Many of the capabilities and features that EPM Lives develops into the EPM Live solution are accessible with the use of the Grid/Gantt Web Part. This includes a user-friendly display of data, tools that are opened via the Grid view, contextual menus, and more. This web part also allows for List App data to be visible in both a Grid view format and a Gantt chart view format. When added to a List App, this Web Part also allows the Enterprise List Apps to roll up values from sub-sites (if applicable for using roll-up data). It is recommended to only add the Grid/Gantt View Web Part to a list’s Standard SharePoint View. This will ensure correct functionality of the Gantt and other capabilities.
Note: The instructions in this article are applicable to Administrators in the Top Level Site as well as to Power Users who have Owner permissions on a workspace.
1. How the Grid/Gantt Web Part Works
- The Grid/Gantt Web Part is always associated with a List App, for showing List App data. This is done by one of the following: either choosing the List and View within the Grid Web Part Properties or by adding the Grid/Gantt Web Part to a List View page.
- In the List App’s General Settings, the Gantt Chart’s specifications are chosen as to which fields are specified for Start, Finish, Progress Bar, Milestone, Right Information (this is the information displayed to the right of the bar), and WBS (Work Breakdown Structure).
- The Gantt Chart follows the View Settings for the sorting, grouping and filtering of items. Different or additional settings are also available within the Web Part.
- Based on a Web Part Property, either the Grid Control or Gantt Control will be displayed on the page as the default. Although one control is set to be displayed by default, users can always toggle between by adding or removing the Gantt Chart column from the view.
1.1. Showing the Gantt Chart column in a List App View
Users can add the Gantt Chart column to any list view. Refer to the article How do I configure the Gantt Chart? for more information.
2. How to Configure the Grid/Gantt Web Part
- Define where to place the web part. Although, technically, the Grid/Gantt Web Part can be placed on any EPM Live page, there are some considerations in this regard. The Grid/Gantt Web Part may be added on a List View Page or on a page other than a List View page. Each SharePoint View that is created creates a new .aspx page in the site. So as a user is browsing through the List Views, there are several .aspx pages being accessed for that List. Placing the Grid/Gantt Web Part on these pages will allow fluid browsing through the List Views while displaying the List data in the web part. This is the most common placement and is the default in EPM Live.
- It is important to understand how the EPM Live Grid Web Part works in conjunction with List Views in SharePoint. Each View within a List is a separate page within SharePoint. Each one of those pages contains a SharePoint Web Part that displays the List with the appropriate columns and views. Within the EPM Live solution, the Grid Web Part is used to replace the existing SharePoint List Web Parts in order to provide additional functionality. Each Grid Web Part can inherit its settings from the List, as opposed to setting the properties in each Web Part separately.