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Vulcan Gantt Scheduler Tutorial
Vulcan Gantt Scheduler Tutorial
Note This section contains information about the Vulcan Gantt Scheduler application. For more information about the Gantt options in Envisage, see the Gantt section of the
documentation.
Overview
This section provides an overview of the Vulcan Gantt Scheduler feature.
Home Tab
The Home tab of the Gantt Scheduler interface includes options for creating, modifying, and aligning activities displayed in the Gantt chart.
Precedences Tab
The Precedences tab includes options for creating, modifying, and removing precedences, as well as creating, selecting, and managing precedence groups.
Resources Tab
The Resources tab includes options for allocating, applying, and leveling resources and modifying resource settings.
Setup Tab
The Setup tab includes options for modifying settings, periods, and summary reports.
View Tab
The View tab includes options for viewing activities in Envisage as well as filtering, grouping, and sorting activities.
Keyboard Shortcuts
This topic includes a list of keyboard shortcuts for the Vulcan Gantt Scheduler.
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The main component of the Gantt Scheduler is the Gantt chart type display which includes a data side and a bar chart side. It allows users to define activities (tasks), which are in
general related to 3D graphical representation of mine entities. Activities are assigned start and end dates for completion as well as precedence information from other 3D activities
or types of activities for the same 3D representation. Those activities will have a series of associated fields with information that will be used in order to drive the schedule and for
reporting purposes. Users will be able to create new fields with derived information.
Requirements
n You must have Vulcan installed on your computer and Envisage must be open in order to use the Gantt Scheduler.
n You must have a valid Gantt Scheduler license for Vulcan. If the Gantt menu option is not displayed in Envisage, contact your local Maptek office to obtain a license for the
Gantt Scheduler.
n You must have Java installed on your computer to use the Gantt Scheduler. If you do not have Java installed already, you can download the latest version at www.java.com.
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Home > Vulcan Gantt Scheduler > Opening the Gantt Scheduler
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Following are instructions on how to open the Gantt Scheduler from within Envisage.
Instructions
In Envisage, on the Gantt menu, click Open to open the Gantt Scheduler application and display the Vulcan Gantt Scheduler interface.
For more information about the Gantt options in Envisage, see the Gantt section of the documentation.
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The Gantt Scheduler interface is comprised of several sections, including the ribbon and tabs, the Gantt Chart area, the Summary Report area, the Notification Center area, and the
Quick Access Toolbar.
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Home > Vulcan Gantt Scheduler > Gantt Scheduler Interface > File Menu and Application Options
Click Options on the File menu to display the Options panel to set application preferences such as language, scheduler start date, and date and time formats.
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Menu Options
New
Open
Click Open to open an existing project. You can also open a project by clicking on the file name in the Recent Projects column.
Save
Save As
Click Save As to save the project that is currently open with a different name.
Options
General
Language
Scheduler
Start for new activities
Select Project Start Day or Current Day to specify what the default start day should be for new activities.
Date/Time Format
Format
Layout
Overwrite project layout
Select this check box to overwrite the default project layout with the current layout.
Save Layout
Click Save Layout to save the current layout as the default layout for the project.
Automatic Backup
Number of backups
Backup every
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The Gantt Scheduler interface includes a Quick Access Toolbar along the top title bar of the interface. The Quick Access Toolbar includes shortcuts for the Copy and Paste options.
You can also customize the toolbar or use it to minimize the ribbon.
Click the drop-down arrow icon and click Show Below the Ribbon to move the Quick Access Toolbar below the ribbon. To move it back above the ribbon, click the drop-down
arrow icon and click Show Above the Ribbon.
Click the drop-down arrow icon and click Minimize the Ribbon to hide the icons and labels on the ribbon. When the ribbon is minimized, only the tab names will display. To
display the ribbon, click the drop-down arrow icon and click Minimize the Ribbon again.
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Home > Vulcan Gantt Scheduler > Gantt Scheduler Interface > Ribbon and Tabs
Alternatively, you can right-click on an activity in the Gantt Chart window to view the options for that activity or use keyboard shortcuts for some options.
For information about the options on each tab of the Gantt Scheduler, see the following topics:
n Home tab
n Precedences tab
n Resources tab
n Setup tab
n View tab
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Home > Vulcan Gantt Scheduler > Gantt Scheduler Interface > Gantt Chart Window
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Home > Vulcan Gantt Scheduler > Gantt Scheduler Interface > Summary Report Window
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Home > Vulcan Gantt Scheduler > Gantt Scheduler Interface > Notification Center Window
n Select which notification types to display from the Show drop-down list.
n Click Clear to clear all notifications from the list.
n Click the Save icon to save all displayed notifications to a text file.
n Click the Expand and Collapse icons to view more or less information about a notification.
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Home Tab
The Home tab of the Gantt Scheduler interface includes options for creating, modifying, and aligning activities displayed in the Gantt chart.
Alternatively, you can right-click on an activity in the Gantt Chart area to view the options for that activity or use keyboard shortcuts for some options.
Clipboard
The Clipboard group on the Home tab includes options for copying and pasting activities in the Gantt Chart window.
Activities
The Activities group on the Home tab includes options for creating, deleting, modifying, and updating activities in the Gantt Chart area.
Bars
The Bars group on the Home tab includes options for splitting bars and removing splits in the Gantt Chart area.
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Clipboard
Home > Vulcan Gantt Scheduler > Home > Clipboard
The Clipboard section of the Home tab includes options for copying and pasting activities in the Gantt Chart window.
Copy activity
Click Copy activity or press Ctrl + C to copy the data values for the selected activity to the clipboard.
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Click Copy with Headers to copy the data values and attribute name of the selected activity to the clipboard.
Paste activity
Click Paste activity or press Ctrl + V to paste the selected activity into the Gantt chart.
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Activities
Home > Vulcan Gantt Scheduler > Home > Activities
The Activities group on the Home tab includes options for creating, deleting, modifying, and updating activities in the Gantt Chart window.
Note: You must set up attributes prior to creating activities. See the Attributes topic for more information.
New
Click New or press Shift+A to add a new activity. The Activity Information panel displays.
Delete activity
Click Delete activity or press Ctrl+D to delete an activity.
Properties
Click Properties or press F4 to view the activity properties on the Activity Information panel.
Update Activities
Click Update Activities or press Ctrl+U to update activities with Envisage data. The Updating activities progress bar displays in the bottom right corner of the Gantt Status Bar to
indicate the progress of the update.
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Activity Information
Home > Vulcan Gantt Scheduler > Home > Activities > New
Use the Activity Information panel to add and modify activity information. This panel includes general activity information as well as information about precedences, scheduling
constraints, and resource allocation and rates.
Note You must set up attributes prior to creating activities. See the Attributes topic for more information.
Tutorials
Click to read the Creating Activities and Viewing and Interacting with Activities tutorials.
Instructions
On the Home tab, in the Activities group, click New to create a new activity, or Properties to view the properties of an existing activity.
This panel has two tabs: the General tab and the Resources tab.
General Tab
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General
This section includes general information about the activity and its progress.
Name
Is summary
Start
End
Work
Percent Completed
Enter the percentage of work that has been completed for the activity.
Priority
Predecessors
This section displays information about any predecessors that are linked to the activity. For more information about precedences, see Precedence Information.
Predecessor
Type
Select whether the activity should be linked to the start or finish of the predecessor. You may select Start to Start, Finish to Finish, Start to Finish, or Finish to Start.
Lag
Enter the number of days that must separate the activity from the predecessor.
Successors
This section displays information about any successors that are linked to the activity. For more information about precedences, see Precedence Information.
Successor
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Type
Select whether the activity should be linked to the start or finish of the successor. You may select Start to Start, Finish to Finish, Start to Finish, or Finish to Start.
Lag
Enter the number of days that must separate the activity from the successor.
Scheduling Constraint
This section specifies any scheduling or time constraints for the activity.
Constraint type
Select a scheduling constraint type to indicate how early or late the activity can start or finish. You can specify whether the activity must start or finish on/before/after a specific
date, or you can specify that the activity should begin as soon or as late as possible.
Constraint date
Select a date to correspond with the Constraint type you selected. This box is disabled if you select As Soon As Possible or As Late As Possible as the Constraint type.
Resources Tab
Resource Allocation
This section includes any resources that are allocated to the activity. For more information about resource settings and allocation, see Resources and Allocate Resources.
Resource
Select the name of the resource from the list. For more information about adding or modifying resources, see Resource Settings.
Rate
Rate
This section indicates the rate of the resources that are allocated to the activity.
Activity rate
Displays the sum of the rates from all resources that are allocated to the activity.
Source
Current rate
Displays the current rate of the source selected from the Source list.
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Bars
The Bars group on the Home tab includes options for splitting bars and removing splits in the Gantt Chart area.
Split
Use the Split option to split an activity by date, number of days, or percentage.
Remove Split
Use the Remove Split option to remove a split from an activity.
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Home > Vulcan Gantt Scheduler > Home > Bars > Split
Split Activity
Use the Split Activity panel to split an activity by date, number of days, or percentage.
Instructions
In the Gantt Chart area, click on the bar that represent the activity that you want to split, then on the Home tab, in the Bars group, click Split to display the Split Activity panel.
You can split the activity in one of three ways: by date, number of days, or percentage. When you modify one number or date on the panel, the others will adjust according to you
value you entered.
To split the activity at a specific day, enter a date and time or click the arrow icon to select the date from the calendar.
To split the activity by number of days, enter the number of days into the activity that the split should occur.
To split the activity by percentage, enter the percentage of time into the activity that the split should occur.
Examples:
You have an activity that you want to split in half. The activity is scheduled for 30 days from July 1st to July 31st.
l To split the activity by date: Enter or select July 15th in the date format from your preferences (such as 07/15/2014 or 15/07/2014).
l To split the activity by number of days: Enter 15.
l To split the activity by percentage: Enter 50.00%.
l Click on the bar in the Gantt Chart area, then on the Home tab, in the Bars group, click Remove Split.
l Click on the bar in the Gantt Chart area, then press Ctrl+J.
l Right-click on the activity's bar in the Gantt Chart area and click Remove Split.
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Remove Split
Use the Remove Split option to remove a split from an activity.
Instructions
You can remove a split in three different ways:
n Click on the bar in the Gantt Chart area, then on the Home tab, in the Bars group, click Remove Split.
n Click on the bar in the Gantt Chart area, then press Ctrl+J.
n Right-click on the activity's bar in the Gantt Chart area and click Remove Split.
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Precedences Tab
The Precedences tab includes options for creating, modifying, and removing precedences, as well as creating, selecting, and managing precedence groups.
Alternatively, you can right-click on an activity in the Gantt Chart window to view the options for that activity or use keyboard shortcuts for some options.
Gantt Manual
The Gantt Manual group is located on the Precedences tab and includes options for creating and removing manual precedences, as well as viewing manual precedence properties.
Envisage Spatial
The Envisage Spatial group is located on the Precedences tab and includes options for creating, editing, and removing spatial precedence rules.
Precedence Group
The Precedence Group group is located on the Precedences tab and includes options for adding and managing precedence groups as well as selecting current precedence groups.
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Gantt Manual
Home > Vulcan Gantt Scheduler > Precedences > Gantt Manual
The Gantt Manual group is located on the Precedences tab of the ribbon in the Gantt Scheduler. It includes options for creating and removing manual precedences, as well as
viewing manual precedence properties.
Create
Click Create to display the Allocate Precedence Group panel to create a new manual precedence.
Remove
Click Remove to remove a manual precedence.
Properties
Click Properties to view precedence properties. The Precedence Properties panel displays.
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Home > Vulcan Gantt Scheduler > Precedences > Gantt Manual > Create
Create
Use the Create option to create a new manual precedence between activities.
Tutorial
Click to read the Creating Precedences tutorial.
Instructions
If you want to add the activities to an existing precedence group, select the group name from the Current Group list in the Precedence Group group of the Precedences tab. If a
group is selected, the new precedence will automatically be added to that group.
If you do not have a group selected in the Current Group list, the Allocate Precedence Group panel displays.
Group
Type or select a precedence group name in the box and click OK. If you enter a new group name, the new group will be displayed in the Current Group list and on the
Precedence Group Manager panel.
A precedence is then created between the activities you specified, and the precedence is added to the selected group.
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Home > Vulcan Gantt Scheduler > Precedences > Gantt Manual > Properties
Properties
Use the Precedence Information panel to display and modify information about a selected precedence.
Instructions
On the Precedences tab, in the Gantt Manual group, click Properties, or right-click on a precedence arrow in the Gantt Chart area and select Properties to display the
Precedence Information panel.
Precedence
Predecessor Activity
Successor Activity
Lag
Enter the number of days that must separate the activities in the precedence.
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Type
Select whether the precedence should be linked to the start or finish of the predecessor and successor activities. You may select Start to Start, Finish to Finish, Start to
Finish, or Finish to Start.
Example:
Activity A and Activity B are linked together with a precedence. Activity A must be completed before Activity B can begin. You want to wait three days after completing Activity A
before starting Activity B.
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Home > Vulcan Gantt Scheduler > Precedences > Envisage Spatial
Envisage Spatial
The Envisage Spatial group is located on the Precedences tab of the ribbon in the Gantt Scheduler. It includes options for creating, editing, and removing spatial precedence rules.
Spatial Precedences
Use the Spatial Precedences option to create, edit, or remove precedence rules for spatial precedences.
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Home > Vulcan Gantt Scheduler > Precedences > Envisage Spatial > Spatial Precedences
Spatial Precedences
Use the Spatial Precedence Rules panel to create, edit, or remove precedence rules for spatial precedences.
Instructions
On the Precedences tab, in the Envisage Spatial group, click Spatial Precedences to display the Spatial Precedence Rules panel.
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Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
General
Name
Description
General
Name
Description
Activities Filter
Predecessor Activities Filter
Search Criteria
Predecessor Point Selection
Select Start Point, End Point, or Closest Intersection to indicate the method of point selection of the predecessor.
Optional Offset
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Enter a value for the offset and then select the unit of measure from the list. The closest intersection and optional offset allow the Gantt bars to be split and precedences
created between parts of activities. The optional offset only works for design data and is in reference to the nominated point (start, end, or closest intersection).
Select Start Point or End Point to indicate the method of point selection of the predecessor.
Optional Offset
Enter a value for the offset and then select the unit of measure from the list. The closest intersection and optional offset allow the Gantt bars to be split and precedences
created between parts of activities. The optional offset only works for design data and is in reference to the nominated point (start, end, or closest intersection).
Precedence Creation
Closest (Single) or All (Multiple)
Precedence Lag
If there is a lag between the predecessor and successor, enter the time and select the unit of measure from the list.
Apply Rule
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Precedence Group
Home > Vulcan Gantt Scheduler > Precedences > Precedence Group
The Precedence Group group is located on the Precedences tab of the ribbon in the Gantt Scheduler. It includes options for adding and managing precedence groups as well as
selecting current precedence groups.
Group Manager
Click Group Manager to display the Precedence Group Manager panel to add, edit, and remove precedence groups.
Current Group
Select a precedence group from the drop-down list to set it as the current group.
New Group
Click New Group to display the Allocate Precedence Group panel to create a new precedence group.
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Home > Vulcan Gantt Scheduler > Precedences > Precedence Group > Group Manager
Group Manager
Use the Precedence Group Manager panel to add, edit, and remove precedence groups.
Instructions
On the Precedences tab, in the Precedence Group group, click Group Manager to display the Precedence Group Manager panel.
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Groups
Adding and Defining a New Precedence Group
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
General
Name
Description
Properties
Is Current
Select this check box to make this precedence group the current group.
Applied
Select this check box if you want the precedences from this group to be applied. Clear this check box if you do not want the precedences from this group to be applied.
Line Style
Select a line style for the precedence. This line style will be used for the precedence in the Gantt Chart area.
Line Color
Select a color for the precedence. This line color will be used for the precedence in the Gantt Chart area.
Precedences
Remove Selected
Highlight activities in the list and then click Remove Selected to remove the activities from the precedence group.
Predecessors
Successors
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Lag [Day]
Type
Source
Displays the source of the precedence, such as whether the precedence was created in the Gantt Scheduler or in Envisage.
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Home > Vulcan Gantt Scheduler > Precedences > Precedence Group > New Group
New Group
Use the Allocate Precedence Group panel to create a new precedence group.
Instructions
On the Precedences tab, in the Precedence Group group, click New Group to display the Allocate Precedence Group panel.
New Group
Enter a group name in the field and click OK. The new group will be displayed in the Current Group list and in the Group Manager.
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Resources Tab
The Resources tab includes options for allocating, applying, and leveling resources and modifying resource settings.
Alternatively, you can right-click on an activity in the Gantt Chart area to view the options for that activity or use keyboard shortcuts for some options.
Resources
The Resources group includes options for managing and allocating resources.
Resource Leveling
The Resource Leveling group includes options for managing leveling and resource rates.
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Envisage Maptek
Resources
The Resources section of the Resources tab includes options for creating, modifying, deleting, and allocating resources.
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Settings
Click Settings to display the Resources panel. This panel has options to add, modify, or remove resource definitions.
Allocate resources
Click Allocate resources display the Allocate Resources panel. This panel includes options for allocating resources to selected activities.
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Home > Vulcan Gantt Scheduler > Resources > Resources > Settings
Resource Settings
Use the Resources panel to add, modify, or remove resource definitions.
Instructions:
On the Resources tab, in the Resources group, click Settings to display the Resources panel.
Resources
Adding and Defining a New Resource
Modifying a Resource
Copying a Resource
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Removing a Resource
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Moving a Resource
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
General
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Name
Description
Calendar
Modify
Rate
Default Rate
Enter the default rate for the resource. This rate applies to all activity types for the resource. If you make changes to this value, click Apply rate to apply the rate change.
Select this check box to use different rates for different activity types. If you select this option, you can specify a rate for different activity types by selecting the activity type
from the Activity Type list and entering a rate in the Rate box. If you do not specify a rate for an activity type, the default rate will be used for that activity type. The Unit box
displays the unit type for that activity type.
Capacity
Default capacity
Enter the default capacity for the resource. This capacity applies to all days for the resource.
Select this check box to use different capacities on different days. If you select this option, you can select a start date for the capacity in the Start column and enter the
capacity in the Capacity column. This capacity will apply until the next specified start date in the list. If you do not specify a rate for a date, the default capacity will be used for
that date.
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Home > Vulcan Gantt Scheduler > Resources > Resources > Allocate Resources
Allocate Resources
Use the Allocate Resources panel to allocate resources to selected activities.
Tutorial
Click to read the Resource Allocation and Leveling tutorial.
Instructions
On the Resources tab, in the Resources group, click Allocate resources to display the Allocate Resources panel.
Resources
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Allocating a Resource
Removing a Resource
Activities
Activity
Allocated Resources
Rate Source
Rate
Rate Source
Select Activity Manual, Resource Default, or Resource Manual, Partial Series, or Partial Parallel as the rate source.
If you select Resource Manual in the Rate Source list, enter a rate for the activity.
Activity %
If you select Partial Series or Partial Parallel in the Rate Source list, enter the activity percentage.
Apply rate
Click Apply rate to save your changes and apply the updated rate source, user-defined rate, and activity percentage to the activities.
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Resource Leveling
Home > Vulcan Gantt Scheduler > Resources > Resource Leveling
The Resource Leveling section of the Resources tab includes options for specifying and applying resource rates and leveling.
Leveling Setup
Click Leveling Setup or press Alt+L to display the Resource Leveling Setup panel. This panel includes options for setting step, date range, priorities, and other options for
resource leveling.
Leveling by Capacity
Click Leveling by Capacity or press Alt+Y to resolve resource over-allocations based on the settings in the Resource Leveling Setup panel.
Tutorial
Click to read the Resource Allocation and Leveling tutorial.
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Home > Vulcan Gantt Scheduler > Resources > Resource Leveling > Leveling Setup
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Leveling Setup
Use the Resource Leveling Setup panel to set step, date range, priorities, and other options for resource levelling.
Instructions
On the Resources tab, in the Resource Leveling group, click Leveling Setup to display the Resource Leveling Setup panel.
Leveling Range
Entire Project
Date Range
Select this option to apply resource levelling only to a specified date range. If you select this option, select the start and finish dates in the Start and Finish boxes.
Activity Prioritization
Type
Select the attribute type by which to prioritize activities from the list.
Ascending or Descending
Select Ascending or Descending to indicate whether the attributes should be sorted in ascending or descending order.
Add
Up
Click the Up icon to move a selected entry up one row in the list.
Down
Click the Down icon to move a selected entry down one row in the list.
Attribute
Mode
Remove
Select this check box if you want to clear previous levelling values.
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Setup Tab
The Setup tab includes options for modifying settings, periods, and summary reports.
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Alternatively, you can right-click on an activity in the Gantt Chart area to view the options for that activity or use keyboard shortcuts for some options.
Settings
The Settings group is located on the Setup tab of the ribbon in the Gantt Scheduler. It includes options for setting general project options as well as creating, modifying, and
removing attributes, activity types, lookup tables, and calendars.
Period
The Period group is located on the Setup tab of the ribbon in the Gantt Scheduler. It includes options for selecting and modifying period definitions.
Summary Report
The Summary Report group is located on the Setup tab of the ribbon in the Gantt Scheduler. It includes options for setting up reports and exporting reports to CSV files.
Formula Editor
Use the Formula Editor panel to assist in creating formulas and expressions for activity attributes.
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Settings
The Settings group is located on the Setup tab of the ribbon in the Gantt Scheduler. It includes options for setting general project options as well as creating, modifying, and
removing attributes, activity types, lookup tables, and calendars.
Project Options
Click Project Options to display the Project Options panel to define options for the current project.
Attributes
Click Setup to display the Attribute Manager panel to add, modify, and remove activity attributes.
Activity Types
Click Activity Types to display the Activity Types panel to add, edit, and delete activity types.
Lookup Tables
Click Lookup Tables to display the Lookup Tables panel to add, modify, or remove lookup table definitions.
Calendars
Click Calendars to display the Calendar Manager panel to define working and non-working times for the project.
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Home > Vulcan Gantt Scheduler > Setup > Settings > Project Options
Project Options
Use the Project Options panel to define options for the current project.
Instructions
On the Setup tab, in the Settings group, click Project Options to display the Project Options panel.
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General
Name
Title
Subject
Category
Company
Mine
Site
Manager
Author
Finish date
Select or enter a finish date for the project. The finish date defaults to the last day of the last scheduled activity.
Schedule from
Select Project Start Date or Project Finish Date to specify how to schedule the project.
Calendar
Select the format for the project duration. You can select Minute, Hour, Day, Week, or Month.
Work format
Select the format for work. You can select Minute, Hour, Day, Week, or Month.
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Home > Vulcan Gantt Scheduler > Setup > Settings > Attributes
Attributes
Use the Attribute Manager panel to add, modify, and remove activity attributes.
For information about attribute default values, see the Default Values for Attributes topic.
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Instructions
On the Setup tab, in the Settings group, click Attributes to display the Attribute Manager panel.
Attributes
Adding and Defining a New Attribute
Modifying an Attribute
Copying an Attribute
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Removing an Attribute
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Note You cannot remove the Activity Name and Priority attributes, nor can you modify their names, descriptions, types, or units.
General
Name
Description
Type
Decimal Places
If you selected Double in as the attribute type, enter the number of decimal places to display for the number.
Units
Enter the unit type. If you select Inherent in the Calculation list in the Data Source section, this box will default to the information specified in the that section.
Data Source
Calculation
Select Expression to specify a formula for the data source. Enter the expression in the General box, or select the Separate for Design Data/Triangulation check box and enter
an expression for design data in the Design Data box and an expression for triangulations in the Triangulation box. If desired, you can use the Formula Editor panel to create
the formula by clicking the Formula icon.
Select Inherent to use a predefined property and unit of measurement. Select Length, Volume, or Area and then specify a unit of measurement from the list to the right of the
property.
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Home > Vulcan Gantt Scheduler > Setup > Settings > Default Values for Attributes
Only user-defined attributes (the [ATT:] values in the expressions) have these default values because their type is known. Any other kind of metadata value ([DGD:], [TRI:] or
[MET:]) do not have a default value when the metadata value does not exist.
The default values are used when any of the following conditions are met:
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Home > Vulcan Gantt Scheduler > Setup > Settings > Activity Types
Activity Types
Use the Activity Types panel to add, edit, and delete activity types. Activity types are a group of activities that share a common work calculation definition. An activity type is a
definition that converts an Envisage object (or triangulation) into a Vulcan Gantt activity. The activity type is defined by a quantity attribute and a default rate (to set an initial duration
to the activity) and also manages the discretisation of an Envisage object, creating a group of minimum mining units. An activity type has an auto-assigned expression that can be
used to assign automatically to an object. Activity groups consist of multiple activity types, sharing a common discretisation definition and operational precedence.
Instructions
On the Setup tab, in the Settings group, click Activity Types to display the Activity Types panel.
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Activity Types
Adding and Defining a New Activity Type
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
General
Name
Description
Work calculation
Select Calculate Work or Fixed Work to specify a method for calculating work.
Calculate Work
Select this option if you want to calculate work based upon a quantity attribute. If you select this option, you must select the attribute, default rate, and units.
Quantity attribute
Select the attribute upon which you want to calculate work. The list will contain all attributes that have an attribute type of Double on the Attribute Manager panel.
Default rate
Enter an expression to use for calculating work. To use the Formula Editor panel to enter or modify the expression, click the Formula Editor icon.
Units
Select the unit types for distance and time of the calculation, such as meters per day.
Fixed Work
Select this option if you want to calculate work using a specific amount of time.
Units
Select the unit type for the time value from the list.
Enter a formula for the expression to be evaluated when Envisage objects and triangulations are selected for activity creation. To use the Formula Editor panel to enter or modify
the expression, click the Formula Editor icon. If the evaluated expression is true, then the activity type is assigned to the Envisage object.
Attributes
In the Selected column, select the check boxes next to the applicable attributes that are listed in the Attribute column.
Defining Attributes
There are three possible sources to populate attribute values in the activity grid: manual, expression, and inherent.
Manual
Manual attributes can be edited directly in the Gantt Chart window. They can be populated by an optional default value that is defined in the activity type setup, edited
individually in the Gantt Chart window, or edited in bulk with Copy and Paste in the Gantt Chart window.
Expression
Expression attributes are defined using the Formula Editor panel as described above.
Inherent
The Gantt Scheduler can inherently read the Length (design data only), Area (design data and/or triangulations), and Volume (triangulation and/or design data with assigned
primitive) attributes from Envisage.
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Home > Vulcan Gantt Scheduler > Setup > Settings > Lookup Tables
Lookup Tables
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Use the Lookup Tables panel to add, modify, or remove lookup table definitions.
Instructions
On the Setup tab, in the Settings group, click Lookup Tables to display the Lookup Tables panel.
Lookup Tables
Adding and Defining a New Lookup Table Definition
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
General
Name
Description
Details
Key
Enter text that will serve as the key for that entry in the lookup table definition.
Add
Click the Add icon below the table to add a new value column to the table.
Remove
Click the Remove icon below the table to remove the last value column from the table.
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Calendars
Home > Vulcan Gantt Scheduler > Setup > Settings > Calendars
Use the Calendar Manager panel to define working and non-working times for the project. You can apply a calendar to an entire project, to resources in the resource definitions, or
to activities for future development.
Instructions
On the Setup tab, in the Settings group, click Calendars to display the Calendar Manager panel.
Calendars
Adding and Defining a New Calendar
Copying a Calendar
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
The name of the new calendar will be the name of the copied calendar appended by the word copy. For example, if the original calendar name is Holiday, the new calendar
created from the Copy function will be Holiday copy.
Removing a Calendar
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
Calendar Specifications
Name
Description
Base calendar
Base on
Select this option if the calendar is based on another calendar, and select the base calendar from the drop-down list. Any information from the chosen base calendar will be
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These sections display the information for dates on the selected calendar. Days with a non-working time exception have a red background, days with modified (non-default)
working time have a green background, normal working days have a light grey background, and non-working days have a dark grey background. Information about the
selected day is displayed in the Information section.
Use this section to set the default working days and times for the week. Select the check boxes next to each default working day. Clear the check boxes next to any default
non-working days. Enter the default start and end times in the From and To columns using a four-digit 24-hour notation. For example, enter 06:00 for 6:00 a.m. and 13:00 for
1:00 p.m.
Exceptions
Use this section to define any exceptions to the default working week. See Calendar Exceptions for more information.
You can apply a calendar to the entire project by selecting the name of the calendar from the Calendar drop-down list on the Project Options panel.
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Home > Vulcan Gantt Scheduler > Setup > Settings > Calendars > Calendar Exceptions
Calendar Exceptions
Use the Exception panel to define any exceptions to standard working and non-working times for the project. You can specify exceptions for non-working time and for non-default
working time. Exceptions may be scheduled as single or recurring events. Any dates with exceptions are displayed in the Calendar and Exceptions sections of the Calendar
Manager panel.
Instructions
On the Calendar Manager panel, click Add to add a new exception, highlight an entry and click Remove to remove the exception from the list, or highlight an entry and click
Modify to modify an existing exception. If you click Remove, the exception will be removed from the list. If you click Add or Modify, the Exception panel displays.
General
Name
Date
Enter the date of the exception in mm/dm/yyyy format or click the calendar icon to select a date.
Type
Select Nonworking for regular non-working time or select Non-default working time to specify that the exception is working time that is outside of the default schedule. If you
select Non-default working time, specify the time range in the Working Time section.
Working Time
Enter the time range in the From and To columns using a four-digit 24-hour notation if you selected Non-default working time in the Type section. For example, enter 06:00 for
6:00 a.m. and 13:00 for 1:00 p.m.
Repeat
Repetitive
Select the Repetitive check box if the exception is recurring. If selected, specify how often and when the event repeats.
To change a reoccurring exception to a one-time exception, clear the Repetitive check box.
Repeats
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Select Daily, Weekly, Monthly, or Yearly from the drop-down list to specify how regularly the exception repeats.
Enter a number to indicate the frequency of the exception. For example, if the exception occurs every two weeks, in the Repeats drop-down list, select Weekly, and then in
the Every box, enter 2.
Starts on
Enter the date of the first occurrence of the exception in mm/dm/yyyy format or click the calendar icon to select a date.
Ends
Select After ... Occurrences to specify a finite number of occurrences or On to specify a date for the last occurrence of the exception. If you select After ... Occurrences, enter
the number of occurrences in the box. If you select On, enter the date of the last occurrence in mm/dd/yyyy format or click the calendar icon to select a date.
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Period
Home > Vulcan Gantt Scheduler > Setup > Period
The Period group is located on the Setup tab of the ribbon in the Gantt Scheduler. It includes options for selecting and modifying period definitions.
Periods
Click Periods to display the Period Setup panel to create, modify, or remove period definitions.
Current Period
Select a period from the list to set it as the current period definition.
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Home > Vulcan Gantt Scheduler > Setup > Period > Periods and Period Setup
Period Setup
Use the Period Setup panel to create, modify, or remove period definitions.
Instructions
On the Setup tab, in the Period group, click Periods to display the Period Setup panel.
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Periods
Adding and Defining a New Period
Modifying a Period
Copying a Period
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Removing a Period
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Moving a Period
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
Select an entry and click Set Current to set it as the current selection in the tab group. Click Reset Current to reset the selection.
General
Name
Description
Use this section to generate or modify a uniform period list by specifying a start date and time, increment of time, and number of periods. You can then modify individual periods in
the Details section.
Start date
Start time
Increment
Select the increment of time to use when generating the uniform period list. You can select Hour, Day, Week, Month, or Year.
Number of periods
Details
Once you have generated a period list in the Generate Uniform Period List section, you can modify the time amounts and increments of individual periods. If you make a change to
a period, the subsequent periods will be automatically updated.
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Start date
End date
Time amount
Increment
Select the increment of time to use for that period. You can select Hour, Day, Week, Month, or Year.
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Summary Report
Home > Vulcan Gantt Scheduler > Setup > Summary Report
The Summary Report group is located on the Setup tab of the ribbon in the Gantt Scheduler. It includes options to set up reports and export report to CSV files.
Report Setup
Click Report Setup to display the Summary Report Manager Export panel to create, modify, or remove reports and report setup information.
Current Report
Select a report from the drop-down list to set it as the current report.
Export to CSV
Click Export to CSV to display the Summary Report Export panel to export report information to a CSV file.
Tutorial
Click to read the Summary Report tutorial.
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Home > Vulcan Gantt Scheduler > Setup > Summary Report > Report Setup
Report Setup
Use the Summary Report Manager panel to create, modify, or remove reports and report setup information.
Tutorial
Click to read the Summary Report tutorial.
Instructions
On the Setup tab, in the Summary Report group, click Report Setup to display the Summary Report Manager panel.
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Reports
Adding and Defining a New Report
Modifying a Report
Copying a Report
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Removing a Report
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Moving a Report
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
Select an entry and click Set Current to set it as the current selection in the tab group. Click Reset Current to reset the selection.
Use the icons below the Details section to add, remove, copy, or move report items.
Click the Remove icon to remove the selected item from the report.
Click the Copy and Move icon to copy the selected item and move it to another report.
Click the Up or Down icons to move the selected item up or down in the list.
Click the Move to Top or Move to Bottom icons to move the selected item to the top or the bottom of the list.
General
Name
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Description
Details
Title
Unit
Attribute
Weighted by
If the selected attribute is a custom expression, select the attribute by which it is weighted from the list.
Expression
If the selected attribute is a custom expression, select or enter the formula for the expression. To use the Formula Editor panel to enter or modify the expression, click the
Formula Editor icon.
Calculation
Select the calculation method of the report item from the list.
Activity Type
Select the activity type(s) of the report item. To select activity types, click the Browse icon to display a list of the available activity types. Click on an activity type in the left
column and then click the right arrow to add the activity type to the list, or click the double right arrow to add all activity types to the list. To remove selected activity
types, click on the activity in the right column and then click the left arrow to remove the activity type from the list, or click the double left arrow to remove all activity
types from the list. Click OK when finished to save selections and return to the Summary Report Manager panel.
Resource
Filter
Decimals
Enter or select the number of decimals to use for the report item on the report.
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Home > Vulcan Gantt Scheduler > Setup > Summary Report > Export to CSV
Export to CSV
Use the Summary Report Export panel to export report information to a CSV file.
Tutorial
Click to read the Summary Report tutorial.
Instructions
On the Setup tab, in the Summary Report group, select the report you want to export from the Current report drop-down list, and then click Export to CSV to display the Summary
Report Export panel.
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Finish Date
Separator
Enter the character that separates the data fields in the CSV file.
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Home > Vulcan Gantt Scheduler > Setup > Formula Editor
Formula Editor
Use the Formula Editor panel to assist in creating formulas and expressions for activity attributes.
Expression attributes are defined via the expression builder. The syntax for functions is similar to Microsoft Excel, with auto-complete while defining and helpful syntax prompts. The
available operands that can be used in expressions are Envisage Metadata, DGD Properties, Triangulation Attributes, and Templated Attributes.
Instructions
On the Attribute Manager panel, click the Formula icon to display the Formula Editor panel.
For additional information about using the expression builder, see: http://www.infragistics.com/help/wpf/xamFormulaEditor_ContextualHelp.html
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View Tab
The View tab includes options for viewing activities in Envisage as well as filtering, grouping, and sorting activities.
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Alternatively, you can right-click on an activity in the Gantt Chart area to view the options for that activity or use keyboard shortcuts for some options.
Envisage
The Envisage group includes options for selecting and zooming on activities in Envisage based on selection in Gantt Scheduler as well as the ability to create animations of
selected activities.
Filter
The Filter group includes options for creating, modifying, and selecting filters for activity data.
Group
The Group group includes options for managing and selecting attribute groups.
Sorting
The Sorting group includes options for sorting data in ascending or descending order.
View
The View group includes an option for selecting all activities in the Gantt Chart area.
Column Format
The Column Format group includes options for formatting columns, including aligning, hiding, and displaying columns.
Layout
The Layout group includes options for saving, loading, and resetting the layout of the Gantt Scheduler.
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Envisage
Home > Vulcan Gantt Scheduler > View > Envisage
The Envisage group is located on the View tab of the ribbon in the Gantt Scheduler. It includes options for selecting and zooming on activities in Envisage based on selection in
Gantt Scheduler as well as the ability to create animations of selected activities.
Envisage Selection
Click Envisage Selection to automatically select activities in Envisage when you select them in the Gantt Scheduler. This option will remain on until you click Envisage Selection
again.
Envisage Zoom
Click Envisage Zoom to automatically select and zoom in on activities in Envisage when you select them in the Gantt Scheduler. This option will remain on until you click
Envisage Zoom again.
Note In order to use the Envisage Zoom option, the Envisage Selection option must also be selected.
Envisage Hide
Click Envisage Hide to hide activities in Envisage when you select them in the Gantt Scheduler.
Envisage Shadow
Click Envisage Shadow to shadow activities in Envisage when you select them in the Gantt Scheduler.
Select in Envisage
Click Select in Envisage to select activities in Envisage when you select them in the Gantt Scheduler.
Zoom in Envisage
Click Zoom in Envisage to zoom in on activities in Envisage when you select them in the Gantt Scheduler.
Animation
Use the Animation option to display an animation of selected activities in Envisage.
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Home > Vulcan Gantt Scheduler > View > Envisage > Animation
Animation
Use the Animation panel to display an animation of selected activities in Envisage.
Tutorial
Click to read the Animation tutorial.
On the View tab, in the Envisage group, click Animation to display the Animation panel.
Step increment
Select the increment of time for the animation. You can select Hour, Day, Week, Month, or Year.
Rate
Select whether to animate activities that have been completed or activities that are still remaining.
Icons
Previous
Click the Previous icon to jump back to the previous step of the animation.
Stop
Play
Pause
Next
Click the Next icon to jump to the next step of the animation.
Last
Click the Last icon to jump to the last step of the animation.
Loop
Click the Loop icon to continue playing the animation on a loop. When the animation reaches its end, it will return to the beginning and play again.
Refresh
Click the Refresh icon to refresh the animation to include any changes you have made to activities in the Gantt Scheduler.
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Filter
Home > Vulcan Gantt Scheduler > View > Filter
The Filter group is located on the View tab of the ribbon in the Gantt Scheduler. It includes options for creating, modifying, and selecting filters for activity data.
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Filters
Click Filters to display the Filter Manager panel. This panel includes options to add, modify, or remove data filters.
Current Filter
Select the current filter from the list.
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Home > Vulcan Gantt Scheduler > View > Filter > Filters
Filters
Use the Filter Manager panel to add, modify, or remove data filters.
Instructions
On the View tab, in the Filter group, click Filters to display the Filter Manager panel.
Reports
Adding and Defining a New Filter
Modifying a Filter
Copying a Filter
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Removing a Filter
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Moving a Filter
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
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Select an entry and click Set Current to set it as the current selection in the tab group. Click Reset Current to reset the selection.
General
Name
Description
Filter
...
Select whether you want to include or exclude attributes based on the filter and whether or not to enclose the expression within parentheses. You can select _blank_, (, Not (,
or Not.
Attribute
Select the attribute name from the list. For more information about managing attributes, see Attributes.
Rule
Select a rule from the list. You can select = (is equal to the specified value), Starts with (attribute starts with the specified value), Ends with (ends with the specified value), or
Like (includes the specified value).
Value
...
Select whether or not to include a closing parenthesis for the expression based on your selection in the first column.
Logical Operator
Select And or Or if you want to add another line to your expression to indicate whether the rules are inclusive or exclusive of each other.
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Group
Home > Vulcan Gantt Scheduler > View > Group
The Group group is located on the View tab of the ribbon in the Gantt Scheduler. It includes options for managing and selecting attribute groups.
Groups
Click Groups to display the Group Setup panel. This panel includes options to add, modify, and remove attribute groups.
Current Group
Select the current group from the list.
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Home > Vulcan Gantt Scheduler > View > Group > Groups
Group Setup
Use the Group Setup panel to add, modify, and remove attribute groups.
Instructions
On the View tab, in the Group group, click Groups to display the Group Setup panel.
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Groups
Adding and Defining a New Group
Modifying a Group
Copying a Group
Select an entry and click Copy to create a copy of the selected entry or press Ctrl+C.
Removing a Group
Select an entry and click Remove to remove the selected entry or press Delete. The entry can only be removed if it is not being used in the project.
Moving a Group
Select an entry and click Up or Down to move the entry up or down in the list, or press Ctrl+Up Arrow or Ctrl+Down Arrow.
General
Name
Description
Details
Attribute
Select an attribute from the list. For more information about managing and modifying attributes, see Attributes.
From
Length
Sort Order
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Sorting
The Sorting group is located on the View tab of the ribbon in the Gantt Scheduler. It includes options for sorting data in ascending or descending order.
Ascending
Select a column in the Gantt Chart area and then click Ascending to sort activities in ascending order by that column's values.
Descending
Select a column in the Gantt Chart area and then click Descending to sort activities in descending order by that column's values.
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View
Home > Vulcan Gantt Scheduler > View > View
The View group is located on the View tab of the ribbon in the Gantt Scheduler. It includes an option for selecting all activities in the Gantt Chart area.
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Home > Vulcan Gantt Scheduler > View > Column Format
Column Format
The Column Format group is located on the View tab of the ribbon in the Gantt Scheduler. It includes options for formatting columns, including aligning, hiding, and displaying
columns.
Left
Select a column in the Gantt Chart area and then click Left to left-align the contents of the cells in that column. Alternatively, you can right-click the column header, point at Align,
and then click Left.
Center
Select a column in the Gantt Chart area and then click Center to center the contents of the cells in that column. Alternatively, you can right-click the column header, point at Align,
and then click Center.
Right
Select a column in the Gantt Chart area and then click Right to right-align the contents of the cells in that column. Alternatively, you can right-click the column header, point at Align,
and then click Right.
Hide
Select a column in the Gantt Chart area and then click Hide to hide the column from view. Alternatively, you can right-click the column header and then click Hide. To display a
single hidden column, right-click on any column header, point to Show, and then click on the name of the column you want to show.
Show All
Click Show All to display all columns in the Gantt Chart area, including any columns that have previously been hidden. Alternatively, you can right-click any column header and click
Show All. To display a single hidden column, right-click on any column header, point to Show, and then click on the name of the column you want to show.
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Vulcan Gantt Scheduler : Contents Page 43 of 44
Layout
The Layout group is located on the View tab of the ribbon in the Gantt Scheduler. It includes options for saving, loading, and resetting the layout of the Gantt Scheduler.
Save
Click Save to save the current Gantt Scheduler layout. If you make changes to the layout after you save it, you can return to the most recently saved layout using the Load option
Load
Click Load to return to the most recently saved layout.
Reset
Click Reset to return to the default layout.
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Keyboard Shortcuts
Following is a list of keyboard shortcuts for the Vulcan Gantt Scheduler. The keyboard shortcuts are grouped by the name of the tab on which they appear in the Gantt Scheduler
interface.
n Home tab
n Precedences tab
n Resources tab
n Setup tab
n View tab
Home Tab
Option Keyboard Shortcut
Copy activity Ctrl+C
Cut activity Ctrl+X
Paste activity Ctrl+V
Delete activity Ctrl+D
Undo Ctrl+Z
Redo Ctrl+Y
New Shift+A
Insert Ctrl+I
Properties F4
Update activities Ctrl+U
Increase indent Alt+Right Arrow
Decrease indent Alt+Left Arrow
Precedences Tab
Option Keyboard Shortcut
Create Ctrl+F12
Remove Shift+F12
Spatial precedences F9
Group manager Ctrl+G
New group Alt+G
Resources Tab
Option Keyboard Shortcut
Settings Ctrl+F10
Allocate resources Alt+F10
Apply resource rate Alt+F11
Leveling setup Alt+L
Leveling by capacity Alt+Y
Leveling by rate and capacity Alt+R
Clear leveling delays Alt+C
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Setup Tab
Option Keyboard Shortcut
Project options F5
Attributes F6
Activity types F7
Lookup Tables None
Calendars F8
Periods Ctrl+F8
Report setup None
Export to CSV Alt+R
View Tab
Option Keyboard Shortcut
Automatic selection in Envisage (toggle
Ctrl+F3
on/off)
Zoom in Envisage (toggle on/off) None
Animation None
Filters F11
Groups None
Sorting None
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