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Projects Support

Using Projects Web Part

The Projects web part provides several functionalities:
1. Gantt Charts

  • Add buckets and tasks, set durations, priorities, and assign members.

  • Drag, resize, and reorder tasks directly on the chart.

  • Use filters for task status, priority, type, and assignee.

  • Toolbar options: Undo/Redo, Add Task/Bucket, Import/Export tasks, Sync, Appearance settings.

  • Context menu: Add hours, add/edit/delete/move/copy tasks, open in Planner, expand/collapse tasks1.

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2. Planners

  • Access and manage Planner boards as you would in Microsoft Planner

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3. Manage Hours

1. Add Hours

  • Users can add hours either via the Gantt Chart or the Add Hours page; both offer identical functionality.

  • The date defaults to the current date but can be changed.

  • The project name is pre-selected by default.

  • Users select a bucket to filter tasks assigned to them, and the tasks field updates accordingly.

  • Upon submitting, the hours are recorded against the selected task.

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2. View Hours

  • This screen displays all hours entered by the user.

  • Users can export the displayed data to an XLSX file.

  • Hours can also be added from this page.

  • Filters are provided to help users refine the displayed data.

  • Selecting an hour entry opens a panel where users can edit or delete the entry.

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3. Hours Approval

  • This screen is restricted to owners or managers for reviewing hours submitted by users.

  • Owners can approve, reject, or request clarification on hour entries.

  • When taking action, a pop-up allows the reviewer to add comments for additional context.

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4. Report

  • Report provides a comprehensive view of the project's overall progress by summarizing total planned hours, actual hours, and the calculated progress percentage.

  • It also presents a detailed table listing all individual plans along with their respective planned hours, actual hours, and progress.

  • Additionally, owners have the ability to customize which plans are included in the project-wide totals by clicking on the gear icon.

  • This action opens a report settings panel where specific plans can be selected or deselected, giving owners full control over how project metrics are aggregated and displayed.

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4. Settings

This module is accessible only by the Owner.It includes three main sections:

 General

  • Is Hours Trackable:

  • Controls whether time tracking is enabled.

  • Default: Enabled (True).

  • Can be disabled by the Owner if tracking is not required.

Page

  • ​Adjusts SharePoint page appearance to maximize working space for the tool.

  • Useful for hiding unnecessary page elements.

  •  Navigation

  • Manages SPA (Single Page Application) navigation settings.

  • Planners Visible To: Determines whether the Planner module is visible to members or restricted to certain roles.

Navigation

  • Manages SPA (Single Page Application) navigation settings.

  • Planners Visible To: Determines whether the Planner module is visible to members or restricted to certain roles.

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