This article explains how the icons works in work plan.
Header Buttons and Menus
Save the Work Plan
After you make changes to your plan, you will need to click the Save button to save those changes.
The work plan will not save right away, allowing users to review their plans prior to saving. The save button also allows users to revert the plan (not save) if they do not like the changes they made
The save button Improves performance when editing a work plan since it will not have to wait for auto save.
Add Work Items
Click the Add Item button to add tasks, or other work items to your work plan. OnePlan supports many kinds of work items to best suit your work method.
You can also add items from the form at the bottom of the screen.
Expand and Collapse Work Items
Click the Expand icon to show all work items and sub-items in the Work Plan.
Click the Collapse icon to minimize the work items.
Indent and Outdent Work Items
Use the Indent and Outdent icons to build out the work breakdown structure (WBS). Indenting makes an item a child item.
Important
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.
Note
When you indent or outdent a work item with Timesheet Hours, a message will prompt you to recalculate your schedule to update timesheet hour calculations. This serves as a helpful reminder, ensuring that users are aware of the potential impact on timesheet hours and prompting them to recalculate for accurate scheduling information.
Link and Unlink Work Items
Note
It is best practice to sort the WBS column before you link tasks.
To link items:
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Hold down the CTRL key to select two items.
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Click the Link icon. The second item becomes the dependent item.
To unlink items:
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Select the dependent task only.
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Click the Unlink icon.
If using the Link icon, the relationship is automatically Finish-to-Start relationship with 0 lag days. If you want to specify different link type or lag time, select the parent item and open the Quick Edit window. Go to the Predecessors tab to make your changes.
Open the Resources Panel
Click the "..." and select Resources icon to open the Resources panel for the plan. You can then drag and drop resources from the panel onto Work Items to assign the resources to the item.
The resource list will show the resources that shared with the project. Also, if there are resources that assign in the resource plan, the project will share with the assigned resources too.
Undo and Redo
Click the Undo and Redo icons to undo or redo actions as needed.
Request Updates
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Click "..." and select Request Updates icon.
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Complete the Request Update form. Click Send Update Request button when ready.
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Tasks: Select either Selected Tasks or Tasks Assigned to Me. You may want to select Tasks Assigned to Me to send yourself regular reminders to update your status.
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Select Fields: Use the drop down menu to choose which fields you want updated by the recipient(s).
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Schedule: Select either Send Now, Daily (specific days & time), or Monthly (specific day of the month).
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Enter a Message: This message will be in the email body requesting updates.
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Click the Status Updates icon. The Status Updates pop-up will open.
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In the Status Updates pop-up, you can view all of your status updates.
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Check the check box next to the desired updates to select. You can select multiple updates at a time.
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Click Accept to accept the selected updates, or Reject to reject the selected updates.
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Select the View menu drop down to change views, save views, and delete views. Global views show in the first section. Only administrators can save global views. Personal views show in the second section, if you have any saved.
See Modify and Save Views in the Work Plan Grid for instructions to edit, save, and delete views.
Apply Filters
Click the Filters icon to select and apply filters to the Work Plan Grid. You can select multiple filters.
Click Clear Filters to clear all filters.
Open the Gantt
Select the Gantt icon to show the Gantt chart. Select it again to close the Gantt chart.
When the Gantt chart is open, additional icons will show for Gantt view controls including: Zoom In, Zoom Out, Scroll To, and Zoom Fit.
Click the Sub Plans icon. The Select Sub Plans form will open.
If the current plan has sub plans, you can load them into the current Work Plan. Check the check box next to the sub plans you would like to add. Click Load Sub Plans. The selected sub plans will be added to the current Work Plan Grid.
Connect with Project Professional
Click the Project Start Date icon to adjust the selected project start date. You can select a new date and choose to move manual and constrained tasks or not. Automatic tasks will automatically be rescheduled.
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