Configure Gantt chart on Staffing Profile page

You can use the Gantt chart of the Staffing Profile page to create or adjust position's forecast demand, and create or adjust resource's assignment.

Create position's forecast demand

To create a position's period and demand in the Gantt view of the Staffing Profile New UI page:

  1. In the Gantt chart, click the line of the position you want to create forecast demand.

    The icon appears.

  2. Locate the icon to the period when the position's forecast demand begins.
  3. Click and hold the icon, and drag it to the period when the position's forecast demand ends.

  4. Release the mouse button. A dialog box as follows opens:

    Note: Clicking Delete, you cancel the creation of the forecast demand.

  5. Modify the period of the position's demand.
  6. Specify the effort of the position's demand.
  7. Click Confirm.
  8. Click to save the changes.

Following the above steps, you can create a resource's assignment. The only difference is that you start the action by clicking the line of the resource you want to create assignment in the Gantt chart.

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Adjust position's forecast demand

To adjust a position's period and demand in the Gantt view of the Staffing Profile New UI page:

  1. In the Gantt chart, click on the position's demand you want to adjust.
  2. Place the cursor in the left end of the demand bar if you want to adjust the start date of the position's demand, or place the cursor in the right end of the demand bar if you want to adjust the finish date of the position's demand, until the two-headed arrow appears.

  3. Click and hold the cursor, and drag it leftwards or rightwards to your desired date.

  4. Release the mouse button, and the dialog box opens.

    Note: Clicking Delete, you delete the forecast demand.

  5. Modify the period and effort of the position's demand.
  6. Click Confirm.
  7. Click to save the changes.

Also, you can adjust position's forecast demand by double-clicking the demand bar to open the dialog box, and then modify the period and effort.

Following the above steps, you can adjust a resource's assignment. The only difference is that you start the action by clicking on the resource's assignment you want to adjust.

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