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. For detailed information about Baselines, see the Baseline Online Help Article.

• Project Overview — explains what the project is about, based on the project name, start and finish dates, goals, milestones, and main summary tasks.
• Executive Summary — a short, high-level view of the project's status and overall health.
• Milestones and Project Goals — lists late, achieved, and upcoming milestones and project goals.
• Project Metrics — a data-based view of the project's schedule, work, cost, and earned value, where available.
• Resource Overview — how resources are used, including workload, availability, and possible capacity issues.
• Highlights and Completed Work — a summary of the main work completed during the selected reporting period.
• Challenges and Delays — the main problems affecting the project, based on late tasks, critical path, assignments, dates, and progress.
• Work In Progress — the tasks currently being worked on.
• Upcoming Actions — upcoming tasks and unresolved late items that need attention next.

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. For detailed information about Baselines, see the Baseline Online Help Article.

1. Open a project and go to menu Report - AI Status Report.
2. In the Generate a status report with AI panel, choose the reporting period and report sections, or leave the defaults. Optionally, click Show more options to set the report length or add additional instructions.
3. Click Generate report and wait while the report is generated. This could take a few minutes.
4. Review the generated report and edit it if needed.
5. Click Keep report to save it, or Discard to discard it.

To set a Baseline for the entire project click Project – Set Baseline. In the Set Baseline dialog select “Entire project” and click the “OK” button. This way the Baseline for the Entire Project will be set. The Baseline will be set when you Save your project. For detailed information about Baselines, see the Baseline Online Help Article.

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. For detailed information about Baselines, see the Baseline Online Help Article.

The Critical Path cannot be edited, it is automatically calculated depending on your project’s schedule. Therefore, for the Critical Path to be modified, you have to make the changes in the schedule. For detailed information about Critical Path, see the Critical Path Online Help Article.

You cannot mark a task as a critical task. A task is critical based on the calculation made in the project. A critical task needs to have the total slack 0. For detailed information about Critical Path, see the Critical Path Online Help Article.

In order to find the Critical Path, go to menu Project - Critical Path. All the tasks that are on a critical path will have the task bar red in Gantt Chart view. For detailed information about Critical Path, see the Critical Path Online Help Article.

If you don’t want to level, you can try other ways to resolve overallocations.
- Replace one resource with another who is available to work at that time.
- Replace more skilled resources on critical tasks early in the project. A more skilled resource is likely to get the same job done in less time.
- Change a task link so that some tasks start at the same time.
- Spread the workload out by Increase the duration of tasks with overallocated resources.
- Reduce workload by reducing the amount of work required for completing the task.
- Change the working hours of resources to shorten the duration of tasks.
- Reduce the duration of tasks, especially critical tasks that directly impact the project end date.
- Check that resources are not working during non-working time. If a resource is working during non-working hours, Project will show them as overallocated.

For detailed information about Resource Overallocation, see the Resource Overallocation Online Help Article.

A resource overallocation can be caused by a resource assigned to work full-time on more than one task at the same time, increased duration of tasks or decreased unit availability for resources. For detailed information about Resource Overallocation, see the Resource Overallocation Online Help Article.

A resource is overallocated when it is assigned too much work to complete within the resource's available time. You can resolve resource overallocation by adjusting either tasks or resources in your project. For detailed information about Resource Overallocation, see the Resource Overallocation Online Help Article.

To level tasks for certain resources, go to “Team” menu and click the “Level Resource” button. In the “Level Resources” dialog, select the resources for which you want to level tasks and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

To level only the selected tasks, go to “Team” menu and click the “Level All” button. In the “Resource Leveling” dialog, the “Selected tasks” option and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

To level the entire project, go to “Team” menu and click the “Level All” button. In the “Resource Leveling” dialog, the “Entire Project” option and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

Use resource leveling technique to resolve resource overallocation in tasks. Project Plan 365 evaluates resource allocations and adjusts your plans so that your resources are not overallocated. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

Resource leveling is a technique in which start and finish dates are adjusted based on resource limitation with the goal of balancing demand for resources with the available supply. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

Yes. Project Plan 365 can automatically resolve resource overallocations using Resource Leveling. For detailed information about automatic leveling, see the Resource Leveling Online Help Article.

If you want to resolve resource overallocations manually, you can adjust task scheduling, resource assignments, working time, or assignment units. For detailed information about diagnosing and manually resolving overallocations, see the Resource Overallocation Online Help Article.

The “Set Task Mode” functionality gives you the option of deciding how much control you want over task scheduling in a project. The Task Mode field indicates whether a task is scheduled manually or automatically scheduled. The default scheduling mode for new tasks is configurable in File > Options > Schedule.

The Task Mode field indicates whether a task is scheduled manually or automatically, which gives you the option of deciding how much control you want over task scheduling in a project.
 

You can access Erix.AI Create Project from multiple locations within Project Plan 365, including:

• Right after creating an account and starting a trial you will get the option to create a new project using Erix.AI.
• By going to menu File – New – click on Create project with Erix.AI.
• Directly from the Erix conversation by clicking on Chat with Erix button from the Quick Access Toolbar then asking Erix.AI to create a project.
• Directly from the Create Project with Erix.AI Landing Page: https://projectplan365.com/create-project-with-erix-ai

Erix.AI Create Project is currently available on Windows and Mac platforms.