Using PERT View
The PERT view displays job dependency relationships and each job's current status within a schedule. Use it to visualize dependency chains, isolate specific paths, and act on jobs directly from the diagram.
To display schedule and job information in the PERT view, you must first select a schedule in another view (such as Daily List or Matrix) and activate the Listen Selection button on the PERT toolbar. The Send Selection button must also be activated in the source view. To synchronize both views simultaneously, see Synchronizing Data between List and PERT Views.
For information on changing PERT preferences, see Setting Preferences for Workflow Designer and PERT. For error messages displayed for failed jobs, see Operations Machine Messages.
PERT View Toolbar
The PERT toolbar provides controls for filtering, layout, and view synchronization.
| Button | Description |
|---|---|
| Listen Selection | When active, the PERT view updates automatically when you select a schedule in another view. |
| Open Filter Dialog | Opens the filter dialog to limit displayed jobs by status, access code, department, or tag. |
| Group by Schedules | Groups jobs by schedule when no specific schedule is selected, or when cross-schedule dependencies are shown. |
| Show Cross Schedule Dependencies | Shows dependency links that span multiple schedules. Requires Group by Schedules to be active. |
| Show Thresholds and Resources | Toggles the display of threshold and resource dependency lines. A notification appears if the dependency count exceeds the configured limit. |
| Open Mini Map | Opens the mini map panel for navigating large diagrams. |
PERT View Right-Click Menu
Right-click a job in the PERT view to access the following options.
- Job — See Job Right-click Menu for available job actions.
- Open SubSchedule — For Container jobs, changes the display to show the jobs in the subschedule.
- Find — Opens the Find dialog to locate a job by name.
- Isolate — Filters the diagram to highlight dependency paths for the selected job:
- Previous Dependencies — Displays all preceding jobs in the dependency chain.
- Subsequent Dependencies — Displays all subsequent jobs in the dependency chain.
- Dependency Chain — Displays the entire dependency chain, including preceding and subsequent jobs.
- Shortest Path — Highlights the shortest path among all dependency chains to the selected job.
- Layout — Changes the diagram layout:
- Top to Bottom — Applies a vertical tree layout.
- Left to Right — Applies a horizontal tree layout.
- Zoom In — Increases the zoom level. Available levels: 10%, 20%, 30%, 40%, 50%, 60%, 70%, 80%, 90%, 100%, 150%, 200%.
- Zoom Out — Decreases the zoom level to the next lower percentage.
- Print — Opens the Print dialog to print the diagram.
- Take Screenshot — Captures the visible area of the current view as an image.