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I want to export my plan, but it keeps showing me an alert box saying "There is no email, you need to configure an email account to use this feature" after I choose any option in export to (pdf, image, mpp)


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The message that you received should only appear if you don’t have an email account set up and emails cannot be sent. This is not our implementation, we just ask the system if a mail can be sent and if the answer is Yes we then proceed with our implementation.

Please check Settings - Contacts - Default account to make sure the correct account is set. Also, you need to make sure that you have the correct credentials in Mail app. We found a discussion thread about a similar issue, maybe it helps: Apple Discussion.

How to view outline levels?
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In order to view the outline levels, follow the steps below:

  1. In the View menu, click Gantt Chart.
  2. In the Task Name field, select the summary task containing the subtasks you want to show or hide.
  3. Go to the Project menu and select the Outline option.
  4. To show the subtasks click Show subtasks and to hide them click Hide Subtasks.
  5. In order to show all the subtasks, click All subtasks.

You can also show and hide subtasks by clicking the summary task’s outline symbol. Outline symbols indicate whether a summary task has subtasks displayed - or does not have subtasks displayed +.

When I put my plan on the TV screen using Apple TV, it's too small for the team to see. How can I increase the magnification to make it readable?
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Here are two links about zooming, one for macOS and one for Apple TV:

  1. Zoom on Apple TV
  2. Zoom on macOS

You can try both zoom solutions from macOS or Apple TV.

How do I increase the size of the font on a screen especially when sharing with others on Mac?
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Go to System Preferences – Accessibility-Zoom and check the option “Use keyboard shortcuts to zoom”. Then, please use the following commands in order to Zoom In/ Zoom Out:

  1. Option-Command-8: This turns the zoom function on or off. Obviously you want it on, but it’s a handy way to check if you’re unsure.
  2. Option-Command-Plus Sign (+): The equal sign version is the way to zoom in on your Mac. Use this input to embiggen.
  3. Option-Command-Minus (-): Zoom out with this function when you are done, or when you want to navigate faster.
How can I add a team member with read-only role?
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In order to add a new team member, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password.
  2. Click on “Team” tab and then click on the “Add new team member” button and insert the user’s email address, set the name and the role to “Read Only”.
  3. Click on the “Add new team member” button.
  4. 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.
How do I unprotect the project?
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To unprotect the project, go to ribbon – “Project” tab – “Protect Plan” and click the “Unprotect Editing” button. If you have given permission to unprotect the project without a password, a confirmation dialog will be displayed to unprotect the project. If you were not given permission to unprotect the project without a password, a dialog where a password is required will be displayed.

You can also unprotect the project from the Options dialog by going to File menu – Options – “Protect Plan” tab and clicking on the “Unprotect Editing” button.

How is the information organized in Assignment Information dialog?
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The information in assignment information dialog is organized in three tabs: General, Tracking and Notes.

  1. General tab: displays basic information regarding the assignment such as task, resource, work, work contour, start and finish dates, cost rate table, units, booking type, cost, assignment owner
  2. Tracking tab: displays information such as task, resource, work, actual work, actual start, actual finish, actual cost, % work complete, remaining work, cost rate table
  3. Notes tab: displays the notes for a resource assignment (in case there is any)
How can team members work together on a project?
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In order to allow multiple team members to work together on a project, they can use the Real Time Collaboration feature. To enter in Real-Time Collaboration mode, follow the steps below:

  1. First, you need to Sign In with your email and password inside Project Plan 365 app with an Editor account.
  2. Go to the menu Share – Real-Time Collaboration or click on the Real-Time Collaboration Toggle in the Quick Access Toolbar.
  3. If your file is not saved in Drive 365 cloud, you will be asked to save the file in Drive 365 and then the mpp file will be opened in Real-Time Collaboration mode.
How do I open a file from Drive 365?
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After saving your first file to My Projects – Drive 365 you can open it using the File - Open - My Projects – Drive 365 menu option, or you can access it from your Recent Projects list. In the Open from Drive 365 dialog there are several ways to open a file:

    1. Double click on a project;
    2. Select a project and click Open button;
    3. Right-click on a project and select Open in contextual menu;
    4. Select a project and click Enter key.

The My Projects – Drive365 dialog can be also accessed from File menu – Home tab – Projects button.

