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# Work Plan Options

This section explains the options available in work plan all views.

UI Element (from A to Z) | Description
--- | ---
Actions > Resource Usage | Opens the Resource Usage page for the work plan. It allows you to view the work load of each resource assigned to the work plan. Available in all views except the Quick view. For details, see Viewing Resource Usage in Work Plan.
Actions > Create a Baseline | Creates a work plan baseline. Available in all views except the Quick view. For details, see Create a work plan baseline.
Actions > Import a Template | Opens the Import Work Plan Template window to select a template. The template tasks will be added above the selected task in the current work plan. Available in all views except the Quick view. For details, see Import a template.
Actions > Import Another Work Plan | Imports a work plan from another project to add tasks for the current work plan. Available in all the work plan views except the Quick view. For details, see Import a work plan.
Actions > Add/Remove Columns | Adds or removes columns Available in all views except the Gantt view. In the Quick view, it is the Select the Columns to Display icon. For details, see Add or remove work plan columns.
Actions > Configure Indicator Columns | Adds indicator columns to work plan to quickly tell what a task's health is, whether it has constraints, whether it is on project critical path and so on without opening the task details. Available in all views except the Quick view. For details, see Configure indicator columns.
Actions > Configure Gantt |
Actions > Delete Work Plan | Deletes the work plan. Available in all views except the Quick view. For details, see Deleting a Work Plan.
Actions > Convert Work Plan to Template | Creates a work plan template from the current work plan. Available in all views except the Quick view. For details, see Set up work plan templates.
Actions > Open Work Plan in Microsoft Project | Opens the Opening PPM_Project.mpp dialog to allow you open the current work plan in Microsoft Project. Available in all views. Foe details, see Opening a Work Plan in Microsoft Project using Project Management.
Add tasks | Adds tasks to the work plan. Available in all views. For details, see Add a task.
Copy Paste | Creates a new task by copying and pasting an existing task. Available in all views.
Delete tasks | Deletes selected tasks in the work plan. Available in all views.
Edit > Task Details | Opens the Task Details page of the selected task. Available in all views except the Quick view.
Edit > Actuals | Opens the Enter Actuals page to edit the actual information of a task. It allows editing multiple tasks simultaneously. Available in all views except the Quick view. For details, see Edit task details.
Edit > Assignments | Opens the Resource Assignments window to edit the assignments of a task. It allows editing multiple tasks simultaneously. Available in all views except the Quick view. For details, see Edit task details.
Edit > Set Role | Opens the Set Role window to edit the role of a task. It allows editing multiple tasks simultaneously. Available in all views except the Quick view. For details, see Edit task details.
Edit > Shift Schedule | Opens the Shift Task Schedule window to shift the scheduled of a task forward or backward by any number of days. It allows editing multiple tasks simultaneously. Available in all views except the Quick view. For details, see Edit task details.
Edit > Link Tasks | Opens the Link Tasks window to define Finish-to-Start predecessor relationships between each of the selected tasks, in order of their sequence in the work plan. Available in all views except the Quick view. For details, see Edit task details.
Edit > Set Status | Opens the Set Status window to edit the status of a task. It allows editing multiple tasks simultaneously. Available in all views except the Quick view. For details, see Edit task details.
Export Work Plan to PDF | Exports the work plan to PDF.
Export Work Plan to Microsoft Excel | Exports the work plan to Excel.
External Predecessor | Opens the Task Details window to add tasks from another project as external predecessors for the selected task. Available in all views. For details, see Add predecessors from the work plan page.
Expand to: Level | Expands or collapses the work plan to a specified level from 2 to 7. Available in all views. For details, see Level expand/collapse.
Filter for | Filters the work plan for a certain set of tasks. Available in all views except the Quick view. For details, see Filter tasks in work plan.
Filter Hybrid Tasks | Filters the tasks that are linked with agile projects. Available only in the Quick view. For details, see Filter hybrid tasks in Quick View.
Gantt Legend | Opens the Gantt Legend window to explain the legends in the Gantt chart of the Quick view. Available only in the Quick view.
Indent Outdent | Indents or outdents the selected tasks to build task relationships. Available in all views. For details, see Build task relationship.
Schedule Work Plan | Opens the Schedule Work Plan window to run the scheduling. Available in all views. For details, see Schedule a work plan.
Schedule Summary Task | Opens the Schedule Summary Task window to run the scheduling. Available in all views. For details, see Schedule a summary task.
Uploading Work Plan from Microsoft Excel | Uploads tasks from Microsoft Excel to the PPM project work plan. Available only in the Quick view. For details, see Upload work plan from Microsoft Excel.
View | Switches the work plan to the selected view. Available in all views.

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