How do I change the spell check language on Windows?
Question Link

The spell check language can be changed from keyboard language using the language bar.

What does the "Spell Check" functionality do?
Question Link

The Spell Check, as the name describes it, recognizes misspelled words typed in Task Name or Task Notes fields.

Why cannot access the Risk Management tab under Options dialog?
Question Link

In order to use the Risk Management feature, you need a Business Subscription.

What is Risk and Risk Management?
Question Link

A risk, in the context of project management, is an uncertain event or condition that impacts at least one of the project’s objectives when it occurs.Risk Management is the process of identifying, assessing and mitigating the risks.

How can I group tasks by risk?
Question Link

In order to group tasks by risk, go to the Project ribbon tab, open Group options and then select Group by Risk.

How can I see only high-risk tasks?
Question Link

To see only high-risk tasks, insert the Risk column in the current table, click the autofilter arrow and check only the "High" risk level.

How to filter tasks by risk?
Question Link

In order to filter tasks by risk, you can use the autofilter option on the Risk field - Insert the Risk column in the current table, click the autofilter arrow, uncheck the risk levels that you want to hide.

How can I customize risk levels?
Question Link

You can customize risk levels in the Options dialog - Risk Management tab.

How to set risk level for a task?
Question Link

To set the risk level, insert the Risk column in the current table (if not already inserted) and assign the desired risk level by opening the dropdown menu inside the Risk cell.

How to enable risk management?
Question Link

To enable risk management, open the Options dialog (Backstage -> Options), navigate to the Risk management tab and enable the checkbox. Click OK and you can start assigning risk levels to tasks and track the risk in the Risk View.

How do I track risk with the app?
Question Link

The Risk view helps you tracking the risk by grouping the tasks based on their assigned risk level. You can also use the autofilter option on the Risk field in order to hide/show tasks that have a certain risk level assigned.

Do you have a work availability field?
Question Link

To see the Work column, go to Format - Insert Column - In the Field Name box select column Work and click OK. The work availability column will appear in the grid. If you want to see the working hours per day, please look at the Resource Calendar. To do this, go to menu Project - Change Working Time and select the desired calendar.

How do I change all dates from an old project?
Question Link

To change all dates from an old project you need to move the project start date. Go to menu Project – Move Project and select another date and click OK. Make sure that the % complete for your tasks is 0%.

How do I open the calendar?
Question Link

To open the project calendar go to menu Project - Change Working Time.

What is Smartsheet?
Question Link

Smartsheet is a spreadsheet-based tool for simpler project management.

Why can't I see all the columns imported from Smartsheet file?
Question Link

During the import process, data might have been imported to columns that are not being shown on the currently viewed table.  After the import is completed you can insert imported columns into any table to view the imported data.

How do I import both Tasks and Resources from Excel file?
Question Link

Data is imported to 2 distinct data areas: Task or Resources.Imports will not update more than one data area at the same time.Excel datasheets will need to be divided into these areas of data.For example, if you want to import information about both Tasks and Resources, your Excel file will need to have two sheets, one with information about tasks and one about resources.

Why can't I see all the columns imported from Excel file?
Question Link

Data might have been imported to columns that are not being shown on the currently viewed table. Insert imported columns into any table to view the imported data.

What should I know before starting to import the Excel file in Project Plan 365 app?
Question Link

1. Be aware of which Excel file fields will be mapped to which Project Plan file fields before starting the Import Wizard.
2. Not all fields in the Excel field are required to be imported. When mapping the columns from your file you will have the opportunity to pick which fields you will import by deleting the unnecessary ones (using the Delete Row button).
3. Make sure you know which Excel file tab names will be imported into which data areas within Project Plan. e.: Task data, Resource data.
4. Be aware if your import file has column headers.
5. Blank lines in the Excel file will be imported as blank lines in the project file.
6. Start and Finish dates when imported into the Start and Finish fields in Project Plan 365 will create Start No Earlier Than constraints for the tasks.

What changes do I need to make to the excel file before importing it in Project Plan 365 app?
Question Link

Before importing your Excel file in our application please make the following changes:1. Create any customized fields before starting the import process.
2. Make sure the customized fields are of the same data type as the fields that will be imported from Excel. I.e.: Text into Text, Date into Date.
3. When possible, create the customized field names to match the names in the Excel file. Optional but helpful.

What is Microsoft Excel?
Question Link

Microsoft Excel is a software program used to create spreadsheets.

How do I recover my file in case of a crash?
Question Link

If the Auto Save option is turned on, you can automatically save versions of your file while you’re working on it. To recover your file, go to File - Open - Open Unsaved Project.

How do I protect my files in case of a crash?
Question Link

Crashes happen. The power goes out. And sometimes, people accidentally close a file without saving. To avoid losing all your work when stuff like that happens, we turned on Auto Save by default.

How do I activate the Auto Save functionality?
Question Link

To activate the Auto Save functionality, go to File - Options - General Settings tab - General Options section. Make sure the "Auto save a copy every x minutes" box is selected.

What does the “Auto Save” functionality do?
Question Link

The Auto Save functionality saves a copy of your file automatically at a given time.