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FAQ › Category: How do I...?
How to remove constraints?
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Answer
If you want to remove a constraint for a task, select the task and go to Task menu - Task Information dialog. Go to Advanced tab and from Constraint Type select "As Soon As Possible" and click OK. This is the default Constraint type.
What does Backlog Sheet?
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Answer
The Backlog Sheet helps you visualize your workflow and limit the amount of work in progress. It contains a prioritized list of items that the team has agreed to work on next. The items ranked highest on the list represent the most important or urgent items for the team to complete.
Where can I find Cost table?
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Answer
The Cost table can be found in the Project menu - Table option.
Where is Team menu?
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Answer
The menu "Team" can be found inside our application right next to the "Task" menu in the ribbon.
Can I share without emailing?
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Answer
Inside the application, you can't share files without emailing them but you can export the project to PDF, MPP, Excel, XML and send it to your team members.
What does indent mean?
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The indent option allows you the possibility to create summary tasks and subtasks. When you indent a task, that task becomes a child of the task above.
How to remove the question mark from duration?
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In order to remove the question mark from duration, please enter in edit mode in the cell and then edit the duration and press on the Enter button from your keyboard or press on the up and down arrow keys.
How do I set my max units to decimal?
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Answer
We are sorry, but at this point, the Max Units are only displayed in percent.
When does this project end?
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Answer
To see the project finish date, please go to the menu Project - Project Information dialog.
How do I apply a calendar to the project?
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Answer
To apply a custom calendar to the project, go to the menu Project - Change Working Time and select the desired calendar then click on the "Set as Project Calendar" button.
How to view each task along with the notes?
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Answer
To view the Notes field, please insert the Notes column in the table. To Insert a column, click on the Format menu – Insert Column or select Insert column from the contextual menu. Then select the Notes field and click OK.
What is the difference between the work column and the duration column?
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The duration field is the total span of active working time for a task and the Work field shows the total time scheduled on a task for all assigned team members.
Where is the Network Diagram view?
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In order to use the Network Diagram view, go to the menu View - Network Diagram.
How do I apply the auto-scheduled tasks filter?
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We are sorry, but at this point, this filter is not available in the application.
How to change the WBS code?
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In order to change the WBS code, you need to Indent/Outdent the task according to your preferences.
How do I make the calendar exception recurring every 2 weeks?
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We are sorry, but at this point, you cannot make a calendar exception occur every two weeks. The exceptions may occur daily, weekly, monthly or yearly.
How do I print in landscape?
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To print in landscape, go to menu File - Print - Page Setup and on Orientation section select Landscape.
How do I unlink a task?
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To unlink a task, select the desired task and then go to the menu Task - Unlink.
Where is the Link button to schedule the tasks?
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The Link button is under the Task menu.
How do I center the text?
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To center the text, double click on the header of the column and in Column Definition dialog, Align Data to Center.
How do I assign multiple pay rates for a resource?
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We are sorry, but you cannot add multiple pay rates for a resource.
When/How a Team Member become a Resource and viceversa?
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When Team Member ‘John Smith’ is assigned to Task ABC in Project123 it becomes a local Resource to the project.

When local project Resource Mary Doe is added to the Organization XYZ it will become a Team Member and will be available to all projects in the organization.
When and why use Team Members or Resources in your project?
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You want to use Team Members any time you have shared people resources working in more than one project at the time so you can track their availability and avoid over allocations or under utilization.

You want to use local project Resources that are not Team Members only for material or equipment type resources.
What is a Resource?
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A resource is a person, equipment or materials that belongs to a project. Resources are defined and maintained at the project level.
What is a Team Member?
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Answer
A team member is a person that belongs to an organization - team members are assigned at the organization level and can be shared across multiple projects.
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