The chart’s toolbar provides the following actions:
- Select the project plan version you want to edit by clicking on the magnifying glass icon in the search field.
- Save. Create and save a plan draft.
- For approval. Start the plan approval process. This button is available if project plan approval is set up in the system.
- Publish. Finish working on the project plan by publishing the draft.
- Click to show or hide all subtasks in the task list.
- Click to import the project plan as an .mpp file.
- Click to export the project plan as an .mpp file.
- Click to change the period displayed in the chart. You can display the plan for the next three days, week, month, quarter, or year. Use the plus and minus icons to make the period longer or shorter.
- Click to open the search window, enter search parameters and sort project plan items in the chart.
- Auto-scheduling. This option is enabled by default and automatically reschedules the dates of linked tasks to a later date.
- Reverse auto-scheduling. Enabling this option allows you to automatically reschedule the dates of linked tasks to an earlier date.
The following examples illustrate how these two options work. Let's say you have created and linked two tasks. They are scheduled one after another, as soon as task A is completed, task B starts.
If Auto-scheduling is enabled, once you change the start of task A for a later date, the start date of task B automatically reschedules for a later date, too. This allows keeping the link between the tasks.
If Reverse auto-scheduling is enabled, once you change the start of task B for an earlier date, the start date of task A automatically reschedules for an earlier date, too.
Note that if the Use the business calendar option is enabled in the project’s settings, and the end date of a linked task is a non-working day:
- With auto-scheduling, the end date will be changed to the first business day after the non-working day.
- With reverse auto-scheduling, the end date will be changed to the closest business day before the non-working day.
- Show project start and end dates. Enable this option if you want the chart to show the start and end of the project.
- Show current date. Enable this option if you want the chart to show the current date.
- Show deleted. Enable this option if you want to see and restore tasks of the project plan deleted in the current draft before it is published. Such tasks can only be displayed in the plan editing mode.
- Hide non-working days. Enable this option to hide all non-working days in the plan. It is available if the Use the business calendar option is enabled for the project.
- Show overdue tasks. This option highlights overdue tasks.
- Compare with the current one. This option is available if you have a published version of the project plan. Enable it in the editing mode when adding a new version of the plan. The chart will show the outlines of the tasks from the published plan. This way you can compare the changes that you make to the plan with the currently published version.
- Show critical path. Enable this option so that tasks whose due dates are the same as the project’s end date or later, as well as tasks linked with them, are highlighted red.
To exit the editing mode and return to the project page, click .
Found a typo? Highlight the text, press ctrl + enter and notify us