FAQ Project Plan 365

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How can I add the status for a task?
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You can set a “Status” for tasks by creating a Custom Field. To do so, select Insert Column option from the Format menu. Choose one Field name from Text 1 to Text 30. Change the Title to “Status” and click ok.

Does Project Plan 365 read custom enterprise fields from Project?


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Project Plan 365 app support enterprise custom fields (view/edit, save) for Project Server 2013 and newer.

How many levels can I zoom in/out inside application?


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The Zoom engine currently implements seven levels of details:1. One week level (the visible unit is one week).
2. Two weeks level.
3. One month level (the visible unit is one month).
4. Three months level.
5. Selected tasks.
6. Entire project.
7. Custom level: the user can select multiples of Days/Weeks/Months/Years to see in the chart panel or in the print preview format.
Can Zoom be used in Timeline view?
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In the Timeline view, you can use the “Zoom” options from the “Project” menu. You can “Zoom in” or “Zoom out” to see the tasks in more or less details.

Where I can find the "zoom" functionality?
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The Zoom option is under menu Project - Zoom.

What is Project Zoom?
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The "Zoom" functionality allows you to rapidly get an overall picture of how the tasks in your project are linked over the timespan of your project.

What does the "View Outline Levels" functionality do?
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The "View Outline Levels" functionality represents a hierarchical structure for a project that shows how some tasks fit within broader groupings and allows you to show or hide the subtasks of a summary task.

Example: You may want to hide your subtasks to display only top-level tasks, and then print that view to create a summary report of your project.

How can I create a new table?
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In order to create a new table, go to menu Project - Tables - More Tables. Click on the New button. Insert the name of the table and select the column name, data alignment and column width. Select "Yes" in the Header Wrapping field in order to wrap the text in that column. Select the date format for date fields in Date format box. You can also change the row height by changing the Row height box.

How can I copy a table?
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In order to copy an existing table, go to menu Project - Tables - More Tables. Select the desired table that you want to copy and click on the Copy button. Insert the new name and make the formatting changes you desire and click on the OK button.

On what platforms can I create or copy a table?
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You can create or copy a table on Windows, Mac and iOS platforms.

How can I customize a table in the app?


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To customize a table in Project Plan 365, click on the “Table” option under the “Project” menu and then choose the “More tables” option. Then choose the “Edit” option to make the changes you need.

What are the Resource Tables available in the app?


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The Resource Tables are: Cost, Earned Value, Entry - Material Resources, Entry - Work Resources, Earned Value Cost Indicators, Entry, Export, Hyperlink, Summary, Usage, Work.

What are tables?
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The "Tables" functionality allows you to see some specific information about tasks, resources, and assignments in a sheet view. You can use predefined tables to show only the fields you want, or you can create your own tables.

When can be used the Project Information dialog?


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The Project Information can be used when your plans change, you can change this initial project information at any time in the Project Information dialog box. However, if you have applied actual data, such as actual start or finish dates, to tasks, the tasks will not be rescheduled based on the updated project information. In addition, if you have put constraints on tasks, moving the project's start or finish date won't necessarily move all tasks relative to the new date.

How do I sort tasks by date?
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To sort tasks go to the Gantt Chart view and click on the Project menu. Click Sort - Sort By. Choose the desired settings and click Sort.

What is Sort?


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The “Sort” functionality arranges task or resource in the current view, based on the specified criteria. Tasks can be sort by multiple columns at the same time, sort tasks by date, sort tasks by resources or sort by other tasks properties.

What are the Current Activities filters?
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The Current Activities filters are: Active Tasks, Completed Milestones, Completed Tasks, Current Sprint Remaining Tasks, In Progress Assignments, In Progress Tasks, Incomplete Tasks, Late Milestones, Late Tasks, Milestones Due This Month, No Actuals, Remaining Tasks in Board, Select Sprint, Selected Sprint, Should Start By..., Should Start/Finish By..., Slipped/Late Progress, Slipping Assignments, Slipping Tasks, Sprint Planning, Tasks Due This Week, Tasks Starting Soon, Unstarted Assignments, Unstarted Tasks, Upcoming Milestones.

What are the Costs filters?
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The Costs filters are: Work Complete, Work Incomplete, Cost Greater Than..., Cost Overbudget, Late/Overbudget Tasks Assigned To…, Work Overbudget.

What are the Assignments filters?
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The Assignments filters are: No Resource Assigned, Overallocated Tasks, Overallocated Resources, Resource Cost, Resource Material, Resource Work, Resource with Attachments,  Summary Task with Assigned Resources, Tasks/Assignments with Overtime, Using Resource in Date Range…, Using Resource.

What are the Overview filters?
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The Overview filters are: All Tasks, All Resources, Created after…, Critical, Current Sprint, Date Range…, Group, Manually Scheduled Tasks, Milestones, Resource Group…, Resource Range, Summary Tasks, Task Board Tasks, Task Range…, Tasks with a Task Calendar Assigned, Tasks with Deadlines, Tasks with Duration <8, Tasks with Estimated Durations, Tasks with Fixed Dates, Tasks without Dates, Top Level Tasks.

What does the "Backlog" filter do?
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This filter displays the tasks before being prioritized (example: Not started, Done, In progress, Next Up).
What does the "Remaining Tasks in Board" filter do?
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This filter represents a snapshot of the current sprint backlog allowing everyone to see which tasks remain to be started, which are in progress and which are done.
What is Status Date field?
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Represents the date set to report the project’s progress.
What is Company field?
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Contains company name.
What is Title field?
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Shows the project name
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