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FAQ › Category: How do I...? › Project Tracking

How to Outdent a task?


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To Outdent a task, go to menu Task-Outdent or drag and drop with the mouse from Task Name column.

How to organize my tasks?
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You can group the tasks that share characteristics or that will be completed in the same time frame under a summary task. You can use the summary tasks to show the major phases and sub-phases in the project. Summary tasks summarize the data of their subtasks, which are the tasks that are grouped beneath them. You can indent the tasks as many levels as you need to reflect the organization of your project.

How to Indent a task?
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To indent a task, go to menu Task-Indent or drag and drop with mouse from Task Name column.

How to create an Outline structure?
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To create an outline structure, select the desired tasks then use indenting and outdenting functionality to create the summary tasks and subtasks.
How to apply a filter?
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In order to apply a filter, select the Filter option under the Format menu and click a filter in the filter list. To apply a filter that isn’t in that list, click More filters, select a filter and then click Apply.
How do I use the “Go To” functionality?
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To use the Go To window go to menu Project - Go To. Select the desired ID or date and click OK.

How do I unhide a row?
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Please check if you have a filter or an auto filter applied to your file. In order to check this, go to menu Project-Filter and select All Tasks.
How can I set the status date?
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In order to set the status date, please go to menu Project - Project Information.
How can I set my project working hours only for night shifts?
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To change the calendar of your project go to Project - Project Information - Calendar - Night Shift.
How can I see only particular information from my project?
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When you want to see a particular type of information you need to use filters. The application provides Predefined filters as well as Custom filters and Auto filters.
How can I highlight tasks that have a certain property?
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To highlight tasks with a certain property click on Project - Filter - More Filters. Select a filter in the filter list and then click Highlight.
How can I apply an AutoFilter?
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In order to apply an autofilter, go to menu Project-Autofilter. Click on the autofilter arrow next to the column heading that contains the information you want to display, and then check the values in order to filter the table. The autofilter arrow and the column name will turn in blue.

How can a group be applied?
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Tasks or resources can be grouped by selecting the “Group” option from the “Project” menu. Then, after selecting the desired group from the list or from the “More groups” dialog, the tasks or resources will be grouped and the changes will be applied to the current view.
How are the summary task values calculated?
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Not all summary task values show the combined total of your subtask values. Although some summary task values (such as cost and work) represent the total subtask values, others (such as duration and baseline) do not. For example, application calculates the duration of a summary task as the total work time between the earliest start date and the latest finish date of its subtasks.

The summary task information summarizes the period between the earliest start date and the latest finish date of all the included subtasks. It does not show the sum of all the subtask durations. Because application calculates the summary task values, they cannot be edited. If you need to change a summary task's values, such as duration, update the individual subtasks. Summary task values are then recalculated.

How do I remove an autofilter on a specific column?


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In order to remove the filtering on a specific row, click Clear All Filters in the AutoFilter list for that field.
In what views can I apply the task filters?
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Task Filters are available for Gantt Chart, Network Diagram, Task Usage and Tracking Gantt under the Project toolbar.
What role do checboxes have when I apply an autofilter?
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The checkboxes allow you to select what values to be displayed by simply checking/unchecking the values.
How do I know that an autofilter is applied?
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When an autofilter is applied, the column header is displayed in blue text color.
How do I apply the "Using Resource" filter?
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In order to apply the "Using Resource" filter, go to menu Project - Filter and select More Reports then select Using Resource and click on Apply button.
What does the "Using Resource" filter do?
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The "Using Resource" filter allows seeing all tasks that use the specified resource.
What does the "Using Resource in Date Range…" filter do?
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The "Using Resource in Date Range…" filter allows seeing the tasks allocated to a specified resource within a specified date range.
What does the "Tasks/Assignments with Overtime" filter do?
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The "Tasks/Assignments with Overtime" filter allows seeing all tasks or assignments that are specified as overtime work.
What does the "Summary Task with Assigned Resources" filter do?
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The "Summary Task with Assigned Resources" filter allows seeing the tasks with subtasks who don’t have resources assigned.
What does the "Overallocated Tasks" filter do?
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The "Overallocated Tasks" filter allows seeing the tasks that are overallocated because a resource works more than 100% on it.
What does the "No Resource Assigned" filter do?
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The "No Resource Assigned" filter allows seeing the tasks that have no resources assigned.
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