Modify Planning records in the Planning Schedule chart

You can view Planning records in a visual chart to help you see when activities are scheduled. You can drag the bars to edit the planned times, and save or cancel planned events.

You can select multiple items in the Planning chart, by holding the Control key while selecting bars. The corresponding records in the Results grid will display highlighting.

To modify Planning records in the Schedule view

1. Change to the Planning module, then view the Planning Schedule chart.

2. Click a bar in the Schedule chart to stretch the bar to change the planned start and end times.

   Note You can change the order of planned records by changing order of records in the grid view. See Reorder the chart bars in the Planning Schedule chart.

3. When the schedule is correct, select Save Changes.

   

   Note When the Actual record event occurs, this event shows as a green bar on the Schedule chart.

   If planned events overlap in time, the bars in the chart turn red to indicate a time overlap.

   

   You can still modify the end time of a planned event after the Actual event has started.

Related topics

• Add Planning records in the Results grid

• Use Zoom feature on Planning Schedule view

• View Planning records by reporting point