Record movement in the Gantt view

You can move records individually or in groups in the Gantt view. You can modify start dates, finish dates, and durations by dragging the task bars with your mouse.

You can move records in the Gantt view in three ways: In the Graphical Assignment application, you can only move and resize work requirements and assignments that appear in the assignment node.

Dragging work in the Gantt view

Each task bar (at the lowest level of the hierarchy) has three edit points: You can stretch the ends of the task bar to the preferred start and end dates, modifying the duration of the work record. In the Scheduler application, if you move the start or end date of a work record outside of any date constraints that exist for that record, a dashed line appears, indicating where the date constraint falls. The work record turns red, indicating it is in violation of its date constraints. You can move the work back to comply with the date constraints, or override them. You can drag the work record from the middle of the task bar to reschedule dates without changing duration.

Dragging multiple records

You can select multiple work records at the same time and reschedule them as a group. For example, you can move unstarted work from a prior schedule to the next planning window. You can multiselect task bars in the Gantt view in the following ways: The task bars that you select have edit markers visible on both ends of the bar. The task row in the Activity table is highlighted. When multiple rows are selected, only the start and finish dates can be moved, preserving duration. Dragging any of the selected rows moves them all proportionally. Moving a group of tasks or child records moves the parent record with them. Parents always span their children and tasks.

Moving records using right-click options

You can move work in the Gantt view by right-clicking on the work record in the Activity table or chart. The following options are available from the right-click menu: You can select multiple records at the same time and use the right-click options to move their dates.

Changing work dates in the Activity table

You can also change the scheduled dates in the Activity table view by double-clicking the start or end dates and editing the text. After you click outside of the editable field, the new date shows in the corresponding row of the Activity chart.

Moving preventive maintenance (PM) records

In the Scheduler application, you can modify the dates for preventive maintenance forecasts in the same way. When you change a forecast or associated job plan, it shows as a striped bar. If the Reforecast Subsequent Dates check box is selected on the PM record, the entire forecast row becomes read-only pending reforecast. To reforecast the PM, click PM Reforecast All in the toolbar. You can also reforecast from the Activity table by right-clicking on the PM record and selecting Reforecast.


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