FAQ Project Plan 365
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How can I export the project to PDF?
How can I export the project to PDF?
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To export a project to PDF, click File – Import/Export – Export Project – Export to PDF.
How can I change the color for the sheet rows in Gantt Chart?
How can I change the color for the sheet rows in Gantt Chart?
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To change the color for the sheet rows go to Format - Gridlines - Line to change - Sheet Rows then in the Normal section click on color and choose one from the given color palete.
I want to export the Resource Usage data into Excel (CSV). However, I can only export the total usage in hours. How can I export the breakdown of month?
I want to export the Resource Usage data into Excel (CSV). However, I can only export the total usage in hours. How can I export the breakdown of month?
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Exporting the Resource Usage data into Excel will not include a monthly breakdown. For a better Resource Usage visualization, we suggest to export Resource Usage as PDF. This will result into a table view of the monthly breakdown. You can use in your presentations and reports.
How do I upgrade to the latest version?
How do I upgrade to the latest version?
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To upgrade to the latest version go on our website. Click on Support - What's New. On the right side choose your Platform. Click on the latest version and the download for the latest version will begin.
How long is the trial period?
How long is the trial period?
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The trial period is 30 days.
The trial offers the same functionalities like the purchased application?
The trial offers the same functionalities like the purchased application?
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The trial offers the same functionalities like the purchased application.
Why am I not able to set the task type for a task?
Why am I not able to set the task type for a task?
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If the task type box is grayed out it means the task you have selected is a manual tasks . Task types apply only to automatically-scheduled tasks.
What role do task types have?
What role do task types have?
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Task types help to determine how duration, work and units will behave as Project Plan 365 schedules your project.
What happens when editing the units of a fixed units task?
What happens when editing the units of a fixed units task?
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If you edit the units of a fixed units tasks, the duration will be recalculated.
What happens when editing the units of a fixed work task?
What happens when editing the units of a fixed work task?
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If you edit the units of a fixed work task, the duration will be recalculated.
What happens when editing the units of a fixed duration task?
What happens when editing the units of a fixed duration task?
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If you edit the units of a fixed duration task, work will be recalculated.
What happens if I edit the duration of a fixed units task?
What happens if I edit the duration of a fixed units task?
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If you edit the duration of a fixed units task, work will be recalculated.
What happens if I edit the duration of a fixed duration task?
What happens if I edit the duration of a fixed duration task?
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If you edit the duration of a fixed duration task, work will be recalculated.
What happens if I edit the work amount of a fixed units task?
What happens if I edit the work amount of a fixed units task?
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If you modify the work amount of a fixed units task, the duration will be recalculated.
What happens if I edit the work amount of a fixed work task?
What happens if I edit the work amount of a fixed work task?
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If you modify the work amount of a fixed work task, the duration will be recalculated.
What happens if I edit the work amount of a fixed duration task?
What happens if I edit the work amount of a fixed duration task?
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If you modify the work amount of a fixed duration task, the units will be recalculated.
What is the difference between task types and task constraints?
What is the difference between task types and task constraints?
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If you want to impose restrictions on the way the application calculates the start and finish dates, task constraints do the job rather than task types.
Why am I not able to change the task type of a summary task?
Why am I not able to change the task type of a summary task?
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Summary tasks are always fixed-duration types because a summary task's start and finish dates are determined by its subtasks.
How can I make all tasks manually in my new project?
How can I make all tasks manually in my new project?
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To make tasks scheduled manually click on File - Options - Schedule - New tasks created - Manually scheduled.
Can tasks be anything else but manually or automatically scheduled?
Can tasks be anything else but manually or automatically scheduled?
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Tasks can only be manually scheduled or automatically scheduled. Remember that manually scheduled tasks are not calculated by Planner.
When should I use manual tasks?
When should I use manual tasks?
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Manual tasks should be used when you want to explicitly set a task's start and finish dates and not allow it to be changed automatically by the scheduler.
How to change a task from manual to auto?
How to change a task from manual to auto?
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Double click on the task and go to Task Information, then check in the Schedule Mode the Auto Scheduled option.
Why do some of my tasks have the finish and start dates blank?
Why do some of my tasks have the finish and start dates blank?
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Go to Format menu and click on Insert Column. Select in the Field Name - Task Mode. If you already have the task mode column skip the previous step. If the Task mode is manual change it to Auto. When tasks are Automatically scheduled, the Planner calculates the Start, Finish and Duration values.
Why is my manual task set to Fixed Duration?
Why is my manual task set to Fixed Duration?
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The task type for manual tasks is set to Fixed Duration to make them unchangeable for the Planner.
How to change the bar color for manual tasks?
How to change the bar color for manual tasks?
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To change the bar color go to Format - Bar styles. Under the Name tab look for Manual Task and click on its Appearance field. Select the color you wish and press ok.
