Layout of the Project Planning Board 

The Gantt chart is the basis of the project planning board. The project planning board consists of a table area and a graphic area. It displays the hierarchical structure of the project and the corresponding dates. You edit your project in the Gantt chart:

You can also display the following charts for WBS elements and activities in the lower part of the screen:

In the component overview you can see the requirements dates and delivery dates as well as the last goods movement dates for material components. You can also go to an additional window to see all the goods movement dates for the selected components.

The capacity overview presents the available capacity, the capacity requirements and the overload for each work center as bars or as curves. You can also go to an additional window to see the capacity requirements for a work center from which ever source, sorted according to dates.

The cost overview displays the cumulative distribution of costs and revenues (in the controlling area currency) as the project progresses. You can also go to an additional window to see the period drilldown for a selected WBS element or activity.

The maintenance order overview displays the dates of the maintenance orders based on the scheduled dates. With the help of the field selection, you can display detailed information on your maintenance orders.

See also:

Working in the Overviews

Displaying Detail Lists for Overviews

Layout of the Gantt Chart and the Overviews

The Gantt chart and the overviews consist of a table and a graphic area.

There is a legend for the Gantt chart and each overview. This explains what the various colors and symbols in the table and graphic areas mean. To display the legend for the Gantt chart, choose Extras ® Legend. To display the legends for the overviews, use the context menu (right-hand mouse button) and choose Display legend.

Table Area

The table area on the left-hand side of the Gantt chart and the overviews contains information that describes the objects in the graphic area. You can display up to 16 columns (fields), for more information about these objects.

Graphic Area

The graphic area presents the schedule of the project and the dates for individual objects.

The time axis consists of several time scales:

The planning period refers to the start date of the project. If the start is in the past, the planning period is offset to the current date.

The whole period that you can see in the planning board. The evaluation period is always based on the project period.

The time interval from the start of the evaluation period to the start of the planning period.

The time interval from the end of the planning period to the end of the evaluation period.

The date line represents the current date.

See also:

Settings for Time Display

Executing Function in the Project Planning Board

In the project planning board, you can execute most functions using several methods.

Execute Function via

What You Should Know

The menu

The menu functions only apply to the Gantt chart and not the overviews.

Icons

The icon functions only apply to the Gantt chart and not the overviews.

For an overview of the icons in the Gantt chart, see Working in the Gantt Chart

A double-click on an object

The detail screen for the object appears.

Drag & Drop

To create project objects, you can drag and drop a object from the Templates screen area to the table area. Simply select an object and drag it, keeping the mouse button pressed, to the position in the table area where you want to insert it.

The context menu

There is a context menu for the Gantt chart and each overview. You can call up the context menu, for example, by clicking with the right-hand mouse button on an object in the table area. This menu is object specific. Only those functions are displayed that you can execute with the relevant object in the Gantt chart or overview. For example, if you select a WBS element and call up the context menu, only those functions relevant for WBS elements are in the menu.