FAQ Project Plan 365

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Where can I find the “Replace” option?
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To reach to the “Replace” command go to the “Task” menu, press on the arrow under “Find” option and select “Replace”. You can also find the replace button in the “Find” dialog.
Why can't I undo more than one action?
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Application provides single-level undo/redo (it allows just one undo/redo level), enabling you to make changes, and then to revert back to the state of your project plan before you made the last changes. In this way, only one step is stored/ restored.​
How do I copy multiple tasks?
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If you want to copy multiple tasks or resources at a time, first you have to select the desired rows using SHIFT (for contiguous selection of rows) or CTRL (for noncontiguous selection of rows) keys, select the destination row and then use the Paste command to copy the selected rows. The copied tasks or resources will be inserted above the selected destination row and the IDs of the remaining tasks or resources will be automatically renumbered.​
What data is copied when I copy a resource?
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By copying a resource the following information about it will be copied: resource name, type, material label, initials, group, std. rate, cost/use, base calendar and code. 

To copy a resource click Copy option from Task tab, press CTRL+C/Command+C or select Copy Resource from contextual menu after you right click on a task.

In order to paste a resource, select the rows where you want to paste the selection and Click Paste.​​

How do I add notes to a task?
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There are 3 ways to add a note to a task:
1. Click on the desired task and go to Task - Task Information – Notes
2. Double click on ID cell associated with the desired task in Gantt Chart, Task Sheet or Tracking Gantt view. 
3. Insert the Notes field inside your table.

How do I set a deadline for a task?
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To set a deadline for a task click on the desired task and go to Task - Task Information - Advanced - Deadline.
How do I set my task duration from days to weeks?
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To change the duration of a task from days to weeks click on the index of the desired task - Task - Task Information - Duration and type the number of weeks followed by the "Weeks" keyword.

How can I set the %complete duration for a task?
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To change the %complete duration for a task double click on the desired task - General - Percent Complete and change it accordingly.
Trying to change start and end dates on iOS device. Will not allow year change. Dropdown has no year?
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To see only the tasks that have a cost greater than the baseline cost click on Project - Filter - More Filters - Cost Overbudget - Apply.
What is a Predecessor?
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A predecessor is a task whose start and finish date determines the start or finish date of its successor task. The Predecessor is the task completed prior to the current task.
What is a Successor?
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A successor is a task whose start or finish date is driven by its predecessor task. The Successor is the task completed after the current task.
If I delete multiple tasks will it affect my project?
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Be careful when deleting multiple tasks as it may affect your schedule and you may lose some information inserted in your project. You can restore them by using the Undo option.

What does the “Insert Recurring Task” functionality do?
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The “Insert Recurring Tasks” functionality, as the name describes it, allows you to add a recurring task in project.
Can I add a task to Gantt Chart?
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Adding a task is allowed only in Gantt Chart, Tracking Gantt and Task Sheet views. To insert a task select on the View tab one of the above views. In an empty Task Name field, type a task name and press ENTER or press the Down arrow key on your keyboard.​

Where can I insert a task?
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There are three possible positions where you can insert a task in your project:
1. At the top of the tasks list in the Gantt grid
2. At the bottom of the tasks list in the Gantt grid
3. In the middle, relative to the selected task position: the task is inserted above the selected row.

What does the “Insert Task” functionality do?


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The “Insert Task” functionality, as the name describes it, allows you to add a task in project.

What does the “Insert Multiple Tasks” functionality do?


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The “Insert multiple tasks” functionality allows you to insert multiple tasks at the same time.

What does the “Delete multiple tasks” functionality do? 
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The “Delete multiple tasks” functionality, as the name describes it, allows the possibility of erasing multiple tasks at a time from a project.

How many task types are there ?
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There are three available task types: Fixed Units, Fixed Duration and Fixed Work.

What is the difference between Fixed Units and Fixed Duration?
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The difference between fixed units and fixed duration can be seen when modifying the units and work for a task. For Fixed units tasks, when revising units and work -duration is recalculated. For fixed duration tasks, when revising units - work is recalculated and when revising work-units are recalculated.

How do I change a task type ?
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To change a task type, double click on the task name in the Gantt Chart, then in the Task Information dialog, go to Advanced tab and in the Task Type group select Fixed Units, Fixed Work or Fixed Duration and then click OK.

What happens if I edit the duration of a fixed work task?
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If you edit the duration of a fixed work task, nothing happens. Changing scalar work after making an assignment on a task will no longer automatically alter the Assignment Units field.

I want to have the Task Mode information for all tasks in Gantt Chart.
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To see the Task Mode field, use Insert column option under Format menu and select in the Field Name: Task Mode.

You can insert and display this column in views like Gant Chart, Tracking Gant or Task Sheet view. 

Task Mode column displays an icon indicating whether a task, is a manually scheduled task, or an automatically scheduled task.

What is Lead time?
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Lead time is overlap between tasks that have a dependency.

For example, if a task can start when its predecessor is half finished, you can specify a finish-to-start dependency with a lead time for the successor task. You enter lead time as a negative value.

What is Lag time?
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Lag time is a delay between tasks that have a dependency. 

For example, if you need a two-day delay between the finish of one task and the start of another, you can establish a finish-to-start dependency and specify two days of lag time. You enter lag time as a positive value.

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