Manage Menu Group
This menu group offers quick access to essential tools for filtering, sorting, validating, and editing project data.
It also includes utilities for batch updates, automated emails, rollups, resource distribution, reporting calendars, group deletions, favorites management, and browser views—all designed to simplify project management in Open Plan.
- Related Topics:
- Filters
- Sorts
- User Validations
- Global Edits (Tools Tab)
With the Global Edits command, you can modify multiple records with a single operation. - Batch Global Edits (Tools Tab)
A global edit allows you to modify multiple activities or resources with a single operation. - Email Advisor (Tools Tab)
The Email Advisor sends automatically generated email messages from within Open Plan. - Rollups (Tools Tab)
The Rollup utility provides the ability to perform a roll-up of date and numeric fields selected by the user. - Spread Curve (Tools Tab)
Spread curves allow you to define the manner in which a resource assignment is distributed over the duration of an activity. - Reporting Calendars (Tools Tab)
Reporting calendars allows you to view time-based data against a non-linear date scale with varying degrees of granularity. - Group Delete (Tools Tab)
The Group Delete command allows you to delete a group of data records in an open project that share a common characteristic. - Favorites (Tools Tab)
Click to display the Organize Favorites dialog box where you can edit your favorites lists. - Browser Views (Tools Tab)
A browser view allows a Windows shortcut, Internet shortcut, or Open Plan Add-In to be stored as a view in the Views folder of the Open Plan Library.
Parent Topic: Tools Tab