Display a graphical plan view

Specify filter criteria and display a graphical representation of the plan in the Plan View.

About this task

To display a graphical representation of the plan, you can specify multiple filter criteria to match objects in the plan and display them in the plan view.

The HCL Workload Automation engine must be version 9.3 or later.

An enhanced graphical view of the plan is also available in the Plan View and Job Stream View, see Graphical views in the plan.

Tip: You can also request a graphical view of jobs and workstations from a mobile device. Refer to the Mobile Applications Users Guide.
Note: For all the details about options and fields displayed in the panels, see the online help by clicking the question mark located at the top-right corner of each panel.

To display a Show Plan View, perform the following steps:


  1. In the navigation bar, click Monitoring & Reporting > Workload Monitoring > Show Plan View
  2. Specify the engine on which you want to search for the scheduling objects to display in the view.
  3. Use the fields in the Filter Criteria section to limit the number of job streams displayed in the result. You can filter based on the names of job streams and workstations (distributed systems only).
  4. You can also filter on the starting times of the job streams and decide if you want to include predecessors and successors in the Plan View.
  5. Select Auto refresh view on a timer to refresh the Plan View at regular intervals. By default, the view is refreshed every 300 seconds (5 minutes). You can control the auto refresh through timer controls on the toolbar to pause, stop, and resume the auto refresh. You configure the default auto refresh interval by setting the DefaultTime property in the PlanViewAutorefresh section of the TdwcGlobalSettings.xml configuration file. See Plan View auto refresh interval.
  6. Click Go when you are ready to see the results displayed in the graphical plan view.


The Plan View is a graphical representation of a filtered set of the job streams that make up the plan. Using the Plan View toolbar, you can perform several actions on the objects displayed. You can also modify the original filter criteria to update the display. For more information about the objects in the view, see Graphical views in the plan.

What to do next

There are several actions you can perform on the objects displayed in the Plan View:
  • Use the actions available from the toolbar that include modifying the original filter criteria that was set to change the objects displayed.
  • Right-clicking a job stream reveals a number of actions that you can perform on the job stream:
    • Perform an action such as Cancel, Hold, Release, and add or remove a dependency.
    • Launch and display the job stream in the What-if analysis Gantt chart.
    • View the jobs in the job stream by launching the in-context link to the Job Stream View.
    • Open the job stream definition within the Workload Designer
    • Perform actions on the workstation such as Link, Unlink, Start, and Stop.
    • View workstation properties.
  • Single-click a job stream to reveal an info-rich tooltip. The tooltip also includes a color-coded status bar that indicates the status of jobs such as, the number of failed jobs, successful jobs, jobs in abend, or jobs in waiting.