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Schedule Management > Getting started with Schedule Manager > Schedule Manager menus

Schedule menu

Command Description
Workflow Task Defines workflow triggers and workflow templates for the selected task.
Launch Workflow Now Initiates the workflow for the selected task.
Check In Checks a selected component into the database.
Check Out Checks the selected object out of the database.
Cancel Checkout Cancels a request checkout action.
Rate Modifiers Defines user rates for calculating both schedule and task costs.
Costs Displays the summary of the costing information and enables you to update the fixed costs and default billing codes.
Abort If a schedule is selected, cancels the schedule, all of its unstarted and in-progress tasks, and associated workflow processes. If tasks or summary tasks are selected, cancels the tasks or summary tasks, all of their unstarted and in-progress subtasks, and associated in-progress workflow processes. This status cannot be changed or reversed.
Reload Schedule Reloads the schedule and applies any changes.
Recalculate Schedule Recalculates the tasks and their dependencies for the selected schedule.
Schedule Calendar Displays and updates the daily defaults for a selected schedule.
Schedule Membership Displays and assigns resources to a selected schedule.
Schedule Deliverables Adds or removes deliverables from a selected schedule.
Task Deliverables Adds or removes deliverables from a selected task.
Scroll Into View Displays the selected task in the Gantt chart.
Indent task Changes the selected task to be a sub-task of the task directly above it.
Outdent task Removes the selected sub-task from its parent task.
Insert Schedule Adds or removes subschedules in master schedules or schedule templates in master schedule templates.
Task constraints Adds a task constraint for the selected task.
Baseline Task Sets a baseline for the selected task and adds it to an existing schedule baseline.
Baseline Schedule Sets a baseline for the selected schedule.
Manage baselines Makes a baseline the active baseline, adds a new schedule baseline, modifies a baseline name, or deletes a baseline.
Shift Schedule Shifts the selected schedule to change the start and finish date of a schedule.
Manage Orphaned Task Integrates tasks not associated with a schedule back in the schedule or deletes the tasks from the database.
Link→Dependencies Displays and updates dependencies between tasks in the same schedule.
Link→Create Cross Schedule Dependency Creates dependencies between tasks in different schedules.
Assignments→Assign to Task Assigns a resource to a task.
Assignments→Replace Assignment Replaces the resource assigned to the task with another resource.
Assignments→Designate Discipline Displays and updates the assigned disciplines and discipline members for the selected task.
Assignments→Revert Assignments to Discipline Reverts a member of an assigned discipline for a selected task.
WBS→Define Format Sets the format for the work breakdown structure. For more information, see Defining the WBS code format.
WBS→Regenerate Regenerates saved work breakdown structure codes on the selected tasks. For more information, see Populate changes to WBS codes within the database.
WBS→Regenerate All Automatically generates new work breakdown structure codes based on the format of initial value of the schedule. For more information, see Populate changes to WBS codes within the database.
Proxy→Go to Home Task Displays the schedule for the selected proxy task.
Proxy→Find Proxy Tasks Displays the schedules that have proxy tasks for a selected task.
Proxy→Mirror as Proxy Task Creates a proxy task in a subschedule from a task in the parent schedule. For more information, see Mirror a task (create a proxy task).
Deferred Session→Start Session Starts a deferred session and locks the schedule so you can make multiple updates to the schedule without saving it to the database. For more information about deferred sessions, see Updating schedules in a deferred session.
Deferred Session→End Session Exits a deferred session and gives you the option to save changes you made to the schedule.
Deferred Session→Save Changes Saves changes you made to the schedule so far in the deferred session.
Deferred Session→Cancel Changes Cancels changes you made to the schedule so far in the deferred session.
Deferred Session→Release Session Unlocks a deferred session that has been accidentally locked. Do not use this menu command to end your deferred session. For more information, see Unlock the schedule.

Source: https://docs.sw.siemens.com/en-US/doc/282219420/PL20251212545240207.plm00054/xid646432 · retrieved 2026-07-10