FAQ Project Plan 365

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Is there a way to scale the Task Sheet view?
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​On touch enabled displays standard zoom gestures are supported. For non-touch displays we support Windows Display option “Change the size of text, apps, and other items".
Is there a way to create a custom column name in Project Plan 365?
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​We support adding custom fields. Use Insert Column, from available fields list select custom fields desired text(Text 1-to Text 30), Numbers, Dates, Cost etc. Type new Title for this column, then type directly in column desired information.
Is the Group functionality available in the app?
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In Project Plan 365 the “Group” functionality can be found in “Project” menu.​
Is it possible to outdent multiple tasks at a time?
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Outdenting multiple tasks can be done via mouse drag to the left after selecting multiple grid rows (using the Shift or Ctrl keys). It can also be done using the Outdent menu option.​
Is it possible to indent multiple tasks at a time?
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Indenting multiple tasks can be done via mouse drag to the right after selecting multiple grid rows (using the Shift or Ctrl keys). It can also be done using the Indent menu option.​
In which views is Date box enabled?
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The Date box is available for the Calendar view and for the views that use a timescale.

I would like to print only a set of selected rows of a big plan. For example, activities from 5 to 25. Is it possible in Project Plan 365 for Windows?


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​You can print a set of selected rows by following the steps:
1. Go to menu tab Project and select Filter button
2. Then select filter by Task Range
3. It will appear a dialog. In the first textbox put 5 and in the second one 25. Press ok.

OR

1. Go to menu tab Project and select AutoFilter button
5. In task name column, create a filter to show only tasks from 5 to 25.
6. Then in Print Preview dialog you will see only tasks from 5 to 25 and you can print them.

I need to set the finish date for the project.
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The project finish date is calculated based on the latest finish date from your tasks.
How to use the Scroll To option?
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To use the Scroll To option, select a task, go to menu Project and click on Scroll To button.
How to remove a filter?
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In order to remove a filter, click All Tasks or All Resources in the list of filters, according to the type of the current view.

How to Outdent a task?


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To Outdent a task, go to menu Task-Outdent or drag and drop with the mouse from Task Name column.

How to organize my tasks?
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You can group the tasks that share characteristics or that will be completed in the same time frame under a summary task. You can use the summary tasks to show the major phases and sub-phases in the project. Summary tasks summarize the data of their subtasks, which are the tasks that are grouped beneath them. You can indent the tasks as many levels as you need to reflect the organization of your project.

How to Indent a task?
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To indent a task, go to menu Task-Indent or drag and drop with mouse from Task Name column.

How to create an Outline structure?
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To create an outline structure, select the desired tasks then use indenting and outdenting functionality to create the summary tasks and subtasks.
How to create a summary task?
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To create a summary task, indent a task below another task. By default, the summary tasks are bold and outdented, and the subtasks are indented beneath them.
How to apply a filter?
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In order to apply a filter, select the Filter option under the Format menu and click a filter in the filter list. To apply a filter that isn’t in that list, click More filters, select a filter and then click Apply.
How do I use the “Go To” functionality?
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To use the Go To window go to menu Project - Go To. Select the desired ID or date and click OK.

How do I unhide a row?
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Please check if you have a filter or an auto filter applied to your file. In order to check this, go to menu Project-Filter and select All Tasks.
How can I set the status date?
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In order to set the status date, please go to menu Project - Project Information.
How can I set my project working hours only for night shifts?
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To change the calendar of your project go to Project - Project Information - Calendar - Night Shift.
How can I see only particular information from my project?
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When you want to see a particular type of information you need to use filters. The application provides Predefined filters as well as Custom filters and Auto filters.
How can I highlight tasks that have a certain property?
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To highlight tasks with a certain property click on Project - Filter - More Filters. Select a filter in the filter list and then click Highlight.
How can I apply an AutoFilter?
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In order to apply an autofilter, go to menu Project-Autofilter. Click on the autofilter arrow next to the column heading that contains the information you want to display, and then check the values in order to filter the table. The autofilter arrow and the column name will turn in blue.

How can a group be applied?
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Tasks or resources can be grouped by selecting the “Group” option from the “Project” menu. Then, after selecting the desired group from the list or from the “More groups” dialog, the tasks or resources will be grouped and the changes will be applied to the current view.
How are the summary task values calculated?
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Not all summary task values show the combined total of your subtask values. Although some summary task values (such as cost and work) represent the total subtask values, others (such as duration and baseline) do not. For example, application calculates the duration of a summary task as the total work time between the earliest start date and the latest finish date of its subtasks.

The summary task information summarizes the period between the earliest start date and the latest finish date of all the included subtasks. It does not show the sum of all the subtask durations. Because application calculates the summary task values, they cannot be edited. If you need to change a summary task's values, such as duration, update the individual subtasks. Summary task values are then recalculated.

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