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Procedure documentationProcessing Planning Board Elements Locate this document in the navigation structure

Procedure

Selecting Planning Elements

You can select multiple planning board elements at the same time, even if they are in different areas of the planning board.

  1. Press and hold the control key (CTRL).

  2. Use the mouse to select the required planning board elements one after the other.

  3. Keep the control key pressed while you carry out the next action (for example, deleting or moving assignments).

Processing Details of a Planning Board Element

  1. Select the required planning board element.

  2. Choose   Planning Board   Planning Board Element   Display Details   (can also be accessed from the context menu or toolbar).

  3. Make changes as required.

  4. Choose Change (Change).

Moving Planning Board Elements

You can move all planning board elements to a different time.

  1. Select the required planning board element.

  2. Move the element by pressing and holding the primary mouse button and dragging the element to the required date.

Moving Multiple Assignments Simultaneously

  1. Choose Selection Mode (Selection Mode).

  2. Press and hold the primary mouse button to drag a frame around all of the assignments that you want to move.

    Note Note

    You cannot move assignments and time allocations simultaneously.

    End of the note.

  3. Move the assignments by pressing and holding the primary mouse button and dragging one of the assignments to the required date. You can only move the assignments to a different time; you cannot change the resources.

    The assignments are move synchronously.

    Note Note

    Assignments of multiple resources cannot be assigned to other resources during a move.

    End of the note.
Deleting Planning Board Elements

Choose   Planning Board   Planning Board Element   Delete Planning Board Element  .

You can delete multiple assignments at the same time by selecting them in Selection Mode (Selection Mode) and then deleting them.