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- Navigate to Widgets on the MSPbots app menu.
- Under My Widgets, click New Widget.
- Select the Gantt widget type on the New Widget window.
- When the Widget Builder window opens, go to the Basic Setting tab. Provide the following and click Apply:
- Name - Give the widget a name.
- Description - Give the widget a short description.
- Role - Select the roles you want to give access to.
- Next, go to the Dataset tab. Click the
button and select New Layer.
- On the Dataset window,
- Select the Dataset containing the information you want to use.
- Give the data source a name and enter it in the Show datasource name as field (optional).
- For Columns Display
- On the Column Name drop-down, select the fields you want to include in the Gantt Chart. Click the
button to add more rows.
- Give each row an Alias and select a Business Type for each.
- On the Column Name drop-down, select the fields you want to include in the Gantt Chart. Click the
- For Filter
- Click the
button and choose Add Condition or Add Group.
- Add all the fields you want to filter.
- Set a condition or logic for each field using the next two drop-downs. For a guide on each option, refer to: What Conditions are Available for Creating Widgets?
- Select a logical operator for the filter group (AND or OR).
- Click the
- Click Save.
- Next, go to the Config tab.
- Under Column, you can choose which of the columns below to display in the gantt chart and the data source field to be used for each one.
- Group - will group the task name based on the field selected
- Task Name
- Resources
- Start Date
- End Date
- Duration - Adds "days" as a unit by default. If field selected is in hours, please divide the field by 24hrs using the button in the dataset window (step 6.c)
- Progress
- Under Timeline, you can configure how the dates will be shown. By default, it will show the dates weekly for Top tier and daily for Bottom tier.
- Under Column, you can choose which of the columns below to display in the gantt chart and the data source field to be used for each one.
- Click Apply. This will show a preview of the created Gantt Chart widget.
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