How do I Manage My Plan in the Plan Grid?
Right-click a task to see the contextual menu.
- Task information: This opens a pop-up window with tabs for the various task details.
- Delete task(s):
- Convert to milestone: This changes the task duration to 0 and updates IsMilestone to Yes.
- Split task:
- Delete dependency:
- Insert Template:
- Replace Resources
Click a field to edit the value.
Click in the Assigned Resources column. The Resource selection menu will open. Select a resource from your team. You may also type in a new name of a resource. After you do so, the project plan will be shared with them. You may want to review and adjust their permissions after adding a new resource to your plan.