Editing Ribbon

The Editing ribbon provides easy access to tools that help you modify your schedule settings, including dependency management, resource and operation assignment, managing the task display and hierarchy and editing bar chart contents.

Group	Description
Clipboard	Copy – Copy the current selection to the clipboard. The Copy drop-down has an option to Copy (Text) With Header. Cut – Cut the current selection to the clipboard. Paste – Insert the clipboard contents into the currently selected location.
Editing	Fill – Copy the contents of the current cell in the selection to all other cells in the selection. See Fill. Delete – Delete the selected item. You can also use the Delete key on your keyboard to delete the selected item. Clear – Clear cell contents. You can also press Ctrl+Del. See Clear form. Find – Search for a specified value in a selected field. You can also press Ctrl+F. This option is disabled in the Crosstab View and Resource Bar Chart. See Find. Replace – Find and replace a value in a selected field. You can also press Ctrl+H. This option is disabled in the Crosstab View and Resource Bar Chart. See Replace.
Dependencies Task Bar Chart ONLY	Note: The Dependencies group is hidden in the Crosstab View and Resource Bar Chart. Link – Create dependencies between selected tasks within the Task List. You can also press Ctrl+F2. This option is disabled in the Crosstab View and Resource Bar Chart. See Link Tasks. Unlink – Remove dependencies between selected tasks. This option is disabled in the Crosstab View and Resource Bar Chart. See Unlink Tasks. Replace Dependencies – Find specified type(s) of dependencies and replace with a new specification. See Replace Dependencies.
Insert	Insert Task – Create a new task. This option is disabled in the Crosstab View and Resource Bar Chart. See Insert Task. Add Comment – Add a comment to the selected task. Assign Resource – Assign a resources to the selected task/s. You can also press Ctrl+A. In the Crosstab View and Resource Bar Chart this option is called Insert Resource. See Add/Remove Assignment.
Outline	Indent – Indent the selected task so that it is grouped under the Task above it. This also works on a selection of tasks. This will delete the Task above the selected Task and convert it into a Summary Task. See Indent & Outdent Tasks. Outdent – Outdent the selected task so that it is moved one level higher in the outline structure (if applicable). See Indent & Outdent Tasks. Move up – Move the selected task up in the outline structure. Move down – Move the selected task down in the outline structure. Indent and create summary – Indent the selected task so that it is grouped under a newly created Summary Task. This also works on a selection of Tasks. This option is disabled in the Crosstab View and Resource Bar Chart. See Indent Tasks and Insert Summary. Show subtasks – Show the sub-tasks of the currently selected task(s). The summary bar for the selected group is broken into the individual Gantt task bars. Hide subtasks – Hide the sub-tasks of the currently selected task(s) and show the summary bar only. Show all subtasks – Open all levels of sub-tasks of the selected task(s). All tasks are displayed, including the summary bar if set in the Bar Chart Options. Roll-up – For each group defined, each Gantt bar in the group is added together to form a single time frame for the completion of the group. Always roll up subtasks – This setting affects how summary bars are displayed. If this setting is off, then summary bars will be shown as one contiguous bar. If this setting is switched on, then summary bars (when rolled up) will show the individual sub-tasks rolled up onto a single line. Specifically, the Hide Subtasks function will work in the same way as Roll up onto summary row. Roll up from lowest level – If checked, bars are consolidated for all subordinate items into a single bar. Note: This option is also available on the (Resource) Bar Chart Options: Display screen.
Edit In Bar Chart Task Bar Chart ONLY	Note: The Edit In Bar Chart group is hidden in the Crosstab View and Resource Bar Chart. Start Editing – Edit period values directly on the bar chart. See Edit Period Quantity on Barchart. Fill Period – Switch Fill period by decreasing rate on or off. Maintain Ratio – Switch Maintain ratio between properties on or off. Merge – Switch Merge adjoining sections with identical rates on or off. Edit Primary – Switch Allow editing of primary property only on or off. Editing the 'driving property' on its own does not affecting other settings. Take from next – Switches Take quantity from the next section instead of at the end on or off. Allow Quantity Increase – Permit quantity increase while editing inline. Edit Actuals – Switch Allow editing of actuals/measurements on or off.

