Gantt (Beta) Buttons, Controls and Fields

These tables describe the buttons, fields and controls in Gantt (Beta):

Gantt (Beta) Buttons and Controls

Button or Control

Name

Description
Add Task Creates a new project task.
Delete Task(s) Deletes the selected project tasks.
Outdent Outdents the selected tasks and changes their parent. When you make changes to the hierarchy, the start and end dates of related tasks, such as parent tasks are updated to reflect the changes.
Indent Indents the selected tasks and changes their parent. When you make changes to the hierarchy, the start and end dates of related tasks, such as parent tasks are updated to reflect the changes.
Button to open task assignment manager Manage Task Assignments Opens the Task Assignment Manager, where you can assign resources and roles to project tasks. These are project task assignments (PTAs). See Task Assignment Manager Buttons and Fields.
Create Assignments Enables you to create assignments (default), unheld and held resource requests, based on the estimated hours, assigned resources and associated roles and milestones of the project tasksA unit of work or collection of work associated with a project. and project task assignments.
Zoom Slider

Changes the chart view in various increments between hours to the left and years to the right. The default view is weekly.

The zoom level affects printing. For more information about printing, see Printing Gantt (Beta) Charts.

Save Saves your current project task settings. The button is disabled if there are no changes to save.
Print Opens the Print Setup page, which contains settings for printing the project plan. For more information, see Gantt (Beta) Print Setup.
Print Help Displays the Gantt (Beta) print help page. For more information, see Printing Gantt (Beta) Charts.
Help Displays the help page for Gantt (Beta).
Full Screen

Toggles Gantt (Beta) to maximize the browser or minimizes Gantt (Beta) to fit the Salesforce window.

Note: This functionality is only available in Classic.

Task Grid Fields

Field

Description

WBS

Work Breakdown Structure. 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 is useful for reporting on project tasks and their data.

Tip: The first time that you open Gantt (Beta) for a project that contains tasks, the Work Breakdown Structure (WBS) column might not reflect your existing hierarchy. We recommend that you save the project before you make any changes.
Project Task Name

You can enter any name up to a maximum of 80 characters.

Start Date

The date when the project or task will start.

You can change the start date of tasks by editing this field, or by moving or stretching the task bar in the Gantt chart.

End Date

The date when the project or task will end.

You can change the end date of tasks by editing this field, or by moving or stretching the task bar in the Gantt chart.

Duration

The duration of the task. Non-working time, such as Saturdays and Sundays is currently included in the duration.

The default duration is one day. Valid units are days or hours, which you can enter as d, day or days, and h, hour or hours.

Estimated Hours

The estimated hours for the project task.

You can only edit the estimated hours for child tasks. Hours for child tasks are rolled up to their parent task, and the total hours are rolled up to the project.

Actual Hours

A read-only field for the hours saved, submitted or approved on timecards for a task.

Hours for child tasks are rolled up to their parent task, and the total hours are rolled up to the project.

Assigned Resources Assigned resources or roles for the project task. Double-click the cell to open the Task Assignment Manager.

Task Grid Controls

Control

Description

Collapsed project hierarchy containing parent tasks and child tasks.
Expanded project hierarchy displaying parent tasks and child tasks.
A project task without child tasks.
Collapsed parent project task that contains child tasks. Click to expand.
Expanded parent project task that contains child tasks. Click to collapse.

Gantt Chart Controls

Control Description
Shows the duration of a project or a parent project task that contains child tasks.
Shows the duration of the project task. You can drag the bar to another date, or change only the start date and end date by dragging the control at the end of the bar

Graphic of parent project task relationship handle

Graphic of Project task elationship handle

Relationship handles, available on parent or child project tasks.

If you want a project task to be dependent on another project task, you can add a link between the task bars in the Gantt Chart. For example, you might want a task to start only when another task has finished.

You can add dependencies between tasks, or between parent tasks and another parent's children. You cannot add dependencies between a parent task and its own children.

A dependency link between tasks.

Double-click this to open the Dependency Editor, where you can change the type of dependency and the lagThis term is either a delay or an overlap between tasks in a dependency relationship. According to the dependency type, lag is added (or subtracted when a negative value) to the start or end time of the successor task. between the project tasks, or delete the link. See Dependency Editor Buttons and Fields.

A checkpointA zero duration task record, which is used to represent an event in the project such as a key decision, completion of a work package, completion of a deliverable or end of a phase. Checkpoint tasks have no relationship with PSA milestones.. Represents a key decision or stage in a project.

This is the equivalent of a milestone in other project management tools.

Task Assignment Manager Buttons and Fields

Button or Field

Name

Description
Add Task Add Add a resource or role to a project task.
Delete tasks Delete Delete the selected project task assignments.
Resource Name   A drop-down list of internal resources, with type-ahead. Can be internal or external.
Role   A drop-down list of relevant roles for the project task.
Allocation  

Percentage allocation of resources or roles to a project task. For example, a 60%/40% allocation split between two resources assigned to the project task.

Resourcing Link  

The name of the assignment or held resource request for the resource:

  • If there is only one, it will be selected automatically.
  • If there is more than one, select one from the drop-down list.
  • If a resource request is linked to an assignment, only the assignment is displayed.
  • For external resources, this field shows External.
  • If the resource is not linked to any assignments or held resource requests, the field shows No links.
Action   Enables you to open the assignment or resource request page identified in the Resourcing Link field.

Dependency Editor Buttons and Fields

Key:
R – Read-only.

Button or Field

 

Description
From R The name of the predecessor project task.
To R The name of the successor project task.
Type   Finish to Start (FS)A type of dependency relationship between two project tasks. When a finish to start dependency relationship exists between two project tasks, the second project task in the relationship cannot start until the first project task is complete. The successor project task cannot start until the predecessor project task is complete.
    Start to Start (SS)A type of dependency relationship between two project tasks. When a start to start dependency relationship exists between two project tasks, the second project task in the relationship cannot start until the first project task starts. The successor project task cannot start until the predecessor project task starts.
    Finish to Finish (FF)A type of dependency relationship between two project tasks. When a finish to finish dependency relationship exists between two project tasks, the second project task in the relationship cannot finish until the first project task is complete. The successor project task cannot finish until the predecessor project task is complete.
    Start to Finish (SF)A type of dependency relationship between two project tasks. When a start to finish dependency relationship exists between two project tasks, the second project task in the relationship cannot finish before the first project task starts. The successor project task cannot finish before the predecessor project task starts.
Lag   Lag time of a dependency between a predecessor and a successor task. The default lag value is 0 days. Valid units are days or hours, and you can set a negative lag.
Apply   Applies any changes made in the editor. Pressing Enter also applies changes, and also closes the editor.
Cancel   Cancels any changes made in the editor and closes the editor.
Delete   Removes the dependency link and closes the editor.

Related Concepts

Gantt (Beta) Overview

Project Planning Methodologies

Managing Project Tasks in Gantt (Beta)

Related Tasks

Starting With Gantt (Beta)

Adding Project Tasks

Editing Project Tasks

Creating Project Hierarchies

Managing Project Task Dependencies

Managing Resources and Roles

Creating Assignments and Resource Requests from Gantt (Beta)

Generating Assignments from Tasks

Generating Resource Requests from Tasks

Printing Gantt (Beta) Charts

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