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Gantt Chart Toolbar

 
 
Gantt Chart Toolbar
 
1

CALCULATE DEPENDENCIES BUTTON

1. CALCULATE DEPENDENCIES BUTTON
Click this button to recalculate schedule tasks. If edits to any tasks require recalculation an exclamation mark appears next to the Calculate Dependencies button: Note that this button will never need to be clicked if "Auto" is selected in the Schedule Tasks dropdown in the header of the schedule.
2

SAVE TASK BUTTON

2. SAVE TASK BUTTON
Click this button to save edits to schedule tasks. It is important to note that saving edits does not recalculate tasks if "Manually" is selected in the Schedule Tasks dropdown in the header of the schedule.
3

DELETE TASK BUTTON

3. DELETE TASK BUTTON
Deletes selected lines. Note that any unsaved edits will be lost. It is best practice to click the Save Task button before using the Delete Task button.
4

REFRESH TASKS BUTTON

4. REFRESH TASKS BUTTON
Redraws the control with the latest data.
5

EXCEL BUTTON

5. EXCEL BUTTON
This button creates an Excel spreadsheet of the schedule tasks. Clicking the button opens a field selector dialog:
 
 
Place a check in the box next to each field you wish to include. When you click the OK button a spreadsheet in the .xls format is created.
6

UNDO BUTTON

6. UNDO BUTTON
Undoes the most recent edit to the Gantt chart.
7

REDO BUTTON

7. REDO BUTTON
Reverses the most recent Undo.
8

ADD TASK BUTTON

8. ADD TASK BUTTON
Clicking a button adds one or more task lines to the schedule. If no tasks are selected when this button is clicked a new task line is automatically created at the bottom of the task grid. If one or more tasks is selected when this button is clicked a dialog appears next to the button:
 
 
Select "Copy x selected rows to the end" or "Add new empty row to the end".
 
Important note: The Add Task button is not available if the Gantt chart is in Grouping mode. Clear all grouping to use the Add Task button.
9

EXPAND ALL ROWS BUTTON

9. EXPAND ALL ROWS BUTTON
Clicking this button expands all parent tasks and shows all child tasks.
10

COLLAPSE ALL ROWS BUTTON

10. COLLAPSE ALL ROWS BUTTON
Clicking this button collapses all child tasks into their parent tasks.
11

SHOW/HIDE COLUMNS BUTTON

11. SHOW/HIDE COLUMNS BUTTON
Clicking this button opens a field selector dialog. Place a check in the box next to each field you wish to display in the Gantt chart control. When you click the OK button the dialog closes and the Gantt chart control is updated with your selections. Settings made with the Show/Hide Columns button are saved with each schedule.
12

ZOOM OUT BUTTON

12. ZOOM OUT BUTTON
The time scale on the chart (right) side of the Gantt control can be adjusted using this button. For example, the time scale can be years and months or weeks and days. Clicking this button zooms out on the time scale. The settings for this button are saved by user and device.
 
To zoom to a specific time scale, right click on the Gantt chart and select from the context menu. See Interacting with the Gantt Chart.
13

ZOOM IN BUTTON

13. ZOOM IN BUTTON
The time scale on the chart (right) side of the Gantt control can be adjusted using this button. For example, the time scale can be years and months or weeks and days. Clicking this button zooms in on the time scale. The settings for this button are saved by user and device.
 
To zoom to a specific time scale, right click on the Gantt chart and select from the context menu. See Interacting with the Gantt Chart.
14

ZOOM TO FIT BUTTON

14. ZOOM TO FIT BUTTON
The time scale on the chart (right) side of the Gantt control can be adjusted using this button. For example, the time scale can be years and months or weeks and days. Clicking this button zooms in or out on the time scale to allow as many tasks as possible from the current task page to be displayed from start to finish. The settings for this button are saved by user and device.
 
To zoom to a specific time scale, right click on the Gantt chart and select from the context menu. See Interacting with the Gantt Chart.
15

SCHEDULE START FIELD

15. SCHEDULE START FIELD
Schedule Start can be manually edited or automatically calculated. If edited by a user the date is black. If calculated - from the Start date of the earliest task - it is green. If the Start field is edited by a user no task in the schedule will be allowed to take place before the selected date. If you have manually entered a Start date and then wish to have PMWeb calculate it, simply clear the Start field and save the Gantt chart.
 
Type a date in this field or click the date picker button and select one from the date picker dialog. The default is the day the schedule is created.
16

SCHEDULE FINISH FIELD

16. SCHEDULE FINISH FIELD
Schedule Finish can be manually edited or automatically calculated. If edited by a user the date is black. If calculated - from the Finish date of the latest task - it is green. If the Finish field is edited by a user no task in the schedule will be allowed to take place after the selected date. If you have manually entered a Finish date and then wish to have PMWeb calculate it, simply clear the Finish field and save the Gantt chart.
 
Type a date in this field or click the date picker button and select one from the date picker dialog. The default is the day the schedule is created.
17

PAGE SIZE FIELD

17. PAGE SIZE FIELD
This setting determines how many task lines to scroll when using the Page Navigator Control. See Schedules Gantt Chart for information about the Page Navigator Control. This setting is saved by user and device. The default is "10".
18

SHOW FILTER CHECKBOX

18. SHOW FILTER CHECKBOX
If this box is checked, filter fields are shown at the top of the columns in the table (left) side of the Gantt control. If unchecked, filter fields are hidden. This setting is saved by user and device.
19

ASSIGN RESOURCES BUTTON

19. ASSIGN RESOURCES BUTTON
Select one or more tasks and then click this button to open the Resources Dialog. Use the dialog to assign or unassign one or more resources to all of the selected tasks.
 
To select more than one task at a time, click and drag in the selection button column, the first column in the grid:
 
You can also use SHIFT+CLICK and CTRL+CLICK in the selection button column.