Drag and Drop in Daily plan

The Drag and Drop functionality in the Daily Plan form allows you to simply add operations and workers to the daily plan .

Operations and employees can be added using Drag and drop from forms Operations and Employees respectively.  They can be added to Daily plan in the Table View.

Start time and duration of the task can be changed using drag and drop in the Calendar tab.

1. Drag and drop in Table view tab

1.1. Adding operations to the daily plan

In the Table view tab you can add operations to the resource by opening Operations form that contains operations of a selected work order, selecting the desired operation and dragging it to the desired resource using the Drag and Drop method.

WARNING If you try to add an operation to the resource that is not defined for that operation, a warning is shown: Resource is not defined on operation. Do you want to edit Resource norms on operation? By clicking Yes, you open the Enter Resource Norm form where you can define additional resources and other data for the operation. By clicking No, resource will not be defined for the operation, but operation will still be added to the resource. By clicking Cancel, the operation will not be added to the resource.

1.2. Adding workers to the daily plan

Workers can added to the operations on the daily plan. You can add one or more workers by selecting the desired worker from Employees form and dragging it to the desired operation on the daily plan using Drag and Drop method. 

2. Drag and drop in the Calendar tab

In the Calendar tab the start time and duration of the operation (task) can be changed by moving the operation block or stretching/reducing it. You can also change the resource of the operation.

2.1. Changing the duration

The duration can be changed by clicking on the left (change start time) or right (change end time) side of the block in the Schedule view or upper (change start time) or lower (change end time) side of the block in the Daily view and dragging it to desired length.

2.2. Changing the time and resource

You can change the start time of the operation or resource by simply selecting the operation and dragging it to desired time or resource on the calendar. 

Warning If the resource is not defined for operation, same condition apply as described in the section 1.1. Adding operations to the daily plan of this chapter.

Warning You cannot change the time of the operation outside the time of the shift defined in the daily plan.