FAQ Project Plan 365

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Can I manually change the Max. Units?
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When you enter a resource in your project, by default the Max. Units’ field for this resource is set to 100%, which can be thought of as one full-time equivalent of the resource for the number of hours in a day (by default, 8). However, you can change the value at any value, below or above, the current max units. 
What is “Max. Units” field used for?
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The Max. Units field contains the maximum number of units, representing the maximum capacity for which a resource is available to accomplish any tasks during the current time period. Typically, by specifying the Max. Units field for a resource we express the total working condition for the resource, or the portion of his/her time set off for the overall project.
What steps should I follow in order to track the progress of my project?
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When you track the progress of your project, two things will help you the most:
  • Create a baseline before your project gets started.
  • Use the right views to see how things are going.
What does % Complete field show in Project Plan 365?  
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The % Complete fields contain the current status of a task, expressed as the percentage of the task's duration that has been completed. You can enter percent complete, or you can have Project Plan 365 calculate it for you based on actual duration.
What method does Project Plan 365 use for scheduling projects?
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Project Plan 365 uses an enhanced scheduling engine starting from Precedence Diagram Method. Precedence Diagram Method (PDM) is a method for scheduling projects based on project start date and tasks duration and predecessors. The PDM algorithm allows only auto-scheduled tasks and all tasks need to be on the same indent level. Summary tasks, manual tasks, or other constraints like calendars and tasks constraints are not allowed. This algorithm is used to calculate early start date, early finish date, late start date, late finish date, and slack.We enhanced this method in order to be used on general projects, where we can have any type of tasks (auto tasks, manual tasks, placeholder tasks, split tasks, null tasks and summary tasks). Also, this new method allows having constraints and considers calendars and resources. Also, all the constraints for a task and all types of predecessors are taken into consideration. For this, we create multiple graphs of tasks which allow us to find the optimal way to schedule a project.
How the Duration of a task is calculated?
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Duration for tasks can be calculated or entered. Application calculates the duration of a task by counting the amount of active working time between the scheduled start and end of the task. This is generally the time from task start to finish, not counting nonworking time.Tip: Enter the duration for tasks when you create the tasks. The Duration field is one of the major elements for scheduling calculations. It is the span of time shown by the Gantt bars on the Gantt Chart.
What does the Duration field show?
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The Duration field is the total span of active working time for a task. This is generally the amount of working time from the start to the finish of a task.
What does the Finish field show?
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The Finish field shows the date when a task is scheduled to be completed.
How a Start date for a task is calculated?
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A Start date can be calculated or entered. If you do not type a start date, application calculates a start date based on such things as relationships, calendars, and the scheduling method. If you type a start date, will be set automatically a Start No Earlier Than constraint and uses the date you type as the constraint date.
What does the Start field show?
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The Start field shows the date when an assigned resource is scheduled to begin working on a task.
When I should use Peak Units field (assignment-timephased field)?
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Add the Peak Units field to the timephased portion of the Task Usage or Resource Usage view when you want to display the maximum effort for which the resource is designated to work on an assignment, as distributed over time. This is particularly useful when you have applied a work contour other than the default flat work contour. The Peak Units field shows the points in time in which more effort is being applied to the assignment.
How Peak Units field (assignment-timephased field) is calculated?
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The value in the Peak Units field represents the maximum effort a resource is working on an assignment in the given time period.
When I should use Peak Units field (resource-timephased field)?
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Add the Peak Units field to the timephased portion of the Resource Usage view when you want to display the maximum effort for which the resource is designated to work on all assigned tasks over the selected time period.
How Peak Units field (resource-timephased field) is calculated?
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The value in the Peak Units field is the maximum effort a resource is working on all assigned tasks, as shown over a period of time.
How many categories of Peak Units fields are there?
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There are two categories of Peak Units fields (resource-timephased field and assignment-timephased field).
What do the Peak Units fields show?
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The Peak Units fields contain the percentage or number of units to which a resource is assigned at any one time for tasks as distributed over time.
If I want to move the project, will the deadlines also move?
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When moving the project, you will be able to select to also move or not the deadlines.
How do I set a deadline for a task?
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To set a deadline for a task, go to Task Information dialog – Advanced tab and select a date for the Deadline field.
What does the “Deadlines” functionality do?
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The Deadlines functionality allows you to set a date by which a certain task/deliverable/milestone must be finished, i.e. a deadline.
How to access Project Plan 365 Portal page?
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Please click on the following link to access our Online Portal page: https://www.projectplan365.com/ups/Account/SignIn
How to plan expenses related to the purchase of equipment and materials needed to implement projects?
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For expenses related to the purchase of equipment (fixed cost), in Resource Sheet view you can add a resource of type cost. Then, you can assign that resource to a specific task in Task Information dialog under Team tab.
How can I plan and control equipment orders and deliveries (logistics activities) in the project?
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For material resources, in Resource Sheet you can add a resource of type material. Insert the material label and the Std. Rate. In Gantt Chart view or in Task information dialog you can specify the units for that specific material.
How can I see the resources grouped by resource type at a specific date in the project?
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We are sorry, but at this point our application doesn't allow to see the resources grouped by resource type at a specific date.
How can I add another project to an existing Dashboard Project?
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In order to add another project to an existing Dashboard project, go to the Report menu - Dashboard and click on "Open from Computer" button - select the XML file and press Open. Then open again the Dashboard dialog and add another project and click on "View".
How to manage project delays?
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To register the delays on a specific task, after you finished your schedule, please set a baseline by going to menu Project – Set Baseline.After this, if you have a delay on a task, change the Start or Finish date. In this way, the Planned Start is the Baseline Start and the Actual Start is the Start date.
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