Resource Planning Gantt User Guide

Navigate to the Company level Resource Planning tool.

Click Assignments and select Gantt (Beta).

Follow steps to edit the assignment dates in one of the following ways:

• Assignment details1. On the list, hover over the assignment. Click the vertical ellipsis and click Edit Assignment.
  OR2. Right click the assignment or the assignment bar and click Edit Assignment.3. Edit the assignment details.
  Note: If you have questions about adding Equipment, see the 'New Assignment Gantt' section of Create a Resource Assignment.4. Click Publish to save.

• Shorten or extend an assignment1. Hover over the last day of the assignment bar on the Gantt chart until you see the arrows.2. Click the arrows and move the assignment end date using a drag-and-drop operation.3. If there is a scheduling conflict, review the details and take one of the following actions:* Click Proceed to save the change despite overlapping assignments.* Click Cancel to disregard your changes.

• Move an assignment1. Click and hold the assignment bar. Move the assignment to the new date using a drag-and-drop operation.2. If there is a scheduling conflict, review the details and take one of the following actions:* Click Proceed to save the change despite overlapping assignments.* Click Cancel to disregard your changes.
  

   Tip

  Click the undo icon to undo an action. Click the redo icon redo a previously undone action.