​To set Initials for your resource click on the desired resource - Team menu tab - Information - General - Initials.

​To set a code for your resource click on the desired resource - Team menu tab - Information - General - Code.​​

You should use the Resource Sheet view when you want to:

1. View resource information.

2. Enter and edit resource information.

3. Compare a resource's planned costs and work against actual costs and work.

4. View the number of work-hours assigned to each resource.

5. View resource costs.

6. Evaluate the effectiveness of a person on the project.

7. Review the number of work-hours assigned to each resource.

8. Review resource costs.

Information regarding resource's rates, including the standard rate, overtime rate, any per-use cost, and the date when the pay rate takes effect can be found by clicking the desired resource - Team menu - Information - Cost.

In order to open Resource Information dialog, go on Resource Sheet view select a resource then go on Team menu – Information or double click on resource name cell or right-click the resource and select Resource Information.

In order to export the Project Summary report, go to Report – Overview - select the Project Summary report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To export the Overbudget Tasks report, go to menu Report - Costs - select the Overbudget Tasks report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Overbudget Resources report?

To export the Overbudget Resources report, go to menu Report - Costs - select the Overbudget Resources report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To export the Overallocated Resources report, go to menu Report - Assignments - select the Overallocated Resources report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

My Projects-Drive 365 is a feature that allows users to seamlessly store their MPP files to a personal folder without creating a cloud storage account. Files can then be shared with other team members who have a Standard or a Business Subscription.

To export the Milestone report, go to menu Report – Overview - select the Milestone report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To add Team Members into the current project, select a task and go to menu Team – Assign -  Team Member. It will open the Assign Team Members to This Task dialog, which lets you select who do you want to add to the current project. Once you click Assign, all the selected Team Members are added as Work Resources into the current project.  

You can also add team members from Gantt Chart view, using the Resource Names column.

When you open the Resource Names drop-down menu, you will get a list of all resources in your project and the Team Members (marked with an icon). Note that all the Team Members are visible in this list (added or not). Selecting any Team Member in this list will add it to the current project (only once). If you want to add a new Team Member, click Add Team Member button. 

Another option to add team members in your project is to use the Resource Sheet view. 

The Resource Name editing control provides a list of not added Team Members and the “Add Team Member” button. If there are no Team Members to suggest, the button alone is displayed.

To insert multiple resources, select multiple consecutive rows using either CTRL or SHIFT keys on your keyboard and then press on Insert key or use the New Resource option from the contextual menu to insert multiple resources at a time. These resources will be positioned above the selected rows in the resources list. The number of newly inserted resources will be equal to the number of selected rows.​

A group can be applied on Gantt Chart, Task Sheet, Resource Sheet, Tracking Gantt, Risk and Team Planner views.​

To Export the Earned Value report, go to menu Reports - Cost. Select the Earned Value report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To delete a resource, on the View menu click Resource Sheet – select the resource’s name or select the row that corresponds to the resource – press the Delete key or use the Delete option under the Team tab or right click on the resource’s ID and select Delete Resource.

To delete multiple resources, select multiple consecutive rows using either CTRL or SHIFT keys on your keyboard and then click on Delete option from the Team menu, or press on Delete key or use the Delete Resource option from the contextual menu to delete multiple resources at a time. The IDs of the remaining resources will be automatically renumbered.

To export the Critical Tasks report, go to Report - Overview - select the Critical Tasks report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To export the Completed Tasks report, go on Reports – Current Activities – select the Completed Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To export the Cash Flow report, go to menu Report - Costs - select the Cash Flow report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To export the Budget report, go to menu Report – Costs – select the Budget report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

There are 3 ways to assign resources to a task:

1. Using the Resource Name column - just write or select the resource/resources you want to add. Set the units or the number of items.
2. Using Task Information - Resource tab - select resources and write or select the resource/resources you want to add. Set the units or the number of items.
3. Using menu Team - Assign. Right click on a task in the grid and select Assign then select your resource and click on the Assign button.

The Constraints Type and the Constraint Date boxes are grayed out for Manual Tasks. Manual Tasks have the main purpose to not have its Start, Finish dates and Duration modified by the Planner. For this reason, manual tasks should not have any kind of constraints. 

To see what constraint a task has select the given task and click on Task - Task Information - Advanced. Constraint information is in the Constraint type and Constraint date boxes.