FAQ Project Plan 365
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How do I select multiple items on Team Planner view?
How do I select multiple items on Team Planner view?
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To select multiple items hold down CTRL while clicking multiple resource or task names. You can also drag the mouse over multiple items to select them.
How do I navigate in Team Planner view using the keyboard?
How do I navigate in Team Planner view using the keyboard?
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You can navigate through items in Team Planner using the arrow keys. To scroll the view, use ALT + arrow.
What are the available custom fields in Project Plan 365 app?
What are the available custom fields in Project Plan 365 app?
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The available custom fields are: Text1-30, Cost1-10, Date1-10, Duration1-10, Finish1-10, Flag1-20, Number1-20, Start1-10.
What does the “Custom Fields” functionality do?
What does the "Custom Fields" functionality do?
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The "Custom Fields" functionality, as the name describes it, allows you to create custom fields in Project Plan 365 app.
How do I view the status date on Gantt Chart view?
How do I view the status date on Gantt Chart view?
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In order to view the status date on Gantt Chart view, go to menu Format - Gridlines. Under Line to change section select the Status Date and then select a line type and color.
How do I set the Status Date?
How do I set the Status Date?
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In order to set the status date to your project, go to menu Project - Project Information and set the Status Date.
What does the “Set Status Date” functionality do?
What does the "Set Status Date" functionality do?
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The "Set Status Date" functionality allows you to set the status date for your project.
How many types of tables are available in Project Plan 365?
How many types of tables are available in Project Plan 365?
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There are two types of tables available in the app: Task Tables (which are applied to task type views) and Resource Tables (which are applied to resource type views).
How does the project start date affect the schedule?
How does the project start date affect the schedule?
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When you add a new task to a schedule, it automatically is scheduled to start on the project’s start date. As tasks are added to the schedule and connected to other tasks, the start times of tasks will change, and the last task to finish determines the project’s finish date.
How do I change the start date for my project?
How do I change the start date for my project?
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To change the start date for your project, go to Project - Project Information - Start Date and change it as desired.
How do I open the Project Information dialog?
How do I open the Project Information dialog?
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In order to open Project Information dialog, go on Project menu – Project Information.
How do I revert to original sort order?
How do I revert to original sort order?
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In order to revert to original sort order, go to menu Project-Sort-Sort By and click on Reset button.
What does the “Work Incomplete” filter do?
What does the "Work Incomplete" filter do?
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The "Work Incomplete" filter allows seeing all resources with scheduled work less than the baseline work.
What does the “Work Complete” filter do?
What does the "Work Complete" filter do?
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The "Work Complete" filter allows seeing resources that have completed all of their assigned tasks.
What does the “Resource Work” filter do?
What does the "Resource Work" filter do?
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The "Resource Work" filter allows seeing all the resources of type work.
What does the “Resource Material” filter do?
What does the "Resource Material" filter do?
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The "Resource Material" filter allows seeing all the resources of type material.
What does the “Resource Cost” filter do?
What does the "Resource Cost" filter do?
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The "Resource Cost" filter allows seeing all the resources of type cost.
What does the “Overallocated Resources” filter do?
What does the "Overallocated Resources" filter do?
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The "Overallocated Resources" filter allows seeing all resources with a scheduled cost greater than the baseline cost.
What does the “Unstarted Assignments” filter do?
What does the "Unstarted Assignments" filter do?
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The "Unstarted Assignments" filter allows seeing all assignments that haven't yet started.
What does the “Slipping Assignments” filter do?
What does the "Slipping Assignments" filter do?
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The "Slipping Assignments" filter allows seeing all assignments that have slipped from their original baseline plan.
What does the “In Progress Assignments” filter do?
What does the "In Progress Assignments" filter do?
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The "In Progress Assignments" filter allows seeing the assignments that have been started but not yet completed.
What does the “Resource Range…” filter do?
What does the "Resource Range..." filter do?
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The "Resource Range..." filter allows seeing ll resources that have ID numbers within the specified range.
What does the “Group” filter do?
What does the "Group" filter do?
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The "Group" filter allows seeing all resources belonging to a specified group.
What does the “All Resources” filter do?
What does the "All Resources" filter do?
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The "All Resources" filter allows seeing all resources, regardless of their particularities.
What filters can I apply in Resource views?
What filters can I apply in Resource views?
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In Resource views you can apply the following filters: All Resources, Group, Overallocated Resources, Resource Cost, Resource Material, Resource Range, Resource Work, Unstarted Assignments, Work Complete, Work Incomplete.
