![]() Choosing a filtering parameter here doesn’t affect the hidden items beyond removing them from view. The View Menu contains tools for customizing how data is displayed in the main view, with a particular emphasis on tracking project progress.įilter-Apply a filter to the current view that limits which tasks are visible. Project Inspector: Use the Project Inspector to set the structure and parameters for your project. Resources Inspector: Use the Resources Inspector to create and edit resources (staff, equipment, materials, and groups), and to modify their calendars of working hours. Task Inspector: Available when a task or group is selected, use the Task Inspector to customize various aspects of the task using the tabs, Task Info, Scheduling, and Assignments. Sample Plug-Ins are available for download here. If you are interested in using Plug-Ins created by others, see Installing Plug-Ins for more information. If you are interested in developing Plug-Ins yourself, see the Omni Automation website for documentation related to this feature. If no Plug-Ins are installed this section does not appear. Only used if you intend to develop Plug-Ins yourself.Īutomation API Reference-Learn more about what you can do with Omni Automation in OmniPlan by viewing the available classes along with their constructors, functions, and properties.Ĭonfigure Plug-Ins-Opens the Plug-Ins screen, where you can view and manage installed Plug-Ins and add linked folders.Īctions-A list of the available Omni Automation actions provided by any installed Plug-Ins. ![]() The Automation menu contains the following commands:Īutomation Console-Opens the Automation Console, a command line interface specifically for creating and running Omni Automation scripts. With OmniPlan Pro, use the Automation Menu to run and manage Omni Automation Plug-Ins, and access features for developing your own. These are the same options that are available when sharing from the document browser. ![]() Tap to open the Share dialog, with options for exporting, sharing, copying, and printing the document. Tap to enter Selection Mode and reveal the editing controls along the bottom of the screen. New tasks are added as copies of the default task, along with pre-filled name, duration, and resource assignments. With a task selected, choose Set Task Default from the popover to designate it as the default for new tasks added to the project. Touch and hold to add a new task, milestone, or group from the popover menu that appears. The document title is displayed at the center of the document toolbar. Touch and hold to reveal a pop-up menu with the option to Redo. Tap to Undo the previous change to your document. Tap to open the View Menu, where you can set a project filter, turn on change tracking, check for violations, and show baselines and critical paths. Tap the segmented control to switch between the Outline, Gantt, and Network views. Tap to close the current document and return to its folder in the document browser. It also contains the View Menu, which offers customized display options for data in the main document view.įrom left to right, the controls in OmniPlan's document toolbar are as follows: Document Browser ![]() The document toolbar contains controls specific to the document you are editing, from choosing the current view to opening and closing the inspectors. The document toolbar is located above the main view when you are working in an OmniPlan document.
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