FAQ Project Plan 365

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How do I open a project from Project Plan 365 Portal?
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To open a project from Project Plan 365 Portal using our application, go to our Online Portal, then Sign In with your email and password.Go to Projects page and click on a project name. A dialog will appear asking you to make sure you have the latest app version installed on your device by clicking the Download Project Plan 365 app.If you already have the latest version, click on the Open in Project Plan 365 button. The browser will request to allow Project Plan 365 Portal to open the app. Click Open Project Plan 365 and the project will be opened in the application.Note: In the browser request, check the “Always allow www.projectplan365.com to open links of this type in the associated app” checkbox so the request won’t appear each time.
How do I start a new project from Project Plan 365 Portal?
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To start a new project from Project Plan 365 Portal using our application, go to our Online Portal, then Sign In with your email and password. If you don’t have an account, you can create one or you can Sign In with a third-party login. Go to Projects page and click on the Create new project button. A dialog will appear asking you to make sure you have the latest app version installed on your device by clicking the Download Project Plan 365 app.If you already have the latest version, click on the Create New Project button. The browser will request to allow Project Plan 365 Portal to open the app. Click Open Project Plan 365 and the application with a new project will open.Note: In the browser request, check the “Always allow www.projectplan365.com to open links of this type in the associated app” checkbox so the request won’t appear each time.

I renewed my Standard Editor subscription for iProject Viewer from App Store. How can I update my Project 365 account info?
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If you have renewed your Standard Editor subscription and the data has not been updated into the Project 365 application please follow the steps below:  
  1. Make sure you downloaded and installed our latest application from App Store. 
  2. Open iProject Viewer application. 
  3. Go to menu Help - Register – Manage Apple Store Subscriptions. 
  4. Press on RestoreStandard EditorSubscription. 
  5. Wait for the confirmation message. 
  6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from App Store to your Project 365 account.  
I purchased a Standard Editorsubscription for iProject Viewer from App Store. How can I use this subscription onotherplatforms or device?
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 If you have bought your Standard Editor Subscription from App Store and want to use it on other devices please make sure you downloaded and installed our latest application from App Store.   
  1. Open iProject Viewer application. 
  2. Go to menu Help – Register – Manage Apple Store Subscriptions.
  3. Press on RestoreStandard Editor Subscription. 
  4. Wait for the confirmation message. 
  5. If you don’t have a Project 365 account, Sign Up in our Online Portal.
  6. Sign In with your email and password inside the application in order to copy the subscription information from App Store to your Project 365 account. 
  7. Then, if you want to use the subscription on other devices or platforms you need to download and install on that device the latest app from our Download page.   
  8. Then Sign In with your email and password inside iProject Viewer application (look upper right corner for Sign In button).   
Note: You can also use the subscription associated on your account in our Project Plan 365 application by downloading it from our Download Project Plan 365 page.
How to activate the Standard Editor subscription for iProject Viewer from App Store?
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To activate the Standard Editor subscription on iOS device please follow the steps below:  
  1. First please check if you are signed in on App Store with the account used to buy the subscription (to find this info, open Settings, Click on iTunes & App Store and on Apple ID check your email address).  
  2. Go inside application and in menu HelpRegister press on the Manage Apple Store Subscription  
  3. Press on the Restore Standard Editor Subscription   
  4. Wait for the confirmation message. 
How do I start trial or purchase the Standard Editor Subscription for iProject Viewer from App Store?
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To purchase the Standard Editor Subscription from App Store, please follow the steps below: 
  1. Download and install our latest iProject Viewer application from App Store. 
  2. Open the application. 
  3. Once you open the application a dialog will appear to start a 30 days free trial. Click on the Start your free 30 days Trial Now button. 
  4. Click on the Start Standard Editor button.
  5. Insert your Apple ID and password. 
  6. Click on the Done button. 
  7. Sign Up to iProject Viewer. Insert your email and password or Sign Up with a third-party account.
Note: If you don’t start a 30 days trial, you can use the application in Free Read-Only mode: 
How to activate the Business Editor Subscription for Project Viewer 365 from App Store?
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To activate your Business Editor subscription from App Store, please follow the steps below:
  1. First, please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account").
  2. Also please make sure you have now on MAC the same Region (the same with Region when you purchase the application from store).
  3. Open Project Viewer 365 app.
  4. Go to menu Help – Subscription and click Restore Business Editor Subscription.
  5. Wait for the confirmation message.
How do I start trial or purchase the Business Editor Subscription for Project Viewer 365 from App Store?
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To purchase the Business Editor Subscription from App Store, please follow the steps below: 

