Project Task Gantt Fields

Here is a description of the fields and buttons in Project Task Gantt.

Note: Note

When editing fields, a red border is displayed around the field if you have entered invalid data. For instance, if you set the End date earlier than the Start date. When this occurs, hover over the field to display the error message.

Key:
R – Read-only.
E – If the task points are zero, you cannot change the value of this field.

Field		Description
Actual Hours	R	Hours spent on the task rolled-up from the task time entry on the related timecard. Hours from child tasks are rolled-up to this field.
Assigned Resources		The resources or roles that have been assigned to the project task. Resources can be internal or external. Roles can be stand-alone, e.g. Architect, or specified for a resource, e.g. John As Architect.
Blocked		Indicates whether there is something preventing this task from being completed.
Do Not Auto Update Parents		Indicates whether the parent project task is prevented from being updated when the points, dates and status fields are updated on this task.
Duration		Duration of the task in either whole days, hours, hours and minutes, or 0. If you want the task to be a project task, enter a duration in whole days, for example, 2d, or in hours, for example, 14h. If you want hours and minutes, use a colon to separate them, for example 14:50. If you want a checkpoint task, enter 0. If you enter a Start Date but not an End Date, the End Date is calculated when you enter the Duration.
End Date & Time		The date and time on which work for this task is projected to end.
Estimated Hours		Original estimated hours for the task. Note: Note You can only edit the estimated hours for sub-tasks rather than for parent tasks. New values are rolled up to the original estimated hours for the parent task.
Estimated Hours to Completion (Task)		Specifies the estimated hours to completion (ETC) required to finish a project task. When a value is not specified, ETC is not used. When the value is zero, the task is considered complete. When any other value is entered, ETC is considered. For more information about how this field works in conjunction with other fields, see Hours Remaining, Percent Complete (Hours) and Projected Hours fields.
Hours Remaining		Number of hours remaining to complete the task calculated from estimated hours minus actual hours. When a value is set in Estimated Time to Completion (Task), Hours Remaining is derived from Estimated Time to Completion (Task).
Lag		LagThis 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. time of a project task dependency relationship. The default lag value is 0 in days or hours duration units. Positive and negative lag values are permitted. A negative lag is effectively an overlap. When a successor task is in hours duration, you can use set the lag in either days or hours durations. When the successor is in days duration you can only set the lag in days duration. If you want the lag in hours duration, you can change the dependent task's duration unit to hours. See the Duration field for more information.
Milestone		Lookup to the milestones on the project task.
Parent Task		The parent task of the project task.
Percent Complete (Hours)	R	Calculated by default from the Estimated Hours and Actual Hours fields (Actual divided by Estimated Hours multiplied by 100). Displayed to two decimal places.
Percent Complete (Points)	E	Percentage of the task points that have been completed to date. Note: Note If the points field is set to zero, you cannot enter a value in this field.
Points		The burn-down points. For instance, you can assign a complex task a higher number of points than a simpler one. Points roll up to parent tasks. You must ensure that the Points field contains a number greater than or equal to zero. If you use planning pokerA consensus based technique commonly used in Agile software development for estimating the size or relative effort of a task or story. to estimate effort or the relative size of a task, we recommend entering a number in the Fibonacci sequenceA sequence of whole numbers where the first numbers in the sequence are 0, 1, 2 and every subsequent number in the sequence is the sum of the previous two numbers. such as 0, 1, 2, 3, 5, 8, 13, 21, 34, 55 or 89.
Points Complete		Indicates the number of project task points that are completed. Displayed to two decimal places.
Points Remaining		Indicates the number of project task points that are yet to be completed. Displayed to two decimal places.
Predecessors		When relationships between this task and another task exist, contains the names of tasks that are predecessors of this task.
Project Task Dependency Type		The type of dependency relationship to be applied. See Task Dependency Relationship Types.
Project Task Name		Name of the task. Note: Note The maximum length of a project task name is 80 characters. If you enter a project name that contains more than 80 characters, the change will not be saved.
Projected Hours		Formula field. The sum of Actual Hours and Estimated Time To Completion (Task). When Estimated Time to Completion (Task) is not set, the Projected Hours value uses and displays the value of the Estimated Hours field.
Start Date & Time		The date and time on which work for this task is projected to start.
Status		The status of the project task. Default values are Deferred, In Progress, and Aborted.
Summary		Indicates whether the task is a summary task. A summary contains at least one child task. Information from a child task such as start and end date, percentage complete and points rolls-up to its parent summary task.
WBSWork Breakdown Structure Element Number		An identifier which you can use to link the task to an external task management system.

