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Activities toolbar

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The Activities toolbar controls the features and functions available on the page for all four views: the activity table, the Gantt chart, the activity network diagram, and the activity calendar view.

The Activities toolbar is displayed below the Projects section toolbar (if displayed).

You can show or hide sections of the Activities toolbar on the Activities page, which you can view by selecting Projects > Activities.

To customize the Activities toolbar, right-click anywhere on the toolbar, then select the toolbar section you want to show or hide. A checkmark beside a section indicates that the section is currently displayed. After you choose a section to show or hide, the context menu closes automatically. You must repeat this process for each toolbar section you want to show or hide.

Activities toolbar icons

Standard icons

Save Save your data or view changes on the page.

Cancel Cancel your data or view changes on the page.

Add activity Add an activity below the selected project, WBS, or activity row. A right-click menu option (Add activities) is also available.

Add WBS Add a child WBS element beneath the selected WBS element. Two right-click menu options (Add child WBS or Add sibling WBS) are also available.

Delete Delete the selected activity or WBS element. A right-click menu option (Delete) is also available.

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Assign icons

Assign Resource Assign a resource to the selected activities. A right-click menu option (Assignments) is also available.

Assign role Assign a role to the selected activities. A right-click menu option (Assignments) is also available.

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View, add, edit details

Clicking the arrow Downof the Details Activity DetailsDown menu displays the following options:

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Edit icons

Cut Cut the selected activities.

Down Click to view the following options:

Copy Copy the selected activities.

Paste Paste the cut or copied activities.

Fill down Fill down.

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Tool icons

Schedule Schedule the open projects.

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Find icons

Find icons display in the toolbars of the Gantt chart and activity table view, and can be hidden from view.

Find Search for activities matching criteria you specify.

Down Click to view the following options:

Find next Find the next item matching the same criteria.

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Move icons

Move icons display in the toolbars of the Gantt chart and activity table view, and can be hidden from view.

Up Move the selected WBS row up.

Down Click to view the following options:

Down Move the selected WBS row down.

Indent Move the selected WBS row out.

Right Indent the selected WBS row.

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Display icons

The following Display icons are available in the toolbar of the activity network diagram, and can be hidden from view.

Select a task in an activity network diagram.

Select and move an activity network diagram. These actions are referred to as panning, enabled by clicking the Pan icon.

Magnify Magnify a portion of the activity network diagram within a frame. Click the Magnify icon, then click in the activity network diagram and drag over activities. Contents of activity boxes are enlarged for easier reading in the magnification frame.

Zoom in for a closer, more detailed view of the activity network diagram. After adjusting the focus to a closer view, you can click the Pan icon and move the diagram to view a specific portion.

Zoom out for a wider, fuller view of the activity network diagram.

The following Display icons are available in the toolbars of the Gantt chart and activity table view, and can be hidden from view.

Expand all Expand the contents of the page.

Collapse all Collapse the contents of the page.

The following Display icons are available in the toolbars of the Gantt chart and the activity network diagram, and can be hidden from view.

Zoom to fit Zoom the timescale so that all bars are in view or the entire network diagram fits on one page.

Full screen Resize the page to fit the entire screen. This icon is only available when viewing the page in normal mode.

Restore to normal Resize the page to normal size. This icon is only available when viewing the page in full-screen mode.

Note: Online help becomes unavailable when the view is maximized. To use online help, return the view to the normal display.

The following Display icons are available in the toolbar of the activity network diagram, and can be hidden from view. Click the icon to toggle if all or just driving relationship lines display.

Show all relationships Show all relationships between activities.

Show only driving relationshipsShow only driving relationships between activities.

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Gantt icons

Progress spotlight Turn the Progress Spotlight feature on and off. This icon is available only when the Gantt chart is displayed.

Relationships Show or hide relationship lines in the Gantt chart. This icon is available only when the Gantt chart is displayed.

Show Gantt Show the Gantt chart.

Down Click to view the following options:

Hide Gantt Show just the activity table and hide the Gantt chart.

Show the activity network diagram.

Show the calendar view.

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Action icons

Get Dependent Projects Open projects that have dependent relationships with the currently open project(s).

Down Click to view the following options:

Export activities to XML Export activities

Email Send an e-mail about the selected activities.

Import Import activities

Create Import Template Create an import template.

send to ERP Click to connect your Web Access installation to an Oracle ERP application server.

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Dictionaries icons

By default, Dictionary icons are hidden in the toolbar of the Gantt chart and the activity network diagram. Right-clicking the toolbar and marking the Dictionary checkbox displays the icons.

Activity Codes View, add, edit, or delete project activity codes for the open project(s). See Add, edit, and delete activity code assignments.

Baseline iconOpen the baseline dialog box in which you can view the baselines of all open projects, add a new baseline to a project, delete a baseline from a project, and view baseline details including the name, type, data date, and if it is a primary or project baseline. See Baselines Overview .

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Print icons
Note: Print icons are available in the toolbar of the activity table, Gantt chart, and activity network diagram. They are not available in the toolbar of the Calendar View.

Print Print the contents of the page.

Down Click to view the following options:

Print Preview View a preview of the print output.

Page Setup Set printing options.

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Activity View icons

Customize activity view Customize, within the Customize Activity View dialog box, your view of activities. Specify options for:

Down Click to view the following options:

Save view Save the activity view.

Save View As Save the activity view as a new view.

Delete Delete the selected activity view.

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