How to Work with the Gantt View Toolbar

Scheduling (projects) › How to Work with the Gantt View Toolbar

How to Work with the Gantt View Toolbar

Some toolbar options become active only when you select items in the work breakdown structure. If you do not have the access right, a toolbar option can be disabled.

You can use the icons on the Gantt view toolbar to do the following:

Icon	Action
	Saves your changes. Note: Your changes are saved only when you explicitly save.
	Discards your currently unsaved changes.
	Inserts a new task in the WBS.
	Copies a task from a project template.
	Adds an existing subproject to the WBS.
	Creates a subproject and adds it to the WBS.
	Creates a subproject from a project template and adds it to the WBS.
	Assigns a resource to the selected task.
	Outdents the selected task.
	Indents the selected task.
	Moves the selected task.
	Creates a task dependency between the selected tasks.
	Removes task dependencies between the selected tasks.
	Expands all tasks in the WBS.
	Collapses all tasks in the WBS.
	Indicates the project is locked. Hovering over the icon indicates the user that locked the project. If you have administrative rights, you can click the icon to unlock the project. A project is automatically locked when there are pending edits for it. The lock is removed when you save or discard the edits or if you unlock the project.
	Indicates the project is not locked.
	Auto-schedules with options.
	Auto-schedules and publishes the new schedule.
	Creates a tentative schedule
	Publishes the tentative schedule.
	Deletes the tentative schedule.
	Create a project baseline.
	Updates the task baseline for the selected task.
	Updates cost totals
	Deletes a task or removes a subproject from the master project.
	Displays the legend for the Gantt chart.
	Defines the timescale for the Gantt chart.
	Collapses the Gantt view to display only the WBS.

Pending Edits in Gantt View

Changes you make to the WBS or the Gantt itself are stored as pending edits until you explicitly save or discard these changes. The edits on a project persist beyond a session for a specific user. These edits include edits to the rollup fields which are recalculated only after a save is performed. For example, if you extend the date for a subtask, the parent task dates are not extended until you save the change.

Pending edits include the following types of edits in the WBS:

Create task using inline insert.
Edit any task attribute.
Assign resources to tasks.
Move tasks or task dates using drag-and-drop.
The following actions outside the WBS are unavailable while there are pending edits. Save or discard your edits to enable these actions:
Create or delete tasks from the task properties.
Indent or outdent tasks.
Move or copy tasks using toolbar icons.
Move tasks up or down in the WBS using drag-and-drop.
Assign resources from task properties.
Add existing subprojects.
Baseline.
Autoschedule.
Open projects in external schedulers such as Open Workbench.
Create or remove task dependencies using drag-and-drop.
Whereas changes outside the Gantt view are saved directly to the database, pending edits are saved temporarily until you accept or discard these changes. If you do not save or discard your changes, the pending edits are discarded when your session expires.

Locking Projects when Editing in the Gantt View

When you start making edits in the Gantt view, the project is automatically locked. If someone else already locked the project, the lock icon appears on the toolbar. If you hover over the lock icon, it displays the user who locked the project.

Only the current project is locked. Subprojects are not locked.

All project pages are locked as they are when you open the project in an external scheduler. The pages are locked for all users including the user who locked the project. The Gantt view is an exception to this rule. The current user with the lock can edit in the Gantt view. If the project management setting Allow Edit of Allocations when Investment is Locked is selected, any user with resource management rights to the project can add staff to the project.

As soon as you or the user who locked the project saves their edits, the project is unlocked.

Administrators with the Administration – Application Setup right can unlock the project.

If you open the project in an external scheduler, the Gantt view is locked for all users including the current user.

Gantt in a Separate Window

You can view and edit project tasks in the Gantt view in a separate window in the following ways:

Click the Gantt icon for a project from the projects list, or from the My Projects portlet.
Open a project.
Open the Tasks menu and click Gantt.

The following rules apply for opening a project in Gantt view:

You can open multiple Gantt view windows for different projects at the same time.
You can open only one Gantt view window per project.
A Gantt window is not refreshed automatically. If you change data in a Gantt window that affects another open Gantt window, refresh the Gantt window to view the changes.
Drilling down into a subproject proxy task launches a separate Gantt window for that project.

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