Field

Description

Actual Hours

Hours spent on the task rolled-up from the task time entry on the related timecard. Hours from child tasks are rolled-up to this field.

Assigned Resources

The resources or roles that have been assigned to the project task. Resources can be internal or external. Roles can be stand-alone, e.g. Architect, or specified for a resource, e.g. John As Architect.

Blocked

Indicates whether there is something preventing this task from being completed.

Do Not Auto Update Parents

Indicates whether the parent project task is prevented from being updated when the points, dates and status fields are updated on this task.

Duration

Duration of the task in either whole days, hours, hours and minutes, or 0. If you want the task to be a project task, enter a duration in whole days, for example, 2d, or in hours, for example, 14h. If you want hours and minutes, use a colon to separate them, for example 14:50. If you want a checkpoint task, enter 0. If you enter a Start Date but not an End Date, the End Date is calculated when you enter the Duration.

End Date & Time

The date and time on which work for this task is projected to end.

Estimated Hours

Original estimated hours for the task.

Note: Note

You can only edit the estimated hours for sub-tasks rather than for parent tasks. New values are rolled up to the original estimated hours for the parent task.

Estimated Hours to Completion (Task)

Specifies the estimated hours to completion (ETC) required to finish a project task. When a value is not specified, ETC is not used. When the value is zero, the task is considered complete. When any other value is entered, ETC is considered. For more information about how this field works in conjunction with other fields, see Hours Remaining, Percent Complete (Hours) and Projected Hours fields.

Hours Remaining

Number of hours remaining to complete the task calculated from estimated hours minus actual hours. When a value is set in Estimated Time to Completion (Task), Hours Remaining is derived from Estimated Time to Completion (Task).

Lag

LagThis 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. time of a project task dependency relationship. The default lag value is 0 in days or hours duration units. Positive and negative lag values are permitted. A negative lag is effectively an overlap. When a successor task is in hours duration, you can use set the lag in either days or hours durations. When the successor is in days duration you can only set the lag in days duration. If you want the lag in hours duration, you can change the dependent task's duration unit to hours. See the Duration field for more information.

Milestone

Lookup to the milestones on the project task.

Parent Task

The parent task of the project task.

Percent Complete (Hours)

Calculated by default from the Estimated Hours and Actual Hours fields (Actual divided by Estimated Hours multiplied by 100). Displayed to two decimal places.

Percent Complete (Points)

Percentage of the task points that have been completed to date.

Note: Note

If the points field is set to zero, you cannot enter a value in this field.

Points

The burn-down points. For instance, you can assign a complex task a higher number of points than a simpler one. Points roll up to parent tasks. You must ensure that the Points field contains a number greater than or equal to zero. If you use planning pokerA consensus based technique commonly used in Agile software development for estimating the size or relative effort of a task or story. to estimate effort or the relative size of a task, we recommend entering a number in the Fibonacci sequenceA sequence of whole numbers where the first numbers in the sequence are 0, 1, 2 and every subsequent number in the sequence is the sum of the previous two numbers. such as 0, 1, 2, 3, 5, 8, 13, 21, 34, 55 or 89.

Points Complete

Indicates the number of project task points that are completed. Displayed to two decimal places.

Points Remaining

Indicates the number of project task points that are yet to be completed. Displayed to two decimal places.

Predecessors

When relationships between this task and another task exist, contains the names of tasks that are predecessors of this task.

Project Task Dependency Type

The type of dependency relationship to be applied. See Task Dependency Relationship Types.

Project Task Name

Name of the task.

Note: Note

The maximum length of a project task name is 80 characters. If you enter a project name that contains more than 80 characters, the change will not be saved.

Projected Hours

Formula field. The sum of Actual Hours and Estimated Time To Completion (Task). When Estimated Time to Completion (Task) is not set, the Projected Hours value uses and displays the value of the Estimated Hours field.

Start Date & Time

The date and time on which work for this task is projected to start.

Status

The status of the project task. Default values are Deferred, In Progress, and Aborted.

Summary

Indicates whether the task is a summary task. A summary contains at least one child task. Information from a child task such as start and end date, percentage complete and points rolls-up to its parent summary task.

