How can I hide the overallocation alerts?
Question Link

If you don’t want the overallocation alerts to appear, you can hide them by going menu “File” - “Options” – “Advanced” tab and check the “Hide overallocation alerts” checkbox then click “OK”.

How can I hide the schedule in time-off / holiday alert?
Question Link

If you don’t want the schedule in time-off / holiday alert to appear, you can hide it by going menu “File” - “Options” – “Advanced” tab and check the “Hide schedule in time off/holiday alert” checkbox then click “OK”.

How can I check the work schedule for any team member?
Question Link

To check the work schedule for any team member, go to menu “Team” – “Work Schedule Calendar” and from the “For team member:” field select the desired team member to see the work schedule calendar.

How do I know that a Team Member is free to work?
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To check if a team member is free to work, in the Gantt Chart View, in the Resource Names column, open the edit control for a task and hover over the info icon next to a team member name for the Work Schedule Calendar to appear.

What information is displayed In the Work Schedule Calendar Dialog?
Question Link

The Work Schedule Calendar dialog displays a calendar-style representation for team holidays, time-off, working/non-working days and overallocations.

How can I check the work schedule for an assigned Team Member?
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To check the work schedule for an assigned team member, in the Gantt Chart View, hover over a team member’s name in the Resource Names column for the Work Schedule Calendar to appear.

Where can I find the Work Schedule Calendar dialog?
Question Link

The Work Schedule Calendar can be found by:

• hovering over the team member’s name in the Resource Names column in Gantt Chart View;
• hovering over the information icon near the team member’s name in Resource Names picker;
• going to menu “Team” – “Work Schedule Calendar”;
• in the Resource Sheet View, open the Resource Information dialog for a team member by double-clicking on it and go to “Work Schedule Calendar”
• going to “Team” – “Team Member Planner”, selecting a team member and clicking on the “View Work Schedule Calendar”

What does the Work Schedule Calendar functionality do?
Question Link

The Work Schedule Calendar functionality allows you to see the schedule of a specific team member, across all over your projects saved to Drive365. It shows you when a team member is free to work, when is assigned and when is nonworking. Also, you can see when the team member has a holiday/time off and when is overallocated, by simply hovering over a team member’s name.

I can’t find the Team Member Planner dialog in the Team menu.
Question Link

If the Team Member Planner functionality isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download

Can I set the Deadline for the entire project?

Question Link

To set the Deadline for the entire project, go to menu Project – Project Information and in the Deadline field set the desired deadline date for the entire project. Click OK to save the changes.

What does the “Help” button inside the “Team Member Planner” dialog do?
Question Link

The “Help” button inside the “Team Member Planner” dialog redirects to the “Team Member Planner” article in our Online Help page.

Why I am not allowed to move or edit all tasks in the Team Member Planner dialog?
Question Link

If you are not allowed to move or edit a task in the Team Member Planner dialog, it means that is an external task. Please know that an external task cannot be modified outside its project. Only the tasks in the current project can be edited in the Team Member Planner dialog.

How can I move a task in progress directly from the Team Member planner dialog?
Question Link

The tasks in progress cannot be moved. If you want to move a task in progress, please remove the % complete value, move the task and then set again the % complete value for your task.

How can I see more information about a task directly in the Team Member Planner dialog?
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To see more information about a task directly in the Team Member Planner dialog, hover the mouse over the desired task and a tooltip with task information will appear.

When a team member is overallocated?
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There can be 2 overallocation cases for team members:

1. When a team member is assigned to 2 or more tasks that overlap in the current project.
2. When a team member is already assigned to a task in another project saved to Drive365 that overlaps with the task in the current project.

Does the Team Member Planner dialog shows all the tasks that a team member is assigned to?
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The Team Member planner dialog, shows all the tasks to which a team members is assigned in the current project and in all the projects saved in Drive365.

What does the color markings in the Team Member Planner dialog mean?
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The color markings in the Team Member Planner dialog have the following meanings:Blue: Holidays/Time off – based on the global settings/team member time off valuesGray: Nonworking – if in resource calendar from the project that day is nonworking or is an exceptionRed: Overallocated – if the resource is overallocated in the current project or between projects saved in Drive 365

How do I change the duration of a task by resizing it directly in the Timeline panel in the Team Member Planner dialog?
Question Link

To change the duration of a task by resizing it, move your mouse at the end portion of the task from the current project, hold down the mouse and move the task to the right if you want to increase the duration, or to the left if you want to shorten the duration of your task. Release the mouse when you are satisfied to the resulted duration of your task.

Can I move tasks directly in the Timeline panel in the Team Member Planner dialog?
Question Link

To move tasks directly in the Timeline panel, locate the task from the current project that you want to move and drag it to the left or right as you want. Release the mouse when you find the desired date you want to move the task to.

How can I add new tasks in the Team Member Planner dialog?
Question Link

To add a new task in the Team Member Planner dialog, go to menu “Team” – “Team Member Dialog”. Right click in the Timeline panel and click “Insert Task”.

How can I hide the overallocation alerts?
Question Link

If you don’t want the overallocation alerts to appear, you can hide them by going menu “File” - “Options” – “Advanced” tab and check the “Hide overallocation alerts” checkbox then click “OK”.

How can I hide the schedule in time-off / holiday alert?
Question Link

If you don’t want the schedule in time-off / holiday alert to appear, you can hide it by going menu “File” - “Options” – “Advanced” tab and check the “Hide schedule in time off/holiday alert” checkbox then click “OK”.

How do I fix overallocation using the Team Member Planner dialog?
Question Link

To fix overallocation using the Team Member Planner dialog, go to menu “Team” – “Team Member Planner”. Select the desired team member from the drop-down list. In the Timeline panel , select a task only from the current project and change the start date / finish date and duration to fix the overallocation issue and then click “Ok”.

How can I edit a task using the Team Member Planner dialog?
Question Link

To edit a task using the Team Member Planner dialog go to menu “Team” – “Team Member Planner”. Select the desired team member from the drop-down list. In the Timeline panel, select the desired task only from the current project and change its start date / finish date and duration and then click “Ok”.Note: Complete tasks that have %Complete - 100% are not displayed in the Team Member Planner dialog.

Why does a warning appears when assigning a team member to work during a time-off / holiday?
Question Link

When assigning a team member to work on a task during a time-off / holiday, a warning will appear that will open the Team Member Planner dialog with time off/ holiday details on the team member’s assignment. Select the task only from the current project and change the start / finish dates and duration from the “Selected task” section to fix the scheduling issue.