Gantt Chart web part - BrightWork Help (2024)

Gantt Data Source

Data Source

The Gantt Chart web part supports the following Data Sources:

• Project Cache
  The Project Cache is designed primarily to speed up the loading of cross-site project reports that report across multiple sites. By default the Project Cache All items filter is chosen, but you can filter the project items displayed by any of the three out-of-the-box views: All Projects, Open Projects and My Projects or by using CAML. This option appears in data sources if the Project Cache is activated, (which it is by default out-of-the-box).

  The Gantt Scope can be set to report on Current Site only, or the Current Site and all its sub-sites. When in a Portfolio reporting site the only option will be Current Site.

• Project Tasks
  By default all items in Project Tasks lists are shown, but you can filter the project task items displayed by using one of the included views, or with CAML. The default sorting order is based on the sort setting of the active view or CAML filter; if no sort setting is specified, the sort order will be by task order number.

  Filter

  There are three options:

  • All items
    This includes all items from the selected list or library.

  • Items in this view
    This uses the filtering from the selected view in the selected list or library. If there is no filtering specified in the selected view all items are included.

  • Specify filter (CAML)
    This allows you to write your own CAML filter and insert the code.

Web Part Settings

Title

Enter a title for the web part.

Chrome Type

Chrome types available are: Default, Border Only, None, Title and Border, and Title Only.

Gantt Appearance

Height

You can set the height of the Gantt Chart by inputting a pixel value. The default height is 450 pixels. You cannot set the height below 300 pixels.

Tip: The height should not be set to more than the typical screen size. This can cause the column heading to scroll off the top page.

Options

Show Today Line: You can choose to display a Today Line in the Gantt Chart. The Gantt Chart will automatically zoom to fit the Today Line data in the display area.

Gantt Data Binding

Project Task Hierarchy Gantt

Enable Editing

If the Data Source is a Project Tasks list, then options to edit the tasks will be available. If Task Scheduling is enabled in the select Project Tasks list, then further options are available. The settings available are:

• Display Calculate Schedule: will include a Calculate Schedule button on the Gantt toolbar. This allows single-click Calculation of the Schedule. This option is only available if Task Scheduling is enabled in the selected Project Tasks list.
• Enable Editing: allow users with the correct permission to drag and drop dates and tasks to update their dates. Selecting this option disables the Gantt Columns section.
• Calculate Schedule after dragging/dropping dates, Predecessors, or % Complete on the Gantt chart: will automatically Calculate the Project Tasks list schedule after each edit. This can be useful as you schedule is always up to date. However, it is a slower operation than a simple edit and therefore may not be preferred. This option is only available if Task Scheduling is enabled in the Project Tasks list.

  Note: Calculate Schedule runs immediately after updating the Task. The list could have workflows which are also triggered to run at the same time that also update the Task. If this happens, an error will appear warning of a Save Conflict.

  As a workaround you can either, modify your workflow or, turn off 'Calculate Schedule after dragging/dropping any Task date'.

All Gantts

Gantt Columns

Selecting the Enable Editing option for Project Task lists disables the Gantt Columns section.

Otherwise, select the columns to be represented in the Gantt Chart timeline:

• Start Date
  Select the date column to be used as the start date. This field is required.
• Finish Date
  Select the date column to be used as the finish date. This field is required.
• Percent Complete
  Select the column to be used as the Percent Complete column. This field is optional.

Column Settings

All Gantts

To configure the columns displayed in the Gantt, select the columns to be included and the order in which you want them to appear.

For each column, you can also set custom properties:

• Custom Caption
  Change text heading of the column. Some icon columns do not allow a custom caption.
• Caption Visibility
  Hide or show the text heading of the column.
• Column Width
  Set the width of the column in pixels. For columns displaying icons, 30 pixels is the recommended width.
  

  

Project Task Hierarchy Gantt

The Project Task Hierarchy Gantt has the following additional Column Settings:

Link Column Settings

• Link Column allows you to configure which column can be clicked on to open items.
• Open the Link in a options include:
  • Dialog
    Selecting Dialog means links will open items in the pop-up dialog.
    This means you can view and edit individual list items and stay in the context of the page or report you are on.

  • Note: If you delete an item from a Dialog you will be brought to the List the item was deleted from, and out of the current page.

  • Same Window/Tab
    Link will open in the same browser tab (or window) as the report.
  • New Window/Tab Once Only
    Link will open in the same separate browser tab (or window).
  • New Window/Tab Each Time
    Link will open in a new browser tab (or window) every time.
• Refresh on Update refreshes the page when an item opened in a Dialog is saved. This only applies to items saved from a Dialog. This will refresh the Gantt Chart web part only.
  It is recommended to turn this Refresh setting On.
• Disable Link Column: turns off the link to the item from the Gantt chart's columns.

Sort

Project Gantt

This applies when configuring for the Project Cache data source only.

Select up to four sort columns and specify either Ascending or Descending sort order for each column. This sort setting will be used as the default each time the page is refreshed.

The columns within the Gantt can also be sorted by clicking on a column's heading. Ctrl-Click a column heading for multi-column sorting. This type of sort will only remain in place while the page is open. Refresh the Gantt to return to the default sort order.

Group By

Project Gantt

This applies when configuring for the Project Cache data source only.

Configure the groupings as follows:

• Select the columns to group by, up to a maximum of 4 groups.

• Select the sort direction within the grouping; this can be either ascending or descending.

• Select whether you want each group to be collapsed or expanded by default.

• Note: The following column types cannot be used for grouping:

  • Hyperlink or Picture columns
  • Multiple lines of text columns
  • Lookup or Choice columns that allow multiple selections

• Person or Group columns that allow multiple selections can be used when grouping, so long as only one multi-value Person or Group column is used.