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The application allows you to open Microsoft® Project files (mpp) that contain subprojects. If the opened project plan includes subprojects, a specific graphical indicator will be shown in the Indicators column.
An indicator will tell that the task next to it is an inserted project (also called a subproject).
The inserted project appears as a summary task in the master project.To upload subprojects, click on the plus sign (+) corresponding to each subproject and you will be asked to locate the subproject on your disk. Then the subproject will be instantly viewed.
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The Tracking Gantt view displays task information in two panels:
- Panel 1 - displays the task information as a sheet and includes details about start and finish task dates, resources assigned to them or % complete. The following columns are usually referred: Id, Indicators, Name, Duration, Start, Finish, Predecessors, Resource Names, Percent Complete.
- Panel 2 - displays the Gantt bar representation of the tasks, chart showing a baseline and scheduled Gantt bars for each task.
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In order to insert a custom field in a view, follow the steps below:
- Click on the column header for the column that you want to appear in the right side of the custom field.
- Go to menu Format - Insert Column.
- Select the desired custom field and how do you want the column to be aligned in Align Data and Align Title boxes.
- Type a width for the column in Width box.
If you want the column header text to wrap to multiple lines if the column is too narrow to display it on one line, select the Header Text Wrapping check box. Clear this check box if you want the header to only be displayed on one line.
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Here are the steps to open and save a project called sample.mpp from your organization’s sharepoint:
- Go to menu File-Open and click SharePoint.
- Select SharePoint Site.
- Enter url for site. Is should be {sharepoint_url}/sites/{team_name}
- Enter your credentials.
- Navigate in Documents\General.
- Select the project.
After that, the project can be saved from menu File – Save or command + s shortcut. If you need to save a new project, you need to go to menu File – Save As – SharePoint – SharePoint Site, navigate in Documents\General, enter project name and press Save.
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Before printing your project, we advise you to:
- Pick the view you want.
- Format the view as desired.
- Change the view so it shows only the data you want to share. For example: Hide subtasks to show only top-level tasks. Sort tasks or dates to highlight specific info. Hide columns temporarily so they don’t appear in the printout.
- Use the Print option to print the active view of the current project.
- Your selected printer is shown at the top of the Print dialog box.
- Select the printer from the list and press OK.
- Type the number of copies.
- Select the range you desire and click Print.
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Before printing your project, we advise you to:
- Pick the view you want.
- Format the view.
- Change the view so it shows only the data you want to share. For example: Hide subtasks to show only top-level tasks. Sort tasks or dates to highlight specific info. Hide columns temporarily so they don't appear in the printout.
- Use the Print option to print the active view of the current project.
- Your selected printer is shown at the top of the Print dialog box.
- Select the printer from the list and press OK.
- Type the number of copies.
- Select the range you desire and click Print.
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A Finish date can be calculated or entered. If you do not type a finish date, application calculates it based on such things as relationships, calendars, and the scheduling method.
If resources are assigned, Project Plan 365 also considers the resource calendar and assignment units. If you type a finish date, will be set automatically a Finish No Earlier Than constraint and uses the date you type as the constraint date.
Example: You need to filter for all finish dates scheduled after March. You filter on the Finish field to see only those tasks scheduled with a finish date beyond March 31.
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In order to hide the completed tasks, you can apply an Autofilter. In order to do that, follow the steps below:
- Go to the Project menu and click on Autofilter option.
- Click on the autofilter arrow next to the % complete column heading and uncheck 100% value.
- All the completed tasks will be hidden and only the tasks that are in progress will be displayed.
Another way is to apply the Incomplete Tasks filter which will show only the tasks that are in progress and will hide the ones that are completed. In order to apply the Incomplete Tasks filter, go to the Project menu – Filter – Incomplete tasks.
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ACWP represents the cost incurred for work performed until status date (or today date if status date not set).By default, how and when ACWP is calculated depends on the assigned resources’ Standard Rate, Overtime Rate, Per Use Cost, and Cost accrual settings in the Resource Information dialog box, as well as the actual work reported, fixed costs for tasks, and the status date or today’s date.Project Plan 365 can calculate ACWP even if you do not have resources assigned. In this case, the calculations are based on progress (percentage of completion or actual work) and fixed costs to date for the task.
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If you don’t want the Quick Access Toolbar to be displayed in its current location, you can move it to the other location. If you find that the default location next to Toolbar view name list is too far from your work area to be convenient, you might want to move it closer to your work area.
Therefore, if you want to maximize the work area, you might want to keep the Quick Access Toolbar in its default location. Click on the down arrow button in the top of the ribbon, then select Place Quick Access Toolbar below the Ribbon or Minimize the Ribbon.
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To add resources in your project using the Resource Sheet view, you can:
- Import the existing team members from your organization;
- Add other resources.
To import the existing team members from your organization, in Resource Sheet view, click on a cell in Resource Name column. A dropdown list will appear with resources that are part of your organization, but are not yet imported in your project.To add another resource that is not a team member yet, simply insert his name in Resource Name field. Later on, you can invite that specific resource into your organization by clicking on the Add Team Member button.
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To open a project from Project Server, go to File menu - Open - Project Server/Online - Open from Project Server. Enter Server URL then enter windows credentials like domain\Username and password. If you are authenticated inserting your username and password won’t be necessary. Once the connection is established a list of available projects will be displayed.There are several ways to open a project from the Project Server file picker:
- Double click on a project;
- Select a project and click Open button;
- Right-click on a project and select Open in contextual menu;
- Select a project and click Enter key.
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To add progress to a task in your project directly from the Gantt Chart, follow the steps below:
- Locate in the right side chart of a Gantt view its corresponding taskbar.
- Place the mouse to the start portion of the taskbar, when you will notice that the mouse indicator changes to a specific icon.
- 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.
- Release the mouse when you are satisfied with the entered progress.
- The % complete corresponding to the task is represented by a darker and thinner bar inside the bar of the task.
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To assign a team member to your organization, follow the steps below:
- Sign In with your email and password in our Project Plan 365 Portal.
- Go to Team page and insert the user’s email address, set the name, role, admin, division and schedule.
- The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.
Note that you must have Admin rights to perform this operation.You can also add a team member to your organization directly from our app. Go to Team menu – Add Member and in Team dialog click Add New Member button.
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To have a task begin X number of days before another task, you need a lead time.Lead time is overlap between tasks that have a dependency.Example: If a task can start when its predecessor is half-finished, you can specify a finish-to-start dependency with a lead time for the successor task. You enter lead time as a negative value.
- Let’s say you have two tasks. Task ID 1 with a duration of 5 days and Task ID 2 with a duration of 3 days. You want that task ID 2 starts with 2 days before task ID 1 ends. In the Predecessors field, we establish a Finish-To-Start dependency and set the lead time -2days: 1FS-2days.
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To give permission to team members to unprotect the project without a password, follow the steps below:
- Go to ribbon - Project tab – Protect Plan and click the Protect Editing button.
- In the Protect Editing dialog click on the Permissions… button
- In the displayed dialog click the Add button.
- Select the team members that will be able to unprotect the project without a password and click the OK button.
- Click the OK button in Permissions dialog and in the Protect Editing dialog.
- Confirm the password and click OK.
You can also give permission to unprotect the project without a password from the Options dialog by going to File menu – Options – Protect Plan tab and following the steps described above.
The following Microsoft Project file formats are supported: Microsoft Project files 2010, Microsoft Project files 2013, Microsoft Project files 2016, Microsoft Project files 2019 and Microsoft Project files 2021. In this way, you don't need to have Microsoft Project installed on your device so that you can access MS Project information.
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To change a task’s duration at any time to reflect the actual amount of time it needs:
- Go to the Gantt Chart View.
- In the Duration column for the task, type the duration in minutes (m), hours (h), days (d), weeks (w), or months (mo).
- If the new duration is an estimate, type a question mark (?) after it.
- Press Enter.
Be careful about changing a duration by using the Start and Finish columns, especially for linked tasks or automatically scheduled tasks. Your changes might conflict with the task dependencies or task constraints Project is tracking, which can throw a carefully constructed schedule off track.
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In order to install Project Plan 365 for Windows, follow the steps below:
- Go to our Download page.
- Select the Windows platform and click on the Download Project Plan 365 button.
- You will be redirected to the Thank you for Downloading Project Plan 365 for Windows page and the download will begin. If the download doesn’t begin, click on Click here to try again link and follow the Download Instructions from page in order to locate the installer.
- Run ProjectPlan_365_PC.msi and follow the onscreen instructions.
- Click Finish to end the installation process.
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There are more possibilities to cut the row corresponding to a task or resource:
- Use the Cut option under Task tab.
- Use CTRL+X / Command+X combination on your keyboard.
- Select Cut Task or Cut Resource from the contextual menu after you right click on a task/resource ID.
After you cut the entire row, you must use the Paste command to insert the task or resource in another destination location from your project. To perform this, you have several possibilities:
- Use CTRL+V / Command+V combination on your keyboard.
- Click on Paste option from the Task menu.
- Select Paste option from the contextual menu after you right click on a task/resource ID.
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To export the tasks to your personal calendar, follow the steps below:
- Go to menu Share – Export – Export to My Calendar.
- On the Reminder section you can select when to be notified: None, On Start or 15 minutes before.
- On the Items section you can select to export the tasks from the entire project (Project option), the tasks from the current view (View option) or the selected tasks (Selected option).
- On Details section you can select what information to export about the tasks: Task Name, Notes, Resource Names.
- On the Criteria section you can specify the criteria to export the tasks: No criteria, Only the future tasks (Future only option) or Milestones only.
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Use the Task Sheet view to:
- View a list of tasks and task information quickly when you don’t need to see the information graphically over time.
- Review progress by comparing planned (baseline) dates and actual start and finish dates, and by checking the progress of each task.
- Establish sequential task dependencies by linking tasks. When you link tasks, you can see how a change in the duration of one task affects the start and finish dates of other tasks, as well as the project finish date.
- Assign personnel and other resources to tasks.
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The Font and the Text Style functionalities serve different purposes, as presented below:
- Text Style: Use this functionality to format all tasks or resources in a particular category, such as summary tasks, critical tasks, over allocated resources, column titles, the timescale, and bar text on the Gantt Chart.
- 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.
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There are three possibilities you can share your project with your team members:
- By using the “Share” option from the “Share” menu;
- By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
- By going to the File menu - Open - Box and in the file picker, right click on the project you want to share and choose “Share” option;
Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.
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There are three possibilities you can share your project with your team members:
- By using the “Share” option from the “Share” menu;
- By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
- By going to the File menu - Open - Dropbox and in the file picker, right click on the project you want to share and choose “Share” option;
Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.