WBSWork Breakdown Structure Element Number

An identifier which you can use to link the task to an external task management system.

Task and Schedule Pane

Control

Description

Indicates today's date.

Task contains unsaved changes.

Task contains unsaved changes and a project task assignment alert called to your attention. For more information, see Using Project Task Assignment Indicators.

Task contains unsaved changes and a critical project task assignment alert called to your attention. For more information, see Using Project Task Assignment Indicators.

Field contains unsaved changes. When displayed, you can undo the changes to the field since the last save.

Relationship handle. Allows you to create a dependency relationship with another task by dragging the handle to the task that you want to create the relationship with.

Summary project task. The downward arrow at the start and end of the block indicates the start and end dates of the project task, which is based on the earliest start date of the child tasks and the latest end date of the child tasks.

Summary project task that is partially complete. The colored bar provides a visual representation of the % Points Complete field.

Project task that is partially complete. The colored bar provides a visual representation of the % Points Complete field.

Project task.

Expands the Tasks or Schedule pane depending on the pane that you select.

Milestone.

Project.

A checkpointZero day 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.. This is a zero day task that represents an event in the project.

Note: Note

checkpoint tasks are not related to milestones.

Collapses the Tasks or Schedule pane depending on the pane that you select.

Indicates that a dependency relationship exists between the tasks to which it is connected. Project Task Gantt reflects the lagThis 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. time and dependency types selected in the project task dependency object. See Project Task Dependency Fields.

Dependency relationship that is part of the critical pathThe 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 project.

When viewing the critical path, indicates a project task forming part of the critical path of the project. When not viewing the critical path, indicates that the task is selected.

Indicates that you can create a dependency with the task that the cursor is pointing to.when dragging the circular icon

at the start or end of a task block to one of the circular icons on task that you are creating the relationship with.

Indicates that you cannot create a dependency with the task that the cursor is pointing to.when dragging the circular icon

at the start or end of a task block to one of the circular icons on task that you are creating the relationship with.

Indicates the Task has associated notes. Double-click on the icon to launch the Task Editor popup.

Indicates the Task does not have any associated notes. Double-click on the icon to launch the Task Editor popup.

Indicates the associated resource has an assignment for the indicated time period.

Indicates the associated resource is linked to a held resource request.

Indicates the associated resource is linked to an unheld resource request.

Indicates the field is required. The project will not save until the fields are completed.

Buttons

Key: E – Only available in edit mode. If you are not the project manager of the selected project, the option is not displayed.

