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FAQ › Category: How do I...?
How to show page breaks in visual reports design page?
Question Link
Answer
To show the page breaks in visual reports design page, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Page Breaks button.
How to delete a new visual report?
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Answer
To delete a new visual report, go to menu File – Account – Organization Information – Global Settings – Organizer tab – Reports tab. Select the desired report from the Current Project section and click on Delete button then click OK. Note: You can also delete a visual report directly from the Report Designer View by going to menu Design – Report Organizer – select the desired report from the Current Project section and click on Delete button then click OK.
How to rename a visual report?
Question Link
Answer
To rename a visual report, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Rename Report button. Type in a new name and click OK. Note: You can also rename a visual report by clicking on the Report Organizer button from Design menu - select the desired report from the Current Project section – click on Rename button – type in a new name and click OK.
How to add a table in a visual report?
Question Link
Answer
To add a table in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Table button. Tip: When you click on a table, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the table.
How to add a chart in a visual report?
Question Link
Answer
To add a chart in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Chart button. Select the desired chart type and click OK. Tip: When you click on a chart, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the chart.
How to add an image in a visual report?
Question Link
Answer
To add an image in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Image button. Select the desired image and click Open. Tip:  To format the image border, click on the Customization button to change the width, style and color of the border.
How to add a text box in a visual report?
Question Link
Answer
To add a text box in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Text Box button. Tip:  To format the text, select the desired text and an edit panel will appear where you can change the font, size, font style, alignment, background color and text color.
How to change data in a visual report?
Question Link
Answer
To change the data in a visual report, first go to menu Report – Visual Reports – select the desired report and click OK. In the Design page, click on the table or chart you want to change. Use the Fields List pane on the right of the screen to select the criteria type, fields category, select the fields that appear in the chart/table, apply filters, group the data, select the outline level and sort data. Tip: When you click on a chart/table, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the chart/table.
Are there any predefined visual reports?
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Answer
You can use the following predefined Visual Reports:

Project Status - displays the overall status of the project, including the percentage complete, duration, and cost. 
Upcoming Tasks - displays tasks that are scheduled to start in the next week or two. 
Critical Tasks - displays tasks that are critical to the project's success. 
Late Tasks - displays tasks that are overdue. 
Task Cost Overview - displays the total cost of tasks in the project, broken down by resource and task. 
Milestone - displays project milestones and their associated tasks. 
Resource Overview - displays resource assignments and their workloads. 
Burndown Report - displays the progress of tasks over time. 
S-Curve Report - displays the progress of costs or work over time. 
Project Goals - displays the project goals and objectives

Note: Each report is customizable, so you can choose the data you want to display and the format in which you want to display it. You can also create custom reports from scratch.
How to open an existing visual report?
Question Link
Answer
To open an existing visual report, go to menu Report – Visual Reports – select one of the predefined visual reports and click OK. Note: Any of the elements in the Design page are fully customizable. You can add and delete elements and change the data to meet your needs.
Where can I find the Visual Reports functionality?
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Answer
You can find the Visual Reports functionality by going to menu Report – Visual Reports button.
What is the Visual Reports functionality?
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Answer
The Visual Reports in Project Plan 365 are customizable reports that include both formatted text and graphics to display information from a Microsoft Project (.MPP) project file. These reports provide users with a clear and concise overview of project status, progress, and performance.
How do I set the interval for autosave and close project?
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Answer
To set the interval for autosave and close project, go to File - Options. In General Settings tab look at General Options section. Make sure the “AutoSave and Close project after x idle minutes” box is selected and change the interval as you please then press OK.
How do I activate the AutoSave and Close project functionality?
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Answer
To activate the AutoSave and Close project functionality, go to File - Options - General Settings tab - General Options section. Make sure the "AutoSave and Close project after x ide minutes" box is selected.Note: If you don’t make any actions in the application for the set idle minutes, a warning message will appear saying that the project will be saved and closed in x seconds. If you want to continue editing the file, click Yes in the dialog.
What does the “AutoSave and Close project” functionality do?
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Answer
The Auto Save and Close functionality automatically saves a copy of your file then closes the project at a given time if no actions are made in the application.
How do I rename an existing Report used by my organization?
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Answer
To rename an existing report used by your organization, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Report tab, select the desired Report and click Rename button. Enter the new name and click OK. 
How do I delete a report from Global?
Question Link
Answer
To delete a visual report from organizer, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Reports tab, select the desired Report and press on Delete button. 
What can I set in General Settings tab from Options dialog?
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Answer

In General Settings tab from Options dialog you can set: Language, Date Format, Currency, Placement, Decimal digits, Auto save a copy every “x” minutes, Auto save and close project after x idle minutes and Use global settings when creating a blank project options.

Where can I see which team members have subscriptions assigned to?
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Answer
To see to which team member each subscription is assigned to, go to our Online Portal, Sign In and go to Team page. Team Members that have have a subscription assigned to have the Editor role. You can also see which team members are editors directly in the application by going to menu Team - Manage Team - click on the Edit icon for the desired team member and check their Role.
How to make a task not be a summary task?
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Answer

To make a task not be a summary task, first select all the subtasks then go to menu Task and click Outdent.

What does the red diamond icon mean?
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Answer
The red diamond icon from the Indicators field shows the tasks that are late or/and overbudget. Hover over the red exclamation mark to learn more information.
Does the app support opening PWA projects from project Online?
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Answer
We do support PWA projects from Project Online. Unfortunately, we do not support a project that has source “Project” or was created in project.microsoft.com.
Can I change field order in the Export Wizard dialog when exporting to Excel?
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Answer

You can change field order in the Export Wizard dialog when exporting to Excel by clicking on up/down arrows near Move from the Mapping section.  Note: The option to change field order in the Export Wizard dialog when exporting to Excel is available only on Windows and Mac platforms.

Can I export to Excel more than one type of data?
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Answer

You can export to excel all the available types of data: Tasks, Resources and Assignments, in one file by selecting all of them from the Map Options section in the Export Wizard dialog. You will then be asked to set mapping settings for each type of data. The exported file will have 3 separate worksheets for each type of project information with the selected settings.Note: The option to export to Excel more than one type of data is available only on Windows and Mac platforms.

How can I export Assignments to Excel?
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Answer

To export Assignments to Excel on Windows and Mac platforms, for the desired project, go to menu File – Export – Export to Excel. Select a location, type in a name and click Save. In the Export Wizard dialog that appears, select the Selected Data option and click Next. In the Map Options section select Assignments then click Next. In the Assignments Mapping section, type in a name for the Worksheet then either click on Add All button to add all the available project fields or manually add some fields by clicking on a row and opening field picker. Click Finish for the file will be exported with the selected settings. Tips: You can move the rows order by selecting a row and clicking on up/down arrows near Move. You can add/remove rows by clicking Insert Row or Delete Row buttons. You can add/remove all the available resource fields by clicking Add All or Clear All buttons.

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