The OmniPlan Menu

The OmniPlan menu holds commands related specifically to the administration of the OmniPlan application itself. Check for updates, view and modify your preferences, and enter new license information here.

About OmniPlan

See details about your copy of OmniPlan, its licensing status, and contact information for The Omni Group. Check here to see which version of the app you are using.

Check for Updates (Omni Store Only)

See if there is a new version of OmniPlan available to download. You can also set up automatic checking in the Update preferences.

Preferences (Command-,)

Open the OmniPlan Preferences window, where you can customize how the application works for you.

Server Accounts

Open the Server Accounts window, with a list of connected project repository and calendar server accounts and the OmniPlan projects synced there. Collaborative publication and subscription options are features of OmniPlan Pro.

Unlock OmniPlan

Sign in to your Omni Account to associate this copy of OmniPlan with it.

Manage Omni Account and Purchases

Open the Omni Account window, where you can manage your Omni Account and your OmniPlan licenses. This command appears after you have signed in for the first time.

Free Trial Mode (Trial Version Only)

If you are running a trial version of OmniPlan, these commands switch between the Pro and Standard versions of the app so you can compare features.

• Try Pro Edition
• Try Standard Edition

Learn About Pro (Standard Edition Only)

Open a window with information on the features included with the OmniPlan Pro Upgrade.

Services

Access system-wide macOS services offered by other applications.

Hide OmniPlan (Command-H)

Temporarily hide all of OmniPlan’s windows.

Hide Others (Option-Command-H)

Temporarily hide windows of all other applications so you can concentrate on OmniPlan.

Show All

Show all windows of all applications.

Quit OmniPlan (Command-Q)

Stop using OmniPlan and put it away for now. Your files are automatically saved.

Quit and Close All Windows (Option-Command-Q)

Close OmniPlan and any open project windows. Your files are saved. The next time you open OmniPlan a new document will be created (no existing projects will be opened).

In-App Purchase (Mac App Store Only)

Open the in-app purchase window to choose the version of OmniPlan 4 you would like to buy: the free 14-day trial, the Standard Edition, or the Pro Edition.

The File Menu

The File menu contains commands related to OmniPlan on a project data level. Create new documents, and copy, save, duplicate, restore, or otherwise manage existing ones. This menu also provides commands for getting data out of OmniPlan: printing, exporting, and reporting, publishing, and more.

New Project (Command-N)

Open the New Project Assistant to create a new OmniPlan project file.

New Dashboard (Shift-Command-N)

Create a new (empty) dashboard for comparing the status of multiple projects.

New Dashboard From Open Projects (Option-Shift-Command-N)

Create a new dashboard pre-populated with all OmniPlan projects currently open.

Open (Command-O)

Browse for an existing OmniPlan project, dashboard, or (optionally) any file of a type that OmniPlan can open.

Open Recent

Open a recently accessed OmniPlan file.

Close (Command-W)

Close the frontmost OmniPlan window.

Close All (Option-Command-W)

Close all OmniPlan windows.

Save (Command-S)

Save any changes to the OmniPlan project or dashboard currently being edited.

Duplicate (Shift-Command-S)

Create an identical copy of the current file (the copy will not be saved until you choose a destination for it).

Save As (Option-Shift-Command-S)

Save a copy of the current file as a new file.

Rename

Change the title of the current file.

Move To

Change the location of the current file in your Mac’s directory structure.

Save As Template

Save the current OmniPlan project as a template that can be used as the basis for creating other new projects.

Revert To

Revert the current file to a previous version of the same file.

Revert To Server Copy

Revert a shared OmniPlan project to the version stored on the server, discarding any local changes.

Share

Use the macOS Share Menu extension to send a copy of the current OmniPlan project to another application.

Report (Option-Command-R)

Open the Report window to choose a style and data set from which to generate a report of the current project.

Export (Option-Command-E)

Export your OmniPlan project in a variety of formats.

Publish

Publish the current OmniPlan project to a designated server repository (committing local changes to the version of the project stored there).

Page Setup (Shift-Command-P)

Open the standard macOS Page Setup window, where you can change some settings for printing (or exporting to a PDF file). These settings are saved even if you quit OmniPlan.

Print (Command-P)

Open the standard macOS Print window, with a variety of options for printing (or creating a PDF file).

The Edit Menu

The Edit menu holds commands related to modifying the contents of tasks, resources, calendar blocks, inspector field values, and more. Cut, Copy, Paste, and Undo are all found here.

Undo (Command-Z)

Reverse the most recent change you made. You can keep stepping backwards like this if there are more changes you want to undo.

