Manage Plans in the Work Plan Grid
Contextual Menu
Right-click a Work Item or click 
on a Work Item to open the contextual menu.
Quick Edit: Click to open the Quick Edit window. See View and edit work items from the Work Plan Grid for more detail.
Bulk Update: Click to open the Edit Tasks form. See Bulk Update Work Items in the Work Plan Grid for instructions on bulk updating work items.
Advanced Edit: Click to open the Advanced Edit window. See View and edit work items from the Work Plan Grid for more detail.
Cut: Click to copy and remove the current work item.
Paste: Click to paste a work item currently loaded in your clipboard.
Copy: Click to copy the current work item.
Split Task: Click to split the current work item into two sub-items.
Note
To split a task, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to split tasks.
Add: Select an action from the Add drop-down. Options include: Task Above, Task Below, Milestone, Subtask, Successor, Predecessor.
Note
To add tasks, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to add tasks.
If you select Subtask, another menu will open. Select the kind of Work Item you would like to add as a subtask from the menu. Options will vary based on the Work Types available in your OnePlan configuration.
Covert to milestone: Click to convert the current work item into a milestone.
Indent: Click to indent the current item. The indented item will become a child of the item above it.
Note
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.
Outdent: Click to outdent the current item.
Note
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.
Delete: Click to delete the current item.
Editable Grid
Click a field to edit the value.
Move work items
Drag and drop work items to the desired location.
Note
To drag and drop tasks, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to drag and drop tasks.
Work item icons
Notes: Click the Notes icon to open the Notes form.
Comments: Click the Comments icon to open the Comments form.
Activities: Click the Activities icon to open the Activities board.
Notes
Enter notes into the Notes form.
Comments
Enter comments into the Comments form.
Activities
Move, add, and edit work item activities in the Activities board.
