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
- Click and hold a project item
- Drag to the new position, date, or crew
- Release to drop
- DrillerDB saves the change
- Check the jobs around it, since some views shift them too
How Drag and Drop Works
Basic Process
| Step | Action |
|---|---|
| 1. Click and hold | Start the drag operation |
| 2. Drag | Move to desired location |
| 3. Release | Drop and save the change |
| 4. Check | Look at the neighboring jobs |
Works Across the Views
| View | Drag Action | Moves Following Jobs? |
|---|---|---|
| Board | Reorder within a crew, move between crews, drag a job in from Needs a date | Reorder recalculates the crew's dates |
| Calendar | Move to a new date or time, resize the length | No. Only the job you drag changes |
| Gantt | Move along the timeline, resize the right edge | Yes, 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
| Action | Result |
|---|---|
| Drag up | Earlier in the run, earlier date |
| Drag down | Later in the run, later date |
| Drop in position | Dates recalculate for the crew's jobs |
Step-by-Step: Reorder on the Board
- Find the project to move
- Click and hold on the project row
- Drag up or down in the card
- Release when it is in the position you want
- 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
| Action | Result |
|---|---|
| Drag to a different crew's card | The job moves to that crew |
| Original crew | Its run recalculates |
| New crew | The job is added and dated |
Step-by-Step: Move Between Crews
- Click and hold the project in its current crew's card
- Drag to the target crew's card
- Drop it in the position you want in that run
- 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
| Mode | Drag | Result |
|---|---|---|
| Month | To a new day | Changes the scheduled date |
| Week and Day | To a new day or hour | Changes the date and start time |
| Week and Day | An edge of the event | Changes the length |
| Agenda | Not available | Switch to Week or Day to drag jobs |
Step-by-Step: Calendar Reschedule
- Find the event block on the calendar
- Click and hold
- Drag to the new date or hour
- Release to confirm
- 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 Direction | Result |
|---|---|
| Drag left | Schedule earlier |
| Drag right | Schedule later |
| Release | Snaps to a whole day, or to the hour in Quarter Day zoom |
Step-by-Step: Gantt Reschedule
- Click and hold the project bar
- Drag left (earlier) or right (later)
- Release on the target date
- DrillerDB saves. Press Escape before you release to cancel
Resizing Bars
| Drag Action | Effect |
|---|---|
| Expand right edge | Increase estimated hours |
| Shrink right edge | Decrease 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 You | Following Jobs in the Lane |
|---|---|
| Move earlier | Slide earlier |
| Move later | Slide later |
| Make longer | Slide later |
| Make shorter | Slide 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
| Gesture | Action |
|---|---|
| Press and hold | Start drag |
| Drag finger | Move item |
| Lift finger | Drop and save |
The Gantt view takes touch drags too. On the Board, tapping a job opens its details.
Recovery
| Need To | How |
|---|---|
| Undo a move | Drag the job back to where it was |
| See the saved schedule | Reload 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
Related Topics
- Calendar View - Month, week, day, and agenda calendar
- Gantt View - Timeline visualization
- Board View - Crew card interface
- Conflict Detection - Handling conflicts