Graphical view tips

You can use several shortcuts in the graphical view to make scheduling and assigning work simpler.

Work record hover information

You can press the Alt key and click while you hover over a work record to get a full description of the work.

Selecting all work records under a parent

You can select all work records under a parent work record in the graphical view. Press the Shift key and click the checkbox next to the parent record to highlight the entire work hierarchy.

Right-click options

You can right-click on most areas of the graphical view to see a list of actions that you can do on the selected records. The right-click options include the following methods:

From the activity table, right-click on the work record number to modify the work record. For example, you can change the status of the record or create a job card for it.
From the activity table or chart, right-click on the work description to highlight the work in the Gantt view. You can expand the work hierarchy, or move the work to another hour or day.
From the resource table, right-click to see where a labor or resource is already assigned, see their craft and skill level, or change their availability.
From the resource table, you can split work into multiple segments, or create or delete an assignment.

Zoom in on selected work

You can show work segments in the graphical view by double-clicking the work in the activity table.

Resource Filter

You can use the resource filter to show only the labor and crew resources that are essential for the selected work records.

Resizing the chart

You can resize the windows of the graphical view by dragging the arrow at the lower section.

Lock scrolling while you assign work

Using keyboard keys, you can restrict where you can drag assignments in the graphical view. Press the Shift key while you drag to move tasks up and down on the graphical view, locking the time. Press the Alt key while you drag to move tasks left to right, locking the labor, craft, or crew assignment.