Direct Answer: How to Use Advanced Edit for Work Items in OnePlan
To use Advanced Edit for a work item in OnePlan, right-click the work item in the Work Plan List and select Advanced Edit from the contextual menu. The Task information dialog opens with General, Predecessors, Successors, Work, Material, Cost, and Advanced tabs, giving you a complete, detailed view of the work item, including resource assignments broken out by type.
What This Article Covers: Advanced Edit
This article explains each tab in the Advanced Edit dialog for a work item: General, Predecessors, Successors, Work, Material, Cost, and Advanced. Advanced Edit is the more detailed alternative to Quick Edit, giving you dependency management, resource assignments broken out by Work, Material, and Cost type, and additional scheduling fields in one dialog.
What you will accomplish By the end of this article, you will be able to open Advanced Edit for any work item and manage its schedule fields, dependencies, resource assignments by type, and advanced scheduling settings.
Before You Begin: Advanced Edit
- A OnePlan account with edit access to the Work Plan.
- Familiarity with How to Use Quick Edit for Work Items in OnePlan, which covers the faster, lighter-weight edit menu.
- An understanding of how resources are categorized as Work, Material, or Cost type. See How to Add and Categorize Generic Resources in OnePlan.
Why This Matters: Advanced Edit
Full detail in one dialog
Advanced Edit consolidates schedule fields, dependency relationships, resource assignments, and advanced configuration into a single dialog, so you do not need to switch between multiple views to manage a work item.
Resource assignments broken out by type
Advanced Edit separates resource assignments into Work, Material, and Cost tabs, matching how the Resources panel and the Assigned Resources field’s resource picker organize resources. This gives you a clear, type-specific view of who and what is assigned to a task, including quantities and costs for Material and Cost resources. Quick Edit, by contrast, only displays Work resources in the Resources tab.
Visibility into time-phased detail
The Work tab is also where you can see how a single assignment is distributed across its full duration. Expanding a work resource assignment reveals read-only time-phased detail rows, so you can check how a resource’s effort is spread rather than assuming an even distribution across the work item. This detail originates in Microsoft Project and is brought into OnePlan.
Scheduling and dependency control
The Predecessors and Successors tabs give you full control over task dependencies directly from the same dialog used to manage the rest of the work item’s details.
Step-by-Step: Using Advanced Edit for Work Items in OnePlan
Task: Open Advanced Edit for a Work Item
For the desired task, right-click or click ☰ > Advanced Edit. The Task information dialog opens with the full set of Advanced Edit tabs.
### Task: Review and Update General
Information
The General tab shows the work item’s core schedule fields: Name, % Complete, and Effort at the top, followed by a Dates section with Start, Finish, and Duration. Your fields may differ depending on your environment’s configuration.
- Name — The work item’s name.
- % Complete — How much of the work item is complete.
- Effort — The total effort scheduled for the work item.
- Start — The work item’s scheduled start date.
- Finish — The work item’s scheduled finish date.
- Duration — The scheduled duration of the work item.
Task: Manage Predecessors and Successors
Use the Predecessors tab to see any existing predecessor relationships, for which this item is the dependent task. The table lists each relationship’s Name, Type, Lag, and Active status. Click the + icon to add a new predecessor link, or select a row and click the trash icon to remove it.
You can also add Lag and Lead time to the dependency in the Lag field.
Note: To apply Lead to the dependency, enter a negative value into the Lag field.
Use the Successors tab to see any existing successor relationships, for which this item is the predecessor task. The table lists each relationship’s Name, Type, Lag, and Active status. Click the + icon to add a new successor link, or select a row and click the trash icon to remove it.
You can also add Lag and Lead time to the dependency in the Lag field.
Note: To apply Lead to the dependency, enter a negative value into the Lag field.
Note: For more on dependency relationships, see Task Dependencies.
Task: Manage Work, Material, and Cost Resource Assignments
Use the Work tab to see all Work type resources assigned to the task, including individual resources and Teams, listed with Resource and Units columns. Click into the Units column for a resource to update its assigned percentage.
Each assignment also has an expand arrow (⌄) to its left. Selecting it opens the assignment’s time-phased detail rows, which show the Start, Finish, Effort, and Units for each date range within the assignment.
Note: Cost and rate for a Team assignment come from the Team’s own cost and rate settings in the Resource Center, not from its individual members.
Use the Material tab to see all Material type resources assigned to the task, listed with Resource, Quantity, Cost, and Total columns. Add or remove material resources and update the Quantity assigned; Total is calculated automatically from Quantity and Cost.
Use the Cost tab to see all Cost type resources assigned to the task, listed with Resource and Cost columns. Add or remove cost resources and update the Cost assigned.
Note: A resource’s type (Work, Material, or Cost) is set when it is created and cannot be changed afterward. See How to Add and Categorize Generic Resources in OnePlan.
View a Work Assignment’s Time-Phased Detail
Select the expand arrow (⌄) to the left of a resource on the Work tab to view how that assignment is distributed across the duration of the work item. The assignment expands into read-only detail rows with Start, Finish, Effort, and Units columns, each row covering a date range within the assignment.
