Assigning Shifts and Calendars
Assigning Locations and Work Areas
How to assign information to tasks
There are three main ways to add information to your tasks:
Using the Gantt Columns
Gantt Columns are the quickest way to see and edit task information, especially if you want to make changes in bulk:
Open the column picker by clicking the table icon
Select the relevant set of columns
Click outside of the column picker to close the window
Click into a cell to make changes

💡Use keyboard shortcuts like Ctrl+C and Ctrl+V to copy and paste cell information |
Using the Task Modal
The Task Modal is the easiest way to see and add information to a task in isolation:
Select the task on the Gantt
Hit 'Space' on your keyboard
Click on any of the properties to make changes

Using the Inspect Panel
The Inspect Panel is the best way to see and add information to a single task, while still being able to view the Gantt:
Locate the task bar on the Gantt
Double-click the bar

Assigning Packages and WBS
Assigning a Package or Work Breakdown Structure (WBS) to your task allows you to view your work in these structures:
Gantt Columns
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Gantt Table
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Assigning Shifts and Calendars
Each task has a Calendar that determines its working and non-working days, and a Shift that determines daily working hours.
By default, Tasks will start with your Project's Calendar and Day Shift assigned. You can edit both:
Gantt Columns
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Inspect Panel or Modal
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Non-working days are indicated in darker cells on your Gantt Canvas and a lighter colour on your Task Bars.
Assigning Locations and Work Areas
Assigning Locations to Tasks and drawing Work Areas allows you to visualise work on the Maps page and detect Clashes.
Assigning a Location
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Assigning a Work Area
Once you've assigned a Location, you can draw over the map to mark up a Work Area:
Open the column picker
Select 'Work Area'
Double click the cell
Select the Pen Drawing Tool
Mark up your Work Area
Close the window by clicking out of the window

You can zoom in and out of the image by scrolling with your mouse and can click and drag to move around the image.
Assigning Resources
Resource Types
There are four types of resources you can assign to a task:
Subcontractor | Labour | Materials | Plant |
Each project will have a customised list for each resource type, created by the project admins.
How to assign resources
Resources can be assigned from the Gantt columns, Inspect Panel and Task Modal. You can assign multiple options for a single resource type to your task.
Assigning from Gantt Columns:
Open the column picker
Toggle on the Resources set, or an individual resource type
Click into a cell
Select the relevant option(s)

How to adjust resources quantities
Once you've assigned a material, labour or plant to a task, you can adjust the quantity:
Select the relevant resource cell
Use the + and - buttons, or input the correct number

How to log material actuals
If you've assigned a material to your task, you can record the actual quantity utilised as the work progresses:
Open the task (right-click 'View Details')
Scroll to the Resource section
Expand the material
Click the 'Log Actual' button
Choose the date
Input the quantity
Click '✓' to save
