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 assignments 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