Button or Control	Icon	Key	Description
%Pts				Toggle to show or hide points completed in the Schedule pane.
%Hrs				Toggle to show or hide hours completed in the Schedule pane.
Critical Path			Displays or hides the critical pathThe 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 project.
Delete			Deletes the selected project tasks.
Expand Tree			Expands the task hierarchy shown.
Collapse Tree			Collapses the task hierarchy shown.
Fit Gantt			Changes the view of the Schedule pane so that all the project tasks fit into the current view of the Schedule pane.
Toggle Full Screen			Toggles Project Task Gantt to maximize the browser or minimizes Project Task Gantt to fit the Salesforce window. Tip: Tip If you want Project Task Gantt to maximize the screen completely, press F11 to toggle browser menus on or off.
Help			Displays the help page for Project Task Gantt.
Indent		E	Changes the parent of the selected task. When you make changes to the hierarchy, the Start and End dates of related tasks such as parent tasks are updated to reflect the changes.
Outdent		E
Locate			Brings the selected task into view.
New Task		E	Creates a new project task.
Assign Resources				Enables you to assign a resource to a task and specify the resource role.
Create Resource Demand			Enables you to select to create resource requests, held resource requests and assignments based on the duration, assigned resources and associated roles and milestones of the project tasksA unit of work or collection of work associated with a project. and project task assignments.
View Details			Opens the Project Task Detail page for the selected project tasks.
Print			Prints the project plan.
Redo		E	Redoes changes that were undone using the Undo button. If the button is not available for selection, there are no changes to redo.
Reload			Reloads the tasks and undoes all of the changes that you made since the last save. Any unsaved changes are discarded.
Resolve Dependencies			Applies dependency rules for tasks that have been created or edited using the standard Salesforce interface. You can also use this button to re-apply dependency rules when the date of a dependent task is changed in task manager.
Return to project			Closes Project Task Gantt and opens the project detail page of the selected project.
Return to PSA Home			Closes Project Task Gantt and opens the PSA Home tab. This button appears on the initial page of Project Task Gantt before any projects are loaded.
Save		E	Saves the current changes to the PSA project task records and indicates the last time you saved changes. Note: Note This is only displayed if you are the project manager of the selected project. If you are not the project manager, the save button is not displayed and a message appears in its place indicating that only the project manager can make changes.
Search Tasks			Narrows the displayed project tasks based on the text that you enter. Tip: Tips Search results may not be returned if you enter only a few characters in this field. We recommend you use meaningful names for project tasks and search for several characters or whole words. To search for project tasks assigned to a particular resource, type the name of that resource. Type the name of a resource or role, or a portion of it for that role.
Select Project			Allows you to select a project. If you are the project manager and/or have been granted a valid Project Task Gantt Edit permission control, the project is opened in edit mode and you can make changes. If you are not the project manager, but have been granted the Project Task Gantt View permission control, the project is opened in read-only mode and you cannot make changes to project tasks. If you are not the project manager of the project and have not been granted the the Project Task Gantt View permission control for that project, the project is not listed.
Today			Changes the date range shown in the schedule pane so that today's date is in view.
Undo		E	Allows you to undo changes that you have made in Project Task Gantt for the selected project up to the last save. If the button is not available for selection, there are no changes to undo.
Up Navigation Button		E	Allows you to move tasks up or down within the displayed view.
Down Navigation Button		E
Zoom	Day Detail			Changes the display to the "Day Detail" zoom level and displays units of time in the schedule pane in portions of days.
Day			Changes the display to the "Day" zoom level and displays units of time in the schedule pane in days. Note: When a task's duration unit is hours and the Schedule pane is set to the "Day" zoom level, Project Task Gantt does not let you drag the task's start or end date to create a task duration of zero hours. The minimum must always be two hours. We recommend you make your changes with the zoom set to "Day Detail" in the Schedule pane.
Week			Changes the display to the "Week" zoom level and displays units of time in the schedule pane in weeks.
Month			Changes the display to the "Month" zoom level and displays units of time in the schedule pane in months.
Qtr			Changes the display to the "Qtr" zoom level and displays units of time in the schedule pane in quarters.
			Notes: If the current date (Today) is in view when you change the zoom level, Today remains anchored in the same position. The time span display may increase to accommodate the anchored Today position. If Today is not in view when you change the zoom level, the centered date of the current visible date range remains anchored in the same position. The time span display may increase to accommodate the anchored centered date position.

Button or Control

Icon

Key

Description

%Pts

Toggle to show or hide points completed in the Schedule pane.

%Hrs

Toggle to show or hide hours completed in the Schedule pane.

Critical Path

Displays or hides the critical pathThe 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 project.

Delete

Deletes the selected project tasks.

Expand Tree

Expands the task hierarchy shown.

Collapse Tree

Collapses the task hierarchy shown.

Fit Gantt

Changes the view of the Schedule pane so that all the project tasks fit into the current view of the Schedule pane.

Toggle Full Screen

Toggles Project Task Gantt to maximize the browser or minimizes Project Task Gantt to fit the Salesforce window.

Tip: Tip

If you want Project Task Gantt to maximize the screen completely, press F11 to toggle browser menus on or off.

Help

Displays the help page for Project Task Gantt.

Indent

Changes the parent of the selected task. When you make changes to the hierarchy, the Start and End dates of related tasks such as parent tasks are updated to reflect the changes.

Outdent

Locate

Brings the selected task into view.

New Task

Creates a new project task.

Assign Resources

Enables you to assign a resource to a task and specify the resource role.

Create Resource Demand

Enables you to select to create resource requests, held resource requests and assignments based on the duration, assigned resources and associated roles and milestones of the project tasksA unit of work or collection of work associated with a project. and project task assignments.

View Details

Opens the Project Task Detail page for the selected project tasks.

Prints the project plan.

Redo

Redoes changes that were undone using the Undo button. If the button is not available for selection, there are no changes to redo.

Reload

Reloads the tasks and undoes all of the changes that you made since the last save. Any unsaved changes are discarded.

Resolve Dependencies

Applies dependency rules for tasks that have been created or edited using the standard Salesforce interface. You can also use this button to re-apply dependency rules when the date of a dependent task is changed in task manager.

Return to project

Closes Project Task Gantt and opens the project detail page of the selected project.

