Schedule Table Actions

Assign one or more resources to the activity.

Resources track work associated with the activity.

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.

Insert Sub-plan Above

Create a subplan to inserte above the selected activity or subplan.

Insert Sub-plan Below

Create a subplan to inserte below the selected activity or subplan.

Insert Sub-plan as a Child

Create a subplan as a child 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 subplan.

You cannot add a plan or activity as a child for any selected subplan.

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.

Increase 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, to indicate that one activity is comprised of several smaller tasks, 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.

Increasing indent of an activity in an executing summary activity does not change the actual start date of the summary activity.

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.

Paste Activity Above

Paste an activity or subplan above the selected activity.

Paste Activity Below

Paste an activity or subplan 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.

New Activity

Create a new activity in the plan. The new activity is created below the selected plan object or at the end of the plan if an object is not selected.

New Sub-plan

Create a new subplan in the plan. The new subplan is created below 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 plan objects in a baseline.

New Multiple Activities

Create up to five activities at a time. This applies only to plan activities.

Decrease Indent

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 decrease the indent of that child activity to make it independent.

When you decrease the indent of a plan object, the scheduling information for the summary activity is updated to reflect the removal of that child activity.

If you decrease indent, 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.

Decreasing indent of an activity in an executing summary activity does not change the actual start date of the summary activity.

Start Execution

Manually start a plan.

You can execute a scheduled manual plan using this action when the property com.ptc.projectmanagement.plan.startManualPlan, in wt.properties file, is true. The default is false.

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.