Redo (Shift-Command-Z)

Reenact the last change you undid. You can keep stepping forward through however many Undo commands you made.

Cut (Command-X)

Remove the selected text or items, putting them on the clipboard so you can paste them somewhere.

Copy (Command-C)

Put a copy of the selected text or items on the clipboard, so you can paste them somewhere.

Copy Link to Task/Resource

Put a link to the selected items on the clipboard. When you paste it, you get an OmniPlan URL that opens the project file and highlights the selected items.

Paste (Command-V)

Take whatever’s on the clipboard and insert it at the current selection. If the clipboard contains only text (not whole items), and you are editing the text of an item, the text is pasted at the insertion point. Otherwise, the contents of the clipboard are pasted as new items.

Delete

Remove the selected item(s) or text from your document.

Select All (Command-A)

Select everything in the outline, or if you are editing an item’s text, all text in the cell.

Deselect All (Shift-Command-A)

Clear the selection completely so that nothing is selected.

Duplicate (Command-D)

Make another item just like the selected one, immediately after it.

Edit Note (Command-’)

Move from the item text to the note area of an item, or move back from the note area to the item text.

Add Link to File

Choose a file to link to the selected item (or the project as a whole, if nothing is selected), adding it to the list in the Linked Files inspector. Linking a file does not embed it into the project; like a website address, it creates a reference to the file elsewhere on your system.

Find

This submenu contains the standard Find commands included in many macOS applications: Find (which opens a window where you can use regular expressions and search-and-replace), Find Next, Find Previous, Use Selection for Find (which enters the selected text as the text to search for), and Jump to Selection.

• Find (Command-F)
• Find Next (Command-G)
• Find Previous (Shift-Command-G)
• Use Selection for Find (Command-E)

Spelling

This submenu contains the standard Spelling commands for the macOS spell checking system: Spelling (which opens the Spelling window), Check Spelling (which checks spelling in the document once), and Check Spelling While Typing (which turns the automatic spell checking on or off).

• Spelling (Command-:)
• Check Spelling (Command-;)
• Check Spelling As You Type

Start Dictation (fn fn)

With dictation enabled in  > System Preferences > Dictation & Speech, select an editable text field and use this command to enter text via the spoken word.

Emoji & Symbols (Control-Command-Space)

Open the macOS Character Palette, where you can find emoji and other characters not easily accessible from the keyboard.

The Format Menu

The format menu controls styling of note text in OmniPlan, with options available for all common text styles you are familiar with in macOS.

Formatting commands are only applicable in note fields.

Show/Hide Fonts (Command-T)

Show and hide the Fonts window.

Bold (Command-B)

Embolden the selected text.

Italic (Command-I)

Italicize the selected text.

Underline (Command-U)

Underline the selected text.

Bigger (Command-+)

Increase the size of the selected text.

Smaller (Command-–)

Decrease the size of the selected text.

Show/Hide Colors (Shift-Command-C)

Show and hide the Colors window.

Copy Style (Option-Command-C)

Copy the style of the selected text, so that you can apply it elsewhere with the Paste Style command. This uses a special style clipboard, so you don’t lose the data in the normal clipboard.

Paste Style (Option-Command-V)

Apply the style in the style clipboard (obtained using the Copy Style command) to the selected text.

The View Menu

The View menu contains options for configuring your project view on the fly. Show and hide various parts of the interface, and expand or collapse the details of items in the main outline here.

Show/Hide Tab Bar

Show or hide the macOS tab bar on the current OmniPlan window.

Show All Tabs/Exit Tab Overview (*Shift-Command-*)

Switch to a view that displays thumbnail contents of each tab as a tile in the OmniPlan window, or return to the standard full view.

Customize Touch Bar

Choose which controls appear in the Touch Bar (on devices that support it).

Project Outline View (Option-Command-1)

Switch to Project Outline View in the currently active project.

Gantt View (Option-Command-2)

Switch to Gantt View in the currently active project.

Network View (Option-Command-3)

Switch to Network View in the currently active project.

Resource View (Option-Command-4)

Switch to Resource View in the currently active project.

Task Outline

This submenu contains commands that customize the display of the outline in Project Outline View and Gantt View.

• Customize Columns—Open a sheet for choosing which columns to display in the outline.

• Show/Hide Outline View—Show or hide the outline view along the left side of OmniPlan’s window.

• Show/Hide Numbering—Show or hide row numbering in the outline.

• Flat Numbering—Number each outline row with an integer (1, 2, 3, 4, etc.) regardless of parent or child status.

