Function

Significance of Function

Change Text on Title Bar

So that you can distinguish between different minimized windows, you can enter a unique title for the current session. To do so, choose  Planning Board Change Text on Title Bar .

Undo and Redo

Provided that you have not saved your planning, you can undo or redo your last actions. To do so, choose  Edit Undo or  Edit Redo , or in the toolbar choose (Undo: Change) or (Redo: Change). For more information, see Undo or Redo Actions.

Refresh Workplace

To display the current planning situation including the latest changes, refresh the workplace by choosing  Edit Refresh or (Refresh).

Change Planning Horizon

To change the planning horizon for resources or demands, choose  Edit Change Period or (Change Period). For more information, see Planning Horizon.

Show and Hide Organizational Levels Manager

To show and hide the resource planning structure, choose  Edit Organizational Levels Manager or choose (Organizational Levels Manager) from the toolbar.

Switch Between Demand and Resource Display

To plan resources, choose the resource display. To check open demands and execute assignments, switch to the demand display. To do so, choose  Planning Board Display of Demand and  Planning Board Display of Resources .

Alternatively, choose (Display of Resources) or (Display of Demand) from the toolbar.

For more information, see Progress Monitoring. You can also use the display of demand for demand planning under certain circumstances. For more information, see Planning Demands in the Planning Board.

Switch Between Bar Chart and Table-Based Planning

To create assignments using drag & drop and obtain a graphical overview of the bar chart, choose (GANTT Mode). To switch to table-based planning, choose (Table-Based Planning). For more information, see Table-Based Planning.

Call Global Demand Search

If you want to call the global demand search in a new window directly from the scheduler workplace, choose (Global Demand Search). For more information, see Demand Search in the Planning Board and Global Demand Search.

Call Free Employee Search

If you want to call the free employee search in a new window directly from the scheduler workplace, choose (Free Employee Search). For more information, see Employee Search for a Demand and Free Employee Search.

Check Availability

To check the availability for the components of a maintenance order, choose

 Demands Check Availability .

User Parameters

To change the user parameters of the Scheduler Workplace, choose

 Extras Settings . For more information, see User-Specific Configuration.

Technical Data

Customizing information about the profiles and the criteria for splitting the assignment is available at  Extras Technical Information . For more information, see Assignment Split.