Share

Online Help > Share

What is an Email Attachment?

An Email Attachment is a computer file sent along with an email message.

What is a Share Link?

A Share Link is an URL of your project. This is the reason why the project needs to be saved on a cloud storage platform in order to be able to generate it. 

How can I generate a link for my project?

First, you need to Sign In with your email and password inside Project Plan 365 application. You can get a link to your project only if it is saved on a cloud platform by clicking menu Team - Share or menu File – Share. Viewing and updating the project require authentication on the cloud platforms or SharePoint, respectively, and permissions need to be granted there, otherwise, the application will warn the team members that they do not have enough rights to view/update the MPP file. 

Can I only share the file after I have bought the app?

You can Share the files also when you are in the trial period. We offer 30-Day free trial for the fully functional product. 

Any project can be shared with other team members?

Only the projects that are saved in a cloud service can be shared with other team members. When you click on Share button, if the project isn’t save to the cloud, the application will redirect you to save the project in My Projects - Drive 365 cloud service.

Can I share a project?

In Project Plan 365 app you can share a project as a link, as a PDF or as MPP file.

How can I share a project through email link?

To share your project with other team members, please follow the steps below:

  1. Sign in with your email and password inside Project Plan 365 app (look upper right corner for Sign In button).
  2. Open the desired project.
  3. Go to menu File – Share - Share Link.
  4. If your file is not saved on a cloud service, the application will redirect you to save the file in our private My Projects -Drive 365 cloud.
  5. Insert the email addresses for recipients. The autocomplete feature is available for team members that are already into your organization. You can share also the project with new email addresses that are not into your organization yet. These new emails can become team members after sharing the project.

Can I see a project from my phone if I received it by email link?

You can view the project on a small screen phone device.

Can you open shared project in mobile app?

To open a shared project in the mobile app, go to the backstage menu and click on Open-URL insert the link and click on the Open button.

How can I Send as PDF a project file?

To Send a PDF file of a project, go to menu File - Share - Send as PDF. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. A PDF file will be generated based on the project you have. This PDF file is sent as an attachment to your team members.

Why I cannot share the MPP file?

The Share functionality is available only for Editor team members.

How can I send as MPP a project file?

To Send as MPP a project file, go to menu File - Share - Send as MPP. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. The MPP file is sent as an attachment to your team members.

Step by step on how to share your project as a link:

1. First, please Sign In with your email and password inside Project Plan 365 app.

2. Go to menu File - Share or go to menu Team - Share.

3. If your project is not saved yet in a cloud service, we offer to you the possibility to save your .mpp file in our private Drive 365 cloud.

4. Insert the name of the file and click on the Save Project to Drive 365 button.

5. The file explorer will appear to save your file in Drive 365 cloud.

6. Click on the Save button.

7. If you have resources in your project that are not already team members of your organization, the following dialog will appear in order to add them as team members.

8. Select the role for each team member and click on the Add Team Members If you don’t want to add the resources from your project as team members, click on the “X” button.

9. Insert the email addresses of your team members or other users that you would like to share your project with. Please note that the autocomplete feature is available only for existing team members. Please note that once you insert the email addresses, the Editor and the Read-Only team members have different icons. Another icon will appear for email addresses that are not already part of the team. Add a text message and click on the Share Project button.

10. If you share the project with other people that are not already team members, a dialog will appear to add the resource as a team member into your organization. Select the role and click on the Add Team Members button.

11. The recipients will receive an email like the one below:

Step by step on how to share a project as PDF:

1. Go to menu Team – Share.

2. Click on the Send as PDF button.

3. Insert team members or other people by e-mail address.

4. Add a text message and click on the Share Project button.

5. A PDF file will be generated based on the project you have. This PDF file is sent as an attachment.

6. In this way, you can send by e-mail the current view to other team members as a PDF file, which they can view, print, etc.

7. If you share the project with other people that are not already team members, a dialog will appear to add the resource as a team member into your organization. Select the role and click on the Add Team Members button.

8. The recipients will receive an email like the one below:

Step by step on how to share a project as MPP file: 

1. Go to menu Team – Share.

2. Click on the Send as MPP button.

3. Insert team members or other people by e-mail address.

4. Add a text message and click on the Share Project button.

5. The MPP file is sent as an attachment.

6. If you share the project with other people that are not already team members, a dialog will appear to add the resource as a team member into your organization. Select the role and click on the Add Team Members button.

7. The recipients will receive an email like the one below: