FAQ Project Plan 365
Browse by Category
I need to know how to specify material costs in the Resource Sheet view.
I need to know how to specify material costs in the Resource Sheet view.
Question Link
Question Link
Answer
In order to set the costs for material resources, go to the Resource Sheet view and type the desired cost in the Std. Rate column and then set a Per-Use cost in the Cost/Use column (if desired).
How to change the color of Critical Path bars?
How to change the color of Critical Path bars?
Question Link
Question Link
Answer
In order to change the color of Critical Path bars, go to the Project menu - Critical Path. After that, go to the Format menu and from the list, select "Critical Path". Change the color for the middle section and press "OK" for the changes to take effect.
How can I set the start date of the milestones to appear next to the bars?
How can I set the start date of the milestones to appear next to the bars?
Question Link
Question Link
Answer
In order to set the start date of milestones to appear next to the bars, go to the Format menu - Bar Styles, select Milestones and click on "Text" tab. After that, from "Right" select "Start" and press "OK" for the changes to take effect.
How do I sort tasks to appear in numerical order?
How do I sort tasks to appear in numerical order?
Question Link
Question Link
Answer
To sort the tasks to appear in numerical order, go to the Project menu - Sort and click on "Sort by ID" option.
How to minimize/maximize the display sheet?
Answer
In order to minimize the Gantt Chart, pull to the right/left the bar that separates the grid from the Gantt Chart.
How I can make the text left justified?
How I can make the text left justified?
Question Link
Question Link
Answer
We don't have the possibility to justify the text in our app but you can align the text. In order to do that, double click on a column header and from Align Title/Align Data, select the desired option (Left, Right, Center) and press "OK" for the changes to take effect.
How can I print only some specific columns?
How can I print only some specific columns?
Question Link
Question Link
Answer
If you want to print only some specific columns, you can hide those you don’t want to appear in your printed file. You can achieve this by selecting a column – right click on it and from the contextual menu select the “Hide Column” option. After that, go to the File menu - Print - Print in order to print the active view of the current project.
What does the “Print first x columns on all pages” option do?
What does the "Print first x columns on all pages" option do?
Question Link
Question Link
Answer
The “Print first x columns on all pages” option allows you to print a specified number of columns on all pages, where (number) equals the number of columns you want to print.
How can we order the subtasks in the subprojects by date?
How can we order the subtasks in the subprojects by date?
Question Link
Question Link
Answer
We are sorry but at the moment sort can be applied only for the entire project.
How to remove an applied group?
How to remove an applied group?
Question Link
Question Link
Answer
In order to remove an applied group, go to the Project menu - Group and select "No Group".
How do I insert the Resource Names column in Task Sheet view?
How do I insert the Resource Names column in Task Sheet view?
Question Link
Question Link
Answer
In order to insert the Resource Names column, select the desired view, go to the Format menu and select the "Insert Column" option. From "Field Name" select "Resource Names" and press "OK".
Where can I set the initial schedule details of the project?
Where can I set the initial schedule details of the project?
Question Link
Question Link
Answer
In order to set the initial Schedule details for your project, go to the File menu - Options, select the "Schedule" tab, make the desired changes and press "OK" for the changes to take effect.
Is there a way to get the sprints in number order?
Is there a way to get the sprints in number order?
Question Link
Question Link
Answer
You can use the "Sort by" option in order to sort the sprints. In order to do that, go to the Project menu - Sort - Sort by, select "Sprint/Sprint Start/Sprint Finish" field and press "Sort" for the changes to take effect.
How to edit a task name?
How to edit a task name?
Question Link
Question Link
Answer
In order to edit the name of a task, you can either enter in edit mode in the Task Name cell for the desired task or select the desired task, go to the Task menu and click on Task Information button. In General tab, change the name of the task and press "OK" for the changes to take effect.
Why are the hours autofilled in the Work column?
Why are the hours autofilled in the Work column?
Question Link
Question Link
Answer
Work hours appear automatically filled in the work field for a task, because work is calculated based on allocated resources and the duration of a task.
How do I edit the Work field?
How do I edit the Work field?
Question Link
Question Link
Answer
In order to edit the work value for a task, enter in edit mode directly in the Work cell for the desired task and make the changes.
Why is the legend not showing in the first sheet?
Why is the legend not showing in the first sheet?
Question Link
Question Link
Answer
If the legend doesn't appear on every page, please check if Legend is set to appear on every page. In order to do that, please go to the Page Setup dialog, select the “Legend” tab, click on “Every Page” and after that click “OK”.
How do I rename a column using the Column Definition dialog?
How do I rename a column using the Column Definition dialog?
Question Link
Question Link
Answer
In order to change the title of a column, double click on the column header and inside the Column Definition dialog, type the desired name inside the "Title" field and press "OK" for the changes to take effect.
I want to make one of my team members an Editor. How can I change the role?
I want to make one of my team members an Editor. How can I change the role?
Question Link
Question Link
Answer
In order to change the role of a team member, please go to our Online Portal page and Sign In with your email and password. After that, click on “Team” tab and from “Role” field change the role for the desired team member from “Read Only” to “Editor”.
How can I add outline numbers to the tasks?
How can I add outline numbers to the tasks?
Question Link
Question Link
Answer
In order to see the outline number, go to the File menu – Options and click on “Advanced” tab. After that, check the “Show Outline Number” option and click on “OK” button.
How can I change the font of the column titles?
How can I change the font of the column titles?
Question Link
Question Link
Answer
In order to change the font/color/style and size of the column titles, please go to the Format menu – Text Styles option. From “Items to change” select “Row Column Titles”, select the font style and size and press “OK” for the changes to take effect.
How do I add the task name inside all summary task bars?
How do I add the task name inside all summary task bars?
Question Link
Question Link
Answer
Go to menu Format-Bar Styles. Select the Summary task, click on the Text tab and from “Top” or “Inside” field select the “Name” option. After that, press “OK” for the changes to take effect.
How do I print the critical path in a A3 format page?
How do I print the critical path in a A3 format page?
Question Link
Question Link
Answer
In order to see the critical tasks in your project, go to Gantt Chart view and in the Project tab click on the Critical Path button. All the critical tasks become red in the Gantt Chart.
To filter all the critical tasks in your project, go to Project ribbon – Filter and select Critical.
After this, you can Print in A3 format these tasks by going to menu File-Print-Page Setup and export the project in a A3 format.
How do I change the right section in the Header tab in Page Setup dialog?
How do I change the right section in the Header tab in Page Setup dialog?
Question Link
Question Link
Answer
Please go to menu File – Print – Page Setup and then go to Header tab, select the Right section and change the text.
Where can I see the information about my subscription?
Answer
To see information regarding your Subscription please follow these steps:
1. Go to Online Portal page: https://www.projectplan365.com/ups/Account/SignIn
2. Sign In with your email and password.
3. Go to Account page in order to see the information about your subscription.
