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The following commands are available in the Tasks ribbon menu.
In the Clipboard group:
Select Copy to copy the selected information to the clipboard for use elsewhere.
Select Paste to insert clipboard contents at a selected location.
Select Cut to remove the selected information from the project and place it on the clipboard for use elsewhere.
If you select and cut data from an individual cell, the data is deleted. If you select and cut an entire object, the selected object is highlighted by a marquee; the data is not actually deleted and removed from view until you insert the clipboard contents to a selected location.
In the Edit group:
Select Delete to delete the selected information from the project.
Select Modify to edit information for a selected object.
To edit a task, select the task and select Edit, Modify. To edit a resource, select the resource and select Edit, Modify.
Select Insert to insert a row in a spreadsheet view.
Change the type of the currently marked task into a phase task. The indentation level of the phase is determined by its parent task.
Change the type of the currently marked task into a milestone.
Change the type of the currently marked task into a work task.
Change the indentation level of the currently marked phase task by indenting it one level further. I.e. after marking a Phase and pressing "Indent", the task will be an Activity.
Change the indentation level of the currently marked phase task by indenting it one level less. I.e. after marking an Activity and pressing "Outdent", the task will be a Phase.
Select Undo to reverse most actions.
Note: If your most recent action is irreversible, the Undo command is disabled.
Select Redo to reverse a previous undo, if that is possible.
Note: If your most recent undo action is irreversible, the Redo command is disabled.
In the Search group:
The Quick Search allows you to quickly find tasks by name. Simply type part of the name you are searching for into the text entry field. The currently active view will instantaneously reflect the results of the filtering.
Select Extended Find to construct search criteria from one or more field names.
Select Find Next to find the next occurrence of the search criteria you specified in the Find dialog box.
In the Quickfilter group:
Use the Resource drop down in the Quickfilter group to quickly filter the view by a selected resource or all resources.
In the Zoom group:
The following commands are available from the Project ribbon menu:
In the Schedule group:
Select Autoplan to specify scheduling criteria for automatically scheduling the project.
Select Critical Path to automatically calculate the critical path of a project.
Select Recalculate to recalculate the duration of selected tasks.
Select Pending Estimates to accept or reject pending work estimates proposed by staff members.
In the Baselines group:
Select Define to set or clear a baseline for the active project, view, or selected tasks.
Select Manage to display all available baselines and select the one that will be used to calculate display information.
In the External group:
Select Subprojects to see a list of subprojects in the current project, insert a new subproject, or delete a subproject.
Select External Dependencies to view a list of external dependencies, create, or delete external dependencies.
In the Assignments group:
Select Transfer to transfer assignments on the currently marked task from one resource to another.
In the View group:
Displays the View Definition dialog box where you can create a new view.
Displays the Filter Definition dialog box where you can create a new filter.
Displays the Sort Definition dialog box where you can create a new sort.
After changing the current view or creating a new view, Select Save View to display the Save View Definition dialog box where you can name the file and choose a directory and library group, where you want to save the active view.
Select Refresh to update the data in the current view.
Select View, Library to view, add, and remove groups and the views, sorts, and filters they contain.
Select Colors and Shapes to review and edit the highlights currently in use.
In the Clarity group:
Select File, Update to update the current project with specified data from CA Clarity PPM.
Calendars
Specifies whether to refresh your project's current calendar with any changes made to the calendar in the CA Clarity PPM project.
Note: Calendars are not specific to a resource.
System Options
Specifies whether to update your project's options, such as roles, and customized data mapping, with any changes made to the system options in CA Clarity PPM.
Important! Selecting this option can change your working copy's default options.
New Notes
Specifies whether to include only the task notes created since the project was opened or last refreshed in the update.
Example: Another user added a note to an unplanned task on their CA Clarity PPM timesheet while the project was locked in Open Workbench.
Note: You must have the project open in read/write mode to select or clear this check box.
Resources
Refreshes all attributes for resources assigned to the project. Updates the project with revisions to resource data, such as updates to resource calendars. Assignment revisions, such as a change in the assignment estimate to complete (ETC), are not updated.
Note: You must have the project open in read/write mode to select or clear this check box.
Status
Specifies whether to include changes to Actual Usage, Actual Thru, Pending Actuals, and Pending Estimates for assignments of the project in the update.
Note: You must have the project open in read/write mode to select or clear this check box.
New Tasks and Assignments
Specifies whether to include new tasks and assignments that have been created since the project was opened or last refreshed in the update.
Note: You must have the project open in read/write mode to select or clear this check box.
Team Members
Specifies whether to include changes to existing team members and bring in new team members that were added while you had the project locked in Open Workbench.
Example: Another user added a new team member or updated an existing team member allocation, start date, or finish date while the project was locked in Open Workbench.
Note: You must have the project open in read/write mode to select or clear this check box.
In the Calendar group:
Select Calendar to choose the calendar you want to apply to every project you open in Open Workbench. You can also create, edit, or delete user-defined calendars.
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