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FAQ › Category: How do I...?
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. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

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. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

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. On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

On what platform is the Update Project functionality available?
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The Update Project functionality is currently available only on the Windows and Mac platforms.

Can I mark tasks on track to a different date than the current or Status Date?
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When using the Mark on Track functionality, Project Plan 365 uses the current or status date. If you want to Update tasks to a different date than the current or the status date you can use the Update Project functionality.
How can I mark tasks on track?
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To mark tasks on track, in the Gantt Chart View, select one or more tasks then go to menu Task – Mark on Track and click on the Mark on Track button. The selected tasks will be updated, based on Status Date.Note: If you don't specify a status date, Project Plan 365 uses the current date.
Where can I find the Mark on Track functionality?
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To find the Mark on Track functionality go to menu Task – Mark on Track – Mark on Track button.
What is the Mark on Track functionality?
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The Mark on Track functionality allow you to quickly update the progress of selected task(s) based on Status Date.
What does the “Help” button inside the “Update Tasks” dialog do?
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The “Help” button inside the “Update Tasks” dialog redirects you to the “Update Tasks” article in our Online Help page.
Why can’t I add notes to tasks from the Update Tasks dialog?
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When you select multiple tasks, then open the Update Tasks dialog, the Notes… button will be disabled because we do not support adding one note to multiple tasks at ones.
Can I update multiple fields at ones from the Update Tasks dialog?
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You can update the %Complete, Actual dur, Remaining dur, Actual Start and Finish dates at ones by going to menu Task – Mark on Track – Update Task, set the desired values in all the desired editable fields then click OK for the changes to apply.
How to add Notes to a task from the Update Tasks dialog?
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To add Notes to a task from the Update Tasks dialog, select one task then go to menu Task – Mark on Track – Update Tasks. In the Update Tasks dialog click on the Notes… button. Type in the desired note then click OK to save the changes.Note: You cannot add a note to multiple tasks at ones. You can format the note text by changing the font, alignment, create a list or insert an object.
How can I update multiple tasks using the Update Tasks functionality?
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To update multiple tasks using the Update Tasks functionality, first select the desired tasks, then go to menu Tasks – Mark on Track – Update Tasks. Set the desired values for %Complete, Actual and Remaining Duration or Actual Start and Finish Dates then click OK for the changes to be applied.
How can I update the Percent Complete of a task using the Update Tasks functionality?
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To update the Actual Duration of a task, go to menu Tasks – Mark on Track – Update Tasks. In the Update Tasks dialog set the desired value in the %Complete: field then click OK for the changes to be applied.Note: When you specify the percentage of completion for a task, Project calculates the actual duration and remaining duration according to the formulas Actual Duration = Duration * Percent Complete and Remaining Duration = Duration - Actual Duration.
How can I update the Remaining Duration of a task using the Update Tasks functionality?
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To update the Actual Duration of a task, go to menu Tasks – Mark on Track – Update Tasks. In the Update Tasks dialog set the desired value in the Remaining dur: field then click OK for the changes to be applied.Note: When you adjust the remaining duration for a task, Project calculates the duration and percent work complete according to the formulas Duration = Remaining Duration + Actual Duration and Percent Complete = Actual Duration / Duration
How can I update the Actual Duration of a task using the Update Tasks functionality?
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To update the Actual Duration of a task, go to menu Tasks – Mark on Track – Update Tasks. In the Update Tasks dialog set the desired value in the Actual dur: field then click OK for the changes to be applied.Note: When you specify the actual duration for a task, Project calculates the percentage of completion and remaining duration according to the formulas Percent Complete = Actual Duration / Duration and Remaining Duration = Duration - Actual Duration.
How can I update Actual Start and Finish Dates of a task using the Update Tasks functionality?
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To update the Actual Start and Finish Dates of a task, go to menu Tasks – Mark on Track – Update Tasks. In the Update Tasks dialog, from the Actual section, set the desired actual Start and Finish dates by selecting them from the date picker then click OK for the changes to be applied.
What is the Actual Start/Finish dates field?
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The Actual Start field shows the date and time that a task or an assignment actually began, based on progress information that you entered. The Actual Finish field shows the date and time when a task or assignment was completed.
What is the Remaining Duration field?
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The Remaining Duration field shows the time that is required to complete the unfinished part of a task.
What is the Actual Duration field?
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The Actual Duration field shows the span of actual working time for a task to this point, based on the scheduled duration and current remaining work or percent complete.
Where can I find the Update Tasks functionality?
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To find the Update Tasks functionality go to menu Task – Mark on Track – Update Tasks button.
What is the Update Tasks functionality?
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The Update Tasks functionality allows you to quickly update information like: %Complete, Actual Duration, Remaining Duration, Actual Start/Finish dates for all selected tasks.
Why is the Zoom option greyed out in the Task Sheet view?
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We are sorry, but you cannot Zoom In/Zoom Out in the Task Sheet view at this point.
What information do I need about master project and subprojects files?
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1. When you insert a subproject, a small specific icon distinguishes it from summary tasks that are part of the master project.

2. In the master project, subprojects appear as summary tasks that you can easily arrange in an outline.

3. Click the collapsed sign next to a subproject to expand that subproject's tasks for viewing.

4. Each subproject represents a different phase or another functional group in the main project.

5. When you insert a subproject into the master project, the two projects are linked and you can view all the information in the subproject from the master project.

6. If you want to edit a subproject, it will be opened in a new window that allows you to edit the subproject and save it. The changes made to the subproject will be automatically updated in the master project.

7. When you update a subproject from the master project, it is updated in its source file as well.

8. If you just must combine files to create a report or print a view of combined-project information, you can also consolidate them temporarily in a view.

Note: On Web and iOS platforms, if you want to edit a subproject, the app will ask you to open the subproject separately to make the desired changes.

How do I know if another team member made changes to a subproject?
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When another team member makes changes to a subproject that is part of a master project, an icon appears in the Indicator field for the modified subproject. Click on the refresh icon and a message will appear asking if you want to update the master project.

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