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2. Not all fields in the Excel field are required to be imported. When mapping the columns from your file you will have the opportunity to pick which fields you will import by deleting the unnecessary ones (using the Delete Row button).
3. Make sure you know which Excel file tab names will be imported into which data areas within Project Plan. e.: Task data, Resource data.
4. Be aware if your import file has column headers.
5. Blank lines in the Excel file will be imported as blank lines in the project file.
6. Start and Finish dates when imported into the Start and Finish fields in Project Plan 365 will create Start No Earlier Than constraints for the tasks.
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2. Make sure the customized fields are of the same data type as the fields that will be imported from Excel. I.e.: Text into Text, Date into Date.
3. When possible, create the customized field names to match the names in the Excel file. Optional but helpful.
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In order to open a mpp, Excel or CSV file in Project Plan 365 directly from Files app you first need to navigate to the desired file. After this, you can either tap on the file (if Project Plan 365 is the default app) or long press on the file, select Share from the popup and then choose “Open in Project Plan 365”. The desired file will then be opened in our app. For more information about Files app please check: https://support.apple.com/en-us/HT206481.
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To make the Resource Usage view fit your needs exactly, you can customize it or create a new version. When you close your project, the customized view will be lost. To customize the Resource Usage view, you can:
1. Display different resource information.
2. Display information in different timescales.
3. Change the units of time that are displayed to view your project at the level of detail you need.
4. View usage information for a specific time period.
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Use the Resource Usage view when you want to:
1. View information on a resource's task assignment, such as cost, work allocation, and work availability.
2. See which resources are overallocated and by how much.
3. View assignments more evenly among resources.
4. Find out how many hours each resource is scheduled to work.
5. See the work capacity (in terms of a percentage) for each resource.
6. View how much time each resource has available for additional work assignments.
7. View each resource's work progress in days, weeks, months, or other time increments.
8. View resource costs.
9. View the amount of work a person spends on a task.
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The Progress Lines can be set using the Dates and Intervals tab in the Progress Lines dialog box to set preferences for the way you want to display dates and intervals with progress lines.
You can:
1. Display progress lines at regular intervals.
2. Display progress lines based on a specific status date.
3. Display progress lines for specific dates you select.
4. Display progress lines compared with the baseline plan or to the actual plan.
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1. Use the vertical scroll bar to move up and down.
2. To scroll one row or column in a given direction, click the arrow at the appropriate end of the scroll bar.
3. To scroll one full window in a given direction, click the shaded area of the scroll bar on the appropriate side of the scroll box.
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