Using the Resource Gantt Chart on a Windows Client

If you are running the Resource Gantt Chart on a Windows client, follow these steps to specify which resources you want to analyze, and to change your display options.

When you open this form, the Select Data dialog box is displayed.

  1. To display all resources, select All Resources, or select a resource list to display.
    To create a new list of resources:
    • Click Add. A list of resources is displayed in the Add a Resource Selection dialog box.
    • Specify a name for your new list.
    • To add a resource to your list, select it and click >.
    • When all the resources you want to display are added to the list, click OK to return to the Select Data dialog box.
    • Select your new list.
  2. In the Alternative field, accept the default selection of zero to work with the production data, or select an alternative plan number.
  3. Define the Gantt chart horizon in the Start and End date fields.
  4. Click OK to populate the Gantt Chart with the selected data.
  5. Use these options in the chart:
    • To edit an existing list in the Select Data dialog box, select the list, click Edit and follow the steps above. To delete a list, select it and click Delete.
    • To change the list of displayed resources in the Resource Gantt Chart at any time, right-click anywhere in the chart and choose Select Data... from the menu.
    • Right-click anywhere in the Gantt chart display to change display options. You can change these options:
      • Secondary Selection: Use this option to indicate the type of logic used when you select a particular bar in the display.
        • None (the default value): Shows only the selected utilization bar in yellow.
        • Same Operation: Shows all operations working on the same load. This option is useful if the operation is interrupted due to a shift change and the load is reallocated to another resource. All utilization bars for this operation/load are shown in yellow.
        • Same Job: Shows all utilization bars for the same demand (job, production schedule, MPS order, planned order, etc.) in yellow.
      • Bar Text: Use this option to change the text that is displayed on the utilization bars. By default, the job number displays on the bar. You can display the operation number, the item number, or no text.
      • Time Scale: The data is displayed in a one-hour granularity.
      • Highlight: Display all utilization bars that meet specified criteria in a specific color. For example, you can color red all bars associated with late jobs or color blue all bars for a large job quantity. See the next section for more information.
  6. Use highlighting to color all chart bars that meet specified criteria. For example, you can color red all bars associated with late orders or color blue all bars for a large order quantity.

    To apply an existing highlight:

    1. Right-click anywhere in the Gantt chart and select Highlight. The Edit Highlights form displays.
    2. Select the highlight,then click OK.
    To create and apply a new highlight:
    1. Right-click anywhere in the Gantt chart and select Highlight. The Edit Highlights form displays.
    2. Click Add to open the Add a Highlight form.
    3. Specify the highlight name.
    4. Click the Add button. The Add a Criterion form displays.
    5. Enter a criterion (rule) for applying color to a bar. A criterion consists of: type, comparison operator, value, color, and optional substring comparison settings.

      Criteria are rules associated with a highlight on the Resource Gantt Chart. You can add multiple criteria to a highlight. Therefore, for the graphical bar to be colored according to the highlight, the resource must meet the highlight's various criteria.

      Complete these fields; see the description of each field for more information):

      • Type
      • Comparison
      • Value
      • Color
      • Compare Substring
      • Starting Character
      • Length of Comparison
    6. Click OK until you return to the Resource Gantt Chart form.
    7. To apply your new highlight, select the name of your highlight from the Highlight right-click menu option.
    For data items that are text strings, you can select the option to compare a subset of the string. You can also specify the color to apply to bars for which the comparison is true. If a highlight includes multiple criteria and all criteria must be true for a bar to be colored, you define the color in the Add Highlights dialog box.
    For example, if bars associated with orders for more than 20 units are to be colored blue, the rule would have the type Order Size, the comparison operator ">", and the value 20.
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