FAQs Scheduling

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When to use resource leveling?
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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.
What is resource leveling?
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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.
Can I link other project?
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We are sorry but, at this point, you can not link two different projects, but you can create a Master project that contains all the subprojects you need. To do so you have to go to Project menu - Subprojects and select a project from Drive 365 or your Device.
What is the Critical Path Method?
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The Critical Path methodology identifies the paths of tasks most likely to impact the project completion date. This technique is used to help project managers to determine the shortest possible project duration and the level of flexibility that exists in the project. The critical path method calculates the early dates (Early Start and Early Finish), late dates (Late Start and Late Finish) and total slack.

How resources are affected when you upload multiple subprojects in a Master Project?
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After you consolidate files into a master project file, the tasks from subprojects files remain separate, resources are combined from all subprojects.

You can change resource information in the master project and the changes will be replicated in the subproject's source file.

You can view all resources in the master project and subprojects together in the Resource Sheet view, the resource can be edited /assigned.

If the same resources are used in multiple subprojects, you see the resource names just once because the resources are combined. However, it is recommended to use organization Team Members, then assign the resources in different subprojects.

Keep in mind that if you use the same resource in multiple projects, in Master Resource Sheet will appear one resource. If that resource uses different Std rate values in the subproject source file, the Master Project file will calculate an average value based on std rate value and cost per use.

How do I add a costs for a task?
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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.
Why use the “Critical Path”?
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By knowing and tracking the critical path for your project, as well as the resources assigned to critical tasks, you can determine which tasks can affect your project's finish date and whether your project will finish on time.

For more benefits of using the Critical Path, please check the Manage Critical Path page, which also includes a video.

How do I save a Master Project file?
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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?
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To see the Baseline Information, on the File menu – Info tab – Project Statistics.

What is Resource rate per hour?
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A resource rate per hour is a fee for the work type resources.
What is Project cost?
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Project cost is a cost required to procure all the needed products, services and resources to deliver the project successfully.
What is Constrains dates?
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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?
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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?
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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.
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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.

Is there a way to start tasks when the other task is 50% complete?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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.
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