FAQs Scheduling

Browse by Category

FAQ › Category: How do I...? › Scheduling
How do I save a Master Project file?
Question Link
Answer

In order to save a Master Project file, go to menu File - Save. In the dialog that appears click:

1. "Yes" to Save just in Master Project file

2. "Yes to All" to also save the changes in subprojects

The Master Projects can be also saved in a Division. For more information, please read the Manage Divisions funk.

How can I see the Baseline information?
Question Link
Answer

To see the Baseline Information, on the File menu – Info tab – Project Statistics.

What is Resource rate per hour?
Question Link
Answer
A resource rate per hour is a fee for the work type resources.
What is Project cost?
Question Link
Answer
Project cost is a cost required to procure all the needed products, services and resources to deliver the project successfully.
What is Constrains dates?
Question Link
Answer
Constraint date are a functionality that forces a task to start or finish by a certain date.
How do I split the costs for a task per months?
Question Link
Answer
You can create subtasks with Phases 1, 2, 3..12. For each Phase/month you can assign the costs.
How do I delete a subproject in a master project?
Question Link
Answer
To delete a subproject, select the summary project row, go to the Task menu and click on the "Delete" button.
When modifying baseline work field into the variance table does not sum to summary task. All summary totals must be recomputed manually.
Question Link
Answer

The changes made to the baseline fields do not cause the project to be recalculated.

After you set a baseline, you can still edit baseline values. However, edited baseline values do not cause any recalculation of baseline work fields.

The best approach to using the Baseline Work field, would be to make the desired changes to the Work field then set a baseline.

How to add new tasks and add them to the baseline without updating baseline information for the previous tasks which are already tracked?
Question Link
Answer

We only support setting a baseline automatically for the entire project and not certain tasks.

As a workaround, you can manually set the Baseline fields for the new tasks.

Is there a way to start tasks when the other task is 50% complete?
Question Link
Answer
In the Predecessors column you can set the Predecessors with a Start-to-Start dependency an then add the lag time. Example: 4SS + 5days.
My team member need to have a paid subscription in order to read my master and subprojects located in my cloud Drive 365 folder?
Question Link
Answer
You can add the team member as a read-only team member in our Online Portal and he can open the Master project file from Drive 365 cloud using his email and password. There’s no need to purchase extra subscriptions for read-only team members.
I would like to summarize the total cost for each subtask in the summary task. How can I do this?
Question Link
Answer

The best way to achieve this is to use the Cost column.

The total cost is automatically calculated by the application in the summary task.

To enter the costs for a task you can either insert a value in the Cost field or you can assign specific resources to your tasks and the cost is automatically calculated.

What does the “Help” button inside the “Move Project” dialog do?
Question Link
Answer
The “Help” button inside the “Move Project” dialog redirects you to the “Move Project” article in our Online Help page.
How do I see a planned cost vs actual cost?
Question Link
Answer
After you finished your plan, set a baseline by going to menu Project – Set Baseline. After you make some changes to a task, if you want to see the actual cost, insert the Cost column in Gantt Chart view. The Planned Cost can be viewed in Baseline Cost field.
When to apply a deadline?
Question Link
Answer

Apply a deadline to a task when you want to track a deadline for a specific task, but don't want to lock your schedule by setting an inflexible constraint such as Must Finish On or Finish No Later Than. Such constraints affect scheduling, while the Deadline field simply causes an indicator to show if a task has not been completed by its deadline. Certain tasks in your project should finish by specific target dates. However, you don't want these dates to actually affect how Project Plan 365 schedules the tasks; you just want to be alerted if the tasks are not completed by these dates. Add the Deadline field to the Entry table of the Gantt Chart view, and set the deadline dates for these tasks.

By setting a task deadline, instead of imposing an inflexible constraint for a task to mark its finish date, you can achieve a more flexible and dynamic project schedule. A dynamic schedule is properly sequenced and is free of any task constraints. The benefit is that the project manager can assess changes to the project end date (via the critical path) without experiencing constraint errors.

Deadlines can be added to any task in the project schedule. You may want to add specific deadlines based on the tasks on the critical path or on important milestones. The deadline gives you flexibility in setting a commitment date that isn’t tied directly to a baseline finish date.

Can I have a resource assigned to the task and the resource availability would drive the calculation of the finish date?
Question Link
Answer
You need to make the changes on the resource calendar. Then, you need to set the task type to Fixed Units or Fixed Work depending on your needs. The app will automatically calculate the duration of your task based on the resource calendar.
Why I can’t see the “Set Baseline” button in ribbon on the Mac platform?
Question Link
Answer
If the “Set Baseline” 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.
Why I can’t see the “Move Project” button in ribbon on the Mac platform?
Question Link
Answer
If the “Move Project” 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.
Why I can’t see the “Critical Path” button in ribbon on the Mac platform?
Question Link
Answer
If the “Critical Path” 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.
How can I set a specific start/finish time for a task?
Question Link
Answer
In order to set a specific time for a task, click on the duration cell to open the date picker and click on the "Time" button. Select the time and then exit edit mode for the changes to take effect.
What is a Project Manager?
Question Link
Answer
A person responsible for accomplishing the expected project objectives, having responsibilities such as creating clear and attainable project objectives, building the project requirements, and managing constraints such as time, costs, scope and quality. A project manager can have the responsibility of planning, execution and closing of any project in a specific field and they represent the bridging gap between production team and the client. Typically project managers are users that create or edit project plans and they are the authors of the project plan.
I need a Gantt chart to show 70 years [by year] to track an historical project.
Question Link
Answer
We are sorry, but we don’t support dates out of the range. Dates must be between January 1, 1984 and December 31, 2149.
What does the little calendar icon stand for in the Indicators column?
Question Link
Answer
Because you manually changed the Finish Date / Start Date that icon specifies that you have a constraint applied on that specific task. To remove the icon, go to Task Information dialog and in Advanced tab set the constraint type to As Soon As possible.
When should I use Early Start and Early Finish date fields?
Question Link
Answer
Add the Early Start and Early Finish fields to a task view, along with the Late Start and Late Finish fields, to analyze slack time in your schedule.
How can I see the Actual and Remaining Cost?
Question Link
Answer
The Actual and Remaining Cost columns are available for various views, like Gantt Chart, Task Sheet, Resource Sheet, Resource Usage or Task Usage etc., allowing you to easily track and compare Actual and Remaining Costs with the Cost values for either Tasks, Resources or Assignments.
Contact
Chat