User guide

Filters and Searching

Filters allow all objects in the schedule to be searched for based on specific sets of criteria. Filters are often used to generate a list of objects that can then...

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Adjusting Zoom & Stretch

Zooming and stretching can help to reduce data clashing, clarify logic relationships, or just better fit the user’s monitor size. The zoom function magnifies or shrinks the canvas proportionally. The...

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Fine-Tuning/Gestural Controls

When working on devices with touchscreens, or if you have to zoom way out for particularly large schedules, using your fingers or the mouse to change dates or durations can be...

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Paste Format

The paste format feature allows you to copy the styling of one object and paste it to another. This includes the positioning of data elements (descriptions, dates, etc.), element displays...

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Repositioning Fields (GEM)

Fields such as descriptions, dates, and float values, also known as data elements, can be repositioned on the canvas to eliminate clashing or simply better coincide with the geometry of...

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Criticality

In GPM (and CPM), the critical path is the longest continuous path to the project completion (or an interim contractual milestone), when anticipating on-time or early completion. If anticipating late...

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Locking Schedule Dates

To prevent unintentional changes to the horizontal positions of objects on the canvas, the Date Lock mode can be used. Date Lock mode prevents any mouse-based changes to horizontal positions of...

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Setting up Swimlanes

Lanes are a way to organize activities visually on the canvas. Lanes can be based on codes and their values or on work breakdown structure headings. Once applied, a lane...

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Locking Relative Positions

Locking is a way to freeze an object relative to other objects. For example, if you have activity A locked on grid 1, B locked on grid 10, and C...

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Running the Engine

When you run an automated layout, every object in the schedule is analyzed, indexed, and placed back on the canvas. This analysis begins by identifying clusters of activities and other...

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