Is it possible to keep the same presentation (same columns) when we close the file, and then, we re-open later?
Is it possible to keep the same presentation (same columns) when we close the file, and then, we re-open later?
Question LinkAnswer
In order to preserve the columns in the file, the file must be saved before closing it.
When I change the size (width) of the columns, the text and the height of the lines don’t automatically adjust, so I can’t see all the text of all lines.
When I change the size (width) of the columns, the text and the height of the lines don't automatically adjust, so I can’t see all the text of all lines.
Question LinkAnswer
The height of a grid row is given by the height of the Task Name cell. If you want to make the other cells bigger you can either make the width of the Task Name cell smaller (automatically making the height bigger) or manually adjusting the height of the desired rows.
Is there a way to take my existing manually scheduled tasks and edit them all at once to change them all to automatically scheduled?
Is there a way to take my existing manually scheduled tasks and edit them all at once to change them all to automatically scheduled?
Question LinkAnswer
A quick way to change the Task Mode for multiple tasks is to insert the Task Mode column in Gantt Chart view, then you can set the task mode to automatically schedule for the first 4 tasks for example. Then copy (CTRL+C) the 4 cells and paste (CTRL+V) them below.
How to insert the WBS column?
Answer
In order to insert the "WBS" field, go to the Format menu - Insert Column. From Field name select "WBS" and press "OK".
How can I insert the “Baseline Start” field?
Answer
In order to insert the "Baseline Start" field, go to the Format menu - Insert Column option. From Field Name select "Baseline Start" and press "OK".
Where can I find the exception days?
Answer
In order to see the exception days in your calendar, go to the Project menu and select Change working Time dialog. All holidays/exceptions are displayed in "Exceptions" tab.
What are “working days”?
Answer
A working day is the time period of a worker who must work within an established work schedule.
What are the standard date formats available in the application?
What are the standard date formats available in the application?
Question LinkAnswer
The standard date formats that don't change when region is changed are:
29.01.2020 dd.MM.yyyy
29.01.2020 14:33 dd.MM.yyyy H:mm
29/01/2020 dd/MM/yyyy
29/01/2020 14:33 dd/MM/yyyy HH:mm
29-1-2020 d-M-yyyy
29-1-2020 14:33 d-M-yyyy HH:mm
1/29/2020 M/d/yyyy
1/29/2020 2:33 PM M/d/yyyy h:mm tt
2020/1/29 yyyy/M/d
2020/1/29 14:33 yyyy/M/d H:mm
2020/01/29 yyyy/MM/dd
2020/01/29 14:33 yyyy/MM/dd H:mm
2020-01-29 yyyy-MM-dd
2020-01-29 14:33 yyyy-MM-dd HH:mm
What changes are registered in User Activity dialog?
What changes are registered in User Activity dialog?
Question LinkAnswer
The application will log the following actions: 1. Change the value of task field
2. Insert task
3. Delete task
4. Indent task
5. Outdent task
6. Move task
7. Change value of resource field
8. Insert resource
9. Delete resource
10. Undo
11. Redo
12. Save Project
13. Move Project
14. Set Critical Path/Clear Critical Path
15. Set Baseline/Clear Baseline
16. Expand Task/Collapse Task
17. Split Task
18. Insert Subproject
19. Set Status Date
20. Set Start Date
21. Set Project Calendar
22. Create Calendar
23. Create New Custom View
24. Create Table
25. Switch View
26. Sort
27. Filter
28. Group
29. Apply Table
30. Open Project
How do I use the Tracking Gantt view?
Answer
In order to use the Tracking Gantt view, go to menu View - click on the Gantt chart arrow - Tracking Gantt.
How to use the Task Sheet view?
Answer
In order to use the Task Sheet view, please go to menu View – Other Task Views- Task Sheet or in View Bar click on Task Sheet button.
How can I interact with Erix on Project Plan 365 website?
How can I interact with Erix on Project Plan 365 website?
Question LinkAnswer
In order to interact with Erix, go to our
website page, click on the green chat icon at the bottom right side of the page, in the Type here box ask the desired question and press Enter.
How do I remove a filter?
Answer
In order to remove a filter, apply the "All Tasks" filter. The "All Tasks" filter is the default filter and allows seeing all tasks, regardless of their particularities.
What is the maximum number of tasks I can add in a project?
What is the maximum number of tasks I can add in a project?
Question LinkAnswer
We don't have a limit on the number of tasks added to a project.
How can I combine two views and print them at the same time?
How can I combine two views and print them at the same time?
Question LinkAnswer
We are sorry but printing two views at the same time is not possible in our application at this point.
How can I print the current view?
Answer
In order to print the current view, make sure the desired view is selected, then go to the File menu - Print and select the Print option.
How do I increase the size of the toolbar?
Answer
You can't increase/decrease the size of the ribbon but if you want to hide it, you can use the "Minimize the Ribbon" option. In order to do that, click on the down arrow button in the top of the ribbon and then click on the "Minimize the Ribbon" option.
What does the little calendar icon stand for in the Indicators column?
What does the little calendar icon stand for in the Indicators column?
Question LinkAnswer
Because you manually changed the Finish Date / Start Date that icon specifies that you have a constraint applied on that specific task. To remove the icon, go to Task Information dialog and in Advanced tab set the constraint type to As Soon As possible.
How do you change the font in the top header copy, i.e.,Task Name, Duration, etc.?
How do you change the font in the top header copy, i.e., Task Name, Duration, etc.?
Question LinkAnswer
To change the font of the headers for each column, please go to menu Format -Text Styles. Select “Row Column Titles” option the make the desired changes.
There isn’t a “save button” when you are working in a file. You have to go into Save, correct? If so, is it auto saving so you don’t lose anything just in case a system crash?
There isn’t a “save button” when you are working in a file. You have to go into Save, correct? If so, is it auto saving so you don’t lose anything just in case a system crash?
Question LinkAnswer
You need to manually Save the file. We recommend to save your file every 15 minutes by going to menu File-Save. The Auto Save feature will not overwrite your file, in case of a crash you can recover your file by going to menu File-Open-Open Unsaved Project.
How to insert the resource initials field?
Answer
In order to insert the Resource Initials column, go to the Format menu - Insert Column. From "Field Name" select Resource Initials and then press "OK" in "Column Definition" dialog.
What is the shortcut to link tasks?
Answer
The keyboard shortcut to link tasks is CTRL + F2.
Is the “Assignment Owner” field editable?
Answer
We are sorry, but the Assignment Owner field isn't editable in our application at this point.
What does the “iOS Gesture” functionality mean?
Answer
The “iOS Gesture” functionality means you can use gestures specific to iOS mobile devices in our Project Plan 365 app.
What are external tasks?
Answer
Tasks from different subprojects can be linked together, forming a predecessor/successor dependency. When you open one of the subprojects in application, all of the predecessor tasks from other subprojects will be shown next to the local tasks in the project being opened. They appear with different bar/box style and font in the different task views, e.g. in grey color, so they can be visually distinguished from the local tasks. These tasks are called External tasks.