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If the plan is in auto-execution mode, the availability of several actions depends on the project, plan, and activity state. For more information, see Auto-Execution State and Available Actions.
The availability of actions also depends on your access. For more information, see Understanding Data Accessibility.
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Add selected objects to the timeline displayed above the plan table. The timeline does not appear until objects are added.
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Assign one or more resources to the activity.
Resources track work associated with the activity.
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If you have been assigned as a resource to multiple plan objects, select the checkboxes next to those activities and then select
> to track work for several resource assignment tasks at once. |
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Edit the project plan in Microsoft Project.
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Edit the selected activities.
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Export the plan as a template. This creates a ZIP file that you can save to your local machine.
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Export the plan to Microsoft Project.
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Import a plan from Microsoft Project.
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Move the selected activity down a level within the plan, indicating that it is a child activity or sub-task to another activity.
For example, if you would like to indicate that one activity is comprised of several smaller tasks, you would indent those tasks below the larger activity. Those tasks become child activities, and the larger activity is converted to a summary activity.
The summary activity is updated to reflect the work, cost, and status information of any activity indented beneath it.
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Create an activity to be inserted below the selected activity.
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Create a child activity for the selected activity. The selected activity is updated to indicate that it is a summary activity, reflecting the work, cost, and status information of the child activities.
For more information about summary activities, see Summary Activity Calculation Example.
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Create a new activity in the plan. The new activity is created above the selected plan object or at the end of the plan if an object is not selected.
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Create a new deliverable to associate with the activity. The availability of this action depends on the activity type and whether the Link deliverables with project activities option is selected when the project is created.
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Capture the attributes of all current activities in a baseline.
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Create up to five activities at a time.
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Move a child activity (an activity indented below a summary activity) up a level within the plan. For example, if a summary activity contains a child activity that is no longer associated with the summary activity work, you can outdent that child activity to make it independent.
When you outdent a plan object, the scheduling information for the summary activity is updated to reflect the removal of that child activity.
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Save as Template
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Save the plan template and add it to the Templates table. These templates are available from the Plan Templates view at the site and organization levels.
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Set the status, risk, and track the number of work hours or percentage of work completed for the selected activity. • The track work icon ![]() • If you are a project manager or the owner of an activity, select Track Work from the right-click actions menu. The Track Work window opens, where you can track work related to the activity. If resources have also been assigned to the activity, any actual work you enter is distributed evenly between the resource assignment tasks. |
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View a graphical display of how resource time is allocated.
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View the plan in the Gantt chart viewing tool.
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Complete the selected activity.
The % Work Complete is automatically set to 100 and the Actual Work field is updated to reflect all work hours have been completed.
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Manually complete the plan. You cannot restart a plan that has been completed.
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If the activity has been suspended, this action resumes execution.
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If the plan has been suspended, this action resumes execution.
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Manually start an activity or milestone.
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This action initiates automatic execution of the plan.
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Pause the selected activity. You cannot track work for a suspended activity.
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Pause plan execution. No tasks can be completed and delivery of subsequent tasks is prevented until planning or resource issues are resolved.
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