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FAQ › Category: How do I...? › Project Tracking
Can I customize the Multiple Baselines Gantt View?
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You can customize the Multiple Baselines Gantt View, by going to menu View – More Views - click on Multiple Baselines Gantt – click Apply. Go to menu Format – Bar Styles and make the desired changes for selected bars then click OK.
How can I view all the baselines set in the project?
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To view all the baselines set in a project, go to menu View – More Views - click on Multiple Baselines Gantt – click Apply.
How do I clear interim plan for selected tasks?
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To clear the interim plan for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear interim plan” field option and from the drop-down menu select the desired field – select the “Selected tasks” option and click the “OK” button.
How do I clear the interim plan for the entire project?
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To clear the interim plan for the entire project, go to the menu Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear interim plan” field option and from the drop-down menu select the desired field – select the “Entire project” option and click the “OK” button.
How can I set an interim plan for selected tasks?
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To set an interim plan for selected tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), then go to menu Project – Set Baseline. Check the Set interim plan option – select the desired field from the Copy drop down menu – select the desired field from the Into drop down menu - select the Selected Tasks option then click OK. The fields selected from the Into dropdown will contain the values from the Copy dropdown.Note: If the selected fields are StartX/FinishX, then only the Start/Finish values will be copied. If the fields are Baseline, then all the values for the baseline fields will be copied.
How can I set an interim plan for the entire project?
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To set an interim plan for the entire project, go to menu Project – Set Baseline. Check the Set interim plan option – select the desired field from the Copy drop down menu – select the desired field from the Into drop down menu - select the Entire Project option then click OK. The fields selected from the Into dropdown will contain the values from the Copy dropdown.Note: If the selected fields are StartX/FinishX, then only the Start/Finish values will be copied. If the fields are Baseline, then all the values for the baseline fields will be copied.
How to set a baseline for selected tasks and roll up to selected summary task(s)?
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To set a baseline for selected tasks and roll up all summary tasks, in the desired project, select the desired tasks and summary tasks (using the Shift or Ctrl keys), go to menu Project – Set Baseline – select the desired baseline from the Set Baseline field - check the Selected Tasks option. From the Roll up baselines section check the “From subtasks into selected summary task(s)” option and click OK. The baseline fields for the selected tasks will be updated with the baseline values and only the selected summary tasks will be updated.
How to set a baseline for selected tasks and roll up all summary tasks?
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To set a baseline for selected tasks and roll up all summary tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), go to menu Project – Set Baseline – select the desired baseline from the Set Baseline field - check the Selected Tasks option. From the Roll up baselines section check the “To all summary tasks” option and click OK. The baseline fields for the selected tasks will be updated with the baseline values and all the parent summary tasks.
How do I set multiple baselines for selected tasks?
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To set multiple baselines for selected tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), then go to menu Project – Set Baseline - from the Set baseline field, select a different Baseline option, select the Selected Tasks option then click OK.
Can I make 2 critical paths in one project?
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We are sorry, but at this point, you cannot have multiple Critical Paths in one project.
How do I keep the size of the rows when I change them?
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In our apps, we don't save the changes made to the rows height. They are calculated based on the font size.
How can I add a Project Goal with the “ends before” criteria?
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To add a Project Goal with the “ends before” criteria, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the “ends before” criteria and in the Value field set the desired date from the date picker. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

On what platforms can I add and see Project Goals?
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The Project Goals functionality is available on the following platforms: Windows, Mac and iOS.

How can I delete a Project Goal?
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To delete a project goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). Select the row of the goal you want to remove and click “Delete Row” button. Click Ok to save the changes. Note: On iPhone, to delete a project goal go to any View, tap on the top-right corner menu and click on Project Goals button then swipe to the left the desired project goal and click Delete.

How can I find more information about the status of my project goals?
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To find out more information about the status of your project goals, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals) and hover over the status icon. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

How can I modify my project goals?
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To modify a Project Goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). Select the row of the desired Project Goal and change the information in any of the fields. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

How can I add a Project Goal?
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To add a Project Goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the goal criteria and in the Value field type in the value based on the selected criteria. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.Tip: Hover over the status icon to find out more information. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

Where can I find the Project Goals dialog?
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To find the Project Goals dialog go to menu File – Info/Status – Project Goals. The Project Goals dialog can also be accessed by going to menu Project – Project Goals or from menu Project – Project Information – Project Goals. On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

How do I edit Actual Work field?
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To edit the Actual Work field, first insert it by going to menu Format – Insert Column, from the Field Name dropdown list select Actual Work and click OK then type in the desired value.

Where can I find the "Status" table?
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The Status Table can be found in the Project menu - Table – More tables option. Please note that the Status table is currently only available for Project Plan 365 for Mac, Windows and iOS apps.

What does the “Help” button inside the “Project Goals” dialog do?
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The “Help” button inside the “Project Goals” dialog redirects to the “Project Goals” article in our Online Help page.
How can I add a Project Goal with the “costs less than” criteria?
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To add a Project Goal with the “ends before” criteria, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the “costs less than” criteria and in the Value field, type the desired value for the cost. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.
How can I add a Project Goal with the “costs less than” criteria?
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How can I add a Project Goal with the “costs less than” criteria?
Is the “Project Goals” functionality available for the projects stored in all cloud locations or only for those stored on the local device?
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The “Project Goals” functionality is available for all projects, stored anywhere, regardless of their location.
What subscription type do I need to be able to use the Project Goals functionality?
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The Project Goals functionality is available for both Standard and Business Subscriptions.
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