Gantt Settings
To access Gantt Settings within the Process Designer, navigate to the "Actions" menu item and select "Open Process Settings." Then, navigate to the Gantt Settings tab (1):
The following settings may be modified on the "Gantt Settings" tab:
- Calculate dates before starting the process (2) - If checked, a Planned Record will be created when the Process Instance is created. This Planned Record will have Planned Start and End Dates calculated for each (active, pending and future) step. These are actual dates for "Date Driven" calculation modes (4). In "Duration Driven" calculation mode, dates are shown for estimation purposes only and are not saved.
- Calculate durations (3) - When checked, step durations that are defined as expressions will be pre-calculated and static in the Gantt chart. Otherwise, durations will be shown as formulas and calculated dynamically each time you open the Gantt chart of a planned or started record.
- Default calculation mode (4) - Select how future steps' dates will be updated when a date/duration of a preceding step is changed. See the dedicated knowledge article to learn more.
- How to handle manual date changes (5) - Select how steps should behave when their dates will be changed.
Note: "Calculate dates before starting the process" and "Calculate Durations" settings are applicable for steps with Calculation Mode set to Date Driven (Soft or Hard). The calculation mode can be set on a particular step in the Gantt chart or to all process steps by selecting the desired Default Calculation Mode (4).
Additional Access
Define a list of IDs for users/roles/profiles that should be able to edit the Gantt, whether they are step assignees or not. Additionally, quickly define access for Process Manager(s) and Instance Manager(s) via the checkboxes.
Multiple IDs should be separated with comma.
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