FAQ Project Plan 365

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When/How a Team Member become a Resource and viceversa?
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When Team Member ‘John Smith’ is assigned to Task ABC in Project123 it becomes a local Resource to the project.

When local project Resource Mary Doe is added to the Organization XYZ it will become a Team Member and will be available to all projects in the organization.
When and why use Team Members or Resources in your project?
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You want to use Team Members any time you have shared people resources working in more than one project at the time so you can track their availability and avoid over allocations or under utilization.

You want to use local project Resources that are not Team Members only for material or equipment type resources.
What is a Resource?
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A resource is a person, equipment or materials that belongs to a project. Resources are defined and maintained at the project level.
What is a Team Member?
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A team member is a person that belongs to an organization - team members are assigned at the organization level and can be shared across multiple projects.
How to disable the spell check feature on Windows?
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In order to disable the spell check feature on Windows, go to File – Options and on Advanced tab uncheck the Check Spelling box.
How to disable the spell check feature on Mac?
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In order to disable the spell check feature on Mac, go to File – Options and on Advanced tab uncheck the Check Spelling box. 
Can I zoom in or zoom out in Resource Graph view?
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In Resource Graph view you can zoom out or you can zoom in. Additionally, you can choose a custom value for the zoom level. In order to Zoom In/Out, go to menu Project  - Zoom. 
How do I sort the resources in Resource Graph view?
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To sort the resources in Resource Graph view, go to menu Project - Sort. 
How do I apply a filter in Resource Graph view?
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In Resource Graph view you can use filters to display only some specific resources. When you select a filter, the Resource Graph view displays the information as defined by that filter's criteria. To apply a filter in Resource Graph view, go to menu Project -Filter and select the desired filter. Note that, by default, the filter applied is All Resources filter. 
How can I iterate through resources in Resource Graph view?
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To iterate through resources in Resource Graph view, you can use the left and right arrows from your keyboard or the scrollbar from the left panel. 
How do I use the Resource Graph View?
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In order to use the Resource Graph view, go to menu View  - Other Resource Views - Resource Graph. 
What is the Resource Graph view?
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Resource Graph is a view that allows you to iterate through all the resources one by one and see the allocation and overallocation % for each unit of timescale. 
How can I modify the constraint date for a task in grid?
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To modify the constraint date for a task in grid click on the Format menu – Insert column – from Field name select Constraint Date – press OK. Click on a cell and from the date picker drop-down, select the desired Constraint Date.
How can I modify the constraint type for a task in grid?
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To modify the constraint type for a task in grid, click on the Format menu – Insert Column – select Field Name - Constraint Type – press OK. Click on a cell and from drop-down select the desired Constraint Type.
What do “Inflexible Constraints” mean?
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Inflexible constraints require an associated date that controls the start or finish date of the task. These constraints are useful when you need to make your schedule take into account external factors, such as the availability of equipment or resources, deadlines, contract milestones, and start and finish dates.  
What do “Semi-flexible Constraints” mean?
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Semi-flexible constraints require an associated date that controls the earliest or latest start or finish date for a task. These constraints allow a task to finish at any time, as long as it meets the start or finish deadline. 
What do “Flexible Constraints” mean?
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Flexible constraints do not have specific dates associated with them. Setting these constraints allows you to start tasks as early as possible or as late as possible, with the task ending before the project finish, given other constraints and task dependencies in the schedule.
How do I change the view of network diagram to fit on one page?
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To make the Network Diagram fit on one page, please go to the menu Project - Zoom - Zoom Out.
How do I insert a mathematical formula in a custom field?
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We are sorry, but you cannot insert a custom field with formula at this point.
How can I print in A4 format?
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To print in A4 format go to menu File - Print - Page Setup and select on Paper Size field the A4 format.
How to define the es, ef, ls, lf in critical path?
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You cannot define the Early Start, Early Finish, Late Start and Late Finish fields. They are automatically calculated by the application.

How to track progress on the schedule from the current date?
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We are sorry but this feature is not available at this point in our application.
How to delete the line set to the current day from the Gantt Chart view?
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To remove the line set for the Current Date on the Gantt Chart view, please go to the menu Format - Gridlines. In the Gridlines dialog select the Current Date and on Type choose the blank option.
How do I edit the Accrue At field?
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We are sorry, but at this point, the Accrue At field is not editable at this point.
Can I introduce a picture in my Gantt Chart?
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We are sorry, but you cannot add a picture in the Gantt Chart view. You can only attach a hyperlink to a task.
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