FAQ Project Plan 365

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How to change the display view in Calendar View?
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To change the display view in Calendar View, select one of the options from the top-right corner of the view: Month, Week, Day or List.
How to open Calendar View in List view?
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To open the Calendar View in List view, click on Calendar button from the View Bar, and from the top-right corner of the calendar click on List button.
How to open Calendar View in Day view?
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To open the Calendar View in Day view, click on Calendar button from the View Bar, and from the top-right corner of the calendar click on Day button.Note: Use the left/right arrows to navigate the previous/next day or the Today button to return to the current day.
How to open Calendar View in Week view?
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To open the Calendar View in Week view, click on Calendar button from the View Bar, and from the top-right corner of the calendar click on Week button.Note: Use the left/right arrows to navigate the previous/next week or the Today button to return to the current week.
How to open Calendar View in Month view?
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To open the Calendar View in Month view, click on Calendar button from the View Bar, and from the top-right corner of the calendar click on Month button.Note: Use the left/right arrows to navigate the previous/next month or the Today button to return to the current month.
How to move tasks in Calendar view?
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In Calendar view you can move tasks to another day using drag and drop with the mouse or by selecting a task, then go to menu Task – Task Information – change the Start and Finish dates then click OK.
When should I use the Calendar view?
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You should use the Calendar view to show the tasks scheduled in a specific week or range of weeks. It helps you to review the tasks that are scheduled on particular days, weeks or months. The Calendar View also allows you to customize and schedule tasks directly in the View.
How do I use the Calendar View?
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In order to use the Calendar view, go to menu View - Calendar.Note: You can also access the Calendar View from the View Bar on the left side of the app window or from the Quick Access Toolbar on Top of the app window.
What is the Calendar view?
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Calendar view offers the possibility to review your project tasks in a calendar format. Task bars span the days or weeks that the tasks are scheduled. This familiar format enables you to quickly see which tasks are scheduled on particular days, weeks, or months.
Can I customize the Multiple Baselines Gantt View?
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You can customize the Multiple Baselines Gantt View, by going to menu View – More Views - click on Multiple Baselines Gantt – click Apply. Go to menu Format – Bar Styles and make the desired changes for selected bars then click OK.
How can I view all the baselines set in the project?
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To view all the baselines set in a project, go to menu View – More Views - click on Multiple Baselines Gantt – click Apply.
How do I clear interim plan for selected tasks?
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To clear the interim plan for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear interim plan” field option and from the drop-down menu select the desired fieldselect the “Selected tasks” option and click the “OK” button.
How do I clear the interim plan for the entire project?
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To clear the interim plan for the entire project, go to the menu Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear interim plan” field option and from the drop-down menu select the desired fieldselect the “Entire project” option and click the “OK” button.
How do I clear baseline for selected tasks?
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To clear the baseline for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear baseline plan” field option and from the drop-down menu select the desired Baseline – select the “Selected tasks” option and click the “OK” button.

How do I clear the baseline?
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To clear the baseline for the entire project, go to the menu Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear baseline plan” field option and from the drop-down menu select the desired Baseline – select the “Entire project” option and click the “OK” button.

How can I set an interim plan for selected tasks?
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To set an interim plan for selected tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), then go to menu Project – Set Baseline. Check the Set interim plan option – select the desired field from the Copy drop down menu – select the desired field from the Into drop down menu - select the Selected Tasks option then click OK. The fields selected from the Into dropdown will contain the values from the Copy dropdown.Note: If the selected fields are StartX/FinishX, then only the Start/Finish values will be copied. If the fields are Baseline, then all the values for the baseline fields will be copied.
How can I set an interim plan for the entire project?
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To set an interim plan for the entire project, go to menu Project – Set Baseline. Check the Set interim plan option – select the desired field from the Copy drop down menu – select the desired field from the Into drop down menu - select the Entire Project option then click OK. The fields selected from the Into dropdown will contain the values from the Copy dropdown.Note: If the selected fields are StartX/FinishX, then only the Start/Finish values will be copied. If the fields are Baseline, then all the values for the baseline fields will be copied.
What is an interim plan?
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An interim plan is a set of current project data that you save after the project begins and that you can compare against the baseline.
How to set a baseline for selected tasks and roll up to selected summary task(s)?
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To set a baseline for selected tasks and roll up all summary tasks, in the desired project, select the desired tasks and summary tasks (using the Shift or Ctrl keys), go to menu Project – Set Baseline – select the desired baseline from the Set Baseline field - check the Selected Tasks option. From the Roll up baselines section check the “From subtasks into selected summary task(s)” option and click OK. The baseline fields for the selected tasks will be updated with the baseline values and only the selected summary tasks will be updated.
How to set a baseline for selected tasks and roll up all summary tasks?
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To set a baseline for selected tasks and roll up all summary tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), go to menu Project – Set Baseline – select the desired baseline from the Set Baseline field - check the Selected Tasks option. From the Roll up baselines section check the “To all summary tasks” option and click OK. The baseline fields for the selected tasks will be updated with the baseline values and all the parent summary tasks.
How do I set multiple baselines for selected tasks?
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To set multiple baselines for selected tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), then go to menu Project – Set Baseline - from the Set baseline field, select a different Baseline option, select the Selected Tasks option then click OK.
How do I set multiple baselines for the entire project?
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To set multiple baselines for the entire project, in the desired project, go to menu Project – Set Baseline - from the Set baseline field, select a different Baseline option, select the Entire Project option then click OK.

Can I insert tasks directly in the MS Calendar view?
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We are sorry, but at this point, you cannot insert tasks directly in the MS Calendar view.

How can I see the weekly tasks?
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To see what are the weekly tasks, you can use the MS Calendar view or you can filter the tasks in Gantt Chart view by going to menu Project-Filter-Date Range and insert the Start and Finish date.

Why I can’t see the “MS Calendar View” button in ribbon on the Mac platform?
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If the “MS Calendar View” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.

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