FAQs How do I...?

Browse by Category

FAQ › Category: How do I...?
Why I cannot share the MPP file?
Question Link
Answer
The Share functionality is available only for Editor team members.

Is the Team Planner view available on the Standard license or only on the Business license?


Question Link
Answer

The Team Planner view is available for both Standard and Business Subscription.

What is Priority field?
Question Link
Answer

The Priority field indicates the level of importance given to a task, which in turn indicates how readily a task or assignment can be delayed or split during resource leveling. Priority levels range from 0 - 1000. The lowest priority is 0. The default priority is 500.

How to create a subtask?
Question Link
Answer

To create a subtask, indent a task below another task by going to menu Task-Indent.

How do I find a task?
Question Link
Answer

To find a specific task or word, click on the Task menu – Find – select the desired information in the dialog box and click Find Next.

How do I enter a per-use cost resource?
Question Link
Answer

To enter a per-use cost resource click View - Resource Sheet. In the entry table click on column Type select Cost. After this, assign that resource of type cost to a task using the Task Information dialog. In Resources tab select the cost resource and enter the cost, then click on the OK button.

What does the “Show bar splits” functionality do?
Question Link
Answer
The Project Plan 365 app shows the splits (small delays between working times) of a task by default. Most of the time it is useful to see the splits. If they become too distracting, please uncheck the “Show bar splits” feature. 
What does the “Round bars to whole days” functionality do?
Question Link
Answer
The “Round bas to whole days” functionality allows to round out durations in the timescale to whole days. The durations in the grid area are still exact.
What does the “Hide rollup bars when summary expanded” functionality do?
Question Link
Answer
The “Hide rollup bars when summary expanded” functionality allows you to hide rolled up bars when the summary task is expanded.
What does the “Always roll up Gantt bars” functionality do?
Question Link
Answer
The “Always roll up Gantt bars” functionality allows to roll-up tasks so that a projection of the subtasks Gantt bars is displayed at the summary task. 
Any project can be shared with other team members?
Question Link
Answer
Only the projects that are saved in a cloud service can be shared with other team members. When you click on Share button, if the project isn’t save to the cloud, the application will redirect you to save the project in My Projects - Drive 365 cloud service.
Can I only share the file after I have bought the app?
Question Link
Answer
You can Share the files also when you are in the trial period. We offer 30-Day free trial for the fully functional product.
On what platforms can I import team members from Resource Sheet view?
Question Link
Answer
You can import team members from Resource Sheet view only on Windows, Mac, iOS and web application.
How do I distinguish if a resource is already a team member or not?
Question Link
Answer
To distinguish if a resource is already a team member, look at the Indicators column in Resource Sheet view. A specific icon will appear for resources that are already part of your team.
How do I group resources in Resource Sheet view?
Question Link
Answer
To group the resources in Resource Sheet view, please go to menu Project - Group. 
How do I sort the resources in Resource Sheet view?
Question Link
Answer
To sort the resources in Resource Sheet view, go to menu Project - Sort.
How do I apply a filter in Resource Sheet view?
Question Link
Answer
In Resource Sheet view, you can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Sheet view displays the information as defined by that filter's criteria. The default filter is the All Resources filter. To apply a filter, go to menu Project - Filter.
How do I apply a different table in Resource Sheet view?
Question Link
Answer
The Resource Sheet view displays categories of information about the resources, arranged in tables. The default table for the Resource Sheet view is the Entry table, but you can select any of the resource tables to display information about the project's resources by going to menu Project - Tables.
How do I customize or format the Resource Sheet view?
Question Link
Answer
To make the Resource Sheet view fit your needs exactly, you can customize it. To customize the Resource Sheet view, you can:

1. Change the information that is displayed.
2. Change the columns order
3. Format individual information to pay attention to it. For example, you can apply bold formatting to a higher-than-expected cost and assign a different font to an overallocated resource.
4. Format a category information to distinguish that type of information. For example, you can format all overallocated resources as italic text and increase the size of all column headings.
5. Create a combination view for the Resource Sheet view to display additional information about the resources in the Resource Sheet view or about the tasks to which those resources are assigned.
How do I use the Resource Sheet View?
Question Link
Answer
In order to use the Resource Sheet view, go to menu View - Resource Sheet. 
What kind of resources can I add in Resource Sheet view?
Question Link
Answer
A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project. In Resource Sheet view you can add resources of type work, material and cost.
What is the Resource Sheet view?
Question Link
Answer
The Resource Sheet view displays resource information in a sheet format, in which you can view information about each resource. Such information includes the payment rate, the number of work-hours assigned, and the planned (baseline) and actual cost.
On what platforms can I import team members from Gantt Chart view?
Question Link
Answer
You can import team members from Gantt Chart view only on Windows, Mac, iOS and web application.
How do I zoom in or zoom out in Gantt Chart view?
Question Link
Answer
The timeline units for the right portion of the Gantt Chart view are displayed at the top of the chart. By default, displays two units of time. You can adjust these time units to display up to three units of time, and you can change it so that different time units are displayed. For example, you can zoom out to a bigger picture of your project's tasks by displaying Years and Months, or 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. In order to Zoom In/Out, go to menu Project  - Zoom.
How do I sort the tasks in Gantt Chart view?
Question Link
Answer
To sort the tasks in Gantt Chart view, go to menu Project - Sort.
Contact
Chat