Rescheduling with drag and drop

When to drag-to-reschedule

Drag and drop is the fastest way to move something to a new date. You don't need to open the record, find the date field, clear it, and type a new one — just grab the event on the grid and drop it on the day you want.

Reach for drag-to-reschedule whenever you're:

• Shifting a Work Package forward because something's delayed
• Moving a delivery to match the day the site's actually ready for it
• Bumping an Action's due date to next week when this week's gotten away from you
• Rescheduling a Calendar Event when a meeting moves
• Pushing a hire period back because the kit you ordered arrived late

What can be dragged

Most of the record types on the Calendar can be dragged — but not all of them. A few are display-only because the date they show represents something that already happened in the real world (a delivery that's already arrived, a payment that's already come in).

You can drag these

• Applications
• Invoices
• Sales Credit Notes
• Purchase Orders
• Credit Notes
• Direct Costs
• Work Packages
• Sub-Packages
• Actions
• Hired Assets
• Calendar Events

You can't drag these (they're read-only)

• Variations
• Dayworks
• Payment Notices
• Delivery Notes
• Goods Return Notes
• Operative Certifications
• Asset Certifications

Read-only events can still be clicked to open the preview — you just can't drag them to a new day. If you need to change the date on one of these, click through to the full record and edit it there.

How to drag a single-day event

1. 1

   Click and hold on the event you want to move — for a single-day record like an Invoice or an Action, that's the compact item in the day cell.

2. 2

   Drag it across to the day you want to move it to. The cursor shows a drag indicator as you move.

3. 3

   Drop it on the destination day by releasing the mouse.

4. 4

   The event jumps to the new day immediately and your change is recorded.

You can drag events forwards or backwards, to any day currently visible on the grid. To move something into a different month, navigate to the destination month first, then come back and drag.

How to drag a span bar

Span events — Work Packages, Sub-Packages, hired Assets, and Calendar Events — work slightly differently. They're shown as bars stretching across multiple days, and dragging a bar moves the whole thing without changing its length.

1. 1

   Click and hold anywhere on the bar.

2. 2

   Drag it along the timeline to the new position.

3. 3

   Release the mouse on the day you want the bar to start on.

The bar moves to its new slot with the same duration. If it started as a seven-day bar, it's still a seven-day bar after the move — just shifted along.

Example

• Before — a Work Package runs from 10 April to 17 April (seven days)
• Drag it to start on — 15 April
• After — the Work Package now runs from 15 April to 22 April (still seven days)

This makes drag the right tool for shifting a span. If you want to resize a span (make it shorter or longer), open the record and edit the dates directly, or use the Work Package Gantt where you can drag the ends of the bar.

Instant feedback

Drag-to-reschedule feels instant — the moment you drop the event, it appears on its new day on the grid. You don't have to wait for the Calendar to reload. Everything else on the grid (other events, span bars, lane assignments) updates at the same time.

If something stops the change saving

Now and then a change won't stick — maybe you don't have permission to edit that record, maybe the new date isn't allowed for some reason, or maybe your connection dropped for a second. If that happens:

• The event snaps back to where it was
• You'll see a message explaining what went wrong
• You can try again, fix the underlying issue, or open the record's detail page to edit it directly

So you never end up with a silent failure — either the change works and the event is on its new day, or it snaps back and you know it didn't save.

How dragging interacts with date switching

If you've used Switching which date drives the Calendar — for example, to show Work Packages by finish date instead of start date — dragging operates on the date you've switched to.

So dragging a Work Package bar that's showing by finish date will move the finish date. The start date stays where it was, which can stretch or compress the bar. This is sometimes exactly what you want (to pull in a deadline without changing the kick-off), but if you want to shift the whole thing as a block, switch back to the default start date first.

Real-world examples

• Slip recovery — a delivery slips by three days. Grab the Purchase Order on the Calendar and drag it three days later. Done.
• Pulling a Work Package forward — site is ready a week early. Drag the Work Package bar a week to the left and everyone knows when the new dates are.
• Rescheduling an Action — a snag won't be done by Friday. Drag the Action to the next Monday.
• Shifting a hire — the hire start needs to push out by two days. Drag the Asset bar two days right and the end date shifts with it.
• Moving a site visit — a Calendar Event for a client meeting moves to the following week. Drag it to the new day.

Next steps

• Creating records from the Calendar — for the click-to-create companion to drag-to-reschedule.
• What shows up on the Calendar — for which records can be dragged.
• Switching which date drives the Calendar — for how date switching affects what dragging moves.