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Drag and Drop Scheduling

How dragging works on the Board, Calendar, and Gantt views, and what moves when you drop

Drag and Drop Scheduling

Drag-and-drop is an interaction available across the Scheduling workspace, not a separate view. It works in the Board, Calendar, and Gantt views. Click and drag projects to new positions, dates, or crews to update your schedule.

What moves when you drop is different in each view. The Board and Gantt move the following jobs along with the one you dragged. The Calendar moves only the job you dragged.

Quick Start: Drag and Drop

  1. Click and hold a project item
  2. Drag to the new position, date, or crew
  3. Release to drop
  4. DrillerDB saves the change
  5. Check the jobs around it, since some views shift them too

How Drag and Drop Works

Basic Process

StepAction
1. Click and holdStart the drag operation
2. DragMove to desired location
3. ReleaseDrop and save the change
4. CheckLook at the neighboring jobs

Works Across the Views

ViewDrag ActionMoves Following Jobs?
BoardReorder within a crew, move between crews, drag a job in from Needs a dateReorder recalculates the crew's dates
CalendarMove to a new date or time, resize the lengthNo. Only the job you drag changes
GanttMove along the timeline, resize the right edgeYes, when grouped By Driller or By Team

Time off, equipment service, and completed jobs cannot be dragged.

Reordering in the Board View

Within a Crew

ActionResult
Drag upEarlier in the run, earlier date
Drag downLater in the run, later date
Drop in positionDates recalculate for the crew's jobs

Step-by-Step: Reorder on the Board

  1. Find the project to move
  2. Click and hold on the project row
  3. Drag up or down in the card
  4. Release when it is in the position you want
  5. The crew's dates recalculate

A job that has started or is finished keeps its date. If you drag one, a message reads "This visit has started or is finished, so a reorder leaves it where it is. Open the job to give it a new date." If you drop over only such jobs, nothing changes.

Between Crews

ActionResult
Drag to a different crew's cardThe job moves to that crew
Original crewIts run recalculates
New crewThe job is added and dated

Step-by-Step: Move Between Crews

  1. Click and hold the project in its current crew's card
  2. Drag to the target crew's card
  3. Drop it in the position you want in that run
  4. Both crews' schedules update

Scheduling From the Needs a Date Column

Drag a job from the Needs a date column onto a crew's card to put it on that crew's schedule. A job in a crew's Unscheduled area drags into the crew's run the same way, and is dated at the end of the run.

Rescheduling in Calendar View

ModeDragResult
MonthTo a new dayChanges the scheduled date
Week and DayTo a new day or hourChanges the date and start time
Week and DayAn edge of the eventChanges the length
AgendaNot availableSwitch to Week or Day to drag jobs

Step-by-Step: Calendar Reschedule

  1. Find the event block on the calendar
  2. Click and hold
  3. Drag to the new date or hour
  4. Release to confirm
  5. A message reads Project rescheduled.

A touch screen needs a press and hold before the drag. On a phone, Month mode does not drag, so switch to Week or Day. A completed job shows "This job is completed. Reopen it to change its schedule."

Rescheduling in Gantt View

Moving Along Timeline

Drag DirectionResult
Drag leftSchedule earlier
Drag rightSchedule later
ReleaseSnaps to a whole day, or to the hour in Quarter Day zoom

Step-by-Step: Gantt Reschedule

  1. Click and hold the project bar
  2. Drag left (earlier) or right (later)
  3. Release on the target date
  4. DrillerDB saves. Press Escape before you release to cancel

Resizing Bars

Drag ActionEffect
Expand right edgeIncrease estimated hours
Shrink right edgeDecrease estimated hours

Resizing a bar changes the project's estimated hours. This affects the project record, not just the schedule display.

Cascade Scheduling

On the Gantt, when you group By Driller or By Team, the later jobs in the same lane slide by the amount you moved. They land on the next working day. Grouping By Status does not cascade. The Calendar never cascades.

When YouFollowing Jobs in the Lane
Move earlierSlide earlier
Move laterSlide later
Make longerSlide later
Make shorterSlide earlier

Checking After a Move

Dragging does not run a double-booking check. After a move, look at the neighbors yourself. See Conflict Detection for the checks DrillerDB does make, on the Teams view.

If a save fails, the job goes back where it was and a message explains why. On the Gantt it reads "Reschedule failed". On the Calendar it reads "Could not reschedule project."

Touch Support for Mobile and Tablet

GestureAction
Press and holdStart drag
Drag fingerMove item
Lift fingerDrop and save

The Gantt view takes touch drags too. On the Board, tapping a job opens its details.

Recovery

Need ToHow
Undo a moveDrag the job back to where it was
See the saved scheduleReload the page

Troubleshooting

Drag not starting?

  • Click directly on the item
  • On a touch screen, press and hold a little longer
  • In the Calendar, check you are not in Agenda mode, and that the job is not completed

Job snapping to the wrong place?

  • Release more precisely over the target
  • On the Gantt, switch to Quarter Day zoom for hour-level control

Changes not saving?

  • Check internet connection
  • Look for the error message
  • Reload and try again

Following jobs moved when I did not expect it?

  • On the Gantt and Board, that is how sequencing works
  • Group the Gantt By Status to move one job alone, or use the Calendar