Setting up the Project Gantt Lightning Component

The PSA Project Gantt Lightning component enables users to view project tasks in Gantt format on a project record.

To make the PSA Project Gantt component available to users, you must perform the following setup:

  1. Add the component to the Project Lightning page using the Lightning App Builder. For more information on the Lightning App Builder, see the Salesforce Help.
  2. Use the properties in the Lightning App Builder to configure the component. For more information, see Project Gantt Lightning Component Properties.
  3. Assign the required permissions to users. For information on the permissions needed to view project tasks from the project record in Gantt format, see Permissions for the Project Gantt Lightning Component.

For information on all permission sets, see Permission Sets and Other Technical Documentation and click Permissions.

Notes:

You can make the Project Gantt component available to external users through PSA Experience Cloud sites. For more information, see:

You can prevent all users from editing records from the Project Gantt component by selecting Disable Editing in the Properties panel in the Lightning App Builder. By default, this setting is selected for PSA Experience Cloud sites and deselected for the Project Lightning page.

Warning:

This feature only prevents users from editing records through Gantt on a project record and has nothing to do with record sharing, permissions, or field level security. If users have the appropriate access, they might potentially edit a record in another way in PSA or in PSA Experience Cloud sites.

Filtering Project Tasks

Users can use the filter panel to focus on the project tasks they want to view. It is also possible to customize the filter fields displayed on the filter panel, to enable users to view a wider range of fields relating to project tasks.

The following project task assignment fields are always displayed on the filter panel by default:

  • External Resource
  • Project Task Name
  • Resource
  • Resource Role

To customize the filter panel fields:

  1. From Setup, go to Object Manager | Project Tasks | Field Sets.
  2. Create a new field set and note its API name. Alternatively, you can edit an existing field set.
  3. Go to Gantt on a project record.
  4. In the Lightning App Builder, enter your custom field set in the Custom Columns Field Set property.
  5. Click Save.

Your custom field set displays in the filter panel in Gantt on a project record.

Note:

You must be assigned Read permission for the default project task assignment fields on the filter panel. The default project task assignment fields are hidden if permission is not assigned.

Impacts Details

To enable the Impact Details panel, and the Check Impacts button you must:

  1. Select the Show Over Allocation setting in Lightning App Builder.
  2. Ensure Gantt on a project record is in an editable state.

  • Project

    • Start Date
    • End Date

  • Project Task

    • Project
    • Start Date
    • End Date

  • Assignment

    • Eligible for Schedule Recalculation
    • Project
    • Resource
    • Schedule

  • Resource Request

    • Eligible for Schedule Recalculation
    • Preferred Schedule
    • Project
    • Resource Held
    • Resource

  • Project Task Assignment

    • Project Task
    • Resource
  • Schedule
    • Start Date
    • End Date
    • Monday Hours
    • Tuesday Hours
    • Wednesday Hours
    • Thursday Hours
    • Friday Hours
    • Saturday Hours
    • Sunday Hours
  • Work Calendar
    • Name
    • Monday End Hour
    • Monday Hours
    • Monday Start Hour
    • Tuesday End Hour
    • Tuesday Hours
    • Tuesday Start Hour
    • Wednesday End Hour
    • Wednesday Hours
    • Wednesday Start Hour
    • Thursday End Hour
    • Thursday Hours
    • Thursday Start Hour
    • Friday End Hour
    • Friday Hours
    • Friday Start Hour
    • Saturday End Hour
    • Saturday Hours
    • Saturday Start Hour
    • Sunday End Hour
    • Sunday Hours
    • Sunday Start Hour
Note:

The following custom settings and configuration options are not respected by the Impact Details panel:

  • Auto Recalculate Schedule for Resource Requests configuration.
  • Auto Recalculate Schedule for Assignments configuration.
  • Project Task Scheduling located in the Task Management Settings custom setting.

Schedules are always recalculated regardless of the configuration options being enabled or disabled.

Past schedules are not affected by checking impacts, as overallocation is not calculated for past projects.

Permissions

Users must be assigned the required read and edit permissions at field level to access Gantt.

When the required read permissions are not assigned:

  • The Gantt toolbar button is not displayed.
  • The Gantt contextual menu option is not displayed.
  • The Task Board contextual menu option is not displayed.

When the required edit permissions are not assigned, Gantt only displays in a read-only state.

For more information, see Permissions for the Project Gantt Lightning Component.