How do I add the Grid/Gantt web part?

In this article, you will learn how to add the EPM Live Grid/Gantt Web Part to an existing List App view.  When a new view is created, the Grid/Gantt web part isn't always added to that list view.  But, it's important to have the Grid/Gantt web part on all list views.

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. List View Without the Grid/Gantt Web Part

Example Project Center List App, Executive Summary view.  This is a view in the Project Center List App that DOES NOT have the Grid/Gantt Web Part added.

Note: If a new view is created without the Grid/Gantt auto-added, or when the Grid/Gantt Web Part is removed from a List view, the look/display of the List App changes, such as the graphical indicators change to their text file name.  Also, certain EPM Live Features are no longer available once the Grid/Gantt Web is removed, such as the links in the Items and List Tabs for the Portfolio Tools,  and the contextual drop down menus for each item in the List App.

2. Edit Page

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under the Settings heading, select Edit Page.

3. Add Grid/Gantt Web Part

  1. Select Add a Web Part in the Main Section.
  2. Select the EPM Live category.
  3. Select Grid/Gantt .
  4. Confirm to add this Web Part to the Main section.  This would be the same Main section that has the List App's primary Web Part.
  5. When finished, click the Add button.

4. Grid/Gantt Web Part Above the List App Web Part

When the Grid/Gantt Web Part is added to the List, it is important that the Grid/Gantt web part go above the List App Web Part.  Then, the data from the List App web part will show in the Grid/Grantt Web Part correctly.

5. Edit the Grid/Gantt Web Part

  1. Select the Web Part drop down menu.
  2. Select Edit Web Part.

5.1. Edit the Grid/Gantt Web Part Settings

  1. Lock View Context: Check the box to lock the View Context.  This will ensure that the List App view will show based on the current view's page.
  2. Default Control:  Select whether the default for this view is the Grid or the Gantt Mode.  Note: The users can still toggle between the Grid Mode and Gantt Mode.
  3. Use Settings from List: When checked, this Web Part / View will look to the General Settings & View Settings section from the List Settings for the configuration of this Web Part.  When unchecked, additional settings options appear, and can be set specific to this Web Part for this List App view.
  4. Additional Groupings: The View Settings in the List Settings Page allow for up to two levels of grouping.  If needed, you may select up to two additional levels of grouping for this Web Part / View.  
  5. Expand to Level: Select to which level the grouping should be expanded.
  6. When finished, click the OK button.

6. Edit the List App Web Part

Next, you will show the view toolbar in the Grid/Gantt web part.  To do this, you must change the toolbar type in the List web part.

Note: This step may not be necessary. The view toolbar shows on the Grid/Gantt web part automatically.

  1. Click the drop down arrow to edit the List App Web Part.
  2. Select Edit Web Part.

6.1. Select the Toolbar Type

  1. Toolbar Type: Select Show Toolbar.  This setting is what enables the View Toolbar to show in the Grid/Gantt Web Part.  To the End User, they would see the View Toolbar at the top of the List with the New, Actions, Settings drop down menus (as applicable), and the View selection drop down menu.
  2. When finished, click the OK button.

7. Finish Editing the Page

On the Page Ribbon Tab, select Stop Editing.

8. List View With the Grid/Gantt Web Part

Example Project Center List App, Executive Summary view.  This is a view in the Project Center List App that DOES have the Grid/Gantt Web Part added.

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