FAQ Project Plan 365

Account

Sales & Billing

How do I...?

Other

Browse by Category

Sign In/Activation issue
Subscription Info
Trial Info
Forgot password
All FAQs
How can be used timescale zoom on mobile devices?
Question Link
Answer
In case the application is meant for mobile devices (phone, tablet) you can perform zoom in the current view by using touch gestures (the zoom will be made with two fingers).
How to change the timescale quickly?
Question Link
Answer
To quickly magnify or shrink a view, click Zoom In or Zoom Out functionality.
How to customize the timescale using zoom options?
Question Link
Answer
To customize the timescale to focus on a specific time period or group of tasks, or to view the entire duration of your project, click Zoom on the Project menu, and then select a view option.
How do I use Timescale?
Question Link
Answer
I order to open Timescale dialog go on any view with timescale (Gant Chart, Tracking Gant, Usage view…), double click on Timescale section from Gant panel or go on Format menu – Timescale.
How to access the Assignment Information dialog?
Question Link
Answer
You can access the assignment information dialog by selecting a resource assignment in Usage views (Task Usage and Resource Usage). In order to view the Assignment Information dialog, please double click on a task/resource in Resource Usage/Task Usage view.
What does the “Assignment Information” functionality do?
Question Link
Answer
The Assignment Information dialog allows you to view basic information about the resource assignments in your project.
Can I sort the data in Resource Usage view?
Question Link
Answer
You can apply different sort criteria to the resources and assignments from the Resource Usage view. To do this go to Project-Sort.
Can I apply a filter in Resource Usage view?
Question Link
Answer
The Resource Usage view can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Usage view displays the information as defined by that filter's criteria. The default filter is the All Resources filter. To apply a filter, please go to Project – Filter.
Can I change the table for Resource Usage view?
Question Link
Answer
The Resource Usage view displays categories of information about the resources, arranged in tables. The default table for the Resource Usage view is the Usage table, but you can select any of the resource tables to display information about the project's resources. To do this, go to Project-Table and select the table you want to view.
How to use the Resource Usage view?
Question Link
Answer
In order to use the Resource Usage view, please go to menu View-Resource Usage or in View Bar click on Resource Usage button.
What does the “View Bar” functionality do?
Question Link
Answer
The View Bar functionality displays icons of the most commonly used views (Gantt Chart, Resource Sheet, and so on). The View Bar provides a convenient means of changing views by just clicking the icons that appear on the View Bar.
How many types of views are?
Question Link
Answer
There are three types of views: Charts or graphs, Sheets, and Forms.
What is a View?
Question Link
Answer
A View is the combination of one or more views and if applicable, a table and a filter. Use views to work with information in a variety of formats.
What is a “View Bar”?
Question Link
Answer
A view bar is a screen element of application that appears along the left edge of the window.
How to change the working days for my project?
Question Link
Answer
In order to change the working days for your project, access Options from the File menu. In the Options dialog, go to the Schedule tab and check the desired working days from the Default working days group. Another way to change the working days is to select a non-working day from the date-picker pop-up in the Start/Finish column and then, in the Alert message select the Adjust the default working days option from which you have to check the desired working days based on your needs.
What does the “Change Working Days” functionality do?
Question Link
Answer
The Change Working Days functionality, as the name describes it, allows you to change the working and non-working days for the project based on your needs.
In what views is allowed to insert tasks?
Question Link
Answer
Adding a task is allowed only in Gantt Chart, Tracking Gant and Task Sheet views.
What happens when I assign a resource to a task?
Question Link
Answer
When you assign a resource to a task, if the resource is a new one and it does not exist previously in your project, it will be automatically added to the resources list in the Resource Sheet and by default it will be a work resource.
How do I create Earned Value report?
Question Link
Answer
In order to create the Earned Value report for your plan, go on Reports – Cost – Earned Value.
What does the “Earned Value” report?
Question Link
Answer
The Earned Value report displays the project earned value.
How do I split a task?
Question Link
Answer

To split a task, go to menu Task-Split then drag and drop from a Gantt Bar in order to create a split in the middle of the bar.

How can I move a column in front of another?
Question Link
Answer

To Move a column, click on the column name cell from the table header to select the entire column, hold down the column, drag it and release it in front of the column where you want to place it.

When I hide a column, how can I unhide it?
Question Link
Answer

To Insert a column, click on the Format menu – Insert Column or select Insert column from contextual menu.

How do I add resources to my project?
Question Link
Answer

There are multiple ways you can insert resources. Click the View tab and then click on Resource Sheet view. In the Resource Name field, type a work, cost or material resource name. Another possibility of inserting a resource is to use Insert option under Resource tab or press the Insert key on your keyboard. Alternatively, you can right click on the id of a resource and from the contextual menu click on New Resource option from the contextual menu.

How to change the duration of a split task?
Question Link
Answer
To change the duration of the entire split task (including all of its sections), type a new duration in the Duration field, also the duration can be adjust using drag and drop action on bar.
« Previous1…128129130131132…141Next »
Contact
Chat