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:
- You can drag work to a new date in the Activity chart.
- You can right-click on the work record and move it to predefined
intervals.
- You can change the work dates in the Activity table.
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:
- The left edge of the bar represents the scheduled start date of
the task. Click and drag it to change the start date and duration.
- The right edge of the bar represents the scheduled finish date
of the task. Click and drag it to change the finish date and duration.
- Click the middle of the bar to drag the record to a new start
and finish date while preserving duration.
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:
- Click outside of the tasks, then group them with a bordering rectangle.
- Use Ctrl-click to select individual tasks of a noncontiguous group.
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:
- Move to Next Hour: Moves the work record one hour ahead.
- Move to Next Day: Moves the work record one day ahead.
- Move to Today: Moves the work record to the current date.
- Move to Day: Opens a calendar from which you can choose the date
and time you want to move the record to.
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.