TreeGrid Gantt Chart Tutorial 17. Summary tasks Read only and editable summary tasks with dependencies

Not editable summary tasks

The not editable summary task shows summary size and completion of its children.
The task is defined just by formulas in source cells.
All the settings of summary task (the formulas) is usually set in some default row that is assigned to the summary rows.
The summary default can be defined also for grouping, when it has set Group='1' to use for group tasks defined while grouping.
- Main bar
  summary for
  Main bar
  task.
  To calculate summary of main bars use functions ganttstart, ganttend, ganttduration and ganttpercent. The sample summary default is:
  <D Name="SUM" Calculated="1" CalcOrder="START,END,DUR,COMP" STARTFormula="ganttstart()" ENDFormula="ganttend()" DURFormula="ganttduration()" COMPFormula="ganttpercent()" GANTTGanttEdit="" CanEdit="0" />
  where the START, END, DUR, COMP and GANTT are the appropriate column names used in grid.
  Optionally the summary definition can have defined GanttClass attribute to show the bars in different color than standard main bars and GanttIcons="1" to show side icons for bar, just for visual effect.
- Main bar
  summary for
  Flow
  tasks with GanttFlowComplete. (Continuous summary)
  Retype the Flow bars in summary to Main bars and use standard functions ganttstart, ganttend and ganttpercent for calculations. The sample summary default is:
  <D Name="SUM" Calculated="1" CalcOrder="GANTTGanttStart,GANTTGanttEnd,COMP,FLOW" AggChildren='1' GANTTGanttFlow="" GANTTGanttFlowComplete="" GANTTGanttComplete="COMP" GANTTGanttStartFormula="ganttstart()" GANTTGanttEndFormula="ganttend()" COMPFormula="ganttpercent()" FLOWFormula="Row.GANTTGanttStart + ' ~ ' + Row.GANTTGanttEnd" GANTTGanttEdit="" CanEdit="0" />
  where the FLOW, COMP and GANTT are appropriate column names used in grid.
  It also possible to define the GanttClass and GanttIcons attributes.
  If you nest the summaries, you should set for them AggChildren='1' to sum always the source flow bars and not the child main bars.
- Flow bar
  summary for
  Flow
  task with GanttFlowComplete. (Discrete summary)
  To calculate summary of flow bars use functions sumflow and ganttpercent. The sample summary default is:
  <D Name="SUM" Calculated="1" CalcOrder="FLOW,COMP" FLOWFormula="sumflow()" COMPFormula="ganttpercent()" GANTTGanttEdit="" CanEdit="0" />
  where the FLOW, COMP and GANTT are appropriate column names used in grid.
  It also possible to define the GanttClass, but NOT the GanttIcons attribute.
- Main bar
  summary for
  Run
  tasks. (Continuous summary).
  Retype the Run bars in summary to Main bars and use functions ganttrunminstart and ganttrunmaxend for calculations. The sample summary default is:
  <D Name="SUM" Calculated="1" CalcOrder="START,END,DUR,COMP" AggChildren='1' GANTTGanttStart="START" GANTTGanttEnd="END" GANTTGanttDuration="DUR" GANTTGanttComplete="COMP" GANTTGanttRun="" GANTTGanttStartFormula="ganttrunminstart()" GANTTGanttEndFormula="ganttrunmaxend()" DURFormula="Grid.DiffGanttDate(END,START)" COMPFormula="ganttpercent()" GANTTGanttEdit="" CanEdit="0" />
  where the START, END, DUR, COMP and GANTT are appropriate column names used in grid.
  It also possible to define the GanttClass and GanttIcons attributes.
  If you nest the summaries, you should set for them AggChildren='1' to sum always the source runs and not the child main bars.
Editable summary tasks

The summary tasks (defined above) can be set as editable, so they can be moved and support dependencies and constraints.
The editable summary task is defined by
GanttSummary
='1'. Don't forget to define also the appropriate formulas and other settings similarly to not editable tasks.
- Editable Main bar
  summary for Main bar, Flow or Run tasks.
  The editable summary has defined the formulas and other options as described in not editable summaries and these settings:
  
  <D Name="SUM" GANTTGanttSummary="1" STARTCanEdit="1" GANTTGanttEdit="all"/>
  where the GANTT and START are appropriate column names used in grid, the START can be ignored, if the grid does not contain this column (for Flow and Run bars).
  It is possible to use both editable and not editable summaries in one grid, just define the two default rows and assign them to the given summaries.
  The summary task support these features:
  - All dependencies attached to the summary task will be assigned also to all its children (as hidden dependencies).
  - Dependencies between the summary and its children will be marked or restricted as circular.
  - The MinStart and MaxEnd date constraints assigned to summary tasks will be used also for all its children if they are be more restrictive than the child task constraints, if any.
  - If the tasks is moved by mouse dragging or editing its start date, it moves also all its children. The task cannot be moved, if it would lead to violate of child’s constraints. Not for Flow summary, see below.
  - The task cannot be created, resized or deleted and its GanttComplete value cannot be changed by a user. Except the GanttSummary is set to 2.
- Editable Flow
  summary for Flow tasks. (Discrete static summary)
  This summary is similar to the Main bar, but the summary task is not movable, supports only dependencies.
  
  <D Name="SUM" GANTTGanttSummary="1" GANTTGanttEdit="dependency,dependencytypes,dependencylags,constraints"/>
Special editable parent tasks

It is possible to define parent task not calculated, but still affecting its children.
Set
GanttSummary
='2' and DON'T set the summary calculations by functions like ganttstart.
The task will be resizable and its size will NOT be calculated according to its children.
But after its move, it will move also its children and also all its dependencies and constraints will affect its children like in standard editable summary tasks, see above.
Dynamic change between summary and normal task

You can let users to move rows by dragging (permitted by Cfg attribute Dragging='1', it is on by default) or attach actions
Indent
and
Outdent
to some TreeGrid events, e.g. to OnClick to toolbar button.
To automatically change between summary and normal task set row attribute
DefEmpty
to normal row default name (often 'R') and
DefParent
to summary row default name.
If something is needed to do when changing the row default, it can be done in OnChangeDef API event.
The row default and behavior will be changed whenever the row looses its last child (by move or delete, becomes normal task) or it gets its first child (by move or add, becomes summary task).

Summary tasks

Summary tasks - Flow

Summary tasks - Run

Not editable summary tasks

Main bar

Main bar

Main bar

Flow

Flow bar

Flow

Main bar

Run

Editable summary tasks

GanttSummary

Editable Main bar

Editable Flow

Special editable parent tasks

GanttSummary

Dynamic change between summary and normal task

Indent

Outdent

DefEmpty

DefParent