- Start — The first date of the date range the row covers.
- Finish — The last date of the date range the row covers.
- Effort — The hours the resource performs across that date range.
- Units — The percentage of the resource’s available capacity consumed across that date range.
An assignment that has no time-phased detail shows a single row with Start and Finish blank, meaning the effort is spread evenly across the work item’s full duration.
Note: These detail rows are read-only. Time-phased assignment detail comes into OnePlan from Microsoft Project, and cannot be created or edited in Advanced Edit. To change a resource’s overall allocation, edit the Units value on the assignment row itself.
Note: Time-phased detail applies to Work type assignments only. Material and Cost assignments cannot be broken down by time interval — they hold a single Quantity or Cost value for the whole work item.
Show, Hide, Sort, and Group Assignment Columns
Right-click any column header on the Work, Material, or Cost tab to open the column menu, which contains the following options:
- Columns — Select or clear check boxes to show or hide columns. The available columns are Resource, Units, Quantity, Cost, and Rate table.
- Hide column — Hide the column you right-clicked.
- Sort ascending / Sort descending — Sort the assignments by the values in that column.
- Multi sort — Sort by more than one column at a time.
- Group ascending / Group descending — Group the assignments by the values in that column.
Note: Your available columns may differ if your environment has custom columns configured.
Task: Update Advanced Fields
View or edit the following fields on the Advanced tab as needed. Your fields may differ depending on your environment’s configuration.
- Calendar — The calendar used to schedule the work item. Defaults to Default calendar.
- Scheduling Mode — The scheduling mode applied to the item (for example, Fixed Duration).
- Constraint Type — The scheduling constraint applied to the item (for example, Start No Earlier Than).
- Constraint Date — The date associated with the constraint type.
- Ignore Resource Calendar — Toggle to schedule the item without regard to the individual calendars of its assigned resources.
- Effort Driven — Toggle to control whether the item’s duration recalculates automatically based on effort and assigned resources.
- Rollup — Toggle to control whether this item’s values roll up to its parent item.
- Inactive — Toggle to exclude the item from scheduling. Inactive items do not push their linked tasks or roll up their attributes to parent items.
- Manually Scheduled — Toggle to control whether the item is manually or automatically scheduled.
Frequently Asked Questions: Advanced Edit
Q: What is the difference between Quick Edit and Advanced Edit?
A: In OnePlan, Quick Edit gives you a faster view of general information, a single combined Resources tab, dependencies, and advanced scheduling settings. Advanced Edit gives you the same general information plus separate Predecessors and Successors tabs, resource assignments broken out by Work, Material, and Cost type, and an Advanced tab with additional scheduling fields.
Q: Where do I see Material or Cost resources assigned to a task?
A: In OnePlan, Material and Cost type resource assignments appear on the dedicated Material and Cost tabs in Advanced Edit. They are also broken out by type in the Resources panel and in the Assigned Resources field’s resource picker, which both use the same Work, Material, and Cost tabs. Quick Edit is the exception — it shows all resource types together on a single Resources tab without breaking them out by type.
Q: Can I change a resource’s type from the Work, Material, or Cost tabs?
A: In OnePlan, no. A resource’s type is set when the resource is created and cannot be changed afterward. If a resource needs a different type, create a new generic resource with the correct type.
Q: Can Teams be assigned from Advanced Edit?
A: In OnePlan, yes. Teams appear alongside individual resources on the Work tab. Cost and rate for a Team assignment come from the Team’s own settings in the Resource Center rather than from individual team members.
Q: Can I change how a resource’s effort is distributed across a task in Advanced Edit?
A: In OnePlan, no. Open Advanced Edit, go to the Work tab, and select the expand arrow to the left of the assigned resource to view its time-phased detail rows, but those rows are read-only. Time-phased detail comes into OnePlan from Microsoft Project. You can change the assignment’s overall allocation by editing its Units value.
Q: Can I add more columns to the Work tab in Advanced Edit?
A: In OnePlan, yes. Right-click any column header on the Work, Material, or Cost tab and select Columns, then select the check box for each column you want to show. The available columns are Resource, Units, Quantity, Cost, and Rate table. The same menu also provides Hide column, sorting, multi-sort, and grouping options.
Q: Can Material and Cost assignments be time-phased in Advanced Edit?
A: In OnePlan, no. Time-phased detail rows are available for Work type assignments on the Work tab only. Material and Cost assignments are managed on their own tabs with Quantity, Cost, and Total values that are not broken out by time interval.
Q: Where do predecessor and successor relationships show in Advanced Edit?
A: In OnePlan, predecessor relationships appear on the Predecessors tab and successor relationships appear on the Successors tab, each with Add and Remove controls.
What to Do Next: Advanced Edit
Manage resources: - How to Assign Resources to Work Items in OnePlan - How to Add and Categorize Generic Resources in OnePlan - How to Add Named Resources in OnePlan
Use the faster edit menu: - How to Use Quick Edit for Work Items in OnePlan
Continue building your schedule: - Task Dependencies - Create Work Items in the Work Plan List - Bulk Update Work Items in the Work Plan Grid
Comments
0 comments
Please sign in to leave a comment.