Scheduling work in the graphical view

After you create a project schedule, you use the graphical view to visually manage and schedule work and resources in your organization. The graphical view shows you the available resources for work, and allows you to make schedule changes.

Before you begin

You can customize your schedule display settings in the graphical view in the Configure Gantt Properties: Default Settings window. You can also adjust display properties on the Activity and Resource chart.

About this task

The following restrictions apply when scheduling work in the graphical view:
  • Canceled, completed, or closed tasks are read-only in the graphical view. The dates for the task cannot be changed and the task cannot be moved in the schedule.
  • You cannot set or manage date constraints from the graphical view. Date constraints originate from, and are managed in, the work record. You can, however, manage task-precedence constraints in the graphical view. For example, a task has a date constraint, and you move the task scheduled dates beyond that date in the graphical view. The color of the task changes to red, indicating it is in violation of the date constraint. You can schedule the work to occur at any time, but the date constraint remains in place in work management applications.
  • Forecasts cannot be deleted in the graphical view.

Procedure

  1. To modify the scheduled dates for a work record, select the work record in the Activity chart of the graphical view.
  2. Review the information in the resource table to determine when to schedule the work.
  3. Click the center of the work segment that represents the work, and drag it to the new date.
    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, or override the date constraints.
  4. Save the schedule. To save your changes to the work management applications, such as Work Order Tracking or Activities and Tasks, commit the changes.