FAQ Project Plan 365

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What does the “Find” functionality do?
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The “Find” functionality, as the name describes it, searches for a specific task or resource which is not filtered out in the current view, that meets the specified criteria.
If I delete by mistake multiple resource can I undo the action?
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When deleting multiple resources, you can use Undo or Redo options to go one step backward or forward relative to your recent changes.
Can I Undo if I cut by mistake a task or resource?
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When moving tasks or resources in your project using Cut and Paste options, you can use Undo or Redo options to go backward or forward relative to your recent changes.

Will the “Cut” functionality affect dependencies on tasks?
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When you cut or move a task or resource, the application does not reestablish task dependencies. Although you can cut a task or resource at any time, it's best to do so before you establish task dependencies.

What does the “Cut” functionality do?
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The “Cut” functionality, in combination with Paste command, moves resources or tasks to another destination row in your project. You can cut entire tasks or resources corresponding to a single row in your project or multiple rows in your project corresponding to multiple tasks or resources
Will the “Copy” functionality affect dependencies on tasks?
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When you copy or move a task or resource, application does not reestablish task dependencies. Although you can copy or move a task or resource at any time, it's best to do so before you establish task dependencies.
What does the “Copy” functionality do?
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The “Copy” functionality copies the selection (i.e. Select All) and places it on the Clipboard. You can copy entire tasks or resources corresponding to a single row in the grid (copy single row) or multiple tasks or resources corresponding to multiple rows in the grid (copy multiple rows).
How do I change the default duration units?
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To change the default duration units, click File – Options – Schedule – select the desired units from the Duration is entered in box – click OK.
What is Recurring task?
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Recurring Tasks are the tasks that happen on a regular basis. When you mark a task complete, the next task is automatically generated based on the repeating pattern you set up.

What does the “Hyperlink” functionality do?
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The “Hyperlink” functionality allows to add or change hyperlinks from your tasks to various file locations, including files that reside locally on your disk or web addresses.

What is Milestone?
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A Milestone is a timestamp in the project marking the end of a major project goal or phase.
I can't copy a list of cells to a project. All of them get copied to the same task instead.
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The only way we could reach your state described was by entering cell in edit mode and then pasting the content into it. In this case, the entire information that was copied from excel is considered as single value, and so, it is normal to place the information into one cell. Keep in mind when trying to copy/paste multiple values, you must have the cell selected, but not be in edit mode in that cell (edit mode is when the cursor symbol appears in the cell). One suggestion is to copy the information from column one by one.​
How can I replace multiple words from the project?
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After selecting the “Replace” option a dialog will appear. In the “Find what” box type the text or numbers that you want to search for. Select the desired fields from “Look in field”, select the test search criteria and select the “Match” case check box. After that press “Replace” if you want to replace text or numbers from a single task or press “Replace All” if you want to replace multiple words or numbers from the entire project.
Where can I find the “Replace” option?
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To reach to the “Replace” command go to the “Task” menu, press on the arrow under “Find” option and select “Replace”. You can also find the replace button in the “Find” dialog.
Why can't I undo more than one action?
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Application provides single-level undo/redo (it allows just one undo/redo level), enabling you to make changes, and then to revert back to the state of your project plan before you made the last changes. In this way, only one step is stored/ restored.​
How do I copy multiple tasks?
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If you want to copy multiple tasks or resources at a time, first you have to select the desired rows using SHIFT (for contiguous selection of rows) or CTRL (for noncontiguous selection of rows) keys, select the destination row and then use the Paste command to copy the selected rows. The copied tasks or resources will be inserted above the selected destination row and the IDs of the remaining tasks or resources will be automatically renumbered.​
What data is copied when I copy a resource?
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By copying a resource the following information about it will be copied: resource name, type, material label, initials, group, std. rate, cost/use, base calendar and code. 

To copy a resource click Copy option from Task tab, press CTRL+C/Command+C or select Copy Resource from contextual menu after you right click on a task.

In order to paste a resource, select the rows where you want to paste the selection and Click Paste.​​

How do I add notes to a task?
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There are 3 ways to add a note to a task:
1. Click on the desired task and go to Task - Task Information – Notes
2. Double click on ID cell associated with the desired task in Gantt Chart, Task Sheet or Tracking Gantt view. 
3. Insert the Notes field inside your table.

How do I set a deadline for a task?
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To set a deadline for a task click on the desired task and go to Task - Task Information - Advanced - Deadline.
How do I set my task duration from days to weeks?
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To change the duration of a task from days to weeks click on the index of the desired task - Task - Task Information - Duration and type the number of weeks followed by the "Weeks" keyword.

How can I set the %complete duration for a task?
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To change the %complete duration for a task double click on the desired task - General - Percent Complete and change it accordingly.
Trying to change start and end dates on iOS device. Will not allow year change. Dropdown has no year?
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To see only the tasks that have a cost greater than the baseline cost click on Project - Filter - More Filters - Cost Overbudget - Apply.
What is a Predecessor?
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A predecessor is a task whose start and finish date determines the start or finish date of its successor task. The Predecessor is the task completed prior to the current task.
What is a Successor?
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A successor is a task whose start or finish date is driven by its predecessor task. The Successor is the task completed after the current task.
If I delete multiple tasks will it affect my project?
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Be careful when deleting multiple tasks as it may affect your schedule and you may lose some information inserted in your project. You can restore them by using the Undo option.

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