Edit Gantt Chart

Information

• In PLANTA project, schedules cannot only be edited in tabular view by entering the corresponding fields but also in graphical view (in the Gantt chart). The required functions can be set via customizing.
• The editing of Gantt charts is possible in the Schedule module. The following editing options are available:
  • Date bars (create links graphically), change and delete links
  • Change requested date bars (requested dates) graphically.

Create and Edit Links Graphically

Information

• Links represent dependencies between tasks.

Create Link

Procedure

• move the mouse pointer to the bar from which a link is to be created (source bar). Instead of the mouse pointer, a cross will be displayed.
• Place the cross at the beginning or at the end of the source bar depending on which link type you wish to create (e.g. for the Finish-Start relation, place the cross at the end of the source bar).
• Click and hold the left mouse button and drag the mouse to the beginning or to the end of the target bar depending on what link type you wish to create (e.g. for a Finish-Start relation drag the mouse to the start of the target bar). As a result, a connection line between the two bars will be displayed.
• As soon as the destination bar is reached, the start position in the source bar and the destination position in the destination bar will be marked by yellow arrows.
• Release the left mouse button. The new link is created and visualized graphically as a connection line.

Procedure for the Web Client

• Move the cursor over the bar from which a link is to be create (source bar).
• White circles are displayed on both sides of the bar.
• Click on the circle on the side of the source bar from which the link should start. This depends on the type of the desired relationship.
• Repeat the procedure on the target bar and click on the circle at the side of the target bar to which you want the link to lead.
• The new link is created and visualized graphically as a connection line.

Note

• You can only delete links graphically in particular module variants of the Schedule module (e.g. in the base variant).
  • If you try to create a link in module variants in which graphical creation is not allowed, the following message is displayed: Cannot carry out creation.

Change link type

Procedure

• Click on the required link line in the Gantt chart to have it highlighted.
• Then right-click and select the required link type via the Link type → SS/FF/SF/FS context menu command.

Note

• You can only delete links graphically in particular module variants of the Schedule module (e.g. the base variant).

Delete link

Procedure

• Click on the required link line in the Gantt chart to have it highlighted.
• Then right-click and select the Delete link context menu command.

Note

• You can only delete links graphically in particular module variants of the Schedule module (e.g. the Base variant).
  • If you try to delete a link in module variants in which graphical deletion is not allowed, the following message is displayed: Deletion not allowed in this area.

Change requested date graphically

Information

• When moving requested dates, you have the option to
  • move only one of the requested dates and therefore change the length of the bar
  • move both dates at once, i.e. the entire bar without changing its length

Move one of the requested dates (length of the bar changes)

• Hover the mouse over the margin of the requested start or requested end symbol.
• Once the mouse pointer becomes an arrow pointing in both directions, left-click and drag the displayed preview bar in the required direction and release the mouse button at the required position.
  • The bar length visualizing the task duration (a time period between Requested start and Requested end) will then be extended or shortened.

Move both requested dates (length of the bar remains the same)

• Mouse-over on the requested start or the requested end symbol.
• Once the mouse pointer becomes a hand, left-click on the required symbol and drag the displayed preview bar in the required direction and release the mouse-button at the required position.
  • As a result, the entire bar is moved into the required direction, and the length of the bar remains the same.

In both cases,

• a dotted line will appear, visualizing the time interval between the Requested start and Requested end (bar length) and
• a tooltip will be displayed, showing Requested start, Requested end and task duration figures between these tasks. Which parameters are displayed in the tooltip can be defined via customizing.
  • The task duration displayed in the tooltip corresponds to the bar length minus weekends and holidays.
    • The task duration can be equal to or deviate from the bar length, depending on how many weekends or holidays there are in the respective time period. This may lead to the following behavior:
      • although a date is shifted, the duration remains the same.
      • although the bar length remains the same, the duration changes.