• Hierarchical Numbering—Number rows according to their depth in the outline hierarchy (1, 1.1, 1.1.1, 1.1.2, etc.).

• Always Show Full Text—Always show the full text of row titles.

• Collapse When Not Editing—Truncate row title text to a single line when not editing the row.

• Expand All (Control-Command-9)—Expand all rows in the outline to show any children they may have.

• Collapse All (Control-Command-0)—Collapse all rows, hiding any children. Only top-level rows are visible.

• Expand Rows (Command-9)—Expand the selected outline rows to reveal any children within them.

• Collapse Rows (Command-0)—Collapse the selected rows, hiding all children.

Gantt

This submenu contains commands that customize the display of the Gantt chart in Gantt View.

• Customize Task Labels—Open a sheet for choosing which labels to display on tasks in the Gantt chart, including interval tracking.

• Dependency Lines—Show or hide dependency lines.

• Critical Paths—Show or hide critical paths (they must also be turned on individually in the Milestones inspector.)

• Slack Lines—Show or hide slack lines.

• Group Shading—Turn group shading on or off.

• Constraints—Show or hide constraints.

Network Diagram

This submenu contains commands that customize the display of the network diagram in Network View.

• Customize Task Labels—Open a sheet for choosing which metadata to display on task nodes in Network View.

• Critical Paths—Show or hide critical paths (they must also be turned on individually in the Milestones inspector.)

Resource List

This submenu contains commands that customize the display of the resource list in Resource View.

• Customize Columns—Open a sheet for choosing which columns to display in the resource list.

• Always Show Full Text—Always show the full text of row titles.

• Collapse When Not Editing—Truncate row title text to a single line when not editing the row.

• Expand All (Control-Command-9)—Expand all rows in the outline to show any children they may have.

• Collapse All (Control-Command-0)—Collapse all rows, hiding any children. Only top-level rows are visible.

• Expand Rows (Command-9)—Expand the selected outline rows to reveal any children within them.

• Collapse Rows (Command-0)—Collapse the selected rows, hiding all children.

Timeline

This submenu contains commands that customize the display of the Timeline in Resource View.

• Customize Task Labels—Open a sheet for choosing which labels to display on tasks in the Timeline, including interval tracking.

• Resource Load—Show or hide resource loads for each resource in the Timeline.

• Unassigned Track—Show or hide the Unassigned track in the Timeline.

• Critical Paths—Show or hide critical paths (they must also be turned on individually in the Milestones inspector.)

• Constraints—Show or hide constraints.

• Show Project Start—Apply shading to the chart area prior to the start of the project.

Baseline Comparison

With a baseline schedule set, this submenu controls how the baseline is displayed relative to the actual schedule.

• Show Actual Schedule—Show only the actual schedule in the Gantt chart.

• Show Baseline Schedule—Show only the baseline schedule in the Gantt chart.

• Show Both Schedules—Show both the baseline and actual schedules as full-height bars in the Gantt chart. The baseline appears in grey, while tasks in the actual schedule retain their bar color; to the extent the baseline and actual schedules match, bars from the actual schedule overlap the baseline.

• Show Split Schedules—Show both the baseline and actual schedules, split so each occupies half of the hight of each task row in the Gantt chart. The actual schedule occupies the top half of the row (using the original bar color) while the baseline fills the bottom half (in grey).

Non-Working Time

This submenu contains options for display of non-working time in the Gantt chart (Gantt View) and Timeline (Resource View).

• None—No non-working time is visually indicated.

• Holidays—Holidays are denoted as non-working time.

• Weekends—Weekends are denoted as non-working time.

• All—All non-working time is denoted in the Gantt chart and Timeline.

Scale To Fit Project (Option-Command-0)

Scale the Gantt chart or Timeline to fit the entire project on a single screen.

Scale To Fit Selection (Option-Shift-Command-0)

Scale the Gantt chart or Timeline to maximize the space used on screen by the currently selected items.

Show/Hide Critical Path

Show or hide critical path highlighting on tasks in the current view.

Show/Hide Overview

Show or hide the Overview bar in the currently active OmniPlan window.

Go to Today (Shift-Command-T)

Navigate to the current date in the Gantt chart. This command only functions in Gantt View.

Zoom

This submenu contains commands for increasing and decreasing the visible project area in Gantt View.

• Zoom In (Command->)—Scale the Gantt chart with progressively smaller time units, causing tasks to occupy more horizontal space on screen.

• Zoom Out (Command-<)—Scale the Gantt chart with progressively larger time units, causing tasks to occupy less horizontal space on screen.

