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Why do I get an error alert when trying to export to Excel with Selected Data?
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If you get an error alert when trying to export to Excel with Selected Data it means you have more than 225 project fields specified when Mapping the data. To be able to export the file you need to reduce the number of exported fields by clicking on Clear All button from the Map Data section then manually adding the desired fields by clicking on a row and selecting a field from the field picker. Click Finish for the file will be exported with the selected settings.

Is the zoom to screen option available in the Windows app?


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We are sorry but this option isn't available in our application at this point.
On what platforms is the Project Status Report available?
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The Project Status Report is available on the following platform: Windows, Mac and iOS.

How do I export the Project Status Report?
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In order to export the Project Status Report, go to File – Info/Status – Project Status Report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save. Note: On iPhone, to generate the Project Status Report, go to Menu – Report – Project Status Report.

How do I create a Project Status Report?
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In order to generate the Project Status Report, go to menu File – Info/Status – Project Status Report select the report and click “Select”. Note: On iPhone, to generate the Project Status Report, go to Menu – Report – Project Status Report.

How can I add a Project Goal with the “ends before” criteria?
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To add a Project Goal with the “ends before” criteria, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the “ends before” criteria and in the Value field set the desired date from the date picker. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

On what platforms can I add and see Project Goals?
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The Project Goals functionality is available on the following platforms: Windows, Mac and iOS.

How can I delete a Project Goal?
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To delete a project goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). Select the row of the goal you want to remove and click “Delete Row” button. Click Ok to save the changes. Note: On iPhone, to delete a project goal go to any View, tap on the top-right corner menu and click on Project Goals button then swipe to the left the desired project goal and click Delete.

How can I find more information about the status of my project goals?
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To find out more information about the status of your project goals, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals) and hover over the status icon. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

How can I modify my project goals?
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To modify a Project Goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). Select the row of the desired Project Goal and change the information in any of the fields. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

How can I add a Project Goal?
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To add a Project Goal, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the goal criteria and in the Value field type in the value based on the selected criteria. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.Tip: Hover over the status icon to find out more information. Note: On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

Where can I find the Project Goals dialog?
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To find the Project Goals dialog go to menu File – Info/Status – Project Goals. The Project Goals dialog can also be accessed by going to menu Project – Project Goals or from menu Project – Project Information – Project Goals. On iPhone, Project Goals dialog can be accessed by going to any View, tap on the top-right corner menu and click on Project Goals button.

On what platform is the Update Project functionality available?
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The Update Project functionality is currently available only on the Windows and Mac platforms.

Can I mark tasks on track to a different date than the current or Status Date?
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When using the Mark on Track functionality, Project Plan 365 uses the current or status date. If you want to Update tasks to a different date than the current or the status date you can use the Update Project functionality.
How can I mark tasks on track?
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To mark tasks on track, in the Gantt Chart View, select one or more tasks then go to menu Task – Mark on Track and click on the Mark on Track button. The selected tasks will be updated, based on Status Date.Note: If you don't specify a status date, Project Plan 365 uses the current date.
Where can I find the Mark on Track functionality?
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To find the Mark on Track functionality go to menu Task – Mark on Track – Mark on Track button.
What is the Mark on Track functionality?
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The Mark on Track functionality allow you to quickly update the progress of selected task(s) based on Status Date.
What does the “Help” button inside the “Update Tasks” dialog do?
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The “Help” button inside the “Update Tasks” dialog redirects you to the “Update Tasks” article in our Online Help page.
Why can’t I add notes to tasks from the Update Tasks dialog?
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When you select multiple tasks, then open the Update Tasks dialog, the Notes… button will be disabled because we do not support adding one note to multiple tasks at ones.
Can I update multiple fields at ones from the Update Tasks dialog?
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You can update the %Complete, Actual dur, Remaining dur, Actual Start and Finish dates at ones by going to menu Task – Mark on Track – Update Task, set the desired values in all the desired editable fields then click OK for the changes to apply.
How to add Notes to a task from the Update Tasks dialog?
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To add Notes to a task from the Update Tasks dialog, select one task then go to menu Task – Mark on Track – Update Tasks. In the Update Tasks dialog click on the Notes… button. Type in the desired note then click OK to save the changes.Note: You cannot add a note to multiple tasks at ones. You can format the note text by changing the font, alignment, create a list or insert an object.
How can I update multiple tasks using the Update Tasks functionality?
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To update multiple tasks using the Update Tasks functionality, first select the desired tasks, then go to menu Tasks – Mark on Track – Update Tasks. Set the desired values for %Complete, Actual and Remaining Duration or Actual Start and Finish Dates then click OK for the changes to be applied.
How can I update the Percent Complete of a task using the Update Tasks functionality?
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To update the Actual Duration of a task, go to menu Tasks – Mark on Track – Update Tasks. In the Update Tasks dialog set the desired value in the %Complete: field then click OK for the changes to be applied.Note: When you specify the percentage of completion for a task, Project calculates the actual duration and remaining duration according to the formulas Actual Duration = Duration * Percent Complete and Remaining Duration = Duration - Actual Duration.
How can I update the Remaining Duration of a task using the Update Tasks functionality?
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To update the Actual Duration of a task, go to menu Tasks – Mark on Track – Update Tasks. In the Update Tasks dialog set the desired value in the Remaining dur: field then click OK for the changes to be applied.Note: When you adjust the remaining duration for a task, Project calculates the duration and percent work complete according to the formulas Duration = Remaining Duration + Actual Duration and Percent Complete = Actual Duration / Duration
How can I update the Actual Duration of a task using the Update Tasks functionality?
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To update the Actual Duration of a task, go to menu Tasks – Mark on Track – Update Tasks. In the Update Tasks dialog set the desired value in the Actual dur: field then click OK for the changes to be applied.Note: When you specify the actual duration for a task, Project calculates the percentage of completion and remaining duration according to the formulas Percent Complete = Actual Duration / Duration and Remaining Duration = Duration - Actual Duration.
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