Admin Guide - Hide Project Start or Project End Date Setting

Last Modified On: October 8, 2024

Inspire Planner allows you to hide the Project Start or Project Finish Date setting in the Project Gantt Lightning Web component (LWC). This prevents users from inadvertently adjusting the project start/finish date which has major impacts to the project schedule. 

Please note the following:

• This setting is only available and applies only to the Gantt Lightning Web Component (Gantt LWC).
   
• This setting applies to both Inspire Planner users and Experience Cloud users.
   
• This setting is enabled or disabled by a Salesforce System Administrator for users.

Hide the Project Start/End Date Setting

To hide the Project Start/End Date setting in the project Gantt Lightning Web component (LWC), you will need to go to the Project Lightning record page. 

1. Click on the Gear icon and go to Setup.
   
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Project" in the Quick Find box and click on Project.
   
   
    
4. Go to Lightning Record Pages. Then, click on the Lightning record page you are using for Projects. The image below is just an example.
   
   
    
5. Click on Edit. 
   
   If you are using one of the standard Lightning record pages that come out-of-the-box with Inspire Planner, you will need to clone it first and then edit the clone.
   
   
    
6. On the project Lightning record page, click on the Project Gantt Lightning web component to select it. Then, in the panel on the right, set “Disable Project Start/Finish Date” to TRUE. Click on Save when you are finished.
   
   This means that when users open the project, they will not see the "Project Start Date" setting (for forward-scheduled projects) or "Project End Date" setting (for backward-scheduled projects)
   
   

Conditional Hiding of Project Start/End Date Setting

It is possible to have multiple instances of the project Gantt Lightning Web component (LWC) on the project Lightning record page – this means you can add the same component several times on the same page.  

This makes it possible for you to set the component visibility which dictates when to display the component, and whether to display the Project Start/Finish Date setting.

Some examples of when this is applicable: 

• You may want to hide the Project Start/Finish Date setting only for specific types of users. 

• You may want to hide the Project Start/Finish Date setting based on a specific set of criteria (e.g. project type, user type, etc.) 

Let’s say that we want to hide the Project Start/Finish Date setting but only for Experience Cloud users. In the example below, notice that the “Inspire Planner – Project Gantt LWC” Lightning component has been added twice to the project Lightning record page. 

Click on one of them to select it. Then in the panel on the right, you can then set the component visibility. This is where you define the criteria by which to display the component. 

In the example below, the component visibility is set to only display the component when  

• The Gantt Version is not Visualforce, AND 

• When the viewing user is a customer portal user 

If we set “Disable Project Start/Finish Date” to TRUE, then it will display the project Gantt component only when the above criteria are met and will also hide the Project Start/Finish Date setting. 

Next, we are going to click on the second project Gantt component to select it. Then, in the panel on the right, we are also going to set the component visibility. 

In the example below, the component visibility is set to display the component when  

• The Gantt Version is not Visualforce, AND 

• When the viewing user is a standard user 

If we set “Disable Project Start/Finish Date” to FALSE, then it will display the project Gantt component only when the above criteria are met, and it will display the Project Start/Finish Date setting. 

By setting the above component visibility for each Gantt component, you can tell Inspire Planner which component to display based on the user type and whether the Project Start/Finish Date setting is displayed or not. 

Remember to save the changes you make to the Project Lightning record page. If the Project Lighting record page is not yet active, you will also need to activate it.