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How to configure the display of a record in Gantt view

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Francois Lange

If you take the Gantt view in planning for example, it will display the dates, role and user linked to a planning.slot. Is it possible to configure it, for example by displaying the name of the task linked to the slot?

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Paresh Wagh
Best Answer

Hi Francois:

There isn't an easy way to add it to the description of the slot, but here's one way you can do it.

You can configure a new Window Action for "By Task" and add it to the Planning > Schedule or Project > Planning menu.

​To do this:

  1. Activate developer mode

  2. Go to Settings > Technical > Window Actions, search for Planning Schedule. There are 3 window actions configured by default - By Project, By Employee and By Role.

  3. Duplicate any one of these window actions, give it a custom name (for example, Custom: Planning Schedule) and change the value in the context field to {'search_default_group_by_task': 1, 'planning_expand_task': 1}​

  4. Add this window action to a menu item. For example, if you want to add it to Planning > Schedule, go to Settings > Technical > Menu Items and edit the Planning/Schedule menu and add a sub menu called By Task that invokes this window action.

  5. Refresh the browser window and access the new window action by going to Planning > Schedule > By Task 

  6. You will now see the Gantt chart with the planned activities grouped by Task.

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