Other Features

Grid Filter: This option is provided for each column in the grid. Using these filters, you can filter the data by selecting and clearing the data available in the columns.

Saving Filters: The planner can add a combination of column filters and save the same to the User Settings. For example, if a planner regularly filters data based on the Service Type, ‘001’ and the Activity status ‘Free’ and ‘Released’, these steps are required:

  1. Apply the required column filters on the grid.
  2. In the ‘Filters’ list on the grid toolbar, select Add.
  3. A dialog box is displayed with a list of selected filter columns and the respective values. Specify a filter name and select Add. Saved filters are displayed as menus in the Filters list.

To apply the filter, click the required filter name and the filter is applied to the respective columns of the grid. The filters and the selected filter can also be saved to user settings using the ‘Save Settings’ option. This ensures that the next time the workbench is started, the last selected filter is applied to the grid.

These are the options to manage the filters:

  • Add: A new filter with the specified name is added.
  • Update: The current filter is updated with the latest changes.
  • Remove: The current filter is deleted.

This functionality is available in the grids for Employee Based Planning and for Installation group, Serial based planning or both.

When the filters are applied to the grid, a filter icon is displayed on the Filters on the grid toolbar. This indicates that a filtered set is displayed.

Special Filter for Service Employee and Assignment Line Column: When using the filter for the Service Employee or Assignment Line column, by default, unassigned records are filtered in.

Apply Filter To Gantt: Use this option to apply the data from the grid to the Map and Gantt section of the workbench, and enable you to improve the planning with the limited or filtered data.

Clear Filter: Use this option to clear all the filters applied on the grid. In case, the filter is also applied to the Gantt and map, then this option resets data in all the views to the default state.

Unassign: Use this option to unassign an assigned activity. You can also unassign multiple activities. After the assignment(s) for an activity are unassigned, the assignment(s) are either removed or converted to unassigned activities, only if the activity belongs to the selected department.

Assign/Unassign Counters: The counters display the assigned and unassigned records against the records after filtering.

Sort by Selected Activities: Use this option to group the selected activities.

Skills: Use the Skills option to list the required skills for the selected activity in the grid. Mandatory skills are displayed with a Red asterisk (*).

Select Order Activities: Use this option to select all the activities/assignments that belong to the selected order.

Select Activity Assignments: Use this option to select all the assignments that belong to the selected order-activity.

State Indicators: State Indicators help to easily identify the edit state of activities in the grid, based on different criteria:

  • A modified activity is indicated by an orange diamond icon.
  • A new assignment line added using the Copy/Paste or Drag-and-drop option from the unassigned list to the Gantt chart is indicated by a blue star icon.

The activities are displayed with indicators: