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How to remove a deadline from a task?
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Answer
To remove a deadline, double-click on a task to open Task Information - go to Advanced tab - in the Deadline field, select the entire text and press Delete key then click OK.
How to display actual start date in Gantt Chart section?
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At this point, we do not support displaying the actual start date in Gantt Chart section.
Can you copy format of task names?
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At this point, we do not support copy pasting cell formatting.
How do I generate a burndown report with Project Plan 365?
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To generate the Burndown report, go to menu Report  - Visual Reports - Burndown Report.  Note: To access the original version of the Burndown Report, please go to menu Report – Custom – select Burndown Report – click Preview.

How can I create a visual report from scratch?
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To create a visual report, go to menu Report – New Report – select one of the three options: Blank/Chart/Table. Type in a name to your report and click OK. A new Design menu will become available where you can add and customize the report elements.    Blank – creates a blank canvas. Allows you to create a report from scratch, adding text boxes, images, and other elements as needed. This is a good option if you want complete control over the design of your report.    Chart – creates a chart comparing Actual Work, Remaining Work, and Work by default. Allows you to create a report that displays data in a chart or graph format. You can choose from several chart types, such as bar charts, pie charts, and line graphs.    Table – creates a table with Name, Start, Finish, and % Complete fields by default. Allows you to create a report that displays data in a table format. You can choose which data to display and how to format it.    Note: Any of the elements you create from scratch are fully customizable. You can add and delete elements and change the data to meet your needs.

How to see guide lines when aligning elements in a visual report?
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To see guide lines when aligning elements in a visual report, hold the CTRL key pressed and move elements in the page, you will see blue dashed lines that will guide how to align elements vertically, horizontally, or both.
How to maintain the ratio when resizing an image in a visual report?
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To maintain the ratio when resizing and image in a visual report, hold the SHIFT key and resize the image by drag-and-dropping one of the border corners.
What subscription do I need to have to use the Visual Reports feature?
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The Visual Reports feature is available only with a Business Subscription.
How to delete an element from a visual report?
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To delete an element from a visual report, either right-click on an element and select Delete or select an element and press the Delete key on keyboard.
How to copy/paste an element in a visual report?
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To copy/paste an element in a visual report, right click on any element and select Copy. Right-click anywhere outside the element and click Paste.
How can I disable header row in a table from a visual report?
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To disable header row in a table from a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired table and click on the Customization button. Uncheck the Show Header Row check box and click OK.
How can I Zoom Out in a visual report?
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To Zoom Out in a Visual Report, hold the CTRL key and scroll down using your mouse scroll or hold the CTRL key and press the “-” button on keyboard.
How can I Zoom In in a visual report?
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To Zoom In in a Visual Report, hold the CTRL key and scroll up using your mouse scroll or hold the CTRL key and press the “+” button on keyboard.
How can I change the order of the fields displayed in a table?
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To change the order of the fields displayed in a chart, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired table to open the Fields List panel. In the second box with the selected fields, either drag-and-drop the desired field name up or down or right click on a field name and click Move up/Move down buttons to change the fields order.
How can I change the order of the fields displayed in a chart?
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To change the order of the fields displayed in a chart, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired chart to open the Fields List panel. In the second box with the selected fields, either drag-and-drop the desired field name up or down or right click on a field name and click Move up/Move down buttons to change the fields order.
How to Export to PDF a visual report?
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To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to PDF.
How to Export to Image a visual report?
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To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to Image.
How to create a chart/table for goals in a visual report?
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To create a chart/table for goals in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Goal tab to edit the data for goals.
How to create a chart/table for resources in a visual report?
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To create a chart/table for resources in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Resource tab to edit the data for resources.
How to create a chart/table for tasks in a visual report?
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Answer
To create a chart/table for tasks in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Tasks tab to edit the data for tasks.
How to print a visual report?
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To print a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Add or change the desired elements then in the Design menu click on Page Setup button. Set the desired print options then click on Print… button then click on OK button. Note: You can also print the visual reports by going to menu File – Print.
How to show page breaks in visual reports design page?
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To show the page breaks in visual reports design page, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Page Breaks button.
How to delete a new visual report?
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To delete a new visual report, go to menu File – Account – Organization Information – Global Settings – Organizer tab – Reports tab. Select the desired report from the Current Project section and click on Delete button then click OK. Note: You can also delete a visual report directly from the Report Designer View by going to menu Design – Report Organizer – select the desired report from the Current Project section and click on Delete button then click OK.
How to rename a visual report?
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To rename a visual report, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Rename Report button. Type in a new name and click OK. Note: You can also rename a visual report by clicking on the Report Organizer button from Design menu - select the desired report from the Current Project section – click on Rename button – type in a new name and click OK.
How to add a table in a visual report?
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To add a table in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Table button. Tip: When you click on a table, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the table.
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