Move visits on the Gantt

Move visits on the Gantt chart by dragging it to a new time slot.

When you move visits on the Gantt chart, the due dates of subsequent repeating or chained tasks are automatically updated.

You can also move a visits by typing new start and end dates.
  1. Click Menu , and then click Plan management.
  2. Click the plan you want to view.
  3. Click Edit.
  4. Click the visit you want to move.
    Tip: Do either of the following:

    • To multi-select individual visits on the same track, hold down the CTRL key, and then click the individual visits you want to move.

    • To multi-select a series of visits on the same track, hold down the SHIFT key, then click on each of the visits you want to move.

    • Locked visits cannot be multi-selected.

  5. Drag the visit(s) to a new position.
    Note:
    • If moving a visits forces one of its tasks to become overdue, the visit is displayed in red to highlight its overdue status.

    • If a visit is moved to a time slot that overlaps with another visit, the other visit will be bumped.

    • Visit spans will change if there are differences in non-working days.