Navigation Basics › Ribbon Bar › Project

Project

The Tasks ribbon is divided into the following groups:

Schedule

The following commands are available in this group:

• Autoschedule. Select to specify scheduling criteria for automatically scheduling the project.
• Critical Path. Select to calculate the critical path of a project automatically.
• Recalculate. Select to recalculate the duration of selected tasks.
• Pending Estimates. Select to accept or reject pending work estimates proposed by staff members.

Baselines

The following commands are available in this group:

• Define. Select to set or clear a baseline for the active project, view, or selected tasks.
• Manage. Select to display all available baselines and select the one to be used to calculate display information.

External

The following commands are available in this group:

• Subprojects. Select Subprojects to see a list of subprojects in the current project, insert a new subproject, or delete a subproject.
• Dependencies. Select to view a list of external dependencies, create, or delete external dependencies.

Assignments

The following command is available in this group:

• Transfer. Select to transfer assignments on the currently marked task from one resource to another.

View

The following commands are available in this group:

• New. Displays the View Definition dialog where you can create a view.
• New Filter. Displays the Filter Definition dialog where you can create a filter.
• New Sort. Displays the Sort Definition dialog where you can create a sort.
• Save. After changing the current view or creating a view, select Save View to display the Save View Definition dialog to save the active view.
• Refresh
• Manage Library. Select View, Library to view, add, and remove groups and the views, sorts, and filters they contain.
• Colors and Shapes. Select Colors and Shapes to review and edit the highlights currently in use.

Clarity

The following command is available in this group:

• Update. Select File, Update to update the current project with specified data from CA Clarity PPM.
  • Calendar. Specifies whether to refresh the current calendar of your project with any changes made to the calendar in the CA Clarity PPM project. 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 the default options of your working copy.

  • New Notes. Specifies whether to include only the task notes created since the project was opened or last refreshed in the update.

    For 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 require the project open in read/write mode to select or clear this check box.

  • Resources. Refreshes all attributes for resources that are assigned to the project. Updates the project with revisions to resource data, such as updates to resource calendars. Any 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.

    For 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.

Calendar

The following command is available in this group:

• Edit. 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.