Paint schedules in the Gantt Cart. Edit schedules and transfer workers seamlessly.
Contents
Navigation
Painting Worker Schedules
Painting Absences
Extending Worker Schedules
Deleting Worker Schedules
Transferring Worker Schedules
Painting Schedules on the Jobs Schedules View
Edit Schedule Segment Modal
Related Content
Cursor Tool
Navigation
You can paint schedules in the Workforce or Jobs Schedule views
Navigate to one of these views from the left side navigation
Painting Worker Schedules
Click and drag in the Gantt from the start of the worker schedule until the end date
Whatever date you release the click on will be the last day of the schedule segment
Utilize the Zoom feature on the Gantt charts to paint longer schedules quickly
💡 Note: When painting a schedule for more than 7 days, the default job schedule will be reflected and unworked days will be automatically dropped.
Painting Absences
1. Navigate to the Workforce Schedule view using the left side navigation
2. Click a workers name to expand their worker card
3. Under their job assignements bucket there is an Absences bucket. Click to expand
4. Paint the corresponding absence type for the duration needed in the Gantt Chart
Extending Worker Schedules
1. Navigate the the Workforce or Job Schedule views using the left side navigation
2. Click to expand a worker/job card
3. Click the right or left edge of an existing schedule segment
4. Drag to the right or left to expand the schedule segment
5. Release the click to stop expanding the schedule segment
Deleting Worker Schedules
1. Navigate to the Job/Workforce schedule using the left side navigation
2. Use the Cursor Tool to select the delete cursor
3. Click and drag over the schedule segment(s) you intend to delete
4. Release the click to stop deleting segments
Transferring Worker Schedules
Navigate to the Workforce or Jobs Schedule using the left side navigation menu
Use the Cursor Tool in the upper right and select the transfer cursor
Click to expand a worker/job card
Click and drag across dates in the Gantt when you'd like the worker transferred
Search the drop down menu for the name of the job you're sending them to
Click to make your selection and the worker's schedule will be transferred for that duration
Painting Schedules on the Jobs Schedules View
Navigate to the Jobs Schedule using the left side navigation
Click to expand the job card
Click and drag in the Gantt to start painting a schedule
Release the click to stop painting
🏆 Tip: Use the zoom feature to zoom out and paint longer schedule segments.
Edit Schedule Segment Modal
Navigate to the Workforce/Jobs Schedule
Click to expand the worker/job card
Click a schedule segment to access the Edit modal
Change the start/end date, start time or delete the schedule segment all together