How do I change the font for a task or for a set of tasks?
Question Link

To change the font settings for a task or for a set of selected tasks, select the Task menu and from Font Control apply the needed settings.

How do I remove Erix chat?
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You can remove Erix by pressing "X" from the "Chat with Erix" button, and then clicking on “OK” button from the dialog that appears. You can then show it again by going to the File menu – Options – Advanced tab – check “Show Erix” checkbox and press the “OK” button.

How to change the language in Project Plan 365?
Question Link

To change the language in Project Plan365, go to File – Options and then click General Settings tab – Language or go to Help – Select Language. For changes to take effect, you must restart the application.

Why did my project open in Read-Only mode?
Question Link

This means that the .MPP file was opened by another user in Project Plan 365 for PC / Server or in Microsoft Project. In order to prevent data loss, you cannot overwrite the original file, but you can still make changes and save them as a copy. Alternatively, you can wait until the project file is released by its editor.

What happens if another user tries to edit the project I am working on in a shared local network scenario?
Question Link

Everyone trying to open the file while you are already working on it will have to open the file in read-only mode or try again later. Until you close the project or open a different one, the file will be locked for editing so no one else can overwrite your work, regardless of the application they use.

Can I edit a local project if someone else is making changes to it?
Question Link

If somebody has already opened the project file in your local network either in Project Plan 365 for PC / Server, or in Microsoft Project, you will be informed that the file is in use and locked for editing and you will be offered the possibility of opening it in read-only mode. This means that you can make changes to the project, but cannot overwrite the original file and will have to save a copy instead.

How do I “Export as PDF” the Bubble View?
Question Link

We are sorry but the “Export as PDF” option isn’t available for Bubble View.

How do I print the Bubble View?
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We are sorry, but at this point the “Print” option isn’t available for Bubble View.

How do I “Export to Image” the Bubble View?
Question Link

In order to “Export to Image” the Bubble view, go to the File menu – Import/Export – Export and select “Export to Image” option. Type the name of the file and press “Save”. You can also use the “Export to Image” option from the “Share” menu. Go to the “Share” menu and click on “Export” option. Select “Export to Image” from the options available, type the name of the file and press “Save”.

How can I save the Bubble View as the default view?
Question Link

We are sorry, but at this point the Bubble view can’t be saved as the default view.

How to modify a formatting rule?
Question Link

In order to modify a formatting rule, change the Task Field, test and value for an existing formatting rule and then click on “Apply” button for the changes to take effect.

How to remove a formatting rule?
Question Link

In order to delete a rule, simply click the X button corresponding to the rule. After you confirmed the action, click Apply to save the changes.

What are the supported tests for the Formatting rules?
Question Link

The supported tests for the Formatting rules are the following:

1. is equal to
2. is not equal to
3. is greater than
4. is less than
5. is greater than or equal to
6. is less than or equal to
7. is between (2 values)
8. begins with
9. ends with
10. contains



 

How can I add a new general rule?
Question Link

To add a new general rule, open the Formatting Options dialog and make sure the General tab is selected. After that, click on the “New Rule” button. You can select the Task Field, test and provide the values for test. The new rule will apply for all tasks that pass the configured test.

What is the difference between “General rules” and “By Group” rules?
Question Link

The difference between “General rules” and “By Group” rules is that the “General” formatting rules are applied for all task bubbles, regardless the group and the “By Group” formatting rules are applied only for the task bubbles from the selected group.

Are the grouping formatting rules applied for a specific group?
Question Link

The “By Group” formatting rules are only applied for task bubbles from the specific group.

Are the general formatting rules applied for all groups?
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The general formatting rules are applied for all task bubbles, regardless the group.

How do I change the color of a predefined group?
Question Link

In order to change the color of a predefined group, select the group from the right-upper side of the view, click on “Formatting” option and then select “By Group” tab. From “Background”, change the color for an existing rule and then press “Apply”.

How can I track a specific task?
Question Link

In order to track a specific task, right click on the task bubble and select the “Assign color” option. In the “Assign Color” dialog, select the desired color and click on “Assign” button. This will create a new General formatting rule for the Unique Id of the selected task. You can always modify or remove this formatting rule later.

What does the “Resources” group mean?
Question Link

The “Resources” group shows the tasks grouped by the resource assigned to the task. Each group represents a resource and the subtasks are tasks to which the resource is assigned. If no resource is assigned to a task, it goes into the Unassigned group.

What does the “Agile (Board Status)” group mean?
Question Link

The “Agile (Board Status)” group shows tasks grouped by Board Status. The default groups are:

• Backlog
• Next up
• In progress
• Done

What does the “Risk” group mean?
Question Link

The “Risk” group shows tasks grouped by their Risk Field value. Each group represents a distinct risk level. By default, there are three risk levels:

• low
• medium
• high

You can customize this through our Risk Management System.

What does the “Milestones” group mean?
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This grouping shows all milestones in a single group.

What does the “Progress” group mean?
Question Link

The “Progress” group shows the tasks grouped based on % complete as following:

• Not Started – 0%
• In Progress – 1% to 99%
• Done – 100%

What does the “Summary” group mean?
Question Link

The “Summary” group shows the WBS of your project. You can use this grouping to visualize the WBS of your project and provide color-code for different tasks / field values (using the Formatting Options). This grouping supports Project → Outline options.