Project Gantt Lightning Component Fields

The PSA Project Gantt Lightning component includes the following fields and buttons.

Task Grid Fields

Default fields are always displayed in the Project Gantt task grid. Administrators can add fields to a Project Task field set, and then select the field set in the Custom Columns Field Set field in the Lightning App Builder. The fields in the field set are displayed together with the default fields.

Default Fields

The following default fields are displayed.

Default Fields in the Project Gantt Task Grid
Field	Description
WBS	The Work Breakdown Structure (WBS) number. Identifies the hierarchy of the project tasks within a project. This is generated automatically from an existing project hierarchy, and updated automatically as you change the hierarchy. WBS enables you to report on project tasks and their data. Each WBS number is saved to the WBS Element Number field on the relevant Project Task object.
Name	The name of the project task. You can enter any name up to a maximum of 80 characters.
Predecessors	Predecessors are the project tasks that other project tasks are dependent on to start or finish. Successor tasks are project tasks that are dependent on other project tasks to start or finish. There are four types of dependency: Finish to Start (FS): The successor project task cannot start until the predecessor project task is complete. Start to Start (SS): The successor project task cannot start until the predecessor project task starts. Finish to Finish (FF): The successor project task cannot finish until the predecessor project task is complete. Start to Finish (SF): The successor project task cannot finish before the predecessor project task starts. For more information, see also Managing Dependencies Between Project Tasks.
Successors
Assigned Resources	Assigned resources or roles for the project task.

Summary Task Fields

If you are using numerical fields in a selected custom field set, you can only edit the values for child tasks. These values are then rolled up to their read-only summary task.

The following fields are supported.

Summary Task Fields in the Project Gantt Task Grid
Field	Description
Estimated Hours	The estimated hours for the project task. Note: The total allocation hours shown in the Manage Resources on a Project Task window overwrites the values in this field.

For more information, see Project Task Field Sets and Project Task Assignment Field Sets, Project Gantt Lightning Component Properties and Project Task Fields.

Buttons

Buttons on the Project Gantt Component
Button	Description
Manage Resources	Opens the Manage Resources on a Project Task window. You can also right-click a project task and click Manage Resources from the contextual menu.
Export	Exports the data to a file in XML format. You can then open the XML file in Microsoft Project 2013 or later.
Save	Saves the changes.
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.
	Adds a project task at the next lowest point at the same level. If you haven't selected a task, the new task is added at the bottom of the hierarchy. You can also use the keyboard shortcut or right-click a project task. After right-clicking a task, select Add Task from the contextual menu, and then select a specific option. For more information about these options, see Managing Project Tasks from Gantt on a Project Record and Gantt on a Project Record Keyboard Shortcuts. This button is available by default. If it is not displayed, contact your administrator. For more information, see Project Gantt Lightning Component Properties and Permissions for the Project Gantt Lightning Component.
	Deletes the selected project tasks. You can also right-click the project task and select Delete from the contextual menu. This button is available by default. If it is not displayed, contact your administrator. For more information, see Project Gantt Lightning Component Properties and 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. 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.
	Filters the display. Click to open and close the filter panel.
	Expands the Gantt chart to full view. Click to return it to its original size.

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 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, or that are on projects where you are the Project Manager. The following options are available to choose from: Assigned Task: Filters project tasks you are assigned. Managed Task: Filters project tasks that you manage. Owned Tasks: Filters project tasks that you own.	On a project record page: deselected.
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 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

Manage Resources Fields

By default, the Manage Resources on a Project Task window includes the following fields.

Fields in the Manage Resources on a Project Task Window
Field	Description
Resource Name	The name of the resource assigned to the project task.
Resource Role	The role of the resource assigned to the project task.
Assignment	The name of the assignment that the resources are being assigned to.
Start Date	The start date of the project task.
End Date	The end date of the project task.
Actual Hours	The actual hours that the resource has worked on the project task
Allocation Hours	The hours that the resource has been allocated to the project task. When you update this field, the total allocation hours for the resources is updated in the Updated Estimate Hours card.
Allocation Percentage	The percentage of the project task hours allocated to the resource.
Estimated Cost	The estimated cost of the resource's hours on the project task.
Actual Cost	The actual cost of the resource's hours on the project task.
Estimated Hours	A read-only summary card. When you click Apply, this value is updated to equal the value in the Updated Estimated Hours card.
Updated Estimated Hours	A read-only summary card. When you change a resource's allocated hours on this project task assignment, this card is updated with the total allocated hours. When you click Apply, the values in the Estimated Hours field in the task grid and the Estimated Hours card in this window are updated to this value.
Search	Enter a minimum of three characters, then press Enter to find resources in the grid.

Manage Resources Buttons

The Manage Resources on a Project Task window includes the following buttons.

Buttons in the Manage Resources on a Project Task Window
Button	Description
	Opens the Assign Resources to Project Task window where you can select resources for the project task.
	Deletes the selected project task assignment.

Tasks

Setting up the Project Gantt Lightning Component

Permissions for the Project Gantt Lightning Component

Managing Project Tasks from Gantt on a Project Record

Managing Dependencies Between Project Tasks

Reference

Project Gantt Lightning Component Properties

Gantt on a Project Record Keyboard Shortcuts