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What views can be displayed in the lower pane on the Web app?
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The following views can be displayed in the lower pane: Task Form, Resource Form.
What views cannot be displayed in the lower pane on the Web app?
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The following views cannot be displayed in the lower pane: Bubble View, Calendar, Gantt Chart, Resource Sheet, Task Sheet, Tracking Gantt, Network Diagram, Task Usage, Timeline, Resource Graph, Resource Usage, Team Planner.
How do I add progress to a task directly from the Gantt Chart?
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To add progress to a task in your project directly from the Gantt Chart, follow the steps below:

  1. Locate in the right side chart of a Gantt view its corresponding taskbar.
  2. Place the mouse to the start portion of the taskbar, when you will notice that the mouse indicator changes to a specific icon.
  3. To indicate progress for a task, hold down the mouse and drag to the right the gray displayed bar inside the task bar to increase the value for the % complete field.
  4. Release the mouse when you are satisfied with the entered progress.
  5. The % complete corresponding to the task is represented by a darker and thinner bar inside the bar of the task.
What is the difference between the “Font” and “Text Style” functionality?
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The Font and the Text Style functionalities serve different purposes, as presented below:

  1. Text Style: Use this functionality to format all tasks or resources in a particular category, such as summary taskscritical tasksover allocated resources, column titles, the timescale, and bar text on the Gantt Chart.
  2. Font: The Font command affects only the task you select.

Note: Individual text formatting overrides formatting applied using the Text Styles command. For example, if you use the Text Styles command to format all noncritical tasks as regular 8-point, you can use the Font command to format a selected noncritical task as 10-point italic.

How to change a view in a Split Window?
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To change a view in Split Window, follow the steps below:

  1. Click anywhere in the top or bottom view.
  2. On the View Bar, click the view that you want to appear in the bottom pane.
  3. If you want to use a view that is not on the View Bar, click on More Views button, select the view and press on Apply button.

Example: When you select any task in the top view and the Resource Usage view is in the bottom pane, the bottom pane shows the resources assigned to the tasks selected in the top pane, along with information about those resources. The resource information shown pertains to all assigned tasks for each resource, not just to the tasks selected in the top pane..

How do I remove the text for all bars, including critical bars?
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In order to remove the text from your task bars/critical task bars, please follow the steps below:

  1. Go to the Project menu – Critical Path;
  2. Go to the Format menu – Bar Styles;
  3. Scroll into the list and click on “Critical Path” name text;
  4. Click on “Text” tab and remove “Resource Names”;
  5. Click on “Task” field from the list and go again to “Text” tab and remove “Resource Names”;
  6. Click on “Milestone” field from the list and go again to “Text” tab and remove “Finish”.
  7. Click on “OK” button inside the “Bar Styles” dialog for changes to take effect.
How can I change the bar color for multiple individual tasks at the same time?
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We are sorry but changing the bar color for multiple individual tasks at the same time, isn’t possible in our application at this point.

Why aren’t the “Top” and “Bottom” bar text options available on Mac?


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Please make sure you have our latest version of the application installed on your device: Download Project Plan 365

Do you have Online Training tutorials in Chinese?
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We are sorry but we don’t have tutorials in Chinese. You can use the application in Chinese by going to menu Format- Language and select Chinese, then restart the application.

Why isn’t the “Clear Formatting” option available in Font Control?


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If the “Clear Formatting” option isn’t available in Font Control, please make sure you have the latest version of the application installed on your device: Download.

Where do I find the "Clear Formatting" option?


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The “Clear Formatting” option can be found by accessing Task Menu – Font control. Please know that it is currently only available for the Mac and Windows applications.

How can I change the timescale from months to weeks?
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In order to change the Timescale to weeks instead of months, go to the Format menu and then select the Timescale option. Click on Bottom Tier tab, from "Units" field select "Weeks" and then click OK.
How do I add the Task Name inside the Bar in the Tracking Gantt view?
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To add the Task Name inside the bar in Tracking Gantt view, go to the Format tab, click Bar Styles- select the type of Gantt bar – click Text tab – on the Inside field select Name – click OK.
On which views is the “Clear Formatting” option available?
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The “Clear Formatting” option is available for the views that support style customization: Gantt Chart, Resource Sheet, Tracking Gantt, Task Sheet, Risk View, Timeline.
How do I remove formatting changes for an entire column?
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In order to remove formatting for an entire column, select the column and then from the Task Menu – Font Control, click the “Clear Formatting” button.
How do I remove formatting for a task in Timeline view?
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In order to remove formatting applied to a task in Timeline view, select the desired task and then, from Task menu – Font Control, click the “Clear Formatting” option.
How do I remove formatting applied using the Text Styles dialog?
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Formatting applied using the Text Styles dialog cannot be removed using the “Clear Formatting” option.
How do I remove formatting for multiple rows?
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To remove formatting for multiple rows, select the rows, then go to Task menu – Font Control and click the “Clear Formatting” button.
How do I remove formatting for multiple cells?
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To remove formatting for multiple cells, select the cells, then go to Task menu – Font Control and click the “Clear Formatting” button.
How do I remove formatting in Real-Time Collaboration?
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How do I remove formatting in Real-Time Collaboration?
How do I remove formatting for a specific row?
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In order to remove formatting for a specific row, select the entire row, then go to Task menu and from Font Control, click the “Clear Formatting” button.
How do I remove formatting for a specific cell?
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In order to remove formatting for a specific cell, click on the cell, then go to Task menu and from Font Control, click the “Clear Formatting” button.
What does the “Clear Formatting” functionality do?
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The “Clear Formatting” option removes any custom formatting from the selection.
How can I remove the text from the task bars?
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In order to remove the text from your task bars, please follow the steps below:1. Go to the Format menu – Bar Styles;
2. Select the task type you want to remove the text from;
3. Click on Text tab and remove the content from all the fields – click on another field for the change to take effect;
4. Click on OK button inside the Bar Styles dialog.
How do I change the Font Style and Size for the Header and the Footer on Mac devices?
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In order to change the Font Size & Font Style for the Header/Footer in your printed files, please follow the steps bellow:1. Go to the File menu – Print tab.
2. Select the Page Setup option.
3. From the Page Setup dialog click on the Header/Footer tab.
4. Insert the desired text and then select it.
5. Right click on it to open the contextual menu where you can find the Font option.
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