Project Task Gantt Settings and Preferences

General Settings

Setup and security settings for Project Task Gantt are contained in the Project Task Gantt Settings custom setting.

Key: * – Mandatory field

Field   Description

Default
Always Allow Breaking Locks   When a project is locked for editing, determines whether users in your organization are given the option to edit the project and force the other user into view only mode. False
Columns Field Set   Defines the API name of the field set on the Project Task object and determines the custom columns to display on Project Task Gantt. When this setting is blank, the Gantt Custom Columns field set is used.
 Gantt_Columns
  You can include lookups, picklists, and picklists with multi-select in custom columns.

Picklists and lookups included in custom columns do not show symbols indicating columns contain picklists or lookups. To access the picklist or lookup, double-click the custom column and select or enter values accordingly. Enter three characters in the column to use the lookup.

Note that lookups in custom columns do not have filters to limit to relevant data. Lookups added in a custom column in the Schedule pane display all lookups from all Projects.
Warning:

If the task object contains required fields that are not included as columns in Project Task Gantt, or are included as read-only columns, your administrator must ensure that some other mechanism, such as an insert trigger, automatically-populates the required fields so you can create and save new tasks.
If your project offers custom columns with required fields, your administrator must ensure the column is editable.

Note:
Dependent picklists and mutliple target (polymorphic) lookups, such as an Owner field are not currently fully supported in custom columns.

  
Disable Buffered Rendering   If selected, records in Project Task Gantt are not loaded in a buffer.
Warning:

This setting should only be changed after consulting Certinia Customer Support.

 False
Disable Resolve Dependency Btn on Sync   If selected, the Resolve Dependencies button is deactivated when project task dependencies are synchronized. If deselected, the button stays active when project task dependencies do not require synchronizing. Deselected
Leading Buffer Zone   Determines the number of rows to render above the current view in Project Task Gantt.
Warning:

This setting should only be changed after consulting Certinia Customer Support.

 20
Milestone Tooltip Field Set   The API name of a field set used to display a custom tooltip for Milestones in the Schedule pane for the project. If defined, this setting replaces the default, hard-coded, values for the Milestone tooltip.
Note:

We recommend using a minimal amount of fields in the Milestone Tooltip Field Set to prevent accidentally obscuring too much of the Schedule pane in Project Task Gantt.


 Null
Project Manager Access   Determines levels of edit access in Project Task Gantt for the Project Manager. Valid values include:
"Full" - The Project Manager can edit created projects.
"Read" - The Project Manager has only read-only access for created projects unless granted greater permissions through Permission Controls.
"None" - The Project Manager access is determined exclusively by Permission Controls. For more information, see Permission Controls.

Values are not case-sensitive.		 Full
Project Tooltip Field Set   The API name of a field set used to display a custom tooltip for Projects in the Schedule pane for the project. If defined, this setting replaces the default, hard-coded, values for the Project tooltip. Null
PTA Tooltip Field Set   The API name of a field set used to display a custom tooltip for Project Task Assignments in the Schedule pane for the project. If defined, this setting replaces the default, hard-coded, values for the Project Task Assignment tooltip. Null
Read Only Field Set   The API name of a field set on a project task containing fields that are not editable in Project Task Gantt.
Warning:

If the task object contains required fields that are included as read-only columns, your administrator must ensure that some other mechanism, such as an insert trigger, automatically-populates the required fields so you can create and save new tasks.

Actual Hours
Save Column Preferences   Determines whether user customizations to the width, order and visibility of columns are remembered when using Project Task Gantt.
This setting is dependent on a field set being defined on the Columns Field Set setting.		 True
Show "Create Resource Demand" Button   Determines whether the Create Resource Demand button is visible on the toolbar. False
Trailing Buffer Zone   Determines the number of rows to render below the current view in Project Task Gantt.
Warning:

This setting should only be changed after consulting Certinia Customer Support.

 10
Show Hours Completion % in Task Bar   Determines if the hours complete percentage shows in the task bar display in the Schedule pane. 

This setting does not control the display of the %Hrs button in the Schedule pane.		 False
Show Points Completion % in Task Bar   Determines if the points complete percentage shows in the task bar display in the Schedule pane.

This setting does not control the display of the %Pts button in the Schedule pane.		 True
Task Tooltip Field Set   The API name of a field set used to display a custom tooltip for Tasks in the Schedule pane for Project Tasks. If defined, this setting replaces the default, hard-coded, values for the Project Task tooltip. Null

User Preferences

Preferences for individual customizations to the appearance and behavior of Project Task Gantt are contained in the Project Task Gantt Preferences custom setting.

Key: * – Mandatory field

Field   Description

Default
Alerts - Task dates - Milestone  

When true, displays an alert when a Milestone's date falls outside of Project task dates. When false, there is no alert in Project Task Gantt when Milestone dates fall outside of Project task dates.

Note:
If you enable this setting, we recommend you set the Restrict Edit - End Date - Milestone field in Task Management settings to true.
 False
Alerts - Task dates - Project  

When true, displays an alert when a task's range of start or end dates fall outside of the Project dates. When false, there is no alert when a task's start or end date fall outside the Project dates.

Note:
If you enable this setting, we recommend you set theRestrict Edit - Start Date - Milestone and Restrict Edit - End Date - Project fields in Task Management settings to true.
 False
Alerts - Task dates - PTA dates  

When true, displays an alert when a Project Task Assignment's dates fall outside of Project task dates. When false, there is no alert if a Project Task Assignment's dates fall outside the Project task dates.

Note:
If you enable this setting, we recommend you set the Restrict Edit - PTA - Dates field in Task Management settings to true.
 False
Alerts - Task hours - PTA hours  

When true, displays an alert when a Project Task Assignment's hours fall outside of Project task hours. When false, there is no alert when a Project Task Assignment's hours fall outside the Project task hours.

Note:
If you enable this setting, we recommend you set the Restrict Edit - PTA - Hours field in Task Management settings to true.
 False
Enable Day Detail   When true, Project Task Gantt offers a Day Detail zoom level, showing the hours scheduled in an expanded day display. False
Hide Preview and Confirmation on Save   Determines whether a dialog box is displayed every time you click Save. This allows you to review the proposed changes to project tasks before committing them to the actual records in your organization. False
Resource Demand Default  

Specifies the default resource demand type when clicking the Create Resource Demand button in Project Task Gantt. Values are: "resource requests", "held resource requests", or "assignments".

Note:
Multi-word values must have one space between words. Values are case-sensitive.
 resource requests
Show Task Notes   When true, the Task Notes column displays in the Task Pane of Project Task Gantt. False
Single Click Task Selection   Allows you to change default Gantt task pane selection behavior from double-click to single-click.
Note:

If you use single-click task selection, users can only select multiple tasks in the task pane by selecting non-editable columns.

 False
Suppress Auto Link Assignment   When selected, allows you to change the default behavior of Project Task Gantt so that new project task assignments are not linked to existing assignment or resource request. False
Zoom Level   Specifies the default zoom level for the timeline. Valid values are: quarter, month, week, day, or daydetail. week