How do I change the text style for a task to Bold?
Question Link

To make the Text Style of a task Bold, click on the task, go to the Task menu and then from “Font Control”, click on the “Bold” button.

How do I make the text from a task Underlined?
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To Underline the text of a task, click on the task , go to the Task menu and then from “Font Control” click on the “Underline” button.

Why don’t tasks change style even if I apply the new text style for “All” tasks?
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If the appearance of a task is not changed after applying customizations made in the “Text Styles” dialog, it is because that task was already changed by using the “Font Control” option. Changes made to the style of a task by using “Font Control” options will not be overridden when applying a style from the “Text Styles” dialog.

How can I customize grid appearance in Task Sheet, Resource Sheet, Gantt Chart or Tracking Gantt views?
Question Link

The font style of tasks or resources can be changed either by using the “Text Styles” option from the “Format” menu or the “Font control” option from the “Task” menu. By using the “Text Styles” option, the style for a category of tasks (summary, milestones, etc.) or resources (highlighted, overallocated) can be changed at the same time. By using the “Font control” option, the changes will be applied only to the selected task or resource from the grid.

Can the views be customized in the app?
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Views can be customized by using the “Text Styles", "Font Control", "Bar Styles" or "Bar" functionalities from the "Format" and “Task” menu.

How to make the text red for multiple tasks?
Question Link

To change the text color for multiple tasks, select the tasks then go to Task menu – Font Control . Press Text Color button and then select from the dropdown the color you want.

How to make multiple columns text style Italic ?
Question Link

To change the text style for multiple columns to Italic hold CTRL and select the columns by clicking on their names, then go to Task menu and from Font Control, click on “I” to change the font style to Italic.

How to make all cells within the Start column red ?
Question Link

To change the background color for a column, click on the column name then go to Task menu and from Font control click on the Background color button and change the color you want.

How do I change the font for a task or for a set of tasks?
Question Link

To change the font settings for a task or for a set of selected tasks, select the Task menu and from Font Control apply the needed settings.

How do I remove Erix chat?
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You can remove Erix by pressing "X" from the "Chat with Erix" button, and then clicking on “OK” button from the dialog that appears. You can then show it again by going to the File menu – Options – Advanced tab – check “Show Erix” checkbox and press the “OK” button.

How to change the language in Project Plan 365?
Question Link

To change the language in Project Plan365, go to File – Options and then click General Settings tab – Language or go to Help – Select Language. For changes to take effect, you must restart the application.

How can I show again the Erix chat after I removed it?
Question Link

You can show “Erix Chat” again by going the File menu – Options – Advanced tab – check “Show Erix” checkbox and press the “OK” button.

Why did my project open in Read-Only mode?
Question Link

This means that the .MPP file was opened by another user in Project Plan 365 for PC / Server or in Microsoft Project. In order to prevent data loss, you cannot overwrite the original file, but you can still make changes and save them as a copy. Alternatively, you can wait until the project file is released by its editor.

What happens if another user tries to edit the project I am working on in a shared local network scenario?
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Everyone trying to open the file while you are already working on it will have to open the file in read-only mode or try again later. Until you close the project or open a different one, the file will be locked for editing so no one else can overwrite your work, regardless of the application they use.

Can I edit a local project if someone else is making changes to it?
Question Link

If somebody has already opened the project file in your local network either in Project Plan 365 for PC / Server, or in Microsoft Project, you will be informed that the file is in use and locked for editing and you will be offered the possibility of opening it in read-only mode. This means that you can make changes to the project, but cannot overwrite the original file and will have to save a copy instead.

How do I “Export as PDF” the Bubble View?
Question Link

We are sorry but the “Export as PDF” option isn’t available for Bubble View.

How do I print the Bubble View?
Question Link

We are sorry, but at this point the “Print” option isn’t available for Bubble View.

How do I “Export to Image” the Bubble View?
Question Link

In order to “Export to Image” the Bubble view, go to the File menu – Import/Export – Export and select “Export to Image” option. Type the name of the file and press “Save”. You can also use the “Export to Image” option from the “Share” menu. Go to the “Share” menu and click on “Export” option. Select “Export to Image” from the options available, type the name of the file and press “Save”.

How can I save the Bubble View as the default view?
Question Link

We are sorry, but at this point the Bubble view can’t be saved as the default view.

How to modify a formatting rule?
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In order to modify a formatting rule, change the Task Field, test and value for an existing formatting rule and then click on “Apply” button for the changes to take effect.

How to remove a formatting rule?
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In order to delete a rule, simply click the X button corresponding to the rule. After you confirmed the action, click Apply to save the changes.

What are the supported tests for the Formatting rules?
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The supported tests for the Formatting rules are the following:

1. is equal to
2. is not equal to
3. is greater than
4. is less than
5. is greater than or equal to
6. is less than or equal to
7. is between (2 values)
8. begins with
9. ends with
10. contains



 

How can I add a new general rule?
Question Link

To add a new general rule, open the Formatting Options dialog and make sure the General tab is selected. After that, click on the “New Rule” button. You can select the Task Field, test and provide the values for test. The new rule will apply for all tasks that pass the configured test.

What is the difference between “General rules” and “By Group” rules?
Question Link

The difference between “General rules” and “By Group” rules is that the “General” formatting rules are applied for all task bubbles, regardless the group and the “By Group” formatting rules are applied only for the task bubbles from the selected group.

Are the grouping formatting rules applied for a specific group?
Question Link

The “By Group” formatting rules are only applied for task bubbles from the specific group.