Visual Scheduling Tips & Tricks

The Tree & Gantt Chart View

This view shows the orders from the "Order Backlog" as Tree chart on the right of the Allocation Gantt.

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Elements and symbols in the Allocation Gantt

Calendar

A calendar in the background of the Gantt chart shows weekends in grey, working times in white. By clicking the according icons, weekends can either be hidden or shown.

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Bars

Each bar represents a service item line having been allocated to a resource, the color of the bar depending on the state or priority (see below).

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Priority

The orders are categorized by their urgency, different colors indicating different states of priority.

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Collapsing/expanding

In the table area, each resource/resource group can be collapsed/expanded by clicking the according button.

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The response date

The response date is indicated by a milestone symbol taking different shapes depending on the status of the resource/resource group:

The response date

The response date is indicated by a milestone symbol taking different shapes depending on the status of the resource/resource group:

  • Expanded resource group/resource: The allocation is earlier than the response date

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  • Expanded resource group/resource: The allocation is later than the response date

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  • Collapsed resource group/resource: The allocation is later than the response date

vps_duedate_earlier_collapsed

Canceled allocations

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If having been activated by clicking the corresponding icon in the menu bar, all canceled allocations are shown in the Allocation Gantt and are highlighted by a diagonal hatching. In the order backlog the canceled allocations to a service item line are struck through by a diagonal line and they get a brown background.

vss_canceled_allocation_gantt

Elements and symbols in the order backlog

The “Order Backlog" displays orders and their service item lines that are not yet allocated on the right of the Allocation Gantt as Tree chart.

Sorting order

In the order backlog, orders are sorted by response date

Priority

The orders are categorized by their priority, the same colors as in the Gantt chart indicating the different states of priority.

Collapsing and expanding

Collapsing and expanding in the order backlog is done by the according symbols. A collapsing level can be preset in the “Setup” dialog.

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Canceled allocations

Canceled allocations are struck through by a diagonal line

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Allocating Service Item Lines

By dragging service item lines from the order backlog to the diagram they can easily be allocated to a resource.

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The Histogram

A histogram below the Gantt chart displays the workload of the corresponding resource. When moving the mouse onto a resource group or a resource, its row will temporarily be marked by a bluish-grey background while a histogram below the Gantt chart displays the workload of the corresponding resource. The sections highlighted in red indicate a capacity problem at the resource „Mark Hanson“ that ought to be solved by rescheduling.

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