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Manage Plans in the Work Plan Grid

  • Updated

Contextual Menu

Right-click a Work Item or click Grid_Options_Hamburger.png on a Work Item to open the contextual menu.

  • Quick Edit: Click to open the Quick Edit window. See View and edit work items from the Work Plan Grid for more detail.

  • Bulk Update: Click to open the Edit Tasks form. See Bulk Update Work Items in the Work Plan Grid for instructions on bulk updating work items.

  • Advanced Edit: Click to open the Advanced Edit window. See View and edit work items from the Work Plan Grid for more detail.

  • Cut: Click to copy and remove the current work item.

  • Paste: Click to paste a work item currently loaded in your clipboard.

  • Copy: Click to copy the current work item.

  • Split Task: Click to split the current work item into two sub-items.

    Note

    To split a task, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to split tasks.

  • Add: Select an action from the Add drop-down. Options include: Task Above, Task Below, Milestone, Subtask, Successor, Predecessor.

    Note

    To add tasks, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to add tasks.

    • If you select Subtask, another menu will open. Select the kind of Work Item you would like to add as a subtask from the menu. Options will vary based on the Work Types available in your OnePlan configuration.

  • Covert to milestone: Click to convert the current work item into a milestone.

  • Indent: Click to indent the current item. The indented item will become a child of the item above it.

    Note

    To indent or outdent the tasks, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to indent and outdent tasks.

  • Outdent: Click to outdent the current item.

    Note

    To indent or outdent the tasks, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to indent and outdent tasks.

  • Delete: Click to delete the current item.

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Editable Grid

Click a field to edit the value.

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Move work items

Drag and drop work items to the desired location.

Note

To drag and drop tasks, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to drag and drop tasks.

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Work item icons

  • Notes: Click the Notes icon to open the Notes form.

  • Comments: Click the Comments icon to open the Comments form.

  • Activities: Click the Activities icon to open the Activities board.

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Notes

Enter notes into the Notes form.

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Comments

Enter comments into the Comments form.

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Activities

Move, add, and edit work item activities in the Activities board.

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