FAQs Scheduling

Browse by Category

FAQ › Category: How do I...? › Scheduling
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. For detailed information about Baselines, see the Baseline Online Help Article.

How Set Baseline works in a MPP file?
Question Link
Answer

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.

What information does a baseline store?
Question Link
Answer

A baseline saves nearly 20 pieces of information, including totals and time phased information for tasks, resources, and assignments. Baseline will essentially store 5 things: cost, work, duration, start date and finish date. The baseline is a copy of the Start, Finish, Work, and Cost for all the Resources, plus Duration for all the Tasks in your project. When you do a baseline you save the following data about the project at that specific point in time. For detailed information about Baselines, see the Baseline Online Help Article.

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

How can I edit the Critical Path?
Question Link
Answer

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.

How can I mark a critical task?
Question Link
Answer

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.

How can I find the critical path?
Question Link
Answer

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.

How can I manually resolve the overallocations?
Question Link
Answer

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.

How to level the tasks of certain resources?
Question Link
Answer

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.

How to level only the selected tasks?
Question Link
Answer

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.

How to level the entire project?
Question Link
Answer

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.

When to use resource leveling?
Question Link
Answer

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.

What is resource leveling?
Question Link
Answer

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.

How can I use Master project and subprojects feature on MPP files?
Question Link
Answer

In order to use the Master Project and Subprojects feature, you need to upgrade to business trial from Online Portal if you do not have a Business Subscription.

For more information about how to Upgrade to Business trial, please follow the steps in the Start 14-days Business Trial online help article.

Then, save your projects to your Business Drive 365 folder or to your local device. After all your projects were saved on Drive 365 or local device, you can create a master plan by adding the subprojects from menu Project - Subproject - Drive 365 or Computer.

Can I add more than one lag to tasks?
Question Link
Answer
You can add only one Lead or Lag time per task.
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.

How to change the duration of the project?
Question Link
Answer
It is not possible to change the duration of the entire project. The project duration is calculated by Project Plan 365 sum of the durations of all its subtasks. In order to see the total project duration, please insert the Project Summary Task by going to menu File - Options and in Advanced tab check the Show project summary option.
Why am I not allowed to modify the Actual Start and Actual Finish fields?
Question Link
Answer

To edit the Actual Start and Actual FInish fields, go to menu Format - Insert Column - select Actual Start/FInish - click OK. Type in the desired value in the Actual Start or Actual Finish field.

As a workaround, after you created your plan, you can also set a baseline in order to see a difference between Planned Start Date and Actual Start Date. In this way, the Scheduled Start date is in fact the Baseline Date.

After this, if your task actually starts on other date you can change the Start Date for that task. This will be the Actual Date. So, the Actual Date is in fact is the Start Date and the Scheduled Date is the Baseline Date you set in the application when you initially created your plan.

How to remove a deadline from a task?
Question Link
Answer
To remove a deadline, double-click on a task to open Task Information - go to Advanced tab - in the Deadline field, select the entire text and press Delete key then click OK.
What does the red diamond icon mean?
Question Link
Answer
The red diamond icon from the Indicators field shows the tasks that are late or/and overbudget. Hover over the red exclamation mark to learn more information.
On what platform is the Update Tasks functionality available?
Question Link
Answer

The Update Tasks functionality is available only on the Windows and Mac platforms.

On what platform is the Mark on Track functionality available?
Question Link
Answer

The Mark on Track functionality is available on the Windows and Mac platforms.

On what platform is the Update Project functionality available?
Question Link
Answer

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?
Question Link
Answer
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?
Question Link
Answer
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.
Contact Chat