FAQ Project Plan 365

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Where can I find resource ribbon?
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The "Resource" menu was renamed and now you can find it as "Team" menu.
Where do I find the Actual Cost field?
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In order to insert the Actual Cost field, go to the Format menu - Insert Column option. From Field Name select Actual Cost and press "OK".
How do I input the actual cost for generating the S-Curve report?
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The Actual cost depends on the cost and % complete you set on your tasks. Please insert the resource cost and assign the resources to tasks and set the %complete for each task. Then yo can generate the S-curve report by going to menu Report - Visual Reports - S-Curve Report.
How to expand the summary task?
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In order to expand a summary task, click on the collapsed sign next to a summary task, to view all the subtasks.
What is clipboard?
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A clipboard is a temporary storage area for data that the user wants to copy from one place to another. In the application, the user might want to copy/cut text from one part of the project and paste it in another part of the project or somewhere else.
What is the difference in cost and work resources?
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Cost resources are different from work and material resources in that cost resources represent costs commonly incurred to complete various tasks within a project. Cost resources are a "fixed" type of resource cost, like the cost of equipment your people need, or one-time resource costs such as their travel expenses. The work resources are the ones that will burn effort and represent the people required to complete tasks in the project.
What is stakeholder?
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A stakeholder is any person, organization, social group, or society at large that has a stake in the business. Thus, stakeholders can be internal or external to the business. A stake is a vital interest in the business or its activities.
How do I sort tasks in Tracking Gantt view?
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To sort tasks in Tracking Gantt view, go to Project – Sort.  
How do I group tasks in Tracking Gantt view?
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To group tasks in Tracking Gantt view, go to Project – Group.  
How do I apply a filter in Tracking Gantt view?
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The Tracking Gantt view can use any of the task filters to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the Tracking Gantt display the information as defined by that filter's criteria. The default filter is the All Tasks filter. To apply another filter, go to Project – Filter. 
How do I apply a different table in Tracking Gantt view?
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The sheet portion displays categories of information about the tasks, arranged in tables. The default table for Tracking Gantt view is the Entry table. You can also select any of the Tracking Gantt tables to display information. To do this, please go to Project – Table.  
Can I add bar texts in Tracking Gantt view?
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A various project information (such as duration, constraint type, finish etc.) can be used for the bar texts in order to describe a task. The position of the bar texts can be left, right, top, bottom and inside. To add a bar text, double click on that specific bar and in Bar Text tab select the information you want to be displayed.  
How are the task dependencies displayed in Tracking Gantt view?
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The Gantt panel display links that show the predecessor or the successor relation between tasks.  
How is the deadline displayed in Tracking Gantt view?
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A deadline indicates the target date when the user wants a task to be completed. The deadline is displayed in Tracking Gantt as a green arrow.  
How are the Gantt bars drawn in Tracking Gantt view?
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The Tracking Gantt displays blue bars for common Tasks, black rhombuses for Milestones, blue bars connected with suspension dots for Task Splits, black bars for Summary Tasks. The background displays the Project's calendar time span.   
How do I customize the Tracking Gantt view?
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To customize the Tracking Gantt view, you can change:  

1. Layout options - options for drawing the links between tasks, date format, bar height, etc.  
2. Bar styles - the styles for drawing the bars and displaying information about bars in the particular view  
3. Text styles - the font styles for the various texts in the view  
4. Bar formatting - the specific formatting of a particular bar in the chart, in case the project manager intentionally changed the format to make the task stand-out from the others by its visual presentation  
5. Row, Column, and Cell Font formatting - the specific font formatting of a particular row, column, or cell in the sheet portion of the view, in case the project manager intentionally applied a different format to highlight the particular task, field, or value  
6. Progress Lines formatting - the progress lines activated for the view and formatting options related to them  
7. Timescale formatting - the formatting of the different timescale tiers, as well as the calendar and presentation of the working and non-working days  
8. Gridlines formatting    - the formatting of the different gridlines for the sheet and chart portions of the view  
9. Drawings - the different drawings and text boxes placed on the chart by the project manager, in order to place additional information for the tasks or emphasize a certain phase in the plan.  

You are also able to customize the Tracking Gantt views, using one of the following opportunities:  

1. Change the different Layout options for the active Tracking Gantt view.  
2. Display, hide, or change the appearance of the timescale tiers.  
3. Display, hide, or change the appearance of nonworking time.  
4. Create a combination view for the Tracking Gantt view to display additional information about the tasks or about the resources assigned to those tasks in a different view.  
When should I use the Tracking Gantt view?
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Use the Tracking Gantt view to: 

1. View tasks graphically while still having access to detailed information about the tasks. (Tracking Gantt view)  
2. View tasks as rolled-up bars or milestones on their respective summary task bars, enabling you to see your whole project without losing sight of the tasks. (Bar, Milestone, and Milestone Date Rollup views)  
3. See how tasks progress across time and evaluate the slack and slippage between tasks. You can track progress by comparing planned and actual start and finish dates, and by checking the completion percentage of each task. 
4. Review changes made to tasks during levelling and the effects of resource leveling on task completion. 
5. See how tasks progress across time. Review progress by comparing planned (baseline) dates and actual start and finish dates, and by checking the progress of each task. 
6. See the baselines the project manager saved for the project.  
What does “Toolbar view name list” functionality do?
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Toolbar view name list functionality helps you to quickly change the view in your project by choosing it from a drop-down list.
What does “Timeline” functionality do?
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Timeline is a professional-looking snapshot that presents only the key milestones or deliverables of a project.
Can I sort the data in Task Usage view?
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You can apply different sort criteria to the resources and assignments from the Task Usage view. To do this go to Project - Sort.
Can I apply a filter in Task Usage view?
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The Task Usage view can use any of the task filters to display only the tasks you want to see. When you select a filter, both the sheet and timescale portions of the Task Usage view display the information as defined by that filter's criteria. The default filter is the All Tasks filter. To apply a filter, please go to Project – Filter.
Can I change the table for Task Usage view?
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The Task Usage view displays categories of information about the tasks, arranged in tables. The default table for the Task Usage view is Usage, but you can select any of the task tables to display information about the project's tasks and associated resources. To do this, go to Project - Table and select the table you want to view.
Can I customize the Task Usage view?
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To make the Task Usage view fit your needs exactly, you can customize it or create a new version. When you close your project, the customized view is lost. To customize the Task Usage view, you can:

1. Display different task information.
2. Change the units of time that are displayed to view your project at the level of detail you need.
3. View usage information for a specific time period.
When should I use the Task Usage view?
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Use the Task Usage view to:

1. View task and resource information together, such as work, start and finish dates, cost, work allocation, and work availability.
2. View task assignments more evenly across resources.
3. Find out how many hours each resource is scheduled to work on particular tasks.
4. View the amount of work a person spends on a task by setting work contours.
How to use the Task Usage view?
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In order to use the Task Usage view, please go to menu View-Task Usage or in View Bar click on Task Usage button.
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