Using the Resource Gantt Chart on a Web Client

If you are running the Resource Gantt Chart on a Web 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 Gantt Data dialog box is displayed.

  1. To display all resources, select All Resources.

    To select a specific resource list to display, clear the All Resources check box to enable the Selection Name field. Select a resource list.

    To create a new list of resources that will be included in the Selection Name field:

    • Click Selections to display the Resource Gantt Chart Selections form.
    • Click the New button in the tool bar.
    • Specify a name for your new selection.
    • In the Resources grid, click and select a resource to include in your list. Specify a sequence number for it.
    • To add more resources, click the New button in the tool bar. Use the Up and Down buttons to move the resources up and down in the list.
    • When all the resources you want to display are added to the list, save your changes and close the form.
    • In the Select Gantt Data form, select your new list in the Selection Name field.
  2. In the Alternative field, accept the default of zero to work with the production data, or select an alternative plan number.
  3. In the Start Date and End Date fields, define the date range for which chart data is loaded. The planning or scheduling horizon dates are used as the defaults.
  4. In the Customer, Item, Material, and Shift fields, accept the default selections, which were specified on the Resource Gantt Chart Selections form, or specify new records.
  5. Click OK to populate the Gantt Chart with the selected data.
  6. 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, click the Select Data icon in the top left corner of the chart.
    • To change display options, click the Options icon in the top left corner of the chart. 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.
    • To change the time scale of the chart, use the Zoom In and Zoom Out icons in the top left corner of the chart.
  7. 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 to the chart, click the Edit Highlights icon in the top left corner of the chart, and select the highlight name.

    To create and apply a new highlight:

    1. Click the Edit Highlights icon in the top left corner of the chart and select Edit. The Gantt Highlights form displays.
    2. Click the New button in the tool bar to add a highlight.
    3. Specify the highlight name.
    4. Click in the grid to add a criterion (rule) for applying color to a bar. A criterion consists of: sequence, type, comparison operator, value, and optional substring comparison settings.
    5. 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:

      • Type
      • Comparison
      • Value
      • Compare Substring
      • Starting Character
      • Length of Comparison
    6. Select Must meet all criteria if all the listed criteria must be met in order for a bar to be highlighted in the chart. If this field is not selected, only one or more criteria in the list must be satisfied.
    7. Click the color box to display the standard color dialog box, where you can select a color. This color is used as the highlight color for a bar that meets the specified criteria.
    8. Use the Up and Down buttons to change the sequence of the criteria.
    9. Save your changes and close the form to return to the Resource Gantt Chart form.
    10. To apply your new highlight, select the name of your highlight from the Highlight right-click menu option.
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