FAQs How do I...?

Browse by Category

FAQ › Category: How do I...?
How do I use the Calendar View?
Question Link
Answer
In order to use the Calendar view, go to menu View - Calendar.Note: You can also access the Calendar View from the View Bar on the left side of the app window or from the Quick Access Toolbar on Top of the app window.
What is the Calendar view?
Question Link
Answer
Calendar view offers the possibility to review your project tasks in a calendar format. Task bars span the days or weeks that the tasks are scheduled. This familiar format enables you to quickly see which tasks are scheduled on particular days, weeks, or months.
Can I customize the Multiple Baselines Gantt View?
Question Link
Answer
You can customize the Multiple Baselines Gantt View, by going to menu View – More Views - click on Multiple Baselines Gantt – click Apply. Go to menu Format – Bar Styles and make the desired changes for selected bars then click OK.
How can I view all the baselines set in the project?
Question Link
Answer
To view all the baselines set in a project, go to menu View – More Views - click on Multiple Baselines Gantt – click Apply.
How do I clear interim plan for selected tasks?
Question Link
Answer
To clear the interim plan for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear interim plan” field option and from the drop-down menu select the desired fieldselect the “Selected tasks” option and click the “OK” button.
How do I clear the interim plan for the entire project?
Question Link
Answer
To clear the interim plan for the entire project, go to the menu Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear interim plan” field option and from the drop-down menu select the desired fieldselect the “Entire project” option and click the “OK” button.
How do I clear baseline for selected tasks?
Question Link
Answer

To clear the baseline for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear baseline plan” field option and from the drop-down menu select the desired Baseline – select the “Selected tasks” option and click the “OK” button.

How do I clear the baseline?
Question Link
Answer

To clear the baseline for the entire project, go to the menu Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear baseline plan” field option and from the drop-down menu select the desired Baseline – select the “Entire project” option and click the “OK” button.

How can I set an interim plan for selected tasks?
Question Link
Answer
To set an interim plan for selected tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), then go to menu Project – Set Baseline. Check the Set interim plan option – select the desired field from the Copy drop down menu – select the desired field from the Into drop down menu - select the Selected Tasks option then click OK. The fields selected from the Into dropdown will contain the values from the Copy dropdown.Note: If the selected fields are StartX/FinishX, then only the Start/Finish values will be copied. If the fields are Baseline, then all the values for the baseline fields will be copied.
How can I set an interim plan for the entire project?
Question Link
Answer
To set an interim plan for the entire project, go to menu Project – Set Baseline. Check the Set interim plan option – select the desired field from the Copy drop down menu – select the desired field from the Into drop down menu - select the Entire Project option then click OK. The fields selected from the Into dropdown will contain the values from the Copy dropdown.Note: If the selected fields are StartX/FinishX, then only the Start/Finish values will be copied. If the fields are Baseline, then all the values for the baseline fields will be copied.
How to set a baseline for selected tasks and roll up to selected summary task(s)?
Question Link
Answer
To set a baseline for selected tasks and roll up all summary tasks, in the desired project, select the desired tasks and summary tasks (using the Shift or Ctrl keys), go to menu Project – Set Baseline – select the desired baseline from the Set Baseline field - check the Selected Tasks option. From the Roll up baselines section check the “From subtasks into selected summary task(s)” option and click OK. The baseline fields for the selected tasks will be updated with the baseline values and only the selected summary tasks will be updated.
How to set a baseline for selected tasks and roll up all summary tasks?
Question Link
Answer
To set a baseline for selected tasks and roll up all summary tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), go to menu Project – Set Baseline – select the desired baseline from the Set Baseline field - check the Selected Tasks option. From the Roll up baselines section check the “To all summary tasks” option and click OK. The baseline fields for the selected tasks will be updated with the baseline values and all the parent summary tasks.
How do I set multiple baselines for selected tasks?
Question Link
Answer
To set multiple baselines for selected tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), then go to menu Project – Set Baseline - from the Set baseline field, select a different Baseline option, select the Selected Tasks option then click OK.
How do I set multiple baselines for the entire project?
Question Link
Answer

To set multiple baselines for the entire project, in the desired project, go to menu Project – Set Baseline - from the Set baseline field, select a different Baseline option, select the Entire Project option then click OK.

Can I insert tasks directly in the MS Calendar view?
Question Link
Answer

We are sorry, but at this point, you cannot insert tasks directly in the MS Calendar view.

How can I see the weekly tasks?
Question Link
Answer

To see what are the weekly tasks, you can use the MS Calendar view or you can filter the tasks in Gantt Chart view by going to menu Project-Filter-Date Range and insert the Start and Finish date.

Why I can’t see the “MS Calendar View” button in ribbon on the Mac platform?
Question Link
Answer

If the “MS Calendar View” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.

Are the customized options in my view Calendar available after I reopen the app?
Question Link
Answer

After closing and opening the application all the previous settings on the MS Calendar view are reset.

Can I zoom in or zoom out in MS Calendar view? 
Question Link
Answer
You can zoom out to a bigger picture of your project's tasks, or you can zoom in to see in more detail the tasks taking place in a particular day. Additionally you can choose a custom value for the zoom level. In order to Zoom In/Out, go to menu Project  - Zoom.
How do I group the tasks in MS Calendar view?
Question Link
Answer

The MS Calendar view does not support to group the tasks.

How do I sort the tasks in MS Calendar view?
Question Link
Answer

To sort the tasks in MS Calendar view, go to menu Project - Sort.

Can I navigate in MS Calendar View using arrow keys?
Question Link
Answer
You can navigate using arrow keys only on Project Plan 365 for Windows and Mac.
How can I print a MS Calendar view with only a set of information?
Question Link
Answer

The MS Calendar view can use any of the task filters to display only the tasks you want to see. To apply filters click on Project - Filter.

How do I format the MS Calendar view?
Question Link
Answer

We are sorry, you cannot format the MS Calendar view. To be able to format a calendar, please use the Calendar View.

How do I apply a filter in MS Calendar view?
Question Link
Answer

In MS Calendar view you can use filters to display only some specific tasks. When you select a filter, the MS Calendar view displays the information as defined by that filter's criteria. To apply a filter in MS Calendar view, go to menu Project -Filter and select the desired filter. Note that, by default, the filter applied is All Tasks filter.

Contact
Chat