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FAQ › Category: How do I...?
Can I reschedule uncompleted work to start after a different date than the current or Status Date?
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If you don't specify a date, Project Plan 365 uses the current or status date. The unfinished work can be rescheduled to start after a different date by going to menu Project – Update Project and from the “Reschedule uncompleted work to start after:” section select a different date from the date picker. Set the desired options and click OK.
Can I update my project to a different date than the current or Status Date?
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If you don't specify a date, Project Plan 365 uses the current or status date. The project can be updated based on a different date by going to menu Project – Update Project and from the “Update work as complete through:” section select a different date from the date picker. Set the desired options and click OK.
Can I reschedule uncompleted work only for selected tasks in a project?
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You can reschedule uncompleted work only for Selected tasks by going to menu Project – Update Project, select the “Reschedule uncompleted work to start after” and select a date from the date picker. From the “For:” section check the “Selected tasks” checkbox and click OK.Note: If you don't specify a date, Project Plan 365 uses the current or status date.
Can I update only selected tasks from a project?
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You can update only Selected tasks from a project by going to menu Project – Update Project, select the “Set 0% - 100% complete” or “Set 0% or 100% complete only” option under the “Update work as complete through:” and select a date from the date picker. From the “For:” section check the “Selected tasks” checkbox and click OK.Note: If you don't specify a date, Project Plan 365 uses the current or status date.
How can I reschedule uncompleted work in a project?
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To reschedule uncompleted work in your project, go to menu Project – Update Project, check “Reschedule uncompleted work to start after” option, select a date from the date picker then click OK. All tasks will be updated and uncompleted / unstated work will be rescheduled.Note: If you don't specify a date, Project Plan 365 uses the current or status date.
How can I update the entire project with 0% or 100% complete only?
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To update your project with 0% or 100% complete only, go to menu Project – Update Project, make sure the “Set 0% or 100% complete only” option is checked under the “Update work as complete through:” section, select a date from the date picker and click OK.Note: If you don't specify a date, Project Plan 365 uses the current or status date.
How can I update the entire project with any %Complete?
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To update the project with any %Complete, go to menu Project – Update Project, make sure the “Set 0% - 100% complete” option is checked under the “Update work as complete through:” section, select a date from the date picker and click OK.Note: If you don't specify a date, Project Plan 365 uses the current or status date.
Where can I find the Update Project functionality?
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To find the Update Project functionality go to menu Project – Update Project button.
What is the Update Project functionality?
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The Update Project functionality allow you to quickly update your project's tasks to 100% complete or the scheduled percent complete.
How do I open a project from Project Plan 365 Portal?
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To open a project from Project Plan 365 Portal using our application, go to our Online Portal, then Sign In with your email and password.Go to Projects page and click on a project name. A dialog will appear asking you to make sure you have the latest app version installed on your device by clicking the Download Project Plan 365 app.If you already have the latest version, click on the Open in Project Plan 365 button. The browser will request to allow Project Plan 365 Portal to open the app. Click Open Project Plan 365 and the project will be opened in the application.Note: In the browser request, check the “Always allow www.projectplan365.com to open links of this type in the associated app” checkbox so the request won’t appear each time.
How do I start a new project from Project Plan 365 Portal?
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To start a new project from Project Plan 365 Portal using our application, go to our Online Portal, then Sign In with your email and password. If you don’t have an account, you can create one or you can Sign In with a third-party login. Go to Projects page and click on the Create new project button. A dialog will appear asking you to make sure you have the latest app version installed on your device by clicking the Download Project Plan 365 app.If you already have the latest version, click on the Create New Project button. The browser will request to allow Project Plan 365 Portal to open the app. Click Open Project Plan 365 and the application with a new project will open.Note: In the browser request, check the “Always allow www.projectplan365.com to open links of this type in the associated app” checkbox so the request won’t appear each time.

On what platform is the Portfolio Info functionality available?
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The Portfolio Info functionality is currently available only on Windows, Mac and iOS platforms.

On what platforms is Enterprise Team Planner view available?
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The Enterprise Team Planner view is available on Project Plan 365 for Windows and Mac.

On what platforms is Team Member Planner dialog available?
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The Team Member Planner dialog is available on Project Plan 365 for Windows and Mac.

On what platform is the Work Schedule Calendar functionality available?
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The Work Schedule Calendar functionality is currently available on the Windows and Mac platforms.

Where can I find the "Status" table?
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The Status Table can be found in the Project menu - Table – More tables option. Please note that the Status table is currently only available for Project Plan 365 for Mac, Windows and iOS apps.

I can’t find the Project Status report in the Report menu.
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 If the Project Status Report isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
Can I customize the Project Status Report?
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Can I customize the Project Status Report?
What does the Project Status Report do?
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The Project Status Report helps you view the current status of your project. It is a summary of how your project is progressing.
What does the “Help” button inside the “Project Goals” dialog do?
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The “Help” button inside the “Project Goals” dialog redirects to the “Project Goals” article in our Online Help page.
How can I add a Project Goal with the “costs less than” criteria?
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To add a Project Goal with the “ends before” criteria, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the “costs less than” criteria and in the Value field, type the desired value for the cost. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.
How can I add a Project Goal with the “costs less than” criteria?
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How can I add a Project Goal with the “costs less than” criteria?
Is the “Project Goals” functionality available for the projects stored in all cloud locations or only for those stored on the local device?
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The “Project Goals” functionality is available for all projects, stored anywhere, regardless of their location.
What subscription type do I need to be able to use the Project Goals functionality?
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The Project Goals functionality is available for both Standard and Business Subscriptions.
What types of goals can I set for my tasks?
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At this point, in our app, you can add 2 types of Project Goals:
  • Ends before – which allows you to set a goal for a task for a specific date selected from the Value field.
  • Costs less than – which allows you to set a goal for a task by typing in a number for cost in the Value field.
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