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: 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: 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: Warning This setting should only be changed after consulting FinancialForce.com Customer Support.	False
Leading Buffer Zone		Determines the number of rows to render above the current view in Project Task Gantt. Warning: Warning This setting should only be changed after consulting FinancialForce.com 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: 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: 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: Warning This setting should only be changed after consulting FinancialForce.com 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

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: 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: 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: Warning Warning triangle

This setting should only be changed after consulting FinancialForce.com Customer Support.

False

Leading Buffer Zone

Determines the number of rows to render above the current view in Project Task Gantt.

Warning: Warning Warning triangle

This setting should only be changed after consulting FinancialForce.com Customer Support.

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: 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: 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: Warning Warning triangle

This setting should only be changed after consulting FinancialForce.com Customer Support.

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.

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 - Project 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: 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

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 - Project 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 Notepad

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: 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

Related Concepts

Project Task Gantt (Task Manager)

About Tasks

About Task Dependency Relationships and Lag

Configuration Settings

Managing Configuration

Related Tasks

Managing Projects