Admin Guide - Enable Launching of Custom LWC from Project Gantt

Inspire Planner provides you with the ability to launch a custom Lightning Web Component (LWC) directly from the Project Gantt. This minimizes user clicks, improves efficiency, and provides a more intuitive and user-friendly experience.

For example, you may have a custom LWC to create a service record for a project task. Instead of requiring users to go to the project task to launch the custom LWC, with this feature you are able to add an icon on the project Gantt that, when clicked on, will launch your custom LWC.

Please note:

• The steps outlined in this help article should be performed by a Salesforce System Administrator as it requires access to Salesforce Setup and Custom Settings.

Before you begin

When designing your custom Lightning Web component, you will need to design it to accept parameters/values from the project task object. This ensures that the data you create/edit via the custom LWC is related to the correct project task record.

Populate Custom Settings

You will need to populate the custom settings for the Project Gantt Custom Action Column. 

1. Click on the Gear icon in the top right corner and go to Setup.
   
   
    
2. Enter "Custom Settings" in the Quick Find box and click on Custom Settings.
   
   
    
3. Click on Manage beside Project Gantt Custom Action Column.
   
   
    
4. Click on New located above "Default Organizational Level Value".
   
   
    
5. Populate the following:
   
   Action Icon Name - enter the name of the icon you would like to display in the project Gantt. This supports Font Awesome icons.
   
   Column Name - the column name displayed in the Project Gantt.
   
   Enabled - set to TRUE to display the custom column in the Project Gantt.
   
   LWC Attribute - this is the name of the attribute that is used to pass relevant project task information to your custom LWC. For example, if we set the LWC Attribute to "task", then when passing parameters to your custom LWC, it will be task.status, task.duration, etc.
   
   LWC Name - enter the name of your custom LWC.
   
   Modal Size - enter "small", "medium", "large", or "full". This defines the size of the window for your custom LWC.
   
   Click on Save to save your changes.
   
   

How to Launch Custom LWC from Project Gantt

After you've populated the custom settings for your custom LWC, users can now launch your custom LWC directly from the Project Gantt.

The column name you populated for your custom LWC will now display as a column option in the project Gantt. Simply right-click on any column heading and go to Columns.

You will now see the column name for your custom LWC as an option to add to the project Gantt.

When added to the project Gantt, it will display the icon you populated in Action Icon Name. In the example below, we set it to "bolt" so this is the icon users will see when the column is added.

When users click on this icon, it then launches the custom LWC.