| # To use a graphical planning board You can use the graphical planning board to display and maintain planning activities. The planning board contains one or both of the following tabs, each tab representing a different view: Gantt view An overview of planning activities. Schedule view Planning activities displayed by the resource that carries out the activities, for example, activities by machine or work center. Note You can only view the graphical planning board in the Web UI, not in the WorkTop. Expanding/collapsing planning activities If you start the planning board, the names of the planning activities in the Gantt view are listed in the left column of the planning board. The planning activities are by default collapsed. If you double-click a planning activity in the Gantt view, the activity expands, and you can view the details of the planning activity. If you click the activity again, it collapses. If you click on the button bar or on the View menu in the Gantt view, all planning activities are expanded, and you can view the details of all activities. To collapse the planning activities, click . Changing the planning If a planning activity is expanded, you can replan the planning activities by moving them around with the mouse on the planning board. Click on a planning activity, and move the activity to a later or earlier time. If you change a planning on the planning board, the planning data is modified in ERP Enterprise. Zooming If you start the planning board, all selected data is displayed in the planning board. You can use the buttons on the button bar or on the View menu to zoom in or out the planning board: If you click , you zoom in on the planning board. If you click , you zoom out of the planning board. If you click , all data in the planning board is displayed in one view, in the same way as when you start the planning board. Zooming with your mouse You can also use the mouse to zoom in on a specific part of the planning board. Carry out the following steps: Click the left mouse button at the beginning of the area you want to zoom in. Click ( not drag) the left mouse button again at the end of the area you want to zoom in. The selected area is displayed in the planning board. Zooming by double-clicking a record If you double-click the name of a planning activity in the left column of the planning board, the record expands or collapses. At the same time, you zoom in on the activity in the planning board. Progress If you open the View menu, you can use the Show completions command to display or hide a percentage that indicates the progress of the planning activities. Note that you can only view the percentage if a planning activity is expanded. Sorting You can use the options on the Sort by menu to sort the planning activities in the planning board. The Sort by menu is available in the Gantt view as well as in the Schedule view. By sorting your planning activities you can focus on a specific part of the planning. Printing If you click on the button bar or on the Chart menu, the contents that is displayed in the planning board is printed. If you open the Chart menu, and click Print preview, you can preview the print-out. Export If you click Export in the Chart menu, your planning board data is stored so that you can import the data in another planning board application. |