• Zoom To Fit Project (Option-Command-0)—Scale the Gantt chart to fit all tasks in the project on screen at once.

• Zoom To Fit Selection (Shift-Option-Command-0)—Scale the Gantt chart so the selected tasks fill the width of the window.

Filter

This submenu contains commands for editing, applying, creating, or removing filters that affect visibility of tasks throughout the project.

• Filter Tasks (Option-Command-F)—Open the filter dialog to edit the project’s filters.

• Update Current Filter—Re-apply the current filter to the project to account for any changes made. (Newly added or edited tasks do not have the filter applied to them until the filter is refreshed.)

• Remove Filter—Remove a currently applied filter, restoring visibility of all tasks.

• Restore Saved Filter—Choose from the submenu here to apply a previously created and saved filter to the project.

Focus (Shift-Command-F)

Hide all tasks from view other than the ones currently selected (this menu item is only available when a group is selected).

Show/Hide Toolbar

Show or hide the toolbar.

Customize Toolbar

Choose which controls appear in the toolbar.

Enter/Exit Full Screen (Control-Command-F)

View OmniPlan at the glorious full dimensions of your screen, or return it to a modest window.

The Project Menu

The Project menu contains controls for managing a project once it is up and running.

Set Baseline

Create a baseline schedule from the current actual schedule of the project.

Delete Baseline

Delete a currently active baseline.

Show Changes/Hide Changes (Option-Command-T)

Show or hide change tracking, to oversee changes made to the project. This includes changes made locally as well as remotely by other users publishing changes to a shared server repository.

Automatically Level Resources

Enable (or disable) automatic resource leveling for the project. When enabled, the project is leveled every time a change is made.

Level Resources (Shift-Command-L)

Manually level the project to maximize scheduling and resource allocation.

Clear Leveling

Remove delays previously added by resource leveling, restoring tasks to their default scheduling parameters.

Catch Up To Date (Option-Command-U)

Mark all task work as complete up to the current date.

Reschedule Incomplete Tasks (Shift-Command-R)

Reschedule all tasks with incomplete work as of a specified date.

Set Current Editing Date

Designate a date (other than the current date) to serve as a benchmark for editing.

Run Monte Carlo Simulations

Open the Monte Carlo simulation dialog for estimating the likelihood of timely milestone completion.

Set as Default for New Tasks/Groups/Milestones

Set the currently selected task, group, or milestone as the default configuration for newly created tasks, groups, or milestones.

Sync & Sharing Options

Set up publishing and subscription options for the current project.

Publish (Control-Command-P)

Publish local changes to the project to a shared server repository.

Refresh (Control-Command-U)

Refresh the project with remote changes from a shared server repository.

The Structure Menu

The Structure menu contains commands that manipulate items in your project based on their hierarchical position. This is primarily useful when working with nested tasks and groups.

Add

This submenu contains commands for adding various types of tasks (in Gantt View) and resources (in Resource View) to the project. These commands are context dependent based on the currently selected task or resource.

• Task/Resource (Return)—Add a new top level task to the task outline, or resource to the resource list.

• Dependent Task—Add a task connected to the currently selected task with a Finish → Start dependency.

• Child Task/Resource (Command-})—Add a task or resource nested inside the current task or resource. The currently selected task or resource becomes a task or resource group.

• Aunt Task/Resource (Command-{)—Add a task or resource at a level of hierarchy above the currently selected task or resource.

• Group—Add an empty group task or resource to the project.

• Dependent Group—Add an empty group task connected to the currently selected task with a Finish → Start dependency.

• Milestone (Shift-Command-M)—Add a milestone to the project.

• Dependent Milestone—Add a milestone connected to the currently selected task with a Finish → Start dependency.

• Equipment Resource—Add an equipment resource to the resource list.

• Material Resource—Add a material resource to the resource list.

Move

These commands rearrange the currently selected item in the outline hierarchy without affecting deselected items. Move Up and Move Down change an item’s location in relation to its siblings. Move Right and Move Left increase or decrease an item’s indentation level. When items move, their descendants move with them.

• Move Down (Control-Command-Down Arrow)
• Move Right (Control-Command-Right Arrow)
• Move Up (Control-Command-Up Arrow)
• Move Left (Control-Command-Left Arrow)

Indent (Command-])

Move the selected item to the right, turning it into a child of the item before it in the outline.

Outdent (Command-[)

Move the selected item to the left, making it a sibling of what was its parent. This doesn’t change the location of the item’s former siblings; only the selected item’s position in the hierarchy is affected.

