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FAQ › How do I...? › Category: Tasks
I am not able to change the constraint type of a manual task.
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The Constraints Type and the Constraint Date boxes are grayed out for Manual Tasks. Manual Tasks have the main purpose to not have its Start, Finish dates and Duration modified by the Project Plan 365. For this reason, manual tasks should not have any kind of constraints.If you want the app to calculate dates from scheduling inputs, switch the task to automatically scheduled and review the result.

What happens to a task’s dates when I switch it to Auto Scheduled?
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Project Plan 365 recalculates an automatically scheduled task from recognizable scheduling information and the plan’s settings. Review the resulting dates, duration, and dependencies after changing the mode, especially when the task previously contained blank or text values.
Why do some of my tasks have the finish and start dates blank?
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Check the Task Mode field first. Manual tasks can retain blank or descriptive date values. If you want Project Plan 365 to calculate the dates, switch the task to Auto Scheduled and review the calculated result.

How can I manually resolve the overallocations?
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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?
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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?
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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?
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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.

What does the “Set Task Mode” functionality do?
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The “Set Task Mode” functionality gives you the option of deciding how much control you want over task scheduling in a project. The Task Mode field indicates whether a task is scheduled manually or automatically scheduled. The default scheduling mode for new tasks is configurable in File > Options > Schedule.

What is Task Mode field?
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The Task Mode field indicates whether a task is scheduled manually or automatically, which gives you the option of deciding how much control you want over task scheduling in a project.
 

What platforms is the Time Entries functionality available on?
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The Time Entries functionality is available in our Online Portal.
Who can manage Activities, Categories, and Custom Fields?
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Only Admin users can manage Activities, Categories, and Custom Fields from the Configurations section.
Can I delete an activity, category or custom field?
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You can delete an activity, category or custom field by going to the Online Portal, go to Time Entries page – Configurations – click on Activities/Categories/Custom Fields – for the desired option in the table click on the Delete icon.
How to show a custom field in the time entries table?
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To show a custom field in the time entries table, in the Online Portal, go to Time Entries page, go to Team Entries – Settings – in the Group section from the Show list check the fields you want to be shown in both the My Entries and Team Entries tables.
How to create a Custom Field in Time Entries?
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To create a Custom Field in Time Entries, in the Online Portal, go to Time Entries page – click Configurations – Custom Fields – click “Add New Field” – type in a Name – select the desired Criteria and click Save.
How to create a Category in Time Entries?
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To create a Category in Time Entries, in the Online Portal, go to Time Entries page – click Configurations – Categories – click “Add New Category” – type in a Name and click Save.
How to create an Activity in Time Entries?
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To create an Activity in Time Entries, in the Online Portal, go to Time Entries page – click Configurations – Categories – click “Add New Activity” – type in a Name – select a Project and Category and click Save.
How can I group time entries in “Team Entries” view?
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In Team Entries view, click Settings and select the desired grouping order. You can group entries by Category, Activity, Team Member, and Project, with up to four grouping levels.
How can I view time entries for the entire team?
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To view time entries for the entire team, in our Online Portal go to Time Entries page and switch to the Team Entries view. If you do not have permission, the list will not appear.
How can I filter time entries in “My Entries” view?
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To filter time entries in My Entries view, click the Settings option and select the desired filters, such as Date range, Project, or Activity. The table will update to show only matching entries.
Do team members need to be Editors to add time entries?
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Yes, team members have to be Editors to be able to add time entries.
Do team members have to be Admins to add time entries?
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No, team members don’t have to be Admins to add time entries.
Can I add time entries for other team members?
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No, you can only add time entries for yourself. Each team member must add their own time entries.
How can I delete a time entry?
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To delete a time entry, go to the My Entries view, click the Delete icon next to the entry, and confirm the action.
How can I edit a time entry?
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To edit a time entry, go to the My Entries view, click the Edit icon next to the desired entry, update the information, and click Save.
How can I add a new time entry?
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To add a new time entry, in our Online Portal go to the Time Entries page, stay in the My Entries view, click the Add New Entry button, complete the required fields (Date, Hours, Activity), and click Save.
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