Project Gantt Lightning Component Fields

The Project Gantt Lightning component includes the following.

Fields

An administrator can control the fields that are displayed using a Project Task field set. For more information, see Project Gantt Lightning Component Properties and Project Task Fields.

Buttons

Buttons on the Project Gantt Lightning Component
Button	Description
Export	Exports the data to a file in XML format. You can then open the XML file in Microsoft Project 2013 or later.
Search	Searches for project tasks based on the task name. When you start typing characters from anywhere in the name, PSA searches the tasks loaded into Gantt and narrows down the search results as you type. Lines indicating dependencies between project tasks are only displayed if both project tasks are returned in the search results. Parent tasks are always displayed to provide context for child tasks returned in a search.
Today	Displays the current day on the timeline and maintains the current zoom level.
Calendar View	Changes the view between days, weeks, months, quarters, and years. The view you set is retained if you use the same browser on the same device. Months is selected by default.
	Reloads the data. This is useful if, for example, project tasks or project task assignments were created or updated after you loaded the project record page, or if you have made a change in a different tab.
	Expands all rows in the grid.
	Collapses all rows in the grid.
	Shows and hides the critical path of the project in the Gantt chart. Tasks that end on or after the project end date and any dependent tasks are highlighted. Changing the end date or duration of any task in the critical path might affect the end of the project. This button is deselected by default. If it's not available in the toolbar, contact your administrator. Tip: When using critical path, we recommend that you select Adjust This Project's End Date in Gantt Preferences. For more information, see Gantt Preferences and Using Critical Path in Gantt.
	Displays the selected option on the Gantt chart in the form of a bar. This enables a comparison between the project task start and end dates with those of the selected option. The following are displayed in the drop-down list: Baseline Actual Dates
	Shows and hides over allocation details in the Gantt chart. This button is selected by default. If it's not available in the toolbar, contact your administrator. For more information, see Project Gantt Lightning Component Properties. Note: For this button to be displayed, you must have Read permission for schedules, schedule exceptions, and any dependent fields. For more information, see Permissions for the Project Gantt Lightning Component.
	Shows details of the selected project task on the Task tab of the Record Details panel. An administrator controls the fields that are displayed on the Task tab. For more information, see Project Gantt Lightning Component Properties. Details of an assigned resource are displayed on the Resources tab of the Record Details panel. For more details on the Resources tab, see Project Gantt Lightning Component Fields. The Record Details panel stays open until you close it. To close the panel, click on the panel or click again. For more information on the Record Details panel, see Viewing Record Details.
	Expands the Gantt chart to full view. Click to return it to its original size.
	Filters the display. Click to open and close the filter panel.

Filter Fields

By default, the Project Gantt Lightning component includes the following fields in the filter panel.

Note:

The filter panel fields can be managed by setting the required field set in the Custom Column Field Set property in the Lightning App Builder.

Fields in the Filter Panel on the Project Gantt Lightning Component
Field	Description	Default
Assigned Resource	Displays project tasks that are based on the selected assigned resources.	On a project record page: no resources selected.
External Resource	Displays the external resources associated with project task assignments.	On a project record page: no resources selected.
Name	Displays the project tasks with the specified name.	On a project record page: no project tasks selected.
Resource Roles	Displays project tasks that are based on the selected roles of assigned resources.	On a project record page: no resource roles selected.
Tasks Starting Before Tasks Ending After	The dates selected to filter tasks on Gantt on a project record.	On a project record page: no dates selected.
Task Involvement	Project tasks you are assigned to, that you own, and you manage and all tasks on the projects the Product Manager manages are displayed.	On a project record page: unselected.
Task Timeline	The task due timeline for tasks.	On a project record page: no timelines selected.

Filter Buttons

The Project Gantt Lightning component includes the following buttons in the filter panel.

Buttons in the Filter Panel in the Project Gantt Lightning Component
Button	Description
Apply	Updates the contents of the Gantt chart using the filter criteria specified.
Clear	Clears the filter values that are currently selected.
Reset	Returns the filter criteria to the default values.
	Enables users to edit, delete, and save filter sets, and set a default filter set

Concepts

Gantt Overview

Starting with Gantt

Using Work Calendars in Gantt

Tasks

PSA Lightning Components

Setting up the Project Gantt Lightning Component

Permissions for the Project Gantt Lightning Component