To display a resource action plan as a chart

The procedure to display a resource action plan as a chart is as follows:

1. Navigate to Quick Menu > System > Configuration > Action Plans. The Action Plans window is displayed.
2. Expand a resource type from the alphabetical list and select an associated action plan or type the name into the Search Action Plans field. By default the list is filtered to show Current action plans. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Path. The Path tab is activated, revealing a chronological list of all actions in the critical path.
4. Click on Switch View. The timeline for all critical path actions is displayed in graphical form (a Gantt chart).
5. Use the Expand Timeline () and Contract Timeline () icons to control the scale of the chart 2.
6. Click on Close.

Note

1 The Search Action Plans field will match against any element of the action plan description.

2 To return to the default view, with all actions displayed in a chronological list, click on Switch View a second time.

See related topics...

Resource maintenance overview

To define the action path for a resource plan

To add an action to a resource plan

To create a new action for a resource type

To create a new action plan for a resource type