FAQ Project Plan 365

Account

Sales & Billing

How do I...?

Other

Browse by Category

Sign In/Activation issue
Subscription Info
Trial Info
Forgot password
All FAQs
What can I set in Advanced tab from Options dialog?
Question Link
Answer

In Advanced tab from Options dialog you can set View options for time units (minutes, hours, days, weeks, months, years),  Outline options (Intent name, Show outline number/symbol, Show summary tasks, Show project summary task) and General Options (Open last file on startup, Show Highlight, Recently used file list, Recently used folder list, Collaboration Timeout, Check Spelling).

How to add new tasks and add them to the baseline without updating baseline information for the previous tasks which are already tracked?
Question Link
Answer

To set a Baseline for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline. In the Set Baseline dialog select “Selected tasks” and click the “OK” button. This way the Baseline for the selected tasks will be set. The Baseline will be set when you Save your project.

How to set SharePoint as the default saving location?
Question Link
Answer
In order to set SharePoint as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in SharePoint, it will appear in the dropdown). After that, click the three dots on the right of the SharePoint folder and click the “Set as default location” option.
How to set Project Online as the default saving location?
Question Link
Answer
In order to set Project Online as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Project Online, it will appear in the dropdown). After that, click the three dots on the right of the Project Online folder and click the “Set as default location” option.
How to set OneDrive as the default saving location?
Question Link
Answer
In order to set OneDrive as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in OneDrive, it will appear in the dropdown). After that, click the three dots on the right of the OneDrive folder and click the “Set as default location” option.
How to set Drive 365 as the default saving location?
Question Link
Answer
In order to set Drive 365 as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown. After that, click the three dots on the right of the Drive 365 folder and click the “Set as default location” option.
How to set Google Drive as the default saving location?
Question Link
Answer
In order to set Google Drive as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Google Drive, it will appear in the dropdown). After that, click the three dots on the right of the Google Drive folder and click the “Set as default location” option.
How to set Dropbox as the default saving location?
Question Link
Answer
In order to set Dropbox as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Dropbox, it will appear in the dropdown). After that, click the three dots on the right of the Dropbox folder and click the “Set as default location” option.
How to set Basecamp as the default saving location?
Question Link
Answer
In order to set Basecamp as your default saving location, create a new project, save your file (use Ctrl+S for Windows), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Basecamp, it will appear in the dropdown). After that, click the three dots on the right of the Basecamp folder and click the “Set as default location” option.
How to save a project file to Box?
Question Link
Answer

To save a file to Box, go to the File menu, then click Save As (also click the Other locations dropdown if on Mac or Windows), then select the Box cloud. Type in a name for your file and press Save.

How do I save a project to Project Online?
Question Link
Answer

To save a project on Project Online use Save as functionality available on File - Save as (also click the Other locations dropdown if on Mac or Windows), then click the Project Server / Online - enter Server URL. Enter windows credentials and then insert the name of the project and press Save.

How can I save a project in Project Server?
Question Link
Answer

To save a project on Project Server use Save as functionality available on File - Save as (also click the Other locations dropdown if on Mac or Windows) - Project Server / Online - enter Server URL Enter windows credentials like domain\Username and password Enter project name and press Save.

How to save a project file to SharePoint Online?
Question Link
Answer

To save a file to SharePoint Online, go to the File menu, then click Save As (also click the Other locations dropdown if on Mac or Windows), then select the SharePoint cloud - Open from SharePoint – SharePoint Site. Type in a name for your file and press Save.

How do I clear baseline for selected tasks?
Question Link
Answer
To clear the baseline for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline – Clear Baseline. In the Clear Baseline dialog select “Selected tasks” and click the “OK” button.
How do I set a Baseline for selected tasks?
Question Link
Answer
To set a Baseline for selected tasks, first select the tasks (using the Shift or Ctrl keys) then go to Project – Set Baseline. In the Set Baseline dialog select “Selected tasks” and click the “OK” button. This way the Baseline for the selected tasks will be set. The Baseline will be set when you Save your project.
How do I clear the baseline?
Question Link
Answer

To clear the baseline for the entire project, go to the menu Project – Set baseline - Clear Baseline. In the Clear Baseline dialog select “Entire project” and click the “OK” button.

How Set Baseline works in a MPP file?
Question Link
Answer

To set a Baseline for the entire project click Project – Set Baseline. In the Set Baseline dialog select “Entire project” and click the “OK” button. This way the Baseline for the Entire Project will be set. The Baseline will be set when you Save your project.

What is the “Recently used folder list” checkbox and how to enable/disable it?
Question Link
Answer
The “Recently used folder list” checkbox allows you to set to either have a list with recent folders to where projects were saved in the File menu – Save As tab or not. You can also set how many recently used folders to be shown by clicking the arrows in the field next to the checkbox.To enable the “Recently used folder list” just check the checkbox and click the “OK” button. To disable it, uncheck the checkbox and click the “OK” button.
What is the “Recently used file list” checkbox and how to enable/disable it?
Question Link
Answer
The “Recently used file list” checkbox allows you to set to either have a list with recently opened files in the File menu – Open tab or not. You can also set how many recently opened files to be shown by clicking the arrows in the field next to the checkbox.To enable the “Recently used file list” just check the checkbox and click the “OK” button. To disable it, uncheck the checkbox and click the “OK” button.
What does the “Protect Plan” tab inside the “Options” dialog do?
Question Link
Answer
The “Protect Plan” tab inside the “Options” dialog contains the “Protect Editing” and “Allow Edit Fields” buttons that allows you to lock certain fields for editing and protect these fields or the whole project with a password.  For more information, please check the Restrict Project Editing Online Help Article.
I added a team member from Portal but it does not appear in the app.
Question Link
Answer

If the team member added from Portal does not appear in the app, please click the “Refresh team members” button inside “Resource names” control from grid in “Gantt Chart” / “Resources Sheet” view or from “Resources” table in “Task Information” dialog.

On what platforms is the “Project Editing Restriction” feature available?
Question Link
