Organizer

Online Help > Organizer

What does the “Organizer” functionality do? 

The “Organizer” dialog can be used to view, copy, rename and delete elements from Global.Xml in the current file.
 

What is the “Global.Xml”?

The global template is a special template that is associated with every project file.

What information does the Organizer contain? 

The Organizer, on the left side contains a list of all elements from the global template file, whereas on the right side there is a list of all elements available in the currently opened project file.

How to access the Organizer dialog?

To access the Organizer dialog, go to menu File - Info - Organizer.

How to delete a custom Calendar?

To delete a custom calendar, go to File - Info - Organizer, on Calendars tab, select the desired Calendar and press on Delete button.

How to delete a custom Table?

To delete a custom table, go to File – Info – Organizer, on Tables tab, select the desired Table and press on Delete button.

Note: Just changes from Calendars, Tables and Reports tabs will be saved and all other changes will be lost when the file is closed.

How to delete a custom Report? 
 
To delete a custom report, go to File  Info  Organizer, on Reports tab, select the desired Report and press on Delete button.  

Is the Reports tab available in Organizer dialog on all platforms? 
 
The Reports tab is available in Organizer dialog only on Project Plan 365 for Windows and Mac.

Can I create a calendar available on all my projects?

At this point, Project Plan 365 app doesn't support saving Calendars in Global.XML.

What does the “Help” button inside the “Organizer” dialog do?

The “Help” button inside the “Organizer” dialog redirects you to the “Organizer” article in our Online Help page.

Step by step on how to access the Organizer dialog:

1. Click File - Info.

2. Click Organizer.

Step by step on how to delete a custom calendar:

1. Click on Calendars tab.

2. Select the calendar you want to delete and then Click on Delete button.

Step by step on how to delete a custom table:

1. Click on Tables tab.

2. Select the table you want to delete and then Click on Delete button.

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