FAQ Project Plan 365
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Where can I find the “Status” table?
Where can I find the "Status" table?
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The Status Table can be found in the Project menu - Table – More tables option. Please note that the Status table is currently only available for Project Plan 365 for Mac, Windows and iOS apps.
On what platforms is the Project Status Report available?
On what platforms is the Project Status Report available?
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The Project Status Report is available on the following platform: Windows.
I can’t find the Project Status report in the Report menu.
I can’t find the Project Status report in the Report menu.
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If the Project Status Report isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
Can I customize the Project Status Report?
Can I customize the Project Status Report?
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Can I customize the Project Status Report?
How do I export the Project Status Report?
How do I export the Project Status Report?
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In order to export the Project Status Report, go to File – Info/Status – Project Status Report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.
How do I create a Project Status Report?
How do I create a Project Status Report?
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In order to generate the Project Status Report, go to menu File – Info/Status – Project Status Report select the report and click “Select”.
What does the Project Status Report do?
What does the Project Status Report do?
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The Project Status Report helps you view the current status of your project. It is a summary of how your project is progressing.
What does the “Help” button inside the “Project Goals” dialog do?
What does the “Help” button inside the “Project Goals” dialog do?
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The “Help” button inside the “Project Goals” dialog redirects to the “Project Goals” article in our Online Help page.
How can I add a Project Goal with the “costs less than” criteria?
How can I add a Project Goal with the “costs less than” criteria?
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To add a Project Goal with the “ends before” criteria, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the “costs less than” criteria and in the Value field, type the desired value for the cost. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.
How can I add a Project Goal with the “costs less than” criteria?
How can I add a Project Goal with the “costs less than” criteria?
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How can I add a Project Goal with the “costs less than” criteria?
How can I add a Project Goal with the “ends before” criteria?
How can I add a Project Goal with the “ends before” criteria?
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To add a Project Goal with the “ends before” criteria, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the “ends before” criteria and in the Value field set the desired date from the date picker. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.
Is the “Project Goals” functionality available for the projects stored in all cloud locations or only for those stored on the local device?
Is the “Project Goals” functionality available for the projects stored in all cloud locations or only for those stored on the local device?
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The “Project Goals” functionality is available for all projects, stored anywhere, regardless of their location.
What subscription type do I need to be able to use the Project Goals functionality?
What subscription type do I need to be able to use the Project Goals functionality?
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The Project Goals functionality is available for both Standard and Business Subscriptions.
On what platforms can I add and see Project Goals?
On what platforms can I add and see Project Goals?
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The Project Goals functionality is available on the following platforms: Windows.
What types of goals can I set for my tasks?
What types of goals can I set for my tasks?
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At this point, in our app, you can add 2 types of Project Goals:
- Ends before – which allows you to set a goal for a task for a specific date selected from the Value field.
- Costs less than – which allows you to set a goal for a task by typing in a number for cost in the Value field.
How can I see the status of all the tasks in my project?
How can I see the status of all the tasks in my project?
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To see the status of all the tasks in your project, go to menu Project – Tables – More Tables, select the Status table and click Apply.
How can I delete a Project Goal?
How can I delete a Project Goal?
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To delete a project goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). Select the row of the goal you want to remove and click “Delete Row” button. Click Ok to save the changes.
How can I know if my goal has passed or not?
How can I know if my goal has passed or not?
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To know if your goal has passed or not, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Status field, if the icon is a green check it means that the task goal passed, if the the icon is a red exclamation mark it means that the task goal has not passed.
How can I find more information about the status of my project goals?
How can I find more information about the status of my project goals?
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To find out more information about the status of your project goals, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals) and hover over the status icon.
How can I modify my project goals?
How can I modify my project goals?
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To modify a Project Goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). Select the row of the desired Project Goal and change the information in any of the fields. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.
How can I add a Project Goal?
How can I add a Project Goal?
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To add a Project Goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the goal criteria and in the Value field type in the value based on the selected criteria. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.Tip: Hover over the status icon to find out more information.
Where can I find the Project Goals dialog?
Where can I find the Project Goals dialog?
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To find the Project Goals dialog go to menu File – Info/Status – Project Goals.The Project Goals dialog can also be accessed by going to menu Project – Project Goals or from menu Project – Project Information – Project Goals.
What does the Project Goals functionality do?
What does the Project Goals functionality do?
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The Project Goals functionality allows you to define a goal for a task that takes into account the max cost/duration of a task and displays whether this criteria is passed or not.
On what platform is the Portfolio Info functionality available?
On what platform is the Portfolio Info functionality available?
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The Portfolio Info functionality is currently available only on the Windows platform.
Can I add multiple projects in the Portfolio?
Can I add multiple projects in the Portfolio?
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In a Portfolio, you can add up to 10 projects. If you want to select more than 10 projects, the following message will be displayed: “Limit reached (10 items max)”.