  1. Download and install our latest Project Viewer 365 application from App Store
  2. Open the application. 
  3. Once you open the application a dialog will appear to start a 30 days free trial. Click on the Start your free 30 days Trial Now button. 
  4. A dialog will be displayed that presents you the Project Viewer 365 Subscription Plans.
  5. Click the “Start Business Editor Subscription” button. 
  6. Insert your Apple ID and password
  7. Click the “Buy” button. 
  8. Click the “OK” button.
  9. In the next dialog click the “Continue” button.
  10. Click the “OK” button. 
  11. Sign Up to Project Plan 365 Portal. Insert your email and password or Sign Up with a third-party account.
  12. Insert the Business NamePhone Number, and select the Business Size, Country,Team and click on the Create Your Team button. 
  13. In the next dialog, you can invite other team members into your organization. 
Why do I have a strange email associated with my Project Viewer 365 account?
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The reason why that strange email address appears is because you set your email address to be hidden when signing in with Apple.Please check the Hide My Email for Sign In with Apple article for more info.
How to activate the Standard Editor Subscription for Project Viewer 365 from App Store?
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To activate the Standard Editor Subscription from App Store follow the steps below:
  1. First please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account”).

  2. Also please make sure you have now on Mac the same Region (the same with Region when you purchase the application from store).

  3. Open Project Viewer 365 app.

  4. Go to menu Help – Subscriptions and click the Restore Standard Editor Subscription button.

  5. Wait for the confirmation message.
How do I start trial or purchase the Standard Editor Subscription for Project Viewer 365 from App Store?
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To purchase the Standard Editor Subscription from App Store, please follow the steps below: 
  1. Download and install our latest Project Viewer 365application from App Store
  2. Open the application. 
  3. Once you open the application a dialog will appear to start a 30 days free trial. Click on the Start your free 30 days Trial Now button. 
  4. A dialog will be displayed that presents you the Project Plan 365Subscription Plans.
  5. Click the “Start Standard Editor Subscription” button.
  6. Insert your Apple ID and password
  7. Click the “Buy” button. 
  8. Click the “Continue” button
  9. In the next dialog click the “OK” button. 
  10. Click the “OK”button. 
  11. Sign Up to Project Plan 365 Portal. Insert your email and password or Sign Up with a third-party account.
  12. Insert the Business NamePhone Number, and select the Business Size, Country,Team and click on the Create Your Team button. 
  13. In the next dialog, you can invite other team members into your organization. 
How do I know if another team member made changes to a subproject?
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On Mac, when another team member makes changes to a subproject that is part of a master project, an icon appears in the Indicator field for the modified subproject. Click on the icon and a message will appear asking if you want to update the master project.
What information do I need about master project and subprojects files?
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1. When you insert a subproject, a small specific icon distinguishes it from summary tasks that are part of the master project.2. In the master project, subprojects appear as summary tasks that you can easily arrange in an outline.3. Click the collapsed sign next to a subproject to expand that subproject's tasks for viewing/editing.4. Each subproject represents a different phase or another functional group in the main project.5. When you insert a subproject into the master project, the two projects are linked and you can view all the information in the subproject from the master project.6. When you update a subproject from the master project, it is updated in its source file as well.Note: On Mac, if you want to edit a subproject, it will be opened in a new window that allows you to edit the subproject and save it. The changes made to the subproject will be automatically updated in the master project.7. If you just must combine files to create a report or print a view of combined-project information, you can also consolidate them temporarily in a view.

On what platforms is the Project Status Report available?
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The Project Status Report is available on the following platform: Windows and Mac.

On what platforms can I add and see Project Goals?
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The Project Goals functionality is available on the following platforms: Windows and Mac.

On what platform is the Portfolio Info functionality available?
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The Portfolio Info functionality is currently available only on Windows, Mac and iOS platforms.

On what platforms is Enterprise Team Planner view available?
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The Enterprise Team Planner view is available on Project Plan 365 for Windows and Mac.

On what platforms is Team Member Planner dialog available?
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The Team Member Planner dialog is available on Project Plan 365 for Windows and Mac.

On what platform is the Work Schedule Calendar functionality available?
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The Work Schedule Calendar functionality is currently available on the Windows and Mac platforms.

Where can I find the "Status" table?
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The Status Table can be found in the Project menu - Table – More tables option. Please note that the Status table is currently only available for Project Plan 365 for Mac, Windows and iOS apps.

I can’t find the Project Status report in the Report menu.
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 If the Project Status Report isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
Can I customize the Project Status Report?
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Can I customize the Project Status Report?
How do I export the Project Status Report?
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In order to export the Project Status Report, go to File – Info/Status – Project Status 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 create a Project Status Report?
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In order to generate the Project Status Report, go to menu File – Info/Status – Project Status Report select the report and click “Select”.
What does the Project Status Report do?
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The Project Status Report helps you view the current status of your project. It is a summary of how your project is progressing.
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