FAQ Project Plan 365

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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 can I start record the progress of the work made on the project?
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To record the progress of the work made on tasks you need to modify the Percent Complete field for tasks. You can change the %complete from Gantt Chart by adding the %complete field or you can insert the %complete in Task Information dialog.

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.
How do I export the project so without it looking so horizontal?
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You can set the Timescale in Gantt Chart view to a bigger Unit like months, quarters or years.
Is Erix an AI bot?
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Erix is an AI bot.
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.
What does the "Work Overbudget" filter do?
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The "Work Overbudget" filter allows seeing all resources whose scheduled work is greater than the baseline work.
What does the "Late/Overbudget Tasks Assigned To…" filter do?
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The "Late/Overbudget Tasks Assigned To…" filter allows seeing all tasks assigned to a specified resource that are exceeding the budget or finishing after the finish date in the baseline plan.
What does the "Cost Overbudget" filter do?
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The "Cost Overbudget" filter allows seeing all tasks with a cost greater than the baseline cost.
What does the "Cost Greater Than..." filter do?
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The "Cost Greater Than..." filter allows you to see tasks where cost is greater than a specified amount.
What does the "Upcoming Milestones" filter do?
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The "Upcoming Milestones" filter allows seeing the upcoming milestones.
What does the "Unstarted Tasks" filter do?
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The "Unstarted Tasks" filter allows seeing tasks that haven't started.
What does the "Tasks Starting Soon" filter do?
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The "Tasks Starting Soon" filter allows seeing the tasks starting within a specified timescale.
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