Tuesday, June 12, 2007

IntelliGantt WBS

We had a lively discussion over on our forum today about how to keep track of tasks once they've been published to SharePoint. The basic SharePoint task list is, well, pretty basic. What has been needed is a way to match the task IDs in the SharePoint list with the task IDs in the IntelliGantt or MS Project task list.

Except that there aren't any ordinals in the basic SharePoint task list.

We've been looking at this problem for a bit and the discussion today gave us the perfect reason to execute on a design we had in mind. Since we just released support for SharePoint custom templates, our developers had List web service APIs on the brain. We had also just implemented a WBS feature in our core model. When these two ideas met, the result is code that updates the basic SharePoint task list with a WBS column that IntelliGantt will populate.

Like this:

The result is people will know exactly what task they mean, and they can sort and filter them. This particular screenshot shows the SharePoint task list with the WBS column visible and the IntelliGantt Plus view with the WBS column visible. Our Add-In for Microsoft Project will also do the same thing-- publish WBS codes to SharePoint task lists.

The minor trick at the moment is the WBS field will not be visible by default. If you want to turn it on after you share, click on 'Modify View'.

IntelliGantt as added WBS to the column list as a result of a successful share. If you have a custom SharePoint template that already has a text column for WBS, IntelliGantt will recognize it and use it. Otherwise it creates it for you.

Just click on the column to make it visible, and set the layout position to '2' so its on the left.

Now you can keep track of your tasks as you get down to business with your project. As you move tasks around, indent and outdent them, add and remove them, the WBS codes will be updated and in sync.

You'll never lose a task again.

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