Installing the Gantt plugin

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Note

Starting February 9, 2025, the Gantt Template app comes pre-installed with the Gantt plugin. If you installed the app from the Exchange before this date, you'll need to manually install the plugin using the instructions in this article.

Permission requirements

You must be an app admin to install the Gantt plugin in an app.

Installation requirements

To install the Gantt plugin, you need either the Quickbase Gantt Template app or an app that has all of the required tables and fields for the plugin. If your table and fields aren't set up correctly, you may encounter an error during plugin installation.

We recommend using the Gantt plugin template app as it's the quickest way to get up and running with Gantt. However, if you'd like to set up your own app, ensure it has all the required tables and fields before installing the Gantt plugin.

Option 1: Install the Gantt plugin in the template app

Download the Gantt template app

  1. Go to the My Apps page. 

  2. Select Explore Sample Apps

  3. Search for, and then install the Quickbase Gantt Template App.

  4. Open the app, and then go to the app settings. 

Install the Gantt plugin

Note: The Plugins setting in the Admin Console must be set to All users can install and edit plugins before installing a plugin. This must be done by an account administrator within the Manage my account -> Permissions page.

  1. Open the app settings.

  2. In Advanced Features, select Plugins
    This is where you browse available plugins. To learn more about each plugin, open the Plugin details. 

  3. Find the Gantt plugin and select Install plugin.
     gantt-plugin-details-install__1_.png

  4. Add details for the installation including a title, and then select Next. 
    This takes you to step 2 of installation. 

  5. Select the field mappings for the different tables. In each section, select the table name that corresponds to the section heading. The fields will auto-populate for you. Once you are done with each section select Save.

Now the plugin's installed and you can start using it. A new button displays at the end of your project table form to launch the Gantt plugin. After you install the plugin, you can view the field settings and customize things like permissions, the button appearance, and where it displays on the form. 

Option 2: Install the Gantt plugin into an existing app

App requirements for the Gantt plugin

The Gantt plugin requires a specific set of tables and fields. Installing the plugin doesn't create tables. Your app must have all of the required tables and fields in place before installation.

Note: View more details about required fields in Reference: Gantt plugin and the relationships between tables in Gantt plugin

If you want to build your own app to use with the Gantt plugin, your app needs to have the following structure:

Table

Fields

Table relationships

Calendars

Record ID#

Calendar Name

Days Per Month

Days Per Week

Hours Per Day

Weekends Are Workdays

Weekend First Day

Weekend Second Day

Default Availability

Leaf

Related Parent Calendar

Default

Parent table of:

  1. Projects

  2. Calendar days

  3. Resources

  4. Tasks

  5. Calendars

Calendar Days

Record ID#

Interval Name

Type

CIs

Related Calendar

Recurrent Start Date

Recurrent End Date

Start Date

End Date

IsWorking

Recurrent

Child table of: Calendars

Projects

Record ID

Project Name

Notes

Project Color

Checked Out

Checked Out By

Checked Out By Name

Current User

Project Status

% Complete

Related Calendar

Calendar Name

Calendar - Hours Per Day

Calendar - Days Per Week

Calendar - Days Per Month

Estimated Project Start Date

Estimated Project Finish Date

Child table of: Calendars

Parent table of:

  1. Tasks

  2. Baseline Dates

Resources

Record ID#

Name

User Name

Current User

Active

Parent table of: Resource Assignments

Child table of: Calendars

Tasks

Record ID#

Project ID

Task Name

Start Date

End Date

Duration

Effort

Effort Unit

% Complete

Scheduling Mode

Manually Scheduled

Contraint Type

Constraint Date

Task Notes

WBS Code

Calendar ID

Task Sequence

Gantt Delete

Related Task

Task Color

Task Status

Show in Timeline

Rollup

Project Name

Milestone

Parent table of:

  1. Baseline Dates 

  2. Task Segments 

  3. Resource Assignments 

  4. Gantt Dependencies 

  5. Tasks

Child table of: Calendars

Time Ranges

Record ID#

Time Range

Start Date

End Date

Duration

Class

Related Project

Child table of: Projects

Baseline Dates

Record ID#

Baseline Start

Baseline End

Related Project

Related Task

Calculated Project ID

Child table of:

  1. Tasks

  2. Projects

Task Segments

Record ID#

Related Task

Start Date

Duration

Duration Unit

Project ID

Delete

Child table of: Tasks

Resource Assignments

Record ID#

Related Resource

Project ID

Related Task

Combine Delete

Effort %

Delete

Child table of:

  1. Tasks

  2. Resources

Gantt Dependencies

Record ID#

Project ID

Successor ID

Predecessor ID

Lead/Lag

Dependency Type

Delete

Deleted Task

Child table of: Tasks

Gantt Settings

Record ID#

User

Gantt Settings

Gantt State

 

 

Install the Gantt plugin

Note: The Plugins setting in the Admin Console must be set to All users can install and edit plugins before installing a plugin. 

  1. Open the app settings.

  2. In Advanced Features, select Plugins
    This is where you browse available plugins. To learn more about each plugin, open the Plugin details. 

  3. Find the Gantt plugin, view the details, and then select Install

  4. Add details for the installation including a name and description, and then select Next. 
    This takes you to step 2 of installation. 

  5. Select the field mappings for the different tables, and then select Save
    This installs the plugin, and you can start using it. A new button displays at the end of your project table form to launch the Gantt plugin. After you install the plugin, you can view the plugin details and customize things like permissions, the button appearance, and where it displays on the form.