Schedule Home Ribbon
The Schedule view is the default view when you open
a new schedule.
Other data views include the Pivot Table view, Dashboard
view and Flowchart view. Each view has its own Home ribbon.
The Home ribbon provides a range of commonly used commands relating to schedule management.
Group |
Commands |
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.
|
Find |
-
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. The Replace
drop-down has an option to
Replace Dependencies.
The Replace button is disabled in the Crosstab View and
Resource Bar Chart. See Replace
and Replace Dependencies.
-
Locate Bar - aligns
the selected task to the left-hand edge of chart. This option is
disabled in the Crosstab View. See Go to Selected Task.
|
Editing |
-
Assign - selecting this options permits the addition
and removal of resources. You can also press Ctrl+A. See
Add/Remove Assignment.
-
Link - creates 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 - removes dependencies between selected tasks. This option
is disabled in the Crosstab View and Resource
Bar Chart. See Unlink Tasks.
-
Project Settings - edits the project settings. The
Drop-down opens the
Project Settings Screen.
|
Bookmarks |
-
Toggle Bookmark – Bookmark
the selected task(s) in the
task table area. If you click this button again, the
bookmark(s) is removed.
Note: When you bookmark a task, the bookmark symbol displays in the indicator column
of the bookmarked task in the Task Table area:

|
Sort, Filter, Group |
Task Sorts – Select a task sort from the drop-down list.
Task Sort – Edit task sorts in
the Project Settings. See
Tasks Sorts.
Ascending
Sort - – Sort tasks in ascending order based on the
currently selected column in the task table.
Descending
Sort – Sort tasks in descending order based on the
currently selected column in the task table.
Intelligent Scroll – Ensures that tasks stay in view while scrolling vertically
when sorting by date.
Task Groupings – Select a task grouping from the drop-down
list.
Task FiltersSelect a task filter
from the drop-down list.
Task Filters – Edit task
filters in the Project Settings. See
Task Filters.
Highlight
or Show only filtered tasks – If checked, all
tasks are visible and filtered tasks are highlighted. When
switched off, then only filtered tasks are visible.
Clear
Filter – Clear the current filter.
|
Outline |
|
Date Range Filter |
See Date Range filter
-
From – Set the start of the date range for filtering.
-
To – Set the end of the date range for
filtering.
-
Filter Period – Define the period
length by which the date filter moves backwards and
forwards when the adjacent relevant button is clicked.
-
Move Backwards – Move the filter period
backwards by a single period, unless otherwise specified
in the Filter Period.
-
Move Forwards – Move the filter period
forwards by a single period, unless otherwise specified
in the Filter Period.
|
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