FAQ Project Plan 365
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What does the color markings in the Team Member Planner dialog mean?
What does the color markings in the Team Member Planner dialog mean?
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The color markings in the Team Member Planner dialog have the following meanings:Blue: Holidays/Time off – based on the global settings/team member time off valuesGray: Nonworking – if in resource calendar from the project that day is nonworking or is an exceptionRed: Overallocated – if the resource is overallocated in the current project or between projects saved in Drive 365
How do I change the duration of a task by resizing it directly in the Timeline panel in the Team Member Planner dialog?
How do I change the duration of a task by resizing it directly in the Timeline panel in the Team Member Planner dialog?
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To change the duration of a task by resizing it, move your mouse at the end portion of the task from the current project, hold down the mouse and move the task to the right if you want to increase the duration, or to the left if you want to shorten the duration of your task. Release the mouse when you are satisfied to the resulted duration of your task.
Can I move tasks directly in the Timeline panel in the Team Member Planner dialog?
Can I move tasks directly in the Timeline panel in the Team Member Planner dialog?
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How can I add new tasks in the Team Member Planner dialog?
How can I add new tasks in the Team Member Planner dialog?
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How can I hide the overallocation alerts?
How can I hide the overallocation alerts?
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How can I hide the schedule in time-off / holiday alert?
How can I hide the schedule in time-off / holiday alert?
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How do I fix overallocation using the Team Member Planner dialog?
How do I fix overallocation using the Team Member Planner dialog?
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To fix overallocation using the Team Member Planner dialog, go to menu “Team” – “Team Member Planner”. Select the desired team member from the drop-down list. In the Timeline panel , select a task only from the current project and change the start date / finish date and duration to fix the overallocation issue and then click “Ok”.
How can I edit a task using the Team Member Planner dialog?
How can I edit a task using the Team Member Planner dialog?
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To edit a task using the Team Member Planner dialog go to menu “Team” – “Team Member Planner”. Select the desired team member from the drop-down list. In the Timeline panel, select the desired task only from the current project and change its start date / finish date and duration and then click “Ok”.Note: Complete tasks that have %Complete - 100% are not displayed in the Team Member Planner dialog.
Why does a warning appears when assigning a team member to work during a time-off / holiday?
Why does a warning appears when assigning a team member to work during a time-off / holiday?
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When assigning a team member to work on a task during a time-off / holiday, a warning will appear that will open the Team Member Planner dialog with time off/ holiday details on the team member’s assignment. Select the task only from the current project and change the start / finish dates and duration from the “Selected task” section to fix the scheduling issue.
Why does a warning appears when assigning a team member to a task?
Why does a warning appears when assigning a team member to a task?
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When assigning a team member to a task, that is already scheduled to work on another task, a warning will appear that will open the Team Member Planner dialog with details on the team member’s assignment. You can the adjust the start / finish dates and duration of the tasks from the current project only to fix the overallocation.
How can I know if a team member is already scheduled to work?
How can I know if a team member is already scheduled to work?
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What information is displayed In the Team Member Planner Dialog?
What information is displayed In the Team Member Planner Dialog?
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Where can I find the Team Member Planner dialog?
Where can I find the Team Member Planner dialog?
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To open the Team Member Planner dialog, go to menu “Team” – “Team Member Planner”.Note: You can also access the Team Member Planner Dialog from the Work Schedule Calendar dialog.
What does the Team Member Planner Dialog functionality do?
What does the Team Member Planner Dialog functionality do?
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I have the Business feature but the Enterprise Team Planner view is missing.
I have the Business feature but the Enterprise Team Planner view is missing.
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If the Enterprise Team Planner view isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
How do I view more or less detail in Enterprise Team Planner view?
How do I view more or less detail in Enterprise Team Planner view?
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How to assign a task in Enterprise Team Planner View?
How to assign a task in Enterprise Team Planner View?
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How can I delete a task from Enterprise Team Planner view?
How can I delete a task from Enterprise Team Planner view?
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How do I view nonworking time on Enterprise Team Planner view?
How do I view nonworking time on Enterprise Team Planner view?
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Can I fix overallocation directly in the Enterprise Team Planner view?
Can I fix overallocation directly in the Enterprise Team Planner view?
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How can I know if a team member is overallocated using the Enterprise Team Planner view?
How can I know if a team member is overallocated using the Enterprise Team Planner view?
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What subscription do I need to be able to use the Enterprise Team Planner View?
What subscription do I need to be able to use the Enterprise Team Planner View?
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How to customize the Enterprise Team Planner View?
How to customize the Enterprise Team Planner View?
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When should I use the Enterprise Team Planner View?
When should I use the Enterprise Team Planner View?
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Use the Enterprise Team Planner view to:
- View interactions of all the assignments of team members assigned to tasks across all team’s projects saved in Drive 365 and the tasks from the current project.
- View time-offs and holidays of all Team Members.
- View the availability of all Team Members.
- Check overallocation across team's projects.
What information is displayed in Enterprise Team Planner view?
What information is displayed in Enterprise Team Planner view?
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The Enterprise Team Planner displays the information relating to team members’ schedule and tasks. One row is displayed for each team member. On the left, team member names appear. All of the tasks that a team member is assigned to, from the current project and across all projects saved in Drive 365, appear on the same row on the right.