Return to PSA Home

Closes Project Task Gantt and opens the PSA Home tab. This button appears on the initial page of Project Task Gantt before any projects are loaded.

Save

Saves the current changes to the PSA project task records and indicates the last time you saved changes.

Note: Note

This is only displayed if you are the project manager of the selected project. If you are not the project manager, the save button is not displayed and a message appears in its place indicating that only the project manager can make changes.

Search Tasks

Narrows the displayed project tasks based on the text that you enter.

Tip: Tips

Search results may not be returned if you enter only a few characters in this field. We recommend you use meaningful names for project tasks and search for several characters or whole words.

To search for project tasks assigned to a particular resource, type the name of that resource. Type the name of a resource or role, or a portion of it for that role.

Select Project

Allows you to select a project. If you are the project manager and/or have been granted a valid Project Task Gantt Edit permission control, the project is opened in edit mode and you can make changes. If you are not the project manager, but have been granted the Project Task Gantt View permission control, the project is opened in read-only mode and you cannot make changes to project tasks. If you are not the project manager of the project and have not been granted the the Project Task Gantt View permission control for that project, the project is not listed.

Today

Changes the date range shown in the schedule pane so that today's date is in view.

Undo

Allows you to undo changes that you have made in Project Task Gantt for the selected project up to the last save. If the button is not available for selection, there are no changes to undo.

Up Navigation Button

Allows you to move tasks up or down within the displayed view.

Down Navigation Button

Zoom

Day Detail

Changes the display to the "Day Detail" zoom level and displays units of time in the schedule pane in portions of days.

Day

Changes the display to the "Day" zoom level and displays units of time in the schedule pane in days.

Note: When a task's duration unit is hours and the Schedule pane is set to the "Day" zoom level, Project Task Gantt does not let you drag the task's start or end date to create a task duration of zero hours. The minimum must always be two hours. We recommend you make your changes with the zoom set to "Day Detail" in the Schedule pane.

Week

Changes the display to the "Week" zoom level and displays units of time in the schedule pane in weeks.

Month

Changes the display to the "Month" zoom level and displays units of time in the schedule pane in months.

Qtr

Changes the display to the "Qtr" zoom level and displays units of time in the schedule pane in quarters.

Notes:

If the current date (Today) is in view when you change the zoom level, Today remains anchored in the same position. The time span display may increase to accommodate the anchored Today position. If Today is not in view when you change the zoom level, the centered date of the current visible date range remains anchored in the same position. The time span display may increase to accommodate the anchored centered date position.

Print Setup

Setting		Description
Print range field		Select one the following options:
	Complete schedule - print the entire schedule.
	Date range - print only the specified range. You must specify a start date and end date for the range.
	Current view - print only the current view.
Paper format		Select the paper format.
Select columns		Select to select or deselect the columns to print. Options include Start Date & Time, End Date & Time, Project Task Name.
DPI (dots per inch)		The DPI (dots per inch) to print. You can use the DPI setting to adjust the output for your browser printing system or paper type.
Add page number		Select to add the page number to the print output.

Setting

Description

Print range field

Select one the following options:

Complete schedule - print the entire schedule.

Date range - print only the specified range. You must specify a start date and end date for the range.

Current view - print only the current view.

Paper format

Select the paper format.

Select columns

Select to select or deselect the columns to print. Options include Start Date & Time, End Date & Time, Project Task Name.

DPI (dots per inch)

The DPI (dots per inch) to print. You can use the DPI setting to adjust the output for your browser printing system or paper type.

Add page number

Select to add the page number to the print output.

Related Concepts

Project Task Gantt (Task Manager)

About Tasks

About Task Dependency Relationships and Lag

Related Tasks

Managing Projects

Viewing Tasks

Viewing Task Details

Changing Start and End Dates

Adding a Task or Checkpoint

Adding a Task Dependency Relationship

Deleting a Task Dependency Relationship

Editing a Task Dependency Relationship

Assigning Resources or Roles to a Project Task

Closing Project Task Gantt

Deleting Tasks

Editing Project Task Details

Moving Tasks

Printing the Project Plan

Saving Changes

Searching

Undoing and Redoing Changes

Viewing the Critical Path

Zooming

Creating Resource Demands from Project Task Gantt

Associating Project Tasks with Milestones

Configuring Alerts and Restricted Editing of Project Task Constraints

Using Task Notes in Project Task Gantt

Setting up Work Calendars