How to view each task along with the notes?
Question Link

To view the Notes field, please insert the Notes column in the table. To Insert a column, click on the Format menu – Insert Column or select Insert column from the contextual menu. Then select the Notes field and click OK.

What is the difference between the work column and the duration column?
Question Link

The duration field is the total span of active working time for a task and the Work field shows the total time scheduled on a task for all assigned team members.

Where is the Network Diagram view?
Question Link

In order to use the Network Diagram view, go to the menu View - Network Diagram.

How do I apply the auto-scheduled tasks filter?
Question Link

We are sorry, but at this point, this filter is not available in the application.

How to change the WBS code?
Question Link

In order to change the WBS code, you need to Indent/Outdent the task according to your preferences.

How do I make the calendar exception recurring every 2 weeks?
Question Link

We are sorry, but at this point, you cannot make a calendar exception occur every two weeks. The exceptions may occur daily, weekly, monthly or yearly.

How do I print in landscape?
Question Link

To print in landscape, go to menu File - Print - Page Setup and on Orientation section select Landscape.

What are the subscription terms if I buy?
Question Link

Our terms and conditions can be found here: Terms

How do I unlink a task?
Question Link

To unlink a task, select the desired task and then go to the menu Task - Unlink.

Where is the Link button to schedule the tasks?
Question Link

The Link button is under the Task menu.

How do I center the text?
Question Link

To center the text, double click on the header of the column and in Column Definition dialog, Align Data to Center.

How do I assign multiple pay rates for a resource?
Question Link

We are sorry, but you cannot add multiple pay rates for a resource.

How to buy the Project Plan 365?
Question Link

To purchase the Project Plan 365 app, please go to our Purchase page.

When/How a Team Member become a Resource and viceversa?
Question Link

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?
Question Link

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?
Question Link

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?
Question Link

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?
Question Link

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?
Question Link

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?
Question Link

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?
Question Link

To sort the resources in Resource Graph view, go to menu Project - Sort. 

How do I apply a filter in Resource Graph view?
Question Link

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?
Question Link

In order to use the Resource Graph view, go to menu View  - Other Resource Views - Resource Graph. 

What is the Resource Graph view?
Question Link

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.