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Viewing Gantt Chart Resource Information - SPD

This document provides steps to view resource information in a Gantt chart. It describes how to navigate to the Gantt chart page, select an organization and plan, view resources by name, and change the display settings and scale to view time-phased resource requirements and usage. The Gantt chart provides a graphical view of plan activities and resource allocation over time.

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Larry Sherrod
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0% found this document useful (0 votes)
42 views39 pages

Viewing Gantt Chart Resource Information - SPD

This document provides steps to view resource information in a Gantt chart. It describes how to navigate to the Gantt chart page, select an organization and plan, view resources by name, and change the display settings and scale to view time-phased resource requirements and usage. The Gantt chart provides a graphical view of plan activities and resource allocation over time.

Uploaded by

Larry Sherrod
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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System Process Document

Viewing Gantt Chart Resource Information

Department
Responsibility/Role
File Name 27637856.doc
Revision
Document Generation Date 15/01/2010 15:50:00
Date Modified 1/15/2010 03:50:00 PM
Last Changed by
Status

Viewing Gantt Chart Resource Information


Trigger:

Concept

In this topic, you will view Gantt chart resource information. 

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Viewing Gantt Chart Resource Information

Procedure

Step Action
1. Begin by navigating to the Gantt Chart page.

Click the Workbench link.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
2. Use the Organizations page to select an instance:organization.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
3. Find organization TST:PR1 TST:PR1.

Click the vertical scrollbar.

Step Action
4. Click the TST:PR1 TST:PR1 list item.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
5. Click the OK button.

or Press [Alt+O].

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
6. Click the Plans tab.

Step Action
7. Use the Navigator page, Plans tab to view and act on results from the
material/capacity plan.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
8. Click the View By list.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
9. Click the Resources list item.

Step Action
10. Click the Plans tree item.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
11. Click the CONST1 tree item.

Step Action

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
13. Find resource C-PACK1.

Click the vertical scrollbar.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
14. Click the C-PACK1 tree item.

Step Action
15. Right-click the C-PACK1 tree item.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
16. Click the Resources menu.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
17. Click the Gantt Chart menu.

Step Action
18. Use the Gantt Chart page to view a time-phased graphical picture of plan
activities.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
19. Click the Detail list.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
20. You can select a set of preferences to control operation of the Gantt chart.

Click the Detail list.

Step Action
21. Click the Tools menu.

or Press [Alt+T].

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
22. Click the Preferences menu.

or Press [S].

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
23. Use the Preferences page to view and set Gantt chart preferences.

Step Action
24. Click the Gantt tab.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
25. Click the View Type list.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
26. Click the Resource Activities list item.

Step Action
27. Use the Preferences page, Gantt tab to view Gantt Chart preference sets.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
28. Click the View Type list.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
29. Click the Resource Hours list item.

Step Action
30. Click the View Type list.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
31. Click the Resource Units list item.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
32. Click the Close object.

Step Action
33. Click the titlebar.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
34. Point to the time-phased resource requirement object.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
35. Use the pop-up resource tool tip to view information about the resource
requirement.

Step Action
36. Right-click the C-PACK1 cell.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
37. View the right-click menu options.

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Viewing Gantt Chart Resource Information

Step Action
38. Click the titlebar.

Step Action
39. You can change the scale of the time-phased buckets.

Right-click an entry in the time line row.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
40. View the time line display options.

Click the Zoom menu.

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Viewing Gantt Chart Resource Information

Step Action
41. View the time line zoom display options.

Click the Days menu.

Step Action
42. Click the 3 menu.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
43. The time-phased display has zoomed in to a three-day period.

Point to the 6215 object.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
44. Click the Resource - Activities list.

Step Action
45. Click the Resource - Hours list item.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
46. View the Resource - Hours right-pane view.

Right-click the C-PACK1 cell.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
47. View the right-click options for the Resource - Hours view.

Click the titlebar.

Step Action
48. Click the Resource - Hours list.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
49. Click the Resource - Units list item.

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Viewing Gantt Chart Resource Information

Step Action
50. Right-click the C-PACK1 cell.

Step Action
51. View the right-click options for the Resource - Units view.

Click the titlebar.

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
52. Enter the desired information into the Go to: field. Enter "03".

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
53. Double-click in the Go to: field.

Step Action
54. Enter the desired information into the Go to: field. Enter "10".

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
55. Press [Enter].

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System Process Document
Viewing Gantt Chart Resource Information

Step Action
56. The time-phased display moves to the date in the Go to: field.

Step Action
57. You have successfully viewed Gantt chart resource information.
End of Procedure.

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