Are the general formatting rules applied for all groups?
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The general formatting rules are applied for all task bubbles, regardless the group.

How do I change the color of a predefined group?
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In order to change the color of a predefined group, select the group from the right-upper side of the view, click on “Formatting” option and then select “By Group” tab. From “Background”, change the color for an existing rule and then press “Apply”.

How can I track a specific task?
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In order to track a specific task, right click on the task bubble and select the “Assign color” option. In the “Assign Color” dialog, select the desired color and click on “Assign” button. This will create a new General formatting rule for the Unique Id of the selected task. You can always modify or remove this formatting rule later.

What does the “Resources” group mean?
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The “Resources” group shows the tasks grouped by the resource assigned to the task. Each group represents a resource and the subtasks are tasks to which the resource is assigned. If no resource is assigned to a task, it goes into the Unassigned group.

What does the “Agile (Board Status)” group mean?
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The “Agile (Board Status)” group shows tasks grouped by Board Status. The default groups are:

• Backlog
• Next up
• In progress
• Done

What does the “Risk” group mean?
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The “Risk” group shows tasks grouped by their Risk Field value. Each group represents a distinct risk level. By default, there are three risk levels:

• low
• medium
• high

You can customize this through our Risk Management System.

What does the “Milestones” group mean?
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This grouping shows all milestones in a single group.

What does the “Progress” group mean?
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The “Progress” group shows the tasks grouped based on % complete as following:

• Not Started – 0%
• In Progress – 1% to 99%
• Done – 100%

What does the “Summary” group mean?
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The “Summary” group shows the WBS of your project. You can use this grouping to visualize the WBS of your project and provide color-code for different tasks / field values (using the Formatting Options). This grouping supports Project → Outline options.

What does the “Status” group mean?
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The “Status” group is the default grouping for the Bubble View. It shows the tasks in your project grouped by their Task Status field:

• Late
• On Schedule
• Complete
• Future Tasks

How do I assign resources to a task in Bubble View?
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In order to assign resources to a task in Bubble View, double click on the desired task bubble or right click on it to open/select Task Information dialog. After that, go to the Resources tab, type the name of the resource and then click on “OK” button inside the Task Information dialog for the changes to take effect.

How do I rename a task in Bubble View?
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In order to rename a task in Bubble View, double click on the desired task bubble or right click on it to open/select the Task Information dialog. Type the new name of the task and press on “Ok” button inside the Task Information dialog for the changes to take effect.

How can I open the Task Information dialog for a task/group?
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In order to open the Task Information dialog for a task, please double click on the desired bubble task. Also, you can open the Task Information dialog by right clicking on a task bubble and selecting Task Information option. The Task Information dialog isn’t available for Group bubbles.

What are the information about a task/group that I can find in Information Card?
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In the information card you can find the following elements about a task/group:

1. Task / Group Name
2. Task / Group Duration
3. Task / Group Start Date
4. Task / Group Finish Date
5. Task / Group Cost
6. Task / Group Progress (% Complete)
7. Task Status (Late / On Schedule / Complete / Future Task)
8. Summary tag (only for summary tasks)

How can I see more information about a task or group?
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In order to see more information about a task or a group, move the pointer on the desired task bubble and an information card will appear.

How do I move a task bubble in the view?
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The position of a task bubble cannot be changed permanently. It can only be moved in the view but it cannot be saved in the new position. In order to move a task bubble in Bubble View, click on the bubble, then hold and drag it in the new desired position.

How can I reset the Bubble View?
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The “Reset” option allows you to revert to the initial view. In order to reset the Bubble View, you can use the reset button from the right-bottom side of the view.

How do I zoom in or zoom out in Bubble View?
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You can zoom in/zoom out in Bubble View using the zoom control buttons from the right-bottom side of the view. Also, you can use the mouse scroll to zoom in/zoom out in the view.

How can I enable the full screen mode in Bubble View?
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In order to enable the full screen mode in Bubble View, you can click on the Full Screen button from the right-bottom side of the view. Also, the Full Screen option can be found in Window menu.

How can I center the Bubble View?
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You can center the Bubble View by pressing on the “Center” button which can be found in the right-bottom side of the view. Also, the view can be centered by pressing the “spacebar” key.

How can I change the group in Bubble View?
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In order to change the group in Bubble View, click on the Group box from the right-upper side of the view. A dropdown will appear which provides a list of built-in groupings that will help you better organize your visualization.

How can I search for a specific task in Bubble View?
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You can search for a specific task in Bubble View by clicking on the search icon from the upper right side of the view. The search icon expands a search box that will help you search for a specific task name. The view is centered on the result you clicked. Pressing the “Enter” key will automatically go to the first result.

What is “View Legend”?
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“View Legend” shows the styling for bubbles in the current visualization. It can be collapsed / expanded by click on View Legend. View Legend is automatically updated to reflect the formatting rules for the current visualization.

How can I expand or collapse the bubbles?
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You can click on summary bubbles / groups to expand or collapse them.

What do the bubbles represent in this view?
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All tasks are represented as bubbles of different sizes and colors. The size of a group / summary bubble is given by the number of subtasks contained - big bubbles represents lots of subtasks. The color of a bubble is given by the group or by formatting rules that matches the task.