FAQ Project Plan 365

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What does the “Change task scheduling options defaults for days, weeks, and months?” functionality do?
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The “Change task scheduling options defaults for days, weeks, and months” functionality, as the name describes it, allows to make changes in the tasks scheduling settings to indicate how much time you want to constitute a day, a week, and a month when entering and reviewing durations in a task view. It can also help you synchronize task scheduling with what you've established in the working time calendars for resource.
How do I exit the full screen mode?
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To exit the full screen mode, click on the Exit Full Screen Mode button from top bar or the Escape key.
How do I change the font settings for all the tasks or for a particular type?
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To change the font settings for all the tasks or for a particular type from your project, in the Format menu select Text Style. Apply the desired settings and click OK. The Text Style options will not override the ones made previously on tasks in the Font settings.
How do I delete a task from my project?
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To delete a task from your project, on the View menu click Gantt Chart – select the row corresponding to the desired task – click on Delete option under Task menu.
Does deleting a task affect the project schedule?
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Deleting a task from your project may affect your schedule and you may run into problems. If you have started tracking actual work for your project, don't remove tasks that have actual work or other tracking data associated with them, or you'll lose valuable historical project information. If you delete a summary task, either being collapsed or expanded, all of its subtasks are also deleted. After you delete a task, the application automatically renumbers the remaining tasks.
Does deleting a resource affect the project schedule?
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Deleting a resource from your project may affect your schedule and you may run into problems. The resource assignments involving a resource are also removed from the tasks in your project: deleting a resource means any assignments you’ve made are gone as well, such that you run the risk of orphaning tasks without anyone to perform them. Costs could change: when you remove a resource from a task, the application deletes any actual costs associated with the resource
How do I add text to a type of bars in Gantt Chart?
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To add text to certain types of Gantt bars, apply the Gantt Chart View – make sure you are not selecting any particular task or bar – on the Format tab, click Bar Styles- select the type of Gantt bar – click Text tab – select the desired text – click OK.
How do I change the color, shape, or pattern of Gantt bars?
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To change the appearance of Gantt bars for the whole project, apply the Gantt Chart View – make sure you are not selecting any particular task – on the Format tab, click Bar Styles – modify the pattern as desired and click OK.
What does the “Bar Styles” functionality do?
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By using the Bar Styles functionality, you can make view-wide changes to all the bars in the Gantt Chart view, which is different from the Bar option, that applies format changes only to the specific line item you've selected.
What is the difference between Assignment and Time Phased Assignment Fields?
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Assignment fields show information for each assignment. Assignment fields can be displayed in the sheet portion of the Task Usage and Resource Usage views Time Phased assignment fields show information for each assignment as distributed over its duration. Time Phased assignment fields can be displayed in the time phased portion of the Resource Usage and Task Usage Views.
What is the difference between Resource and Time Phased Resource Fields?
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Resource fields show information for each resource, including summarized information on all tasks assigned to each resource. Resource fields can be displayed in the resource views such as the Resource Sheet and Resource Usage views. Time Phased resource fields show information for each resource as distributed over the duration of resource availability on the project. Time Phased Resource fields can be displayed in the time phased portion of the Resource Usage View.
What is the difference between Task and Timephased Task Fields?
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Task fields show task-related information and can be displayed in the task views such as the Gantt Chart, Task Sheet, and Network Diagram views. Time Phased task fields show information for each task as distributed over its duration. Time Phased task fields can be displayed in the Time Phased portion of the Task Usage View.
How can I see the Total Slack field for my tasks?
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To see the Total Slack field for your tasks, click on the Project menu – Table – Schedule or insert the Total Slack column to the current table by clicking Format – Insert Column – select the Total Slack field – click OK.
When should I use the Total Slack field?
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Use the Total Slack field to determine whether the task has any time available for a delay. This can be useful if a resource needs more time on a task, or if you want to assign a resource to another task. You can also use the Total Slack field to determine how to recover a schedule that's slipping.
What is a “link” between tasks?
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A link between tasks or a dependency is relationship between tasks.
How can I see the Late Finish date for tasks?
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To see the Late Finish for tasks, select the Gantt View – in the Project menu – click Table – Schedule - Insert the Late Finish column if it is not appearing in the grid by going to the Format menu – Insert Column.
How can I see the Late Start date for tasks?
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To see the Late Start for tasks, select the Gantt View – in the Project menu – click Table – Schedule - Insert the Late Start column if it is not appearing in the grid by going to the Format menu – Insert Column.
Why should I use the Late Start and Late Finish fields?
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Add the Late Start field to a task view, along with the Early Start, Early Finish, and Late Finish fields, to analyze any delay and find any available slack time in your schedule.
How is the Late Start and Late Finish fields calculated?
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When you first create a task, its late finish date is the same as the project finish date, and its late start date is calculated as the project finish date minus the task duration. As you link the task to predecessors and successors and apply any other constraints, application calculates the late start date as the last possible date this task could be started if all predecessor and successor tasks also start and finish on their late start and late finish dates.
How can I see the Early Finish date for tasks?
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To see the Early Finish for tasks, select the Gantt View – in the Project menu – click Table – Schedule - Insert the Early Finish column by going to the Format menu – Insert Column.
How can I see the Early Start for tasks?
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To see the Early Start for tasks, select the Gantt View – in the Project menu – click Table – Schedule - Insert the Early Start column by going to the Format menu – Insert Column.
What does the “Early Start and Early Finish fields calculation” do?
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When you first create a task, its early start and early finish dates are the same as the scheduled start and finish dates. As you link the task to predecessor and successor tasks and apply any date constraints, the early start and early finish dates are calculated as the earliest possible dates this task could start and finish if all predecessors and successors also start and finish on their respective early start and early finish dates. If there is a leveling delay on the task, this delay is also figured into the early start and finish dates. These calculations are based on a fixed duration.
How can I see the Cost Assignment on tasks?
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The Cost Assignment can be seen in Task Usage, Gantt Chart or Resource Usage view by inserting the Cost Column in the grid.
How are Rate-based and Per-use costs applied to Work Resources and Material Resources?
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The Rate-based cost as well as the Per-use cost operate in different ways, depending upon whether the resource is a work resource (a person, rental equipment etc.) or a material resource.The Standard Rate cost is Applied per hour for Work Resources and per unit assignment for Material Cost.The Per Use cost, for Material Resources applied once per assignment and for Work Resources depends on the assignment units used.A resource can have both a rate-based cost and a per-use cost set up
What is Rate-based cost?
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The Rate-based cost is a cost that is calculated based on the pay rate (ex. 30$/hour) that is specified for a resource and the amount of work that is performed by that resource.
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