Data Management Capabilities > Managing Plans > Plan Schedule > Schedule Table Actions - Planning
Schedule Table Actions - Planning
Actions are available from the table Actions menu and from the right-click actions menu of individual activities in the table.
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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 Plan States and Available Actions.
The availability of actions also depends on your access. For more information, see Understanding Data Accessibility.
In addition to common actions, the following actions are available:
Assign one or more resources to the activity.
Resources track work associated with the activity.
Edit the project plan in Microsoft Project.
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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 Subplan Above
Create a subplan to insert above the selected activity or subplan.
Insert Subplan Below
Create a subplan to insert below the selected activity or subplan.
Insert Subplan 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.
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You cannot add a plan or activity as a child for any selected subplan.
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 the plan to Microsoft Project.
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.
Create an activity to be inserted above the selected activity.
Create an activity to be inserted below the selected activity.
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 an activity or subplan above the selected activity.
Paste an activity or subplan below the selected activity.
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.
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 Subplan
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.
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.
Capture the attributes of all plan objects in a baseline.
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.
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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.
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.
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This action only appears in the right-click action menu of the plan node .
View a graphical display of how resource time is allocated.
View the plan in the Gantt chart viewing tool.
Execution Actions
The following actions appear if the plan is in execution mode and for automatic execution mode, you can refer automatic execution mode:
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.
Manually complete the plan. You cannot restart a plan that has been completed.
If the activity has been suspended, this action resumes execution.
If the plan has been suspended, this action resumes execution.
Manually start an activity or milestone.
This action initiates automatic execution of the plan.
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A project manager role can start an automatic plan.
Pause the selected activity. You cannot track work for a suspended activity. A subplan cannot be suspended . You can only suspend the reference plan or activiity, not the subplan.
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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You cannot increase indent or insert an activity or a subplan in an executing or a completed plan activity.
The last remaining plan activity, subplan activity, or summary activity cannot be deleted from an executing plan.
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