Project Workspace - view multiple projects

[Michelle B]

Hello!

In the Project Workspace, under the "Planning" tab, we're able to see that project's PRJTASKs in a Gantt view, which is great. Is it possible though to see multiple projects in this view? It doesn't have to be in the Project Workspace either. 

Thank you!

Michelle

[Sulabh Garg · Accepted solution]

Hello Michelle,

You can go to Project-> Investment Portal

Click on any of the Investment views or create new view which include multiple projects. Then go to "Timeline" view to see the gantt chart view of multiple projects.

Please see below screenshot.

Please Mark ✅ Correct/helpful, if applicable, Thanks!! 

Regards

Sulabh Garg

[Michelle B]

Thank you Sulabh! This is very helpful!

Is there any way to display PRJTASKs on the Gantt view that are NOT milestones? Ideally, we would like to be able to see all PRJTASKs under each project, even if they are not milestones. 

[Sulabh Garg]

@Michelle B  - I could not find this configuration on Investment portal.

However you can do this via "Gantt chart" related link on Project form. If its not activated by default, you may need to make it active under "UI Actions" with name as "Gantt Chart". In this option you can only view this one project at a time. If you want to view for all projects in a portfolio then you can use the "Portfolio Gantt chart" Related link on portfolio form.

It will show you all Project task's irrespective of Milestones or not milestones.

1) 

2) Gantt Chart View

Hope It Helps!!

Please Mark ✅ Correct/helpful, if applicable, Thanks!! 

Regards

Sulabh Garg

[Michelle B]

Thank you for all your help Sulabh!