Work Plan - List

Build and manage your schedule in a structured list—add work, shape the WBS, and link dependencies.

  • Work Item Quick Edit and Advanced Edit Menus

    This article explains how to use the Quick Edit and Advanced Edit menus in the Work Plan to manage your schedule. As of June 2026, all resource types will be visible providing a unified assignment experience. Work item...

  • Build a To Do List in the Work Plan

    This article explains how to manually build a to-do list of tasks using the To Do view in the OnePlan Work Planner. Using the OnePlan Work Plan to create and manage your to-do list lets you identify organize prioritize a...

  • Manual and Automatic scheduling

    Tasks can either be manually or automatically scheduled. Automatically scheduled tasks' start and end dates are automatically updated based on the task constraints, dependencies (predecessors or successors), and position...

  • Project scheduling direction

    Currently, OnePlan supports forward project scheduling. Forward scheduled projects: are scheduled out from a specified start date tasks are scheduled as soon as possible (ASAP) the project start date is mandatory ...

  • Scheduling Mode (aka Task Type)

    The scheduling mode (also called task type) is a mathematical formula used by the OnePlan work plan to automate scheduling as you build and adjust your work plan. The scheduling mode calculation uses three task values: ...

  • Set Default Task Type at the Plan Level

    This article explains how to set the default task type for your work plan at the plan level. This means that every new task created in the work plan will have the set default task type. You can change this at the individ...

  • Set the Scheduling Mode (Task Type) at the Task Level

    This article explains how to set the scheduling mode for individual tasks in the work planner. See Scheduling Mode (aka Task Type) for information about how each scheduling mode functions in the work planner. Click o...

  • Constraints

    A constraint defines the schedulable date range for a task. The date range is created by the constraint date and constraint type. The constraint type restricts the event start / end dates to be not earlier than, not late...

  • Task hierarchy

    When scheduling tasks, the scheduling engine takes the task hierarchy into account following these two principles: Each task inherits its parent (summary) task restrictions (dependencies and constraints). A summary ...