FAQ Project Plan 365

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How can I start record the progress of the work made on the project?
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To record the progress of the work made on tasks you need to modify the Percent Complete field for tasks. You can change the %complete from Gantt Chart by adding the %complete field or you can insert the %complete in Task Information dialog.

How do I remove an autofilter on a specific column?


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In order to remove the filtering on a specific row, click Clear All Filters in the AutoFilter list for that field.
In what views can I apply the task filters?
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Task Filters are available for Gantt Chart, Network Diagram, Task Usage and Tracking Gantt under the Project toolbar.
How do I export the project so without it looking so horizontal?
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You can set the Timescale in Gantt Chart view to a bigger Unit like months, quarters or years.
Is Erix an AI bot?
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Erix is an AI bot.
What role do checboxes have when I apply an autofilter?
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The checkboxes allow you to select what values to be displayed by simply checking/unchecking the values.
How do I know that an autofilter is applied?
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When an autofilter is applied, the column header is displayed in blue text color.
How do I apply the "Using Resource" filter?
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In order to apply the "Using Resource" filter, go to menu Project - Filter and select More Reports then select Using Resource and click on Apply button.
What does the "Using Resource" filter do?
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The "Using Resource" filter allows seeing all tasks that use the specified resource.
What does the "Using Resource in Date Range…" filter do?
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The "Using Resource in Date Range…" filter allows seeing the tasks allocated to a specified resource within a specified date range.
What does the "Tasks/Assignments with Overtime" filter do?
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The "Tasks/Assignments with Overtime" filter allows seeing all tasks or assignments that are specified as overtime work.
What does the "Summary Task with Assigned Resources" filter do?
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The "Summary Task with Assigned Resources" filter allows seeing the tasks with subtasks who don’t have resources assigned.
What does the "Overallocated Tasks" filter do?
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The "Overallocated Tasks" filter allows seeing the tasks that are overallocated because a resource works more than 100% on it.
What does the "No Resource Assigned" filter do?
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The "No Resource Assigned" filter allows seeing the tasks that have no resources assigned.
What does the "Work Overbudget" filter do?
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The "Work Overbudget" filter allows seeing all resources whose scheduled work is greater than the baseline work.
What does the "Late/Overbudget Tasks Assigned To…" filter do?
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The "Late/Overbudget Tasks Assigned To…" filter allows seeing all tasks assigned to a specified resource that are exceeding the budget or finishing after the finish date in the baseline plan.
What does the "Cost Overbudget" filter do?
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The "Cost Overbudget" filter allows seeing all tasks with a cost greater than the baseline cost.
What does the "Cost Greater Than..." filter do?
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The "Cost Greater Than..." filter allows you to see tasks where cost is greater than a specified amount.
What does the "Upcoming Milestones" filter do?
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The "Upcoming Milestones" filter allows seeing the upcoming milestones.
What does the "Unstarted Tasks" filter do?
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The "Unstarted Tasks" filter allows seeing tasks that haven't started.
What does the "Tasks Starting Soon" filter do?
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The "Tasks Starting Soon" filter allows seeing the tasks starting within a specified timescale.
What does the "Tasks Due This Week" filter do?
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The "Tasks Due This Week" filter allows seeing all tasks that should finish in the current week.
What does the "Sprint Planning" filter do?
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The "Sprint Planning" filter allows seeing all sprints defined in the plan.
What does the "Slipping Tasks" filter do?
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The "Slipping Tasks" filter allows seeing all tasks that are behind schedule.
What does the "Slipped/Late Progress" filter do?
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The "Slipped/Late Progress" filter allows seeing tasks that have slipped behind their scheduled finish date or haven't been progressing as scheduled.
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