Using Touch-Screen Gestures in Primavera Cloud

You can use touch-screen devices to navigate pages, open menus, select items, and enter data in the Primavera Cloud web application. The gestures required to perform actions in the application are described below.

Note: Touch-screen functionality is not officially supported for Primavera Cloud and has not been fully tested. Some gestures may not work with all devices or specific device browsers.

The following actions can be performed using touch-screen gestures:

Common Page Actions

• Select: Tap a table cell, row, icon, button, list, menu, or link to select it.
• Edit cell in a table: Tap the cell to select it. Tap and hold your finger on the cell for a full second, and then release your finger. You can now edit the value.
• Select multiple rows in a table: This action is not supported in Primavera Cloud using a touch-screen device.
• Focus on a Gantt bar: Open a Gantt chart view on a page. Double tap a row in the chart to shift the timescale to display the beginning of the bar.
• Zoom: Pinch inward with two fingers to zoom in. Pinch outward with two fingers to zoom out.

Page-Specific Actions

Activities Page

• Create an activity relationship between Gantt bars: In the Gantt chart, tap an activity bar. On either edge of the bar, tap the circle, which represents the start of the relationship. Drag your finger to the edge of another activity bar. A popover shows the proposed relationship. Release your finger to create the relationship.
• Modify an activity bar's start and finish dates: In the Gantt chart, tap an activity bar to select it. Tap and hold your finger on the selection for a full second, and then drag your finger to another day in the chart. The new start and finish dates are shown next to the bar as you drag it.

Hand-offs Page

• Select a task card: Tap the task card to select it and open the task card or Task Details dialog box.
• Select multiple task cards: Do either of the following:
  • Tap each task card that you want to select. Tap a selected card to deselect it. Tap another part of the screen to deselect all selected cards.
  • Select the  Select tool in the diagram toolbar, and then tap and drag to highlight multiple tasks.
• Right-click a selection: Tap one or more cards to select them. Tap and hold your finger on the selection for a full second, and then release your finger. The right-click menu is displayed.
• Add a hand-off: Tap a single task card. On either edge of the card, tap the circle, which represents the start of a hand-off. Tap a different task card, and then tap a circle on the edge of the card to complete the hand-off line.

Task List Page

• Add a hand-off between Gantt bars: In the Gantt chart, tap a task bar. Tap the circle that appears, and drag your finger to the edge of a different task bar. A popover shows the proposed hand-off relationship. Release your finger to create the relationship. You can also do this for task milestones.
• Modify a task bar's start and finish dates: In the Gantt chart, tap a task bar to select it. Tap and hold your finger on the selection for a full second, and then drag your finger to another day in the chart. The new start and finish dates are shown next to the bar as you drag it.

Work Plan Page

• Open the task details: With configurable task cards disabled, tap a task card to open the Task Details dialog box.
• View a configurable task card: With configurable task cards enabled, tap a task card to view the configurable task card. Tap the Task Details icon in the header of the configurable task card to open the Task Details dialog box.
• Edit a configurable task card: When viewing a configurable task card, tap a field to edit its value. Editable fields will show an edit icon in the corner of the field. Read-only fields will not show this icon.
• Select multiple task cards: This action is not supported on the Work Plan page using a touch-screen device.
• Right-click a task card: Tap and hold your finger on the task card for a full second, and then release your finger. The right-click menu is displayed.
• Move a task card: Tap and hold your finger on a task card for a full second, and then drag your finger to another day, activity band, or planning bucket.
• Modify task duration: Tap and hold your finger for a full second on the left edge or right edge of a task card, and then drag it to another day on the planning board. As you drag your selection, the new duration is highlighted.
• Modify the planning board timescale: Tap and drag a column header on the planning board to change the size of all columns. This enables you to zoom in or out of the timescale. If the column size is decreased enough, smaller cards are used to represent tasks. This enables the application to display more tasks on the planning board. You can still move a card to change its due date, drag its edge to change its duration, and view status icons displayed on the card. Increase the column widths to return the task cards to their normal appearance.