Function Toolbar

The function toolbar gives you easy access to the core utilities you may want to use while accessing the Gantt chart.

The Function Toolbar is a quick way to utilise some of the Gantt Chart’s functionality.

Add

This menu allows you to add tasks and projects along with importing tasks. See Add Options for more.

Edit

Select a task and click the edit icon to edit the task in-line without the need to access Full Task Details. See Editing Tasks In-Line for more.

Delete

Click the delete icon to delete selected tasks. See Multi-Delete Options for more.

Copy Task List to Clipboard

Click the copy icon to copy all rows within the Gantt (including headers) to your clipboard. 

Restore Point

Check out this article on Rollback Changes to find out more about the restore point.

Restore Point

Expand All Mother Tasks Allows you to expand all mother tasks to show sub tasks. 

View Programme Structure Allows you to show all projects. 

View Full Structure Allows you to expand all projects. 

Show/Hide Archived Projects Allows you to toggle whether you wish to show projects which have been archived.

Collapse to Top Level

Collapses all tasks so that only the top-level tasks are visible.

Filter

Check out this article on Filtering to find out more.

Views

Here you can select, save and manage existing views.

Status Date

Check out this article on Status Date to find out more.

Zoom/Options

Depending on the timeline of your project, the Gantt bars may stretch out beyond the visible screen. 

Here you can change the display to Days, Weeks, Months, etc. 

Quarter and Yearly views are useful when viewing the timeline for a program of work that stretches over many years, daily is best for short projects or where you are focused on just one part of the plan. 

Check out this article on Baselines to find out more.

Export

Check out this article on Exporting to find out more.

Tooltips

Here you can toggle tooltips. When tooltips are switched on, you are given extra information about a task when you hover over it.

Transfer to Resource Demand

Clicking this button will display a modal allowing the user to select whether to delete all existing demand and from what period to apply the new demand:

Skill requirements can only be transferred to SCM from the current month forward. Skills assigned

to tasks in prior periods are not transferred.

The Star button will be styled differently depending on whether the skill demand in the schedule is in sync with the resource demand in SCM. The star will be just an outline when the skill demand is in sync. When it is not in sync, the start will be a solid colour to indicate to the user that they have a mismatch.