User manual

Plan User Manual
Page 14 of 21
Depending upon the zoom factor the time axis may show the years, months, weeks, days or
hours. There is a maximum and minimum limit by which the display can be zoomed in or out
in this way.
A button on the toolbar alters the zoom factor to best display the current task.
There are a number of preference settings controlling the appearance of the Gantt chart. One
option controls whether one or two bars are displayed for each task (“Saved bars in Gantt”
setting). If two bars are displayed then the lower bar indicates the start and end dates from the
saved fields. The saved start and end fields should normally be set when the original project
plan has been established and may be used to compare the original planned dates with the
latest calculated dates.
Depending upon the preference setting “Gantt holiday shading” the holidays associated with
each resource may or may not be shown on the Gantt chart at various scales. For fast shading
ensure that the “Standard resource” setting rather than “Resource specific”.
Task fields (resources, start, end,...) may optionally be displayed to the left or right of each
task bar in the Gantt chart. The field to be displayed is controlled from the “Gantt text…”
options in the preferences dialog.
Resource view
The resource view shows the following fields for each resource:
 Initials. Abbreviated resource name (8 characters max.) which is used for display and
selection in views and dialogs. This must be unique.
 Full name. Long resource name.
 Max units. Number of individuals the resource represents, use 1 to represent a single
person, a value greater than one to represent a pool or group of resources.
 Email. Email address for the resource. This is used for reference purposes only.
 Group. Group resource belongs to. This is used for reference purposes only.
 Code. A code associated with the resource. This is used for reference purposes only.
 Charge/h. The cost of the resource per hour of work done. Used in calculating task costs.
 Charge/use. The fixed cost of the resource for each resource assignment. This is a one
off cost per task the resource is assigned to regardless of task duration.
 Text1 – Text5. Freeform text associated with the resource
 Number1 – Number5. Freeform values associated with the resource
 Note. Freeform note associated with the resource.
In the resource view each resource is shown on a separate line of the display. One of the
resources on the screen will be highlighted and is referred to as the current resource. Single
tap to select a resource, double tap to edit a resource. If there are more resources than will fit
onto the screen then use the scrollbar to scroll the display. Use the horizontal scrollbar to
scroll the view left and right.
Use the zoom options on the “Edit” menu to control the font size of the resource, task list and
Gantt views.
Holiday view
The resource holiday view displays a half year view indicating the holidays for the current
resource. Holidays are indicated by a grey filled square. When calculating task end times, or
work, a resources holidays will be taken into consideration.