. Click Save or Save & New.

For more information about permission controls, and the fields and options, see the related topics.

Sharing Gantt with View-Only Permission

Users who have only view permission can see project tasks based on sharing rules. If the default sharing access for project tasks is set to private, ensure that users' sharing rules are configured for the relevant project tasks.

As a minimum, assign read permission to the relevant users for the following Project Task fields:

• Duration Units
• End Date & Time
• Hierarchy Depth
• Name
• Parent Task
• Peer Order
• Project
• Start Date & Time
• Work Calendar

Note: For Gantt in read-only mode, you must also assign read permission for any additional fields. Fields without read permission are not displayed.

When Gantt is view-only:

• If you give access to a child task but not the parent task, the child tasks are not shown.
• Dependencies to or from project tasks are not displayed if the user does not have sharing access for the project tasks.
• Roll-up fields, such as Estimated Hours and Actual Hours are not recalculated.
• Work breakdown structure (WBS) is not recalculated.
• If you do not assign read access to specific Project Task fields, the following effects are seen in Gantt.

  Project Task Field	Effects
  Milestone or Synchronize Milestone and Task	If you don't assign read access to one of these fields: The Synchronize Task column is not displayed in the Project Milestones window. The tasks that are synchronized to milestones are displayed as regular project tasks.
  Assigned Resources	The following columns are not displayed in Task Assignment Manager: Resource Name Role
  Estimated Hours	The following totals are not displayed in Task Assignment Manager: Allocation Hours Allocation Percent Estimated Hours

This behavior is also true when you share Gantt with external users, such as through PSA Experience Cloud sites.

For information about setting up and using PSA Experience Cloud sites, see "Getting Started with PSAExperience Cloud Sites", available from the FinancialForce Community.