Group

Description

Clipboard

Copy – Copy the current selection to the clipboard. The Copy drop-down has an option to Copy (Text) With Header.

Cut – Cut the current selection to the clipboard.

Paste – Insert the clipboard contents into the currently selected location.

Editing

Fill – Copy the contents of the current cell in the selection to all other cells in the selection.

See Fill.

Delete – Delete the selected item. You can also use the Delete key on your keyboard to delete the selected item.

Clear – Clear cell contents. You can also press Ctrl+Del. See Clear form.

Find – Search for a specified value in a selected field. You can also press Ctrl+F. This option is disabled in the Crosstab View and Resource Bar Chart.

See Find.

Replace – Find and replace a value in a selected field. You can also press Ctrl+H. This option is disabled in the Crosstab View and Resource Bar Chart.

See Replace.

Dependencies

Task Bar Chart ONLY

Note: The Dependencies group is hidden in the Crosstab View and Resource Bar Chart.

Link – Create dependencies between selected tasks within the Task List. You can also press Ctrl+F2. This option is disabled in the Crosstab View and Resource Bar Chart.

See Link Tasks.

Unlink – Remove dependencies between selected tasks. This option is disabled in the Crosstab View and Resource Bar Chart.

See Unlink Tasks.

Replace Dependencies – Find specified type(s) of dependencies and replace with a new specification.

See Replace Dependencies.

Insert

Insert Task – Create a new task. This option is disabled in the Crosstab View and Resource Bar Chart.

See Insert Task.

Add Comment – Add a comment to the selected task.

Assign Resource – Assign a resources to the selected task/s. You can also press Ctrl+A. In the Crosstab View and Resource Bar Chart this option is called Insert Resource.

See Add/Remove Assignment.

Outline

Indent – Indent the selected task so that it is grouped under the Task above it. This also works on a selection of tasks. This will delete the Task above the selected Task and convert it into a Summary Task.

See Indent & Outdent Tasks.

Outdent – Outdent the selected task so that it is moved one level higher in the outline structure (if applicable).

See Indent & Outdent Tasks.

Move up – Move the selected task up in the outline structure.

Move down – Move the selected task down in the outline structure.

Indent and create summary – Indent the selected task so that it is grouped under a newly created Summary Task. This also works on a selection of Tasks. This option is disabled in the Crosstab View and Resource Bar Chart.

See Indent Tasks and Insert Summary.

Show subtasks – Show the sub-tasks of the currently selected task(s). The summary bar for the selected group is broken into the individual Gantt task bars.

Hide subtasks – Hide the sub-tasks of the currently selected task(s) and show the summary bar only.

Show all subtasks – Open all levels of sub-tasks of the selected task(s). All tasks are displayed, including the summary bar if set in the Bar Chart Options.

Roll-up – For each group defined, each Gantt bar in the group is added together to form a single time frame for the completion of the group.

Always roll up subtasks – This setting affects how summary bars are displayed. If this setting is off, then summary bars will be shown as one contiguous bar. If this setting is switched on, then summary bars (when rolled up) will show the individual sub-tasks rolled up onto a single line. Specifically, the Hide Subtasks function will work in the same way as Roll up onto summary row.

Roll up from lowest level – If checked, bars are consolidated for all subordinate items into a single bar.

Note: This option is also available on the (Resource) Bar Chart Options: Display screen.

Edit In Bar Chart

Task Bar Chart ONLY

Note: The Edit In Bar Chart group is hidden in the Crosstab View and Resource Bar Chart.

Start Editing – Edit period values directly on the bar chart.

See Edit Period Quantity on Barchart.

Fill Period – Switch Fill period by decreasing rate on or off.

Maintain Ratio – Switch Maintain ratio between properties on or off.

Merge – Switch Merge adjoining sections with identical rates on or off.

Edit Primary – Switch Allow editing of primary property only on or off. Editing the 'driving property' on its own does not affecting other settings.

Take from next – Switches Take quantity from the next section instead of at the end on or off.

Allow Quantity Increase – Permit quantity increase while editing inline.

Edit Actuals – Switch Allow editing of actuals/measurements on or off.