What is a project template?
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A project template is a predefined project available in Project Plan 365 that allows to create and configure new projects based on an existing example.

I need help with an evaluation plan.
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We have a Merger or Acquisition Evaluation Template. To access it click File - New - Merger or Acquisition Evaluation.

I need help with a market research schedule.
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We have a Market Research Schedule Template. To access it click File - New - Market Research Schedule.

I need help with a customer service plan.
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We have a Customer Service Template. To access it click File - New - Customer Service.

I need help with an annual report plan.
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We have an Annual Report Preparation Template. To access it click File - New - Annual Report Preparation.

How do I create a project based on a Template?
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To access a project template click File - New. In the preview dialog select any template you see fit for your needs.

Can I use the templates for my own projects?
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We believe that our templates are applicable to projects of any size or type and for any industry. However, we cannot guarantee that they will be suitable for every type of project. You may use the templates as a starting point for your projects and use the functionalities our apps provide in order to improve them according to your needs.

What changes am I allowed to make to the templates?
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You can change the templates we offer in order to reflect the specific needs of your project. You have the ability to add or remove tasks, to customize text and bar styles, add or remove resources, modify the project calendars, add columns to the views in order to see more information.

What is an existing project?
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An existing project is a set of carefully planned activities whose execution aim at accomplishing well defined objectives that has been saved previously.

How do I create a new plan based on an existing project?
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If you need to start a plan based on an existing project click File - New - New from existing project.

What is a Blank Project?
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A Blank Project can be seen as a canvas in which you can make your project become reality.

How do I create a new project?
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To start a new blank project click File - New - Blank Project.

Is it possible to create recurring task?
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How can be used timescale zoom on mobile devices?
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In case the application is meant for mobile devices (phone, tablet) you can perform zoom in the current view by using touch gestures (the zoom will be made with two fingers).

How to change the timescale quickly?
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To quickly magnify or shrink a view, click Zoom In or Zoom Out functionality.

How to customize the timescale using zoom options?
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To customize the timescale to focus on a specific time period or group of tasks, or to view the entire duration of your project, click Zoom on the Project menu, and then select a view option.

How do I use Timescale?
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I order to open Timescale dialog go on any view with timescale (Gant Chart, Tracking Gant, Usage view…), double click on Timescale section from Gant panel or go on Format menu – Timescale.

How to access the Assignment Information dialog?
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You can access the assignment information dialog by selecting a resource assignment in Usage views (Task Usage and Resource Usage). In order to view the Assignment Information dialog, please double click on a task/resource in Resource Usage/Task Usage view.

What does the “Assignment Information” functionality do?
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The Assignment Information dialog allows you to view basic information about the resource assignments in your project.

Can I sort the data in Resource Usage view?
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You can apply different sort criteria to the resources and assignments from the Resource Usage view. To do this go to Project-Sort.

Can I apply a filter in Resource Usage view?
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The Resource Usage view can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Usage view displays the information as defined by that filter's criteria. The default filter is the All Resources filter. To apply a filter, please go to Project – Filter.

Can I change the table for Resource Usage view?
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The Resource Usage view displays categories of information about the resources, arranged in tables. The default table for the Resource Usage view is the Usage table, but you can select any of the resource tables to display information about the project's resources. To do this, go to Project-Table and select the table you want to view.

How to use the Resource Usage view?
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In order to use the Resource Usage view, please go to menu View-Resource Usage or in View Bar click on Resource Usage button.

How to show/hide the “View Bar”?
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You can show/hide the View Bar by going to menu Window-View Bar.

What does the “View Bar” functionality do?
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The View Bar functionality displays icons of the most commonly used views (Gantt Chart, Resource Sheet, and so on). The View Bar provides a convenient means of changing views by just clicking the icons that appear on the View Bar.