What is Baseline?
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A baseline is a static copy of plan data that’s compared with actual and current data. It refers to a set of data about project that represents state before the work actually began.

Baselines helps to compare actual vs. planned. Baseline schedule means taking a copy of your schedule and set aside for comparison later on. A baseline is a snapshot/a picture of your project at a particular moment in time.

Baseline is a copy of the final approved schedule. It is the target to aim. As much is possible, the baseline should remain the same throughout the project.

How do I zoom out in Gantt Chart view?
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You can apply a zoom in/zoom out in Gantt Chart view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

How do I change the font size and print to PDF?
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In order to change the font size for all of your task, you can use the Text Styles option available in Format menu. In order to do that, follow the steps below:

  1. Go to the Format menu – Text Styles.
  2. From Items to Change make sure you select All.
  3. Change the size from the Size section and press OK.

After that, go to the File menu – Print - Print and select the Save to PDF option from the PDF drop-down in the lower left corner of the dialog.Another way to export you project to .PDF is to use the Export to PDF option available in Share menu – Export – Export to PDF.

How do I zoom in or zoom out in Tracking Gantt view?
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You can apply a zoom in/zoom out in Tracking Gantt view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

How can I change the duration of activities?
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You can change the duration of a task by resizing it. In order to do that, follow the steps below:

  1. Move your mouse the end portion of the bar and you should notice a specific icon of the mouse.
  2. Hold down the mouse and move the virtually displayed taskbar to the right if you want to increase the duration of the task, or to the left if you want to shorten the duration of your task.
  3. Release the mouse when you are satisfied to the resulted duration of your task or length of its corresponding taskbar.

Also you can change the duration of the tasks by typing another value in the duration cell for the desired tasks.

How can I see the planned %complete vs actual %complete?
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At this point we don’t automatically calculate the %complete planned. As a workaround you can create a custom field of type Text and insert there the %complete planned.

In order to see the planned finish date for a task vs the actual finish date, please set a baseline by going to menu Project-Set Baseline.

After this, if you encounter some delays on tasks, please change the Start/Finish dates in the Gantt Chart view. These dates will be the actual start and finish dates. The planned dates can be seen in the Baseline Start and Baseline Finish fields.

Does the application allow to open Microsoft Project files that contain subprojects?
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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.

What does “Tracking Gantt” functionality do?
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The Tracking Gantt view displays task information in two panels:

  1. 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.
  2. Panel 2 - displays the Gantt bar representation of the tasks, chart showing a baseline and scheduled Gantt bars for each task.
How do I insert a custom field in a view?
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In order to insert a custom field in a view, follow the steps below:

  1. Click on the column header for the column that you want to appear in the right side of the custom field.
  2. Go to menu Format - Insert Column.
  3. Select the desired custom field and how do you want the column to be aligned in Align Data and Align Title boxes.
  4. 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.

How do I open and save files in Microsoft Teams?
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Here are the steps to open and save a project called sample.mpp from your organization’s sharepoint:

  1. Go to menu File-Open and click SharePoint.
  2. Select SharePoint Site.
  3. Enter url for site. Is should be {sharepoint_url}/sites/{team_name}
  4. Enter your credentials.
  5. Navigate in Documents\General.
  6. 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.

How do I print my project on an iOS device?
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Before printing your project, we advise you to:

  1. Pick the view you want.
  2. Format the view as desired.
  3. 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.
  4. Use the Print option to print the active view of the current project.
  5. Your selected printer is shown at the top of the Print dialog box.
  6. Select the printer from the list and press OK.
  7. Type the number of copies.
  8. Select the range you desire and click Print.​
How do I print my project on an Android device?
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Before printing your project, we advise you to:

  1. Pick the view you want.
  2. Format the view.
  3. 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.
  4. Use the Print option to print the active view of the current project.
  5. Your selected printer is shown at the top of the Print dialog box.
  6. Select the printer from the list and press OK.
  7. Type the number of copies.
  8. Select the range you desire and click Print.
How a Finish date for a task is calculated?
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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.

How can I hide the completed tasks?
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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:

  1. Go to the Project menu and click on Autofilter option.
  2. Click on the autofilter arrow next to the % complete column heading and uncheck 100% value.
  3. 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.

What is ACWP and how it is calculated?
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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 RateOvertime RatePer 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.

How do I move the quick access toolbar?
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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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