Graphical Project Planning

The Graphical Project Planning page uses color coding to show project planners start and end dates for planned job lines, as well as any dependencies between them.

The Graphical Project Planning page can be accessed two ways:

  • To show planning information for all projects, use Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter Graphical Project Planning, and then choose the related link.
  • To show project planning information per job, open the Job Card. In the Job Card, choose Job > Graphical Project Planning.

Chart Layout

The left pane shows the job and related process planning lines or job schedule entries. The right pane shows the corresponding job line processes as well as any dependencies between the job lines.

Note

If no resource planned hours or scheduled hours have been processed, then the Start and Finish dates in the Planning Process page are used in the right pane.

In the Zoom to ... drop-down, choose the Month or Week option to better see milestones at the top.

Context Menus

On both sides of the chart, context menus can be opened to provide additional information about the job or process planning line. Tap and hold (or right-click) the job or process planning line to open the context menu.

For detailed information about these menu items, see Job Planning and Resource Planning in the cc|project Help.

  • For the jobs:

    • The Job Card menu item opens the related Job Card.
    • The Job Team menu item opens the related Job Team page.
    • The Job Planning Setup menu item opens the Job Planning Setup page.
    • The Job Planning and Processing menu item opens the Job Planning and Processing page, which focuses on all operative processes for planning, purchasing, and project delivery.

  •  For the project planning lines:

    • The Job Card menu item opens the Job Card of the job corresponding to the selected project planning line.
    • The Job Line Process menu item opens the Job Position Card which provides a card view of all the information in the Job Planning and Processing page for the selected project planning line.

  • For the dependencies:

    • In the right-pane, lines connecting the planning lines indicate dependencies. In the context menu, choose the Delete Dependency menu item to delete dependencies as needed.

Tooltips

The right-pan includes tooltips, which shows the related job number and the start and end of the planning line as well as assigned resources. To view a tooltip, tap (or hover over) an entry.

Usage

The Graphical Project Planning page provides a wide-range of information about project planning. It can be used as a general overview but also allows you to move planning lines to different times as well as add or remove dependencies. When these changes are made, the project planning logic updates the planning lines in COSMO Project.

To move planning lines

Planning lines can only be moved horizontally within the entry. You cannot move a planning line to another area in planning.

  • To move an entire line to another date, tap and hold (or click) the line and move it forward or backward to a new date.
  • To move a start or end date of a planning line, tap and hold (or click) the front or end of the line and extend or shorten the time frame.

To add or delete dependencies

Dependencies are the vertical lines connecting the planning lines.

  • To add a dependency, tap and hold (or click) the process line and then move to another process line. A new will show the connection between the lines.
  • To delete a dependency, tap and hold (or click) a dependency line and then choose Delete Dependency.