Resource Planning Gantt User Guide

Navigate to the Company level Resource Planning tool.

Click Assignments and select Gantt (Beta).

On the list or Gantt chart, press CTRL/CMD + c on your keyboard to copy.
OR
Right click the item or item bar and select Copy.

Next to the item that was copied, press CTRL/CMD + v on your keyboard to paste.
OR
Right click and select Paste.

Move or edit the item in the following ways:

• Edit from Details

  1. On the list or Gantt chart, right click the item or item bar and select the Edit option.

  2. Edit the information.

  3. Click Update.

• Move to a new category or project using drag and drop.

  1. On the list, click and hold the item. Move it to the desired location using a drag-and-drop operation.

• Move the date on the Gantt chart

  1. On the Gantt chart, click and hold the item.

  2. Move the item to a new date using a drag-and-drop operation.