Record movement in the graphical view

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

You can move records in the graphical view in two 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.
When you move and drag a summary bar, all children move accordingly.
You can only move and resize work requirements and assignments that appear in the assignment node.

Dragging work in the graphical view

Each task bar (at the lowest level of the hierarchy) has three edit points:
  • The edges of the bar represent the scheduled start and finish dates of the work. You can click and drag the edges to change the start date, end 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. If you move the start or end date of a work record outside of any date constraints that exist for that record, a red 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. You can multiselect task bars in the graphical view in the following ways:
  • Click outside of the tasks, then group them with a border.
  • 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 graphical 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 Today: Moves the work record to the current date.
  • Move to Next Day: Moves the work record one day ahead.
  • Move to Day: Opens a calendar from which you can choose the date that you want to move the record to, keeping the time in tact.
  • Set Work to Day: Opens a calendar from which you can choose the date and time that 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.

Moving PM records

In the Graphical Scheduling application, you can modify the dates for PM forecasts in the same way. If the Forecast Dates Locked? check box is selected, the PM segment is gray and cannot be moved. If the Reforecast Subsequent Dates? check box is selected, the PM segments are blue and can be moved. After you change the date, the segment turns red and the entire forecast row becomes read-only pending reforecast. To reforecast the PM, click PM Reforecast All in the toolbar.

PM segments cannot be moved past the next PM segment. If the PM is meter-based, only the first segment can be modified.