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FAQ › Category: How do I...?
What is a summary Task?
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A summary task is a higher level task, grouping related activities. Summary tasks behave as recipients and their content is addressed as subtasks.

What does the “Project Information” functionality do?
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The “Project Information” functionality, as the name describes it, can be used to enter, review, or change initial information for a new project. You can change the project start date, Status date and Calendar.
What does the “Go To” functionality do?
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The “Go To” functionality selects the task or resource based on the task ID or resource ID you specify, or scrolls to the date you specify. It applies only for the tasks or resources that are not filtered out in the current view.

What does the "Scroll To" functionality do?
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The "Scroll To" functionality will automatically display the task bar for the selected task within the Gantt Chart view.
What does the "Group" functionality do?
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The “Group” functionality, as the name describes it, allows you to categorize and report project information in a variety of ways. Grouping also helps you to view rolled-up summary information of tasks, resources, or assignments in sheet views.
What does the “AutoFilter” functionality do?
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The "Autofilter" functionality allows you to view specific rows in a MPP file, while hiding the other rows.

What are the methods of organizing tasks?
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Tasks can be organized using a top-down method or bottom-up method. 

Note: If you can think of tasks that don't fit under the phases that you defined, you are probably missing a phase.

What are subtasks?
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A subtask is a task that is part of a summary task. Commonly several subtasks that denote related activities are grouped beneath a summary task, that summarizes the data of their subtasks.
Is there a way to scale the Task Sheet view?
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​On touch enabled displays standard zoom gestures are supported. For non-touch displays we support Windows Display option “Change the size of text, apps, and other items".
Is there a way to create a custom column name in Project Plan 365?
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​We support adding custom fields. Use Insert Column, from available fields list select custom fields desired text(Text 1-to Text 30), Numbers, Dates, Cost etc. Type new Title for this column, then type directly in column desired information.
Is the Group functionality available in the app?
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In Project Plan 365 the “Group” functionality can be found in “Project” menu.​
Is it possible to outdent multiple tasks at a time?
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Outdenting multiple tasks can be done via mouse drag to the left after selecting multiple grid rows (using the Shift or Ctrl keys). It can also be done using the Outdent menu option.​
Is it possible to indent multiple tasks at a time?
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Indenting multiple tasks can be done via mouse drag to the right after selecting multiple grid rows (using the Shift or Ctrl keys). It can also be done using the Indent menu option.​
In which views is Date box enabled?
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The Date box is available for the Calendar view and for the views that use a timescale.

I would like to print only a set of selected rows of a big plan. For example, activities from 5 to 25. Is it possible in Project Plan 365 for Windows?


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​You can print a set of selected rows by following the steps:
1. Go to menu tab Project and select Filter button
2. Then select filter by Task Range
3. It will appear a dialog. In the first textbox put 5 and in the second one 25. Press ok.

OR

1. Go to menu tab Project and select AutoFilter button
5. In task name column, create a filter to show only tasks from 5 to 25.
6. Then in Print Preview dialog you will see only tasks from 5 to 25 and you can print them.

I need to set the finish date for the project.
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The project finish date is calculated based on the latest finish date from your tasks.
How to use the Scroll To option?
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To use the Scroll To option, select a task, go to menu Project and click on Scroll To button.
How to remove a filter?
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In order to remove a filter, click All Tasks or All Resources in the list of filters, according to the type of the current view.

How to Outdent a task?


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To Outdent a task, go to menu Task-Outdent or drag and drop with the mouse from Task Name column.

How to organize my tasks?
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You can group the tasks that share characteristics or that will be completed in the same time frame under a summary task. You can use the summary tasks to show the major phases and sub-phases in the project. Summary tasks summarize the data of their subtasks, which are the tasks that are grouped beneath them. You can indent the tasks as many levels as you need to reflect the organization of your project.

How to Indent a task?
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To indent a task, go to menu Task-Indent or drag and drop with mouse from Task Name column.

How to create an Outline structure?
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To create an outline structure, select the desired tasks then use indenting and outdenting functionality to create the summary tasks and subtasks.
How to create a summary task?
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To create a summary task, indent a task below another task. By default, the summary tasks are bold and outdented, and the subtasks are indented beneath them.
How to apply a filter?
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In order to apply a filter, select the Filter option under the Format menu and click a filter in the filter list. To apply a filter that isn’t in that list, click More filters, select a filter and then click Apply.
How do I use the “Go To” functionality?
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To use the Go To window go to menu Project - Go To. Select the desired ID or date and click OK.

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