Viewing Gantt from a Project Record
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.
In addition to the Name and Assigned Resources columns, an administrator can add further custom columns containing useful details. For more information, see Project Gantt Lightning Component Properties.
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.
Changing the View
The default zoom level available is Months but you can change it to Days, Weeks, Quarters, or Years. The zoom level you select is retained between browser sessions.
To center the view on the current date, click Today.
Viewing Resource Details
To view details of resources assigned a project task, do one of the following:
- Click a resource in the Assigned Resources column and then click
. The Resource Details panel is displayed. - Double-click a resource in the Assigned Resources column. The Resource Details panel is displayed.
- Click a project task in the Name column or click a cell in the Assigned Resources column and then click . If the resource you want is not displayed in the Resource Details panel because there is more than one assigned resource, select the resource whose details you want to view from the list displayed in the search contacts lookup field. The number of resources assigned to the selected project task is indicated in the panel heading, for example, Resource Details (3).
For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.
Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.
The Resource Details panel stays open until you close it. This means you can click through other resources to view their details or click through other project tasks to quickly view details about the assigned resources. To hide the panel, click 
on the panel or click again.
For information on viewing resource details, see Contact Card Lightning Component Overview.
For information on permissions, see Permissions for the Project Gantt Lightning Component.
Viewing the Critical Path
To show or hide the critical path The longest path of planned activities to the end of the project. This shows the earliest and latest each task can start and finish without making the project longer. This is the shortest time in which the project can be completed. of the current project in Gantt, click 
. If the button is not available, contact your administrator.
When the critical path is displayed, tasks that end on or after the project end date and any dependent tasks are highlighted.
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 assignments and the resources or resource roles assigned, including external resources
- Project task dependencies
- Project work calendar
- Data in custom columns
Exporting Data in Custom Columns
Data in custom columns is mapped from Salesforce data types to Microsoft Project custom field types as shown in the table below.
| Salesforce Data Type | Microsoft Project Custom Field Type | Notes |
|---|---|---|
| Address | Text | |
| Boolean | Flag | |
| Date | Date | |
| Datetime | Date | |
| Double | Number | |
| Text | ||
| Integer | Number | |
| Location | Text | |
| Long | Number | |
| Lookup | Text | Lookup fields are exported using the lookup record’s name. For example, a lookup to a milestone called 50% Complete would export with the value 50% Complete. |
| Phone | Text | |
| Picklist | Text | Picklists are exported using the label of the picklist value. This means the same value might be exported differently depending on the label translation. Multi picklists are not currently supported. |
| String | Text | |
| Textarea | Text | |
| Time | Text | |
| URL | Text |
There is a limit to the number of custom columns you can export for each Microsoft Project custom field type.
| Microsoft Project Custom Field Type | Maximum Number of Fields Available |
|---|---|
| Date | 10 |
| Flag | 20 |
| Number | 20 |
| Text | 30 |
To view the data in an exported custom column in Microsoft Project, click the Add New Column column heading when viewing the exported data and select the relevant entry from the column selection list displayed.