FAQ Project Plan 365

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Are the files from the BaseCamp file picker arranged in alphabetical order?
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The files from the BaseCamp file picker are arranged in alphabetical order only on Windows platform.
Are the files from the Dropbox file picker arranged in alphabetical order?
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The files from the Dropbox file picker are arranged in alphabetical order only on Windows and iOS platforms.

Are the files from the OneDrive file picker arranged in alphabetical order?
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The files from the OneDrive file picker are arranged in alphabetical order only on Windows and iOS platforms.

Are the files from the Box file picker arranged in alphabetical order?
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The files from the Box file picker are arranged in alphabetical order only on Windows and iOS platforms.

Are the files from the SharePoint file picker arranged in alphabetical order?
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The files from the SharePoint file picker are arranged in alphabetical order only on Windows and iOS platforms.
Are the files from the Google Drive file picker arranged in alphabetical order?
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The files from the Google Drive file picker are arranged in alphabetical order only on Windows and iOS platforms.
Are the files from My Projects - Drive365 file picker arranged in alphabetical order?
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The files from My Projects - Drive365 file picker are arranged in alphabetical order only on Windows and iOS platforms.

How can I delete a calendar from my project?
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You can delete a calendar from your project by going to the “File” menu – Info and pressing on the “Organizer” option. A dialog will appear in which you have to click on the “Calendars” tab. After that, choose the calendar you want to delete and click on the “Delete” button and click “Yes” in the delete message dialog
What does the “Delete Calendar” functionality do?
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The “Delete Calendar” functionality allows you to delete a specific calendar that you think is no longer necessary for your project.
How can I set the project name to appear in my file?
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After you changed the name of the project, you are able to see it in your file by going to the File menu – Options. In the “Options” dialog click on the “Advanced” tab and check the “Show Project Summary Task” checkbox and then click “OK”.
How can I change the name of the project?
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You can change the name of the project by going to the File menu – Info, and pressing on “Advanced Properties” from “Project Information”. On the Summary tab, in the “Project Name” field, type the new name of the project and click “OK”.

I have customized an Organization Template, but when I reopened it the changes were not saved.


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To customize the Organization Template, you have to go to File Info - Organization Template. Then, you have to save the changes using the Save option from File menu. Any customization will be automatically applied to new projects created from File -New - New from Organization Template. On the other hand, any customization to a project you create from New from Organization Template, will not be applied to the Organization Template and can be saved locally or in one of our clouds using the Save As option from File menu.

How do I customize the organization template schedule for a team member from Online Portal?


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In order to customize the organization template schedule for a team member from Online Portal, go to Team Members – Schedule and from the drop-down select Custom. A dialog will be displayed where you can set the Number of working hours per day. Click on Set Schedule in order for the changes to be applied.

How do I add a holiday in my Organization Template from Online Portal?


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To add a holiday to your organization template from Online Portal, go to Organization tab and click on Add New Holiday. A dialog will be displayed that allows you to set holiday’s Name, Start Date, End Date and Yearly option. To save the holiday, click on Add Holiday and the changes will be applied to your Organization Template.

Is the Organization Template customization from Online Portal applied in the application?


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Any customization from Online Portal will be automatically applied in the application’s Organization Template. For example, if you set the Show project summary task to Yes from Online Portal -Organization tab and then go into the app to FileInfoOrganization Template, you will notice that the changes have been applied and the project summary task is displayed.

What organization template settings can be set directly from Online Portal?


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From Online Portal you can set the following Project settings:
  • Week start day 
  • Currency 
  • Default task type 
  • Default task mode 
  • Holidays 
  • Show project summary 
  • Risk management 
 And the following Resource settings:
  • Department 
  • Schedule – Full time, part-time, custom
  • Custom schedule – Number of working hours per day
 

How do I create a new project from Organization Template?


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To create a new project from the organization template, go to File - New and click on New from organization template.

How do I create an Organization Template?


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To create an Organization Template, go to File menu - Info and click on Organization Template. If a template does not already exist, you will be asked if you want to create a new one. Click Yes and start creating.

Is the “Organization Template” feature available for Standard Subscription?


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The Organization Template feature is available only for Business Subscription. If you have a Standard Subscription and you want to use this feature, you have to upgrade to Business Plan.

What does the “Organization Template” functionality do?


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The Organization Template functionality allows you to create a flexible project plan template for your organization. It will serve as a starting point for the future project plans.
How do I renew the Standard Subscription directly from the application?
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In order to renew the Standard Subscription direclty from our Project Plan 365 application, go to File menu – Account and click on Purchase button. A pop-up dialog will appear. Select the number of subscriptions that you want to renew and insert the billing info and credit card info, then click on the Place Order button. Note that you can renew a number greater or equal to the number of assigned Editor subscriptions. 
How do I renew the Business Subscription directly from the application?
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In order to renew the Business Subscription from our  Project Plan 365 application, go to File menu – Account and click on Purchase button. A pop-up dialog will appear. Select the number of subscriptions that you want to renew and insert the billing info and credit card info, then click on the Place Order button. Note that you can renew a number greater or equal to the number of assigned Editor subscriptions. 
How do I purchase the Standard Subscription directly from the application?
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In order to purchase the Standard Subscription directly from our application, Sign In in our application with your Standard Trial account or Standard Trial Expired account and click on the “Buy” button from the “Standard Trial Subscription Expires in… days” bar. A dialog will appear where you have to select the desired quantity and insert the billing info, the credit card info and then click on Place Order button.
How do I purchase the Business Subscription directly from the application?
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In order to purchase the Business Subscription directly from our application, Sign In in our application with your Business trial account or Business Trial Expired account and click on the “Buy” button from the “Business Trial Subscription Expires in… days” bar. A dialog will appear where you have to select the desired quantity and insert the billing info and the credit card info and then click on Place Order button.
What does the “Purchase Standard Subscription” functionality do?
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The “Purchase Standard Subscription” functionality allows you to purchase the Standard Subscription from our Purchase page,from Project Plan 365 Portal or directly from our Project Plan 365 application.