FAQs Project Tracking

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What is Sort?


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The “Sort” functionality arranges task or resource in the current view, based on the specified criteria. Tasks can be sort by multiple columns at the same time, sort tasks by date, sort tasks by resources or sort by other tasks properties.

What are the Current Activities filters?
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The Current Activities filters are: Active Tasks, Completed Milestones, Completed Tasks, Current Sprint Remaining Tasks, In Progress Assignments, In Progress Tasks, Incomplete Tasks, Late Milestones, Late Tasks, Milestones Due This Month, No Actuals, Remaining Tasks in Board, Select Sprint, Selected Sprint, Should Start By..., Should Start/Finish By..., Slipped/Late Progress, Slipping Assignments, Slipping Tasks, Sprint Planning, Tasks Due This Week, Tasks Starting Soon, Unstarted Assignments, Unstarted Tasks, Upcoming Milestones.

What are the Costs filters?
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The Costs filters are: Work Complete, Work Incomplete, Cost Greater Than..., Cost Overbudget, Late/Overbudget Tasks Assigned To…, Work Overbudget.

What are the Assignments filters?
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The Assignments filters are: No Resource Assigned, Overallocated Tasks, Overallocated Resources, Resource Cost, Resource Material, Resource Work, Resource with Attachments,  Summary Task with Assigned Resources, Tasks/Assignments with Overtime, Using Resource in Date Range…, Using Resource.

What are the Overview filters?
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The Overview filters are: All Tasks, All Resources, Created after…, Critical, Current Sprint, Date Range…, Group, Manually Scheduled Tasks, Milestones, Resource Group…, Resource Range, Summary Tasks, Task Board Tasks, Task Range…, Tasks with a Task Calendar Assigned, Tasks with Deadlines, Tasks with Duration <8, Tasks with Estimated Durations, Tasks with Fixed Dates, Tasks without Dates, Top Level Tasks.

What does the "Backlog" filter do?
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This filter displays the tasks before being prioritized (example: Not started, Done, In progress, Next Up).
What does the "Remaining Tasks in Board" filter do?
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This filter represents a snapshot of the current sprint backlog allowing everyone to see which tasks remain to be started, which are in progress and which are done.
What is Status Date field?
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Represents the date set to report the project’s progress.
What is Company field?
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Contains company name.
What is Title field?
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Shows the project name
What is Subject field?
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Contains project subject.
What is Manager field?
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Indicates the project owner.
What is Keywords field?
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Contains document keywords.
What is Comments field
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Contains project notes.
What is Calendar field?
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Indicates which calendar is the default base calendar for tasks and resource calendars.
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.
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