FAQ Project Plan 365

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On what platforms is AI Status Report available?
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AI Status Report is available on the Windows platform in the Project Plan 365 from Microsoft Store app.
Can read-only users use AI Status Report?
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Read-only users can open the AI Status Report view and see the All Reports list. They can open and view a report, but can't edit it, and Open is the only report action available to them.
Is there a limit on how many reports I can generate?
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There is a daily generation limit per account for AI Status Report. If you reach it, you'll see a message the next time you try to generate a report.
What happens when an AI Status Report scheduled report is sent?
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When an AI Status Report scheduled report is sent, recipients receive an email containing the report. The email includes “Click here to update plan” button, which opens the project in Project Plan 365.
Can I schedule an AI Status Report to be sent to my team?
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To schedule an AI Status Report, go to menu Report - Scheduled Reports and click Add Scheduled Report. Select AI Status Report as the report type, choose the project, delivery email, frequency, and preferred delivery time, then make sure Report Schedule is Enabled is checked. Click Ok for the report to be scheduled.
What can I do with a report from the Recent or All Reports list?
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Opening the context menu (the three dots) next to a report gives you the following options:
  • Open the report.
  • Export to PDF — opens the save dialog.
  • Copy — copies the report with its formatting, so you can paste it, for example into an email.
  • Rename the report.
  • Delete the report.
If you close a report that has unsaved changes, you're prompted before you're taken back to the main view.
Where can I find my previously generated reports?
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Recently generated reports appear under Recent reports below the Generate report form. Click View All to see every report you've created. Click the refresh icon to load your latest reports.
How to save an AI Status Report?
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To save an AI Status Report, click on the Keep It button in the top-right corner of the generated report - type in a name and click Yes.
Can I edit the generated report?
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Before keeping it, the generated report can be edited directly: headers and text, tables (add or delete rows and columns, change alignment), and lists. Use the format bar at the top of the report to apply font and text styles.
Can I give additional instructions to customize the report?
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The Additional instructions field, found under Show more options, lets you ask the AI to, for example:
  • Translate the report into another language.
  • Adjust the tone, for example make it more brief.
  • Change formatting, for example replace tables with bulleted lists.
  • Add a new section, such as a list of tasks for a specific resource, or a “Risks to Watch” list.
What report lengths are available?
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The available report lengths are ConciseStandard, and Detailed. The report length is set under Show more options, before generating the report.
What reporting periods are available?
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The available reporting periods are: Last week, Last two weeks, Last month, Last quarter, and Custom Date Range, where you pick your own start and finish dates. The default reporting period is Last week.
How to choose which sections appear in the report?
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To choose which section appear in the report, open the Report sections selector, check which sections should be included in the report and uncheck the ones you do not need.
How do I clear baseline for selected tasks?
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To clear the baseline for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear baseline plan” field option and from the drop-down menu select the desired Baseline – select the “Selected tasks” option and click the “OK” button. For detailed information about Baselines, see the Baseline Online Help Article.

What information does an AI Status Report include?
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An AI Status Report can include the following sections:
  • Project Overview — explains what the project is about, based on the project name, start and finish dates, goals, milestones, and main summary tasks.
  • Executive Summary — a short, high-level view of the project's status and overall health.
  • Milestones and Project Goals — lists late, achieved, and upcoming milestones and project goals.
  • Project Metrics — a data-based view of the project's schedule, work, cost, and earned value, where available.
  • Resource Overview — how resources are used, including workload, availability, and possible capacity issues.
  • Highlights and Completed Work — a summary of the main work completed during the selected reporting period.
  • Challenges and Delays — the main problems affecting the project, based on late tasks, critical path, assignments, dates, and progress.
  • Work In Progress — the tasks currently being worked on.
  • Upcoming Actions — upcoming tasks and unresolved late items that need attention next.
How do I set multiple baselines for selected tasks?
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To set multiple baselines for selected tasks, in the desired project, select the desired tasks (using the Shift or Ctrl keys), then go to menu Project – Set Baseline - from the Set baseline field, select a different Baseline option, select the Selected Tasks option then click OK. For detailed information about Baselines, see the Baseline Online Help Article.

How do I generate an AI Status Report?
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To generate an AI Status Report, follow the steps below:
  1. Open a project and go to menu Report - AI Status Report.
  2. In the Generate a status report with AI panel, choose the reporting period and report sections, or leave the defaults. Optionally, click Show more options to set the report length or add additional instructions.
  3. Click Generate report and wait while the report is generated. This could take a few minutes.
  4. Review the generated report and edit it if needed.
  5. Click Keep report to save it, or Discard to discard it.
How Set Baseline works in a MPP file?
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To set a Baseline for the entire project click Project – Set Baseline. In the Set Baseline dialog select “Entire project” and click the “OK” button. This way the Baseline for the Entire Project will be set. The Baseline will be set when you Save your project. For detailed information about Baselines, see the Baseline Online Help Article.

What information does a baseline store?
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A baseline saves nearly 20 pieces of information, including totals and time phased information for tasks, resources, and assignments. Baseline will essentially store 5 things: cost, work, duration, start date and finish date. The baseline is a copy of the Start, Finish, Work, and Cost for all the Resources, plus Duration for all the Tasks in your project. When you do a baseline you save the following data about the project at that specific point in time. For detailed information about Baselines, see the Baseline Online Help Article.

How do I clear the baseline?
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To clear the baseline for the entire project, go to the menu Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select the “Clear baseline plan” field option and from the drop-down menu select the desired Baseline – select the “Entire project” option and click the “OK” button. For detailed information about Baselines, see the Baseline Online Help Article.

How can I edit the Critical Path?
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The Critical Path cannot be edited, it is automatically calculated depending on your project’s schedule. Therefore, for the Critical Path to be modified, you have to make the changes in the schedule. For detailed information about Critical Path, see the Critical Path Online Help Article.

How can I mark a critical task?
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You cannot mark a task as a critical task. A task is critical based on the calculation made in the project. A critical task needs to have the total slack 0. For detailed information about Critical Path, see the Critical Path Online Help Article.

How can I find the critical path?
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In order to find the Critical Path, go to menu Project - Critical Path. All the tasks that are on a critical path will have the task bar red in Gantt Chart view. For detailed information about Critical Path, see the Critical Path Online Help Article.

How can I manually resolve the overallocations?
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If you don’t want to level, you can try other ways to resolve overallocations.
- Replace one resource with another who is available to work at that time.
- Replace more skilled resources on critical tasks early in the project. A more skilled resource is likely to get the same job done in less time.
- Change a task link so that some tasks start at the same time.
- Spread the workload out by Increase the duration of tasks with overallocated resources.
- Reduce workload by reducing the amount of work required for completing the task.
- Change the working hours of resources to shorten the duration of tasks.
- Reduce the duration of tasks, especially critical tasks that directly impact the project end date.
- Check that resources are not working during non-working time. If a resource is working during non-working hours, Project will show them as overallocated.

For detailed information about Resource Overallocation, see the Resource Overallocation Online Help Article.

What causes Resource Overallocation?
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A resource overallocation can be caused by a resource assigned to work full-time on more than one task at the same time, increased duration of tasks or decreased unit availability for resources. For detailed information about Resource Overallocation, see the Resource Overallocation Online Help Article.

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