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FAQ › How do I...? › Category: Tasks
Does Project Plan 365 resolve the overallocation for resources assigned to summary tasks?
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Project Plan 365 cannot resolve the overallocation for resources assigned to summary tasks.
Does Project Plan 365 resolve the overallocation of a resource assigned 200% to a task?
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No. Project Plan 365 does not change neither the duration nor work of the tasks as part of the resource leveling method.
Does Project Plan 365 consider the deadline when performing resource leveling?
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Project Plan 365 does not take care of deadlines when performing resource leveling
Can I level the tasks with %Complete grater than 0%?
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Project Plan 365 can fix overallocation only on tasks with % Complete set to 0%.
When to use the “Clear Leveling” option?
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Use the “Clear Leveling” option to undo the effects of the previous leveling.
How to clear resource leveling?
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To clear the leveling go to “Team” tab and click the “Clear Leveling” button. You can either clear the leveling for the entire project or just for the selected tasks.
How to level a task from the contextual menu?
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Select the task that you want to level, right click on it, and from the contextual menu chose the “Level Task” option. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied.
How to level only the selected tasks?
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To level only the selected tasks, go to “Team” menu and click the “Level All” button. In the “Resource Leveling” dialog, the “Selected tasks” option and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied.
How to level the entire project?
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To level the entire project, go to “Team” menu and click the “Level All” button. In the “Resource Leveling” dialog, the “Entire Project” option and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied.
How to level the tasks of certain resources?
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To level tasks for certain resources, go to “Team” menu and click the “Level Resource” button. In the “Level Resources” dialog, select the resources for which you want to level tasks and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied.
How to insert the Leveling Delay column?
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To insert the Leveling Delay column, right click on the column before which you want to insert it, and from the contextual menu choose the “Insert column…” option. Select “Leveling Delay” for the “Filed name” and click the “OK” button.

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To move multiple tasks through you project plan you can select all the tasks you want to move, right-click on any selected ID number, click "Cut" then select the row over which you want to place the tasks , righ-click on the ID number and click "Paste".
How I can manage a dependency?
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You can manage the Task Dependency between two tasks in 2 ways:
1. From the Task Information Dialog, select a task, from the Task Menu click on Task Information, go to Predecessors tab, add a predecessor, select the Dependency Type and the Lag time if needed.2. In Gantt Chart double-click on the linking arrow between two tasks and from the Task Dependency dialog, select a Dependency Type and Lag time if needed.
How do I see dependencies?
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In order to see the task dependencies you need to insert the Predeccessors Column by going to the Format menu - Insert Column, select the Predeccessors field from the "Field Name" box and then click OK in order for the changes to take effect.
Why doesn't a milestone has a duration of 0 days?
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The milestones can also have a duration rather than 0 days and can be marked as milestones by selecting the tasks and going to the Task Information dialog – Advanced tab and checking the “Mark task as milestone” checkbox. Only if you do not need to allocate time for your Milestone you can set the tasks Duration to 0.
How do I list the task types in a schedule?
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In order to see the task types, you need to insert the "Type" column. In order to do that, go to the Format menu, select the "Insert Column" option, from "Field Name" select "Type" and press "OK".
Where can I find task details?
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To find information about the duration, finish and start of a task, you can use the Task Information dialog. In order to do that, select a task, go to the Task menu and select the "Task Information" option.
How can I change the start and finish dates for a task?
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There are two ways to change the start and finish dates for a task:

1. Select the desired task, go to the Task menu and select Task Information option. Change the start and finish dates and click on "OK" button for the changes to take effect.

2. Click on the placeholder inside the Start/Finish cells to open the dropdown and select a new start/finish date.

Why when filling duration 180 days, the bar chart shows 8 months?
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The reason why the bar chart shows a duration of 8 months is because 180 days mean 8 months with 8 hours of work per day and weekends non-working. If a month has 22-23 working days and the weekends are non-working, this means a duration of 180 days is equal with 8 months.
How do I remove a note?
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In order to delete a note, select the task for which you want to delete the note, go to the Task menu - Task Information and click on "Notes" tab. Erase the note inside the "Notes" tab and click "OK" for the changes to take effect. Another way to delete a note is to delete it directly from the "Notes" field in grid.

Why the "Insert Task" option takes indentation of the line above, not of the selected line?
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When adding a new task to your project, it will be inserted above the selected task.
How to edit a task name?
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In order to edit the name of a task, you can either enter in edit mode in the Task Name cell for the desired task or select the desired task, go to the Task menu and click on Task Information button. In General tab, change the name of the task and press "OK" for the changes to take effect.
What is Task info?
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Task info is a functionality intended to view basic information about a selected task.
What is Task?
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A task is an activity in the project necessary to reach the project specific goals, characterized by duration, clear starts and finish dates. Tasks are the bricks (basic units) used for building a project plan.
What is Task type?
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Task types help the application determine how duration, work, and units will behave as Project Plan 365 schedules the project. The available task types are Fixed units, Fixed duration and Fixed work.
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