FAQ Project Plan 365

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How do I filter by resource name in Task Sheet view?
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To filter by resource name in Task Sheet view, go to menu Project - Filter - Using Resource. Select the resource name from drop down list and click on the Ok button.
How do I format the Calendar view?
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We are sorry, but at this point, you cannot format the Calendar view.
How can I see the calendar for a specific resource?
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To see the calendar for a specific resource, go to menu Project - Change Working Time and select the resource calendar from the dropdown menu. In Work Weeks tab click on the Details button in order to see the working days and hours. In the Exceptions tab you can see the non-working days.
How to find out resource's available time?
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In order to find out resource's available time, please go to menu View - Resource Usage.
How to find out why a resource is overallocated?
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In order to find out why a resource is overallocated, please go to menu View - Resource Usage.
How to mark a task as completed?
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To mark a task as completed, please go to Gantt Chart view and set the %complete field to 100%.
How do I format the Start & Finish dates?
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To change the date format, please go to menu File - Options and in General Settings tab select the desired date format.

How do I enable the full screen mode?
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To enable the full-screen mode, go to menu Window - Full Screen.

How to change the date format?
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The date format is based on what region you set on your machine. If you are on Mac, to change the region, please go to System Preferences - Language & Region and select another region and language. Then, please restart your machine.

On our web application, the date format depends on the language set inside the application.

To change the date format, please go to menu File - Options and in the General Settings tab, select the desired Date Format.

What are the Export Control Classification Numbers (ECCN) on Housatonic Products?
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Housatonic Products (Project Viewer and Project Plan) are uncontrolled items, thus under the designator "EAR99" for ECCN.
How can I change the status date on Android app?
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We are sorry, but at this point, you cannot change the status date on Android app.
How do I edit the Successors field?
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We are sorry, but at this point, you cannot edit the Successors field. You can only specify the predecessor for a task.
How do I add costs?
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To set the costs for resources, go to Resource Sheet view and set the standard rate for each resource.
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.
Can I upload a PDF file?
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We are sorry, but you cannot import a PDF file.
How do I share a project?
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In Project Plan 365 you can share a project as a link, as a .MPP file or as a PDF file. To share a project, go to menu Team.
Where do I find box styles for Network Diagram view?
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We are sorry, but you cannot change the box style in Network Diagram view.
Can I upload a subproject from the local device?
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At this point, you can upload a subproject from the local device only on Project Plan 365 for Windows and Mac. In order to upload a file from the local device, go to menu Project - Subproject - Computer.

Can I open Dashboard file from Drive 365 or upload files from Drive 365 in Dashboard?
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At this point, you can open dashboard files from Drive 365 or upload files from Drive 365 in Dashboard dialog only in Project Plan 365 for Windows and Mac.

How do I update the Resource Pool?
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To update the Resource Pool, in Online Portal go to the Resources page and you can assign and remove subscriptions. After you make any changes, click on the Save Changes button.
What is Board Status field?
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The Board Status field allows you to prioritize the tasks by setting the "Not Started, In progress, Next Up and Done" status. This field is used in Agile – Kanban methodology.
What is Agile field?
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The Agile field allows you to set which tasks are used when planning the project in an Agile methodology.
What information is displayed on a custom report?
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In a custom report, you can find information relating to resource and tasks. As you work on the project, the reports will reflect the latest info — no manual updates required!
How do I create a custom report?
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To create a new custom report go to menu Project - Report - Custom - New and fill in all the fields with desired settings.
How do I selective format the task background color in the Timeline view?
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If you want to customize individual tasks in Timeline view, please follow thesesteps:1. Select the task you want to customize.2. Select the Font option under the Format menu.3. In the "Font" dialog you can change the Font, Font Style, Size, Text color and the Background color for the tasks.4. Press "OK" and the changes will be applied in the Timeline view.