FAQs Project Tracking

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What is Task Mode field?
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The Task Mode field indicates whether a task is scheduled manually or automatically, which gives you the option of deciding how much control you want over task scheduling in a project. By default, tasks are set as automatically scheduled.

How do I build a WBS?
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To create a WBS, you need to Indent and Outdent tasks from menu Task - Indent/Outdent. In order to see the WBS, please insert the WBS column in Gantt Chart view.
How to make all cells bigger and smaller?
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To customize a table in Project Plan 365, click on the “Table” option under the “Project” menu and then choose the “More tables” option. Then choose the “Edit” option to make the changes you need. In the Row Height field insert the desired size and click on the Ok button.

Why is the Late Start Date field different to the Start Date field?


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The Late Start Date field represents the latest date an activity can start without affecting the planned project finish date. The Start Date field shows the date when a task is scheduled to begin.

How do I chek the project cost?
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In order to check the project cost, please go to menu Project - Project Information and click on the Statistics button.
How to change the early start date?
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We are sorry, but the Early Start Date field is read-only at this point.
How to change the marked status to yes?
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We are sorry, but the Marked task field is not editable at this point. As a workaround, you can insert a column of type Flag in your project.
How do I filter by resource name in Task Sheet view?
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To filter by resource name in Task Sheet view, go to menu Project - Filter - Using Resource. Select the resource name from drop down list and click on the Ok button.
How can I change the status date on Android app?
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We are sorry, but at this point, you cannot change the status date on Android app.
What is Board Status field?
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The Board Status field allows you to prioritize the tasks by setting the "Not Started, In progress, Next Up and Done" status. This field is used in Agile – Kanban methodology.
What is Agile field?
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The Agile field allows you to set which tasks are used when planning the project in an Agile methodology.
How can I add the status for a task?
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You can set a “Status” for tasks by creating a Custom Field. To do so, select Insert Column option from the Format menu. Choose one Field name from Text 1 to Text 30. Change the Title to “Status” and click ok.

Does Project Plan 365 read custom enterprise fields from Project?


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Project Plan 365 app support enterprise custom fields (view/edit, save) for Project Server 2013 and newer.

How many levels can I zoom in/out inside application?


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The Zoom engine currently implements seven levels of details:1. One week level (the visible unit is one week).
2. Two weeks level.
3. One month level (the visible unit is one month).
4. Three months level.
5. Selected tasks.
6. Entire project.
7. Custom level: the user can select multiples of Days/Weeks/Months/Years to see in the chart panel or in the print preview format.
Can Zoom be used in Timeline view?
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In the Timeline view, you can use the “Zoom” options from the “Project” menu. You can “Zoom in” or “Zoom out” to see the tasks in more or less details.

Where I can find the "zoom" functionality?
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The Zoom option is under menu Project - Zoom.

What is Project Zoom?
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The "Zoom" functionality allows you to rapidly get an overall picture of how the tasks in your project are linked over the timespan of your project.

How can I create a new table?
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In order to create a new table, go to menu Project - Tables - More Tables. Click on the New button. Insert the name of the table and select the column name, data alignment and column width. Select "Yes" in the Header Wrapping field in order to wrap the text in that column. Select the date format for date fields in Date format box. You can also change the row height by changing the Row height box.

How can I copy a table?
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In order to copy an existing table, go to menu Project - Tables - More Tables. Select the desired table that you want to copy and click on the Copy button. Insert the new name and make the formatting changes you desire and click on the OK button.

On what platforms can I create or copy a table?
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You can create or copy a table on Windows, Mac and iOS platforms.

How can I customize a table in the app?


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To customize a table in Project Plan 365, click on the “Table” option under the “Project” menu and then choose the “More tables” option. Then choose the “Edit” option to make the changes you need.

What are the Resource Tables available in the app?


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The Resource Tables are: Cost, Earned Value, Entry - Material Resources, Entry - Work Resources, Earned Value Cost Indicators, Entry, Export, Hyperlink, Summary, Usage, Work.

What are tables?
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The "Tables" functionality allows you to see some specific information about tasks, resources, and assignments in a sheet view. You can use predefined tables to show only the fields you want, or you can create your own tables.

When can be used the Project Information dialog?


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The Project Information can be used when your plans change, you can change this initial project information at any time in the Project Information dialog box. However, if you have applied actual data, such as actual start or finish dates, to tasks, the tasks will not be rescheduled based on the updated project information. In addition, if you have put constraints on tasks, moving the project's start or finish date won't necessarily move all tasks relative to the new date.

How do I sort tasks by date?
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To sort tasks go to the Gantt Chart view and click on the Project menu. Click Sort - Sort By. Choose the desired settings and click Sort.

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