FAQ Project Plan 365

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How do I change the start and finish dates of a task by dragging the taskbar?
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To change the start and finish dates of a task directly from the Gantt Chart, locate in the chart area the task bar corresponding to the task that you want to adjust its start and finish date and drag the task bar to the left or right as you desire. During the dragging process, a virtual taskbar will be shown, guiding you through the change step.
How do I change the relationship between tasks from the Gantt Chart?
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To change the relationship between tasks from the Gantt Chart, apply the Gantt Chart View, double click on a link from the right side chart portion of the view. In the Task Dependency dialog select the desired relationship and click OK.
How do I add relationships between tasks directly on the Gantt Chart?
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In the Gantt chart, you can create dependencies by clicking on the Gantt bar of a task and dragging to another Gantt bar to create a Finish-to-Start dependency between the two tasks.
What actions can I perform directly on the Gantt Chart?
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On the Gantt Chart you can create dependencies, change relationships between tasks, drag a taskbar to change start and finish dates of tasks, resize taskbars to change duration of tasks, add progress to tasks, or change the appearance of nonworking time.
Can I export the Cashflow report to csv/excel?
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All the reports can be exported to CSV.

What is Timephased data?
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Time Phased refers to a task, resource, or assignment information that is distributed over time. You can review time phased information in any available time period in the fields on the right side of the Task Usage and Resource Usage views.

Can task types be used to change the hierarchical structure of a task?
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In order to change the hierarchical structure of a task or subtask as part of an outline structure for your project, you need to indent or outdent the task rather than change the task type or add a deadline date.
What is Fixed Duration Task Type?
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Fixed Duration Task Type applies to a task in which the duration is a fixed value and any changes to the work or the assigned units (that is, resources) don't affect the task's duration.
What is Fixed Work Task type?
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Fixed Work Task Type applies to a task in which the amount of work is a fixed value and any changes to the task's duration or the number of assigned units (or resources) do not affect the task's work.
What is Fixed Units Task Type?
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Fixed Units Task Type applies to a task in which the assigned units (or resources) is a fixed value and any changes to the amount of work or the task's duration do not affect the task's units.
What does the “Set Task Type” functionality do?
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The “Set Task Type” functionality, as the name indicates, allows you to change the types of automatically-scheduled tasks. The available task types are: fixed units, fixed work, and fixed duration. Project looks at a task's type to determine how duration, work, and units will behave as Project schedules your project.
How to change the Task Mode for a task?
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To change the Task Mode, click in the Task Mode field. In the list that appears, click Manually Scheduled or Auto Scheduled. You can also select specific tasks, then in the Task Information dialog under Task menu, General tab, in the Schedule Mode group, select Manually Scheduled or Auto Scheduled and click OK.
What are manually scheduled tasks?
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Manual tasks are tasks with task mode manually scheduled.  They should be used when you want to explicitly set a task's start and finish dates and not allow it to be changed automatically by the scheduler based on changes to other tasks. When a task is in manually scheduled mode, the Start, Finish, and Duration columns can be blank or include text values in addition to recognizable dates.
What are automatically scheduled tasks?
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Automatically Scheduled tasks have Start, Finish and Duration values calculated by Planner based on dependencies, constraints, calendars, and other factors.
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. By default, tasks are set as auto scheduled, with a start date, finish date, and duration calculated based on inserted fields values.
How to enter a material resource in Resource Sheet view?
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To enter a material resource in Resource Sheet view, in the Type field, click Material. In the Material Label field, enter the label (for example, yards, tons, or boxes) for the resource.
How do I set start finish date hours?
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Before starting to schedule your project by setting start and finish dates, you can use the Date Format option on the File menu in the Options dialog box to specify the date format used to display information in date fields. For a task you can enter the time and the date in any order or you can use calendar picker to select desired date and hour.
What does the "Set start finish date hours" functionality do?
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The “Set Start Finish date hours” functionality, as the name describes it, allows you to set the start and the finish date hours to your tasks.
How do I change task scheduling options defaults for days, weeks, and months?
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To change task scheduling options defaults for days, weeks, and months click File – Options – Schedule tab – select the desired settings from the Hours per day, Hours per week, and Days per month boxes – click OK.
What does the “Change task scheduling options defaults for days, weeks, and months?” functionality do?
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The “Change task scheduling options defaults for days, weeks, and months” functionality, as the name describes it, allows to make changes in the tasks scheduling settings to indicate how much time you want to constitute a day, a week, and a month when entering and reviewing durations in a task view. It can also help you synchronize task scheduling with what you've established in the working time calendars for resource.
How do I exit the full screen mode?
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To exit the full screen mode, click on the Exit Full Screen Mode button from top bar or the Escape key.
How do I change the font settings for all the tasks or for a particular type?
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To change the font settings for all the tasks or for a particular type from your project, in the Format menu select Text Style. Apply the desired settings and click OK. The Text Style options will not override the ones made previously on tasks in the Font settings.
How do I delete a task from my project?
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To delete a task from your project, on the View menu click Gantt Chart – select the row corresponding to the desired task – click on Delete option under Task menu.
Does deleting a task affect the project schedule?
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Deleting a task from your project may affect your schedule and you may run into problems. If you have started tracking actual work for your project, don't remove tasks that have actual work or other tracking data associated with them, or you'll lose valuable historical project information. If you delete a summary task, either being collapsed or expanded, all of its subtasks are also deleted. After you delete a task, the application automatically renumbers the remaining tasks.
Does deleting a resource affect the project schedule?
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Deleting a resource from your project may affect your schedule and you may run into problems. The resource assignments involving a resource are also removed from the tasks in your project: deleting a resource means any assignments you’ve made are gone as well, such that you run the risk of orphaning tasks without anyone to perform them. Costs could change: when you remove a resource from a task, the application deletes any actual costs associated with the resource
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