Work record modifications in the Gantt view

In the Gantt view, you can modify work records in the applications that created the records. You can change the status of a work record, initiate a workflow, and perform other actions within the Gantt view, or navigate to relevant applications.

When scheduling and assigning work, you might need to update the work records that contain the planned work. You can navigate to the work application to modify the record, but you can update only one record at a time. Also, navigating back and forth between applications takes time. Use the right-click menu in the Gantt view to modify the work records in the Gantt View tab. You can also perform certain work actions on multiple records at one time.
The work record actions are available in the following circumstances:
Action Available for Applications available in Restrictions
Change Status Single and multiple records Scheduler and Graphical Assignment
  • Shows only statuses the user has access to.
  • Only available for multiple records if the selected records are the same type. For example, if you select three work orders and one change record, Change Status is not available.
  • Not available if any preventive maintenance (PM) records are selected.
Initiate Workflow Single and multiple records  
  • Only available for multiple records if the selected records are the same type.
  • Workflows that have manual input processes in the first node must be initiated from the work record application.
  • Not available if any PM records are selected.
Modify Work Details Single and multiple records Scheduler and Graphical Assignment
  • Only available for multiple records if the selected records are the same type.
  • Not available if any PM records are selected.
Select Owner Single and multiple records Scheduler and Graphical Assignment
  • Only available for multiple records if the selected records are the same type.
  • Not available if any PM records are selected.
Create Communication Single records only Scheduler Not available if any PM records are selected.
View Item Availability Single records only Scheduler Not available if any PM records are selected.
Create (work record) Single records Scheduler and Graphical Assignment Not available if any PM records are selected.
Create Job Plan Single records Scheduler Not available if any PM records are selected.
Assign to New Parent Single and multiple records Scheduler
  • Only available for multiple records if the selected records are the same type.
  • Not available if any PM records are selected.
Actions that you can perform also depend on the privileges that you have within the work record application.


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