Inspire Planner's portable Gantt Visualforce page allows you to add the Project Schedule (Gantt) to a Lighting record page for any object.
For example, you may have a Project associated with a specific Opportunity. You can choose to add the portable Gantt to your Opportunity Lightning record page so that you are able to see the Project Schedule directly on the Opportunity record. The portable Gantt Visualforce page can be added to the Record Detail or you can also choose to add it to a Tab. Below is an example of having the portable Gantt displayed on the Record Detail page.
This help article will show you how to add the portable Gantt Visualforce page to a Lightning record page for any object in Salesforce.
Please note the following:
The first step is to create a look-up between the object and the Inspire Planner Project.
For the purpose of this help article, we are going to go over how to add the portable Gantt to an Opportunity Lightning record page but the same steps apply when adding the portable Gantt to any other object in Salesforce.
After you've created the Inspire Project look-up field on the object, you will then need to add the portable Gantt Visualforce page to your Lightning record page.
Once the above configurations are complete, when you populate the Inspire Project lookup on the record, it then displays the Project Gantt.
Once the Inspire Project look-up field is populated with a Project, then the Project Gantt (Schedule) displays on the record. In the example below, we added the Portable Gantt in it's own Tab on the Opportunity Lightning Record page but it can be added to the Record Detail page as well.
Example of portable Gantt in its own Tab:
Example of portable Gantt in the Record Detail: