Add an ad hoc visit

Create a new visit in your plan.

Ad hoc visits are treated the same as visits generated by the scheduling engine. No distinction is made during scheduling or interacting with the Gantt.

Important: Ad hoc visits are intended to be a solution for near-term planning needs. When creating ad hoc visits, take note of the following rules which are applied to all visits if scheduling is run. These rules only apply to visits that start after the schedule start date (SSD):
  • Visits are removed if they are empty. This is particularly important to remember because all ad hoc visits are initially empty.

  • Visits are removed if they only contain ad hoc tasks even if the visit or tasks are locked. A locked visit must contain at least one non-ad hoc task to be retained.

  1. Click Menu , and then click Plan management.
  2. Click the plan you want to view.
  3. Click Edit.
  4. Do one of the following:
    • Click Add visit .
    • Hold down the CTRL key, and then drag the visit span on the appropriate track on the Gantt.
  5. Fill in the information required.
  6. Click Save.