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FAQ › Category: How do I...?
What is the Team Planner view?
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The Team Planner view offers project managers greater visibility into and control over their team's work.
How can I view team work?
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In order to view team work use the Team Planner view. Go to menu View - Team Planner.
What information is displayed in Team Planner view?
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The Team Planner view displays information relating to resources and tasks. One row is displayed for each resource in the project. On the left, resource names appear. All of the tasks that a resource is assigned to, appear on the same row on the right. Resource tasks that don't have a start date or end date also appear on the left next to the resource name.
How can I identify tasks that are not assigned in Team Planner view?
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In Team Planner view, tasks that are not assigned to anyone appear at the bottom view panel.
What is a completed task?
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A task is completed when it has 100 percent actual work.
What is an unscheduled task?
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An unscheduled task is assigned to a specific person, but it doesn't have enough scheduling information to become a scheduled task.
What is an unassigned task?
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An unassigned task is a task that has not been assigned to anyone.
How do I view nonworking time on Team Planner view?
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To view the nonworking time for a team member, go to Team Planner view and the person's nonworking time will appear as gray vertical bars. Double-click the vertical bars to see more details about the nonworking time.
How do I select multiple items on Team Planner view?
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To select multiple items hold down CTRL while clicking multiple resource or task names. You can also drag the mouse over multiple items to select them.
How do I navigate in Team Planner view using the keyboard?
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You can navigate through items in Team Planner using the arrow keys. To scroll the view, use ALT + arrow.
What are the available custom fields in Project Plan 365 app?
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The available custom fields are: Text1-30, Cost1-10, Date1-10, Duration1-10, Finish1-10, Flag1-20, Number1-20, Start1-10.
What does the "Custom Fields" functionality do?
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The "Custom Fields" functionality, as the name describes it, allows you to create custom fields in Project Plan 365 app.
How do I view the status date on Gantt Chart view?
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In order to view the status date on Gantt Chart view, go to menu Format - Gridlines. Under Line to change section select the Status Date and then select a line type and color.
How do I set the Status Date?
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In order to set the status date to your project, go to menu Project - Project Information and set the Status Date.
What does the "Set Status Date" functionality do?
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The "Set Status Date" functionality allows you to set the status date for your project.
How many types of tables are available in Project Plan 365?
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There are two types of tables available in the app: Task Tables (which are applied to task type views) and Resource Tables (which are applied to resource type views).
How does the project start date affect the schedule?
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When you add a new task to a schedule, it automatically is scheduled to start on the project’s start date. As tasks are added to the schedule and connected to other tasks, the start times of tasks will change, and the last task to finish determines the project’s finish date.
How do I change the start date for my project?
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To change the start date for your project, go to Project - Project Information - Start Date and change it as desired.
How do I open the Project Information dialog?
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In order to open Project Information dialog, go on Project menu – Project Information.
How do I revert to original sort order?
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In order to revert to original sort order, go to menu Project-Sort-Sort By and click on Reset button.
What does the "Work Incomplete" filter do?
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The "Work Incomplete" filter allows seeing all resources with scheduled work less than the baseline work.
What does the "Work Complete" filter do?
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The "Work Complete" filter allows seeing resources that have completed all of their assigned tasks.
What does the "Resource Work" filter do?
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The "Resource Work" filter allows seeing all the resources of type work.
What does the "Resource Material" filter do?
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The "Resource Material" filter allows seeing all the resources of type material.
What does the "Resource Cost" filter do?
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The "Resource Cost" filter allows seeing all the resources of type cost.
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