Schedule Table Actions

Add selected objects to the timeline displayed above the plan table. The timeline does not appear until objects are added.

Assign Resources

Assign one or more resources to the activity.

Resources track work associated with the activity.

Edit Multiple Assignments

If you have been assigned as a resource to multiple plan objects, select the checkboxes next to those activities and then select Actions > Edit Multiple Assignments to track work for several resource assignment tasks at once.

Edit Plan

Edit the project plan in Microsoft Project.

To edit certain plan attributes such as the plan name, calendar, currency, and cost, select Edit from the right-click actions menu of the plan node

. The plan node is always in the top row of the Schedule table.

Edit Selected Objects

Edit the selected activities.

Export as Template

Export the plan as a template. This creates a ZIP file that you can save to your local machine.

Export Plan

Export the plan to Microsoft Project.

Import Plan

Import a plan from Microsoft Project.

Indent

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.

Insert Activity Above

Create an activity to be inserted above the selected activity.

Insert Activity Below

Create an activity to be inserted below the selected activity.

Insert Activity as a Child

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.

Paste Activity Above

Paste an activity above the selected activity.

Paste Activity Below

Paste an activity below the selected activity.

Paste Activity as a Child

Paste an activity as 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.

New Activity

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.

New Deliverable

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.

New Plan Baseline

Capture the attributes of all current activities in a baseline.

New Multiple Activities

Create up to five activities at a time.

Outdent

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.

If you outdent all child activities from under a summary activity, the summary activity is converted back into a typical activity. Attributes originally set for that activity (such as duration, finish dates, and resources) are lost. You must manually edit the activity to reset those values.

Save as Template

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.

This action only appears in the right-click action menu of the plan node

Track Work

Set the status, risk, and track the number of work hours or percentage of work completed for the selected activity.

• The track work icon

appears in the Assignments column when you have been assigned to the activity as a resource. Click this icon to open the Track Work for Selected Assignments window, where you can track work related to your resource assignment task.

• 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.

View Capacity Report

View a graphical display of how resource time is allocated.

View in Gantt Explorer

View the plan in the Gantt chart viewing tool.

Complete	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.
Complete Plan	Manually complete the plan. You cannot restart a plan that has been completed.
Resume	If the activity has been suspended, this action resumes execution.
Resume Plan	If the plan has been suspended, this action resumes execution.
Start	Manually start an activity or milestone.
Start Autoexecution	This action initiates automatic execution of the plan.
Suspend	Pause the selected activity. You cannot track work for a suspended activity.
Suspend Plan	Pause plan execution. No tasks can be completed and delivery of subsequent tasks is prevented until planning or resource issues are resolved.