Gantt Buttons, Controls, and Fields

Opens and closes the filters panel. Applying filters enables you to reduce the number of tasks displayed in Gantt.

The button shows the number of active filters.

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 tasks A unit of work or collection of work associated with a project. and project task assignments.

Resets any dependencies that are invalid as a result of:

• Creating tasks using Project Task Gantt or the standard Salesforce interface.
• Changing the date of dependent tasks in Gantt.

Opens the selected tasks or project in a new browser tab.

You can multi-select ten items, and each item opens in a new browser tab.

Enables you to locate all instances of specific characters in the visible data in the task grid.

Found matches are highlighted. You can cycle through the results by pressing Enter, Shift+Enter, or using the or arrows.

This field is not case-sensitive.

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 could affect the end of the project.

When you select Hours in the Gantt Zoom Level field, this picklist is displayed.

This enables you to plan project tasks in a time zone that is different from either the project's time zone, if set, or your Salesforce user time zone.

The selected time zone is displayed below the primary time zone in the Gantt chart.

Changes the chart view in increments between hours and years. The default view is Days.

When you select Hours, the Additional Time Zone picklist is displayed.

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

This field is linked to the project's Time Zone field, if set. All project task start and end times use this time zone.

If a project time zone is not set, your Salesforce user time zone is used and displayed in the Gantt chart, but not displayed in this field.

Saves your current project task settings. The button is disabled if there are no changes to save.

Opens the Project Milestones dialog, which enables you to create and edit milestones, and synchronize project tasks with them.

Opens the Print Setup page, which contains settings for printing the project plan. For more information, see Gantt Print Setup.

The option in the drop-down opens the Print Help page. For more information, see Printing Gantt Charts.

Opens a dialog that contains options to control the behavior of Gantt. Your preferences relate only to the project on which they are set and are maintained between Gantt sessions. For more information, see Gantt Preferences.

To edit a task, double-click the task bar to open Task Editor, where you can update the details of the task, including dependencies and task assignments.

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 lag This 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 checkpoint A 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., which is a zero-hour task that represents a key decision or stage in a project.

For the selected resource, this enables you to open:

• The project task assignment page. This is the default.
• The resource's contact page.
• The assignment or resource request page identified in the Resourcing Link field.

Each page opens in a new browser tab.

Select an allocation type to use for the task:

• Equal Split [default]: The task allocation is split equally between the resources or roles that you select.
• Hours: Enter the number of hours to be allocated to each resource or role on the task. When you create an assignment or resource request, these hours are shown in the Planned Hours field.
• %: Enter the percentage split of each resource or role on the task. When you create an assignment or resource request, the hours are calculated and shown in the Planned Hours field.

A drop-down list of internal resources, with type ahead. Provided the Assigned to this project and Held on this project options are deselected, you can type unrecognized names, which are then defined as external resources. The list displays up to 500 resources.

The name of the assignment or 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".

Displays the percentage or hours allocation of resources or roles to a project task.

Changes to allocations are reflected in any assignments and unheld or held resource requests.

The hours currently in the Estimated Hours field in the task grid.

This is shown only for hours allocations.

The allocated hours that will update the Estimated Hours field in the task grid.

This is shown only for hours allocations.

If selected, the Resource Name drop-down list contains only resources assigned to the project.

If the Held on this project checkbox is also selected, the Resource Name drop-down list contains all resources that are either assigned to or held on the project.

For the selected milestone, click to open the milestone's page. To open the project task's page, click the down arrow and select View Task, if available.

Each page opens in a new browser tab.

For existing milestones, the milestone name is displayed. For milestones that you've added, enter a name.

The target completion date of the milestone.

When you create a milestone, this shows the current date. To edit, click the field, and then select a date from the calendar.

The task that is synchronized with the milestone.

If there is no task synchronized with the milestone, you can create a task, which is added below the selected task in the task grid.

The milestone's status:

• For existing milestones, this is populated from the milestone's record.
• For new milestones, select a status from the picklist.