snapshot

Save a PDF Schedule Snapshot

You can run a PDF Snapshot to save or print a static view of your project plan to share with external collaborators or clients. The PDF Snapshot captures only those plan items displayed when the snapshot is created. To print just a subset of project data, be sure to apply the appropriate filters first, then expand the results so all the relevant plan items are in view. Use the Personal Columns Display feature to reveal the col...

Edit Menu Collaboration Features

The Edit menu is the home of several features that facilitate collaboration with all project players, even those who aren't members of your workspace. On the Projects tab, click on the pencil icon to access the edit menu:  Edit Item Opens the plan item's edit panel. Share Links & Email There are two options within this menu selection: Link: This displays a direct link to the selected plan item.  It's a handy way to cross-reference tasks...