Prerequisites
Before you can view Gantt from a project record page, your administrator must first:
- Add the PSA Project Gantt Lightning component to the Project Lightning record page. For more information, see Setting up the Project Gantt Lightning Component .
- Grant you the required permissions. For more information, see Permissions for the Project Gantt Lightning Component.
You can view the following in Gantt format from the project record without opening Gantt:
- Project tasks
- Project task hierarchy
- Project task assignments and the resources or resource roles assigned, including external resources
- Any dependencies between tasks
Child tasks are displayed underneath their parent tasks. The start date and end date of parent tasks reflect the details within the child tasks. For more information on how the tasks are displayed, including the color-coding, see Gantt Chart Controls.
If a work calendar A calendar that defines the working days, hours and public holidays for a resource, region, practice or group. is associated with the project, any non-working time is grayed out. For more information about work calendars and holidays, see About Time Periods, Work Calendars, and Holidays and Using Work Calendars in Gantt.
The default zoom level available is Weeks but you can change it to Days, Months, Quarters, or Years. The zoom level you select is retained between browser sessions.
To center the view on the current date, click Today.
Exporting Data to Microsoft Project
To export the data to a file in XML format, click Export. You can then open the XML file in Microsoft Project 2013 or later. The following data is exported:
- Project details
- Project tasks
- Project task dependencies
- Project work calendar