FAQ Project Plan 365

Browse by Category

Can the tasks from the Timeline be customized?
Question Link
Answer

In the app, tasks from the Timeline can be customized by going to menu Timeline - Text Styles, or using the Font Control panel from the Timeline menu.

How can I move a task from the Timeline?
Question Link
Answer

In the Timeline View, Task Bars can be rearranged by using drag-and-drop to move them up/down inside the Timeline. Callout Tasks can be moved anywhere outside the Timeline Section using drag-and-drop.

Note: At this point, we do not support moving Tasks to another date in the Timeline View.

How can I copy the Timeline?
Question Link
Answer

You can copy the Timeline into other documents like Word document, E-mail or PowerPoint presentation by right clicking in the Timeline area to select it and then press Copy as Image. You will have two options: Copy Visible or Copy Full Size. Select the desired option and then go and open the document in which you want to copy the Timeline, right click on the blank page and press Paste.

Note: The Copy Timeline option can be also found in Timeline tab.

Where I can find the “Date range” option?
Question Link
Answer

Date range is used to set the Start and Finish dates of the project. You can find the Date range option in the Timeline menu right after you set the Timeline view.

How to reverse the Zoom in the Timeline View?
Question Link
Answer
To reverse the Zoom in the Timeline View, right click on the Timeline and from the contextual menu click on Zoom to Screen, or go to menu Project – Zoom – Zoom to Screen.
How can tasks be removed from Timeline view?
Question Link
Answer

Tasks that were already added to the Timeline view can be removed by right clicking on the desired task and then selecting Remove from Timeline. Another way to do this is to go to Existing Tasks button from the Timeline menu and unchecking them from the Add Tasks to Timeline dialog or by clicking on the Remove from Timeline button from the Timeline menu.

How can tasks be added to the Timeline view?
Question Link
Answer

You can select which tasks from your project will be displayed in the Timeline. Tasks can be added to the Timeline view by clicking on the Existing Tasks button available in the Timeline tab.

Note: You can also add existing tasks by right clicking on the Timeline and selecting the Insert Task – Existing Task option from the contextual menu.

Can I add more than one lag to tasks?
Question Link
Answer
You can add only one Lead or Lag time per task.
How to see only Gantt Chart in the view?
Question Link
Answer
To view only the Gantt Chart in the Gantt Chart View, you could position the cursor on the middle bar between the grid and the Gantt Chart until a two-arrow icon appears and then drag the bar completely to the left.
Can I view the old Calendar View?
Question Link
Answer
You can still have access to the traditional Calendar View that is now named MS Calendar View. Go to menu File – Options – General tab – check the Show MS Calendar View option and click OK. The MS Calendar view will be added in the left side View Bar.
How to Export to Image the Calendar View?
Question Link
Answer
To Export to Image the Calendar View, while in the Calendar View, go to menu Share – Export – Export to Image – type in a name and select a location and click OK.
How to Export to PDF the Calendar View?
Question Link
Answer
To Export to PDF the Calendar View, while on the Calendar View, go to menu Share – Export – Export to PDF – type in a name and select a location and click OK.
How to print the Calendar View?
Question Link
Answer
To print the Calendar view, first set the desired print options by going to menu File – Print – Page Setup. After that, while on the Calendar View, go to menu File – Print – Print.
How to change the project calendar in Calendar View?
Question Link
Answer
To change the project calendar in Calendar View, go to menu Format – Timescale – select the desired calendar and click OK.
How to show critical path in Calendar View?
Question Link
Answer
To show the critical path in Calendar View, go to menu Project – Critical Path button. The tasks from the Calendar View which are a part of the Critical Path will be colored in red.
How do I format the Calendar view?
Question Link
Answer
To format tasks in the Calendar view, go to menu Format – Text Styles. Select the desired Items to changeFont options and Color options and click OK.
How can I quickly scroll to a task in Calendar View?
Question Link
Answer
To quickly scroll to a task in Calendar View, you can use the Go To functionality. Go to menu Project – Go To – type in a Task ID or select a Date – click OK. The Calendar View will be scrolled to display the task which matches the ID condition or will be scrolled to the date entered in the dialog.
How to search for tasks in the Calendar View?
Question Link
Answer
You can search for tasks in the Calendar View using the Search Bar. Just type in part of a task name in the search bar from the left side panel and the calendar view will display the tasks that include the search value.
How do I apply a filter in Calendar view?
Question Link
Answer
To apply a filter in Calendar view, go to menu Project - Filter and select the desired filter.
How to delete a task from the Calendar View?
Question Link
Answer
To Delete a task from the Calendar View, click o the desired task and from the Task menu, click on the Delete button.
How to insert tasks directly in the Calendar view?
Question Link
Answer
There are 2 options to add tasks directly in the Calendar View:
  1. Go to menu Task – Insert Type in a NameStart and Finish dates and click OK.
  2. Click on the inside of any day/hour slot in the MonthWeek or Day In the Add task dialog, type in a NameStart and Finish dates and click OK.
How to change the task duration directly in the Calendar View?
Question Link
Answer
To change the task duration directly in the Calendar View, double click on the desired Task to open the Task Information dialog. Change the Duration field witht he desired value and click OK.
How to move a task directly in the Calendar View?
Question Link
Answer
To move a task directly in the Calendar View, hover over a task until a hand icon appears and use drag and drop to move it to a different position in the calendar.
How to filter tasks by resource in Calendar View?
Question Link
Answer
To filter tasks by resource in Calendar view, from the Resource List on the left side panel, check the resources you desire and uncheck the ones you don’t need.
How to navigate the Calendar View using quick selection calendar?
Question Link
Answer
To navigate the Calendar View using the quick selection calendar, from the left side panel, click on the Month name to select the desired month, click on the Year to select the desired year and from the calendar section, click on the desired day for the Calendar View to move to the selected date.
Contact
Chat