Resource Planning Gantt User Guide

• Edit a Single Resource Request

• Bulk Edit Resource Requests

Edit a Single Resource Request

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Edit the request:

   • Request Details

     1. On the list, right click the request or the request bar and click Edit Request.
        Note: You can also hover over the request in the list and click the vertical ellipsis , then select Edit Request.
        OR
        Right click the request or the request bar and click Edit Request.

     2. Edit the request details.

     3. Click Update to save.

   • Shorten or extend a request on the Gantt chart

     1. Hover over the last day of the request bar on the Gantt chart until you see the arrows.

     2. Click the arrows and move the end date using a drag-and-drop operation.

   • Move a request on the Gantt chart

     1. Click and hold the request bar. Move the request to the new date using a drag-and-drop operation.
        

         Tip

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

Bulk Edit Resource Requests

You can bulk edit requests from the following places:

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Follow steps to edit the request dates in one of the following ways:

   • Shorten or Extend Requests

     1. On your keyboard, press and hold CTRL. Click the request bars you want to edit.
        Note: Requests will move in the same direction by the same duration.

     2. Hover over the last day of the request bar on the Gantt chart until you see the arrows.

     3. Click the arrows and move the request end date using a drag-and-drop operation.

   • Move Request Dates

     1. On your keyboard, press and hold CTRL. Click the request bars you want to edit.
        Note: Requests will move in the same direction by the same duration.

     2. Click and hold the request bar for one of the requests. Move the requests to the new date using a drag-and-drop operation.

   • Move Requests to New Projects or Categories

     1. Press and hold the CTRL/CMD key on your keyboard and click each request on the list.

     2. Drag the group to the new category or project and drop it onto the category or project name.