Admin Guide - Gantt LWC - Task List Projects

The Gantt Lightning Web Component (LWC) is an upgrade of our existing Project Gantt from a Visualforce component to a Lightning Web Component (LWC), aligning it with the current Salesforce platform architecture and programming language. This upgrade brings a more intuitive user interface, aligned with the Lightning aesthetic. It also enhances performance and scalability.

This help article outlines the required configurations to be able to create and manage Task List projects in the Gantt Lightning Web Component (LWC).

Please Note:

You must be a Salesforce System Administrator to complete the steps below as it requires access to Salesforce Setup.

• Grant Access to "Gantt Version" Field
• Add "Gantt Version" to Project Page Layout
• Add "Gantt Version" to Project Lightning Page
• Add the Gantt LWC to the Project Lightning Page

Grant Access to "Gantt Version" Field

The “Gantt Version” field in the Project object is used to determine which version of the Gantt to display when you open a project. You will need to make sure that your users have read and write access to this field.

The following permission sets that come out-of-the-box with Inspire Planner already include access to this field:

• Inspire Planner Standard User - v1.12 Permission Set
• Inspire Planner Standard User - Agile Project Management

If you are using custom permission sets, then you will need to edit them to enable access to this field.

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on your custom permission set. The image below is just an example.
   
   
    
3. Click on Object Settings.
   
   
    
4. Click on Projects.
   
   
    
5. Click on Edit.
   
   
    
6. Look for "Gantt Version" and enable Read and Edit Access. Click on Save when finished.
   
   
    
7. Repeat the steps above for all your custom permission sets.

Add "Gantt Version" to Project Page Layout

Next, you will need to add the "Gantt Version" field to the project page layout you use for task list projects.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Project" in the Quick Find box and click on Project.
   
   
    
3. Go to Page Layouts. Click on the page layout you are using for task list projects. The image below is just an example.
   
   
    
4. From the list of available fields, drag “Gantt Version” to your desired area on the page. Click on Save when finished.
   
   
    
5. If you use record types for Projects, repeat the steps above for all the page layouts you use for task list projects.

Add "Gantt Version" to Project Lightning Page

You will also need to add the “Gantt Version” field to your Project Lightning record page if you are using Dynamic Forms.

Please Note:

If you are using record types for Projects, you can skip this step. Click here to proceed to the next step.

1. In the Project object, go to Lightning Record Pages.
   
   
    
2. Click on the Lightning Record Page you are using. If you would like to use the out-of-the-box Project Lightning record pages that came with Inspire Planner, you will need to clone them first so that you can edit the clone to add the field.
   
   The image below is just an example.
   
   
    
3. Click on Edit.
   
   
    
4. Next, click on the Details tab for Task List Projects.
   
   
    
5. Click on Fields in the panel on the left and drag "Gantt Version" to your desired area on the details page.
   
   
    
6. Then, click on Save. If you haven't activated the page, you will also need to activate it.

Add the Gantt LWC to the Project Lightning Page

The Project Lightning record pages that come out-of-the-box with Inspire Planner already contain the Gantt LWC. However, if you are using a custom Project Lightning Record page, you will need to add the Gantt LWC to the page and also set the component visibility.

1. Click on the Project Lightning record page you are using. The image below is just an example.
   
   
    
2. Click on Edit.
   
   
    
3. Under Components on the left, scroll down to Custom - Managed and look for "Inspire - Project Gantt LWC". This is the Gantt Lightning Web Component (LWC).
   
   
    
4. Drag "Inspire - Project Gantt LWC" into the "Task List" Tab for Task List Projects. You can drag it above or below the existing Gantt VisualForce page.
   
   
    
5. Next, you will need to set the component visibility so that it displays the version of the Gantt (LWC or VisualForce) based on the value in "Gantt Version". 
   
   Click on the legacy Gantt VisualForce page to select it. 
    

   Please note the following:
   It is important to apply component visibility so that only 1 version of Gantt is displayed - either Visualforce or LWC. Due to the auto-save function, having both components displayed at the same time will cause conflicts. 

   
   
   
    
6. After you click on it, in the panel on the right, it should say "Page > Visualforce". Click on Add Filter under Set Component Visibility. 
   
   
    
7. Set the following values:
   
   Field = Gantt Version
   Operator = Equal
   Value = Visualforce
   
   This means that it will check the value in Gantt Version field in the project detail. If it is "Visualforce", then it will display the legacy Gantt VisualForce page.
   
   Click on Done.
   
   
    
8. Next, click on the Gantt LWC to select it.
   
   
    
9. After you click on it, in the panel on the right, it should say "Page > Inspire - Project Gantt LWC". Click on Add Filter under Set Component Visibility. 
   
   
    
10. Set the following values:
    
    Field = Gantt Version
    Operator = Not Equal
    Value = Visualforce
    
    This means that it will check the value in the Gantt Version field in the project details. If it is not "Visualforce", it will display the Gantt Lightning Web Component (LWC).
    
    Click on Done.
    
    
     
11. Click on Save when finished. If you haven't activated the Project Lightning record page, you will also need to activate it.