Using Virto Resource Manager App on Virtosoftware Guides & Docs

Changing Percent Complete

Wed, 23 Oct 2024 19:31:00 +0000

If percent complete field is added (please, check the data source settings), you can easily change percent complete right in the chart. Just drag and drop the percentage to required value.

Changing Task Duration

Wed, 23 Oct 2024 19:30:51 +0000

With Virto Resource Manager users can change task duration with drag and drop feature. Just drag start or end of a task to a required date and drop it.

End date will be changed. The same changes will be applied in a source SharePoint list.

Moving tasks

Wed, 23 Oct 2024 19:30:43 +0000

You can change task start date and end date right on the chart by simple moving. Drag and drop tasks to appropriate dates.

Start and end dates of the task will be changed. The same changes will be applied in the source SharePoint list.

Scroll to Today

Wed, 23 Oct 2024 19:30:37 +0000

If you need to scroll chat view to the current date, simply click “Scroll to today”.

Task filters and sorting options

Wed, 23 Oct 2024 19:30:29 +0000

You can use the filter bar to show only tasks according to your request.

You may sort tasks in ascending and descending order. Clicking on a column in the left part of chart which you wish to sort. For example, sort tasks by the due date.

Creating a task

Wed, 23 Oct 2024 19:30:21 +0000

Virto SharePoint Resource Manager allows users to create tasks right in the app. The same changes will be applied in the source SharePoint list.

Click “Add new task” button to create a new task.

Note*: If you apply “ReadOnly” permission to a chart, the “Add new task” button is hidden.*

Specify the task name and fill in the fields of the edit form (you can select these fields in the Resource settings). New task will appear in the chart.

Timescales

Wed, 23 Oct 2024 19:30:14 +0000

Choose the appropriate timescale using dropdown menu: “Hours”, “Quarter Days”, “Days”, “Weeks”, “Thirds of Months”, “Months”, “Quarters”, “Half Years”.

Use navigation arrows to switch back and forward in the chosen timeline.

Or choose the date in the date picker to see the tasks planned for it.

Virto Resource Manager app supports scrolling with mouse wheel in the Gantt chart, which is equivalent to arrow click on the scrollbar.