Configure the Gantt Chart

To configure the Gantt chart switch to the edit page mode and click “Configure Virto Gantts”.

Configure Virto Gantts link shown on the SharePoint page in edit mode

Or use the same button on the page with data source list.

Configure Virto Gantts button on the data source list page

On the page with available Gantts you can edit/delete existing configured Gantts or add a new Gantt.

Page listing available Gantts where you can edit, delete or add a new Virto Gantt chart

Click “Add new Gantt” to add a new Gantt chart.

New Gantt form with required fields marked by an asterisk after clicking Add new Gantt

Required fields are marked with “*” symbol.

Type the Gantt name. Then click “Add new source” button to add at least one data source to the Gantt.

Typing the Gantt name and using Add new source to attach a data source to the Gantt

Every data source has its own options. You can tick off the checkbox “Show in Virto SharePoint Gantt“. This data source will be unavailable for displaying (will be saved without publishing). Also, you can add data source with read only permission, i.e. user will not be able to create/modify tasks in the Gantt Chart Web Part for the data source.

Data source options including Show in Virto SharePoint Gantt and read-only permission checkboxes

Click “Save” button. You can add other data sources to this Gantt as well.

Then set height of Gantt in pixels if you want to limit size of Virto Gantt Chart Web Part displayed on site. Default height value is 800px, default width proportion is 100%.

Choose the default time scale (for example, days, weeks, months, and year).

Choosing the default time scale such as days, weeks, months or year for the Gantt chart

Tick the checkbox “Use SharePoint form for editing task” to display default SharePoint form for task editing. You can also allow opening the SP form as a full-size page.

The “Enable export to PDF” feature allows you to save your Gantt chart as PDF.

This option adds the button on the Gantt header; the PDF file with current Gantt table view will be downloaded automatically after you click this button.

Export to PDF button added to the Gantt header for downloading the current table view

The next option allows you to show summary tasks collapsed by default.

The Auto schedulefeature helps to manage successor and predecessor tasks. It protects from cases when a successor task starts before the predecessor.

Auto schedule option that prevents a successor task from starting before its predecessor

Click “Save” to complete the new Gantt adding. The same way you can edit an existing Gantt.