Group (Option-Command-L)

With one or more tasks selected, create a new group task and add any selected tasks to the group.

Ungroup

If any selected tasks are part of a group, remove them from the group. They become top level tasks (and may leave empty group tasks behind).

Split Task (Option-Command-S)

Split a currently selected task into multiple pieces with a gap between them.

Connect Tasks

This submenu contains commands for creating dependency relationships between selected tasks.

• Start → Start
• Start → Finish
• Finish → Start (Control-Command-=)
• Finish → Finish

Disconnect Tasks (Control-Command--)

Remove any dependency relationships between the selected tasks.

Assign Resource

Assign a resource from the attached submenu to the selected task or tasks.

Clear Assignments (Option-Command-Delete)

Remove resource assignments from the selected task or tasks.

Sort All Tasks/Resources or Sort Selected Tasks/Resources

This submenu contains commands for sorting a selection of tasks (in Project Outline View or Gantt View) or resources (in Resource View) by various parameters.

• Title, A-Z
• Title, Z-A
• Effort, Lowest to Highest
• Effort, Highest to Lowest

The Inspectors Menu

This menu contains commands for navigating between OmniPlan’s various inspectors.

Show/Hide Inspector (Shift-Command-I)

Show or hide the inspector pane on the right side of the active project window.

Project

Open the Project inspector.

Milestones

Open the Milestones inspector.

Task

Open the Task inspector.

Resource

Open the Resource inspector.

Styles

Open the Styles inspector.

Custom Data

Open the Custom Data inspector.

The Automation Menu (Pro)

With OmniPlan Pro, this menu contains commands for using JavaScript to automate the way you create in OmniPlan.

Plug-In Actions

Once you have a plug-in installed, its actions appear as menu items at the top of this list.

Show Console

Opens the Automation Console.

Clear Console (Command-K)

Clears the Automation Console of any previous input.

Console Theme

Choose a theme with Regular, Medium, or Large as the size of the text in the Automation Console.

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.

Plug-Ins

Opens the OmniPlan Plug-Ins window, where you can add, remove, and manage your Omni Automation Plug-Ins.

For sample Plug-Ins and to learn more about scripting OmniPlan, visit the Omni Automation website.

The Window Menu

This menu contains controls for opening, switching between, and otherwise manipulating the project window.

Minimize Window (Command-M)

Shrink the frontmost window down into the Dock.

Minimize All (Option-Command-M)

Shrink all open OmniPlan windows down into the Dock.

Zoom/Zoom All

Switch the frontmost window between the biggest size possible and the last size you set. Holding Option changes this to Zoom All, which expands or reverts all open windows to their maximum or previous sizes.

Tile Window to Left of Screen

Switch to a split-screen mode with the frontmost window occupying the left side of the screen, and all other windows tiled on the right.

Tile Window to Right of Screen

Switch to a split-screen mode with the frontmost window occupying the right side of the screen, and all other windows tiled on the left.

Move To “Display”

Moves the frontmost window to another connected display.

New Window on “Document”

Opens a new window on the currently active project file.

Show Previous Tab (Control-Shift-Tab)

When browsing documents with tabs in a single window, switch to the document in the previous tab.

Show Next Tab (Control-Tab)

When browsing documents with tabs in a single window, switch to the document in the next tab.

Move Tab to New Window

When browsing documents with tabs in a single window, move the current document to a new window.

Merge All Windows

Collect all OmniPlan windows into a single tabbed window.

Violations (Shift-Command-V)

Open the Violations window for the current project.

Bring All to Front

Bring all OmniPlan windows to the foreground of your screen. Holding Option changes this to Arrange in Front, which additionally lays out your OmniPlan windows in a geometric arrangement that maximizes their visibility.

At the bottom of the Window menu is a list of all of your OmniPlan windows; choose one to bring it to the front.

The Help Menu

Access a variety of support resources using the Help menu in OmniPlan, including this documentation, release notes, and contact with our friendly Support Humans.

Search

Filter commands across all of OmniPlan’s menus to find and select a specific command.

OmniPlan Help

View the help documentation available in the in-app help viewer.

Release Notes

Check out what’s new since the last version of OmniPlan.

Sign Up for the Omni Newsletter

Visit the Omni website, where you can subscribe to our email newsletter. You’ll get nothing but the latest news and tips for OmniPlan and the other apps in the Omni Group family.

Open Scripts Folder

Open the designated Finder folder for storing AppleScript scripts that you want to access from the toolbar.

Contact Omni

Compose an email to the OmniPlan support team. We’d be happy to give advice, answer questions, or listen to your feedback.