Admin Guide - Gantt Lightning Web Component (LWC)

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 for the Gantt Lightning Web Component (LWC).

Please Note:

You must be a Salesforce System Administrator to complete the steps below.

Complete the Inspire Planner Post-Install Instructions

If you have not done so yet, it is highly recommended that you first go through and complete the post-install instructions for Inspire Planner.

Please see Inspire Planner Post-install Instructions.

Grant Access to "Gantt Version" Field

A new field called “Gantt Version” has been added to the Project object. The value in this field determines 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.

Please Note:

Gantt Version field defaults to a blank value. When this field is blank or has a value of "Visualforce", then it will display Gantt Visualforce.

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 - Agile Project Management

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

Grant Access to "Deactivated Dependencies" Field

A new field called “Deactivated Dependencies” has been added to the Project Task object. When you make an adjustment to project task dates that violate a constraint, the constraint violation dialogue displays the option to deactivate the dependency. When the user chooses to deactivate the dependency, the Predecessor field keeps the value, and the same value is populated in “Deactivated dependencies” field. This means that any adjustments made to the predecessor task(s) no longer impact the successor task(s).

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 - Agile Project Management
   

If you are using custom permission sets, you will need to edit them to enable access to this new 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 Project Tasks.
   
   
    
5. Click on Edit.
   
   
    
6. Look for "Deactivated dependencies" and enable Read and Edit Access. Click on Save when finished.
   
   
    
7. Repeat the steps above for all your custom permission sets.

Grant Access to "LWC Settings" Field

A new field called “LWC Settings” has been added to the User Project Settings object. This is where Inspire Planner stores the user’s viewing preferences (columns, column widths, column order, etc.) for a project for the Gantt LWC.

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 – Agile Project Management

If you are using custom permission sets, you will need to edit them to enable access to this new 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 User Project Settings.
   
   
    
5. Click on Edit.
   
   
    
6. Look for "LWC Settings" 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 waterfall projects.

Please Note:

Gantt Version field defaults to a blank value. When this field is blank or has a value of "Visualforce", then it will display Gantt Visualforce.

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 waterfall 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 waterfall 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 move to the next step.

1. In 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.
   
   
    
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" in the "Schedule" Tab. 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:

   Gantt Version field defaults to a blank value. When this field is blank or has a value of "Visualforce", then it will display Gantt Visualforce.
   
   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 = Not Equal
   Value = LWC
   
   This means that it will check the value in Gantt Version field in the project detail. If it is not "LWC", 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 = Equal
    Value = LWC
    
    This means that it will check the value in the Gantt Version field in the project detail. If it is "LWC", 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.

Add "Deactivated Dependencies" Field to Project Task Page Layout

A new field called “Deactivated Dependencies” has been added to the Project Task object. When you make an adjustment to project task dates that violate a constraint, the constraint violation dialogue displays the option to deactivate the dependency. When the user chooses to deactivate the dependency, the Predecessor field keeps the value, and the same value is populated in “Deactivated dependencies” field. This means that any adjustments made to the predecessor task(s) no longer impact the successor task(s).

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Task" in the Quick Find box and go to Project Task.
   
   
    
3. Click on Page Layouts. Then, click on the page layout you are using (the image below is just an example).
   
   
    
4. From the list of fields on top, drag "Deactivated Dependencies" to your desired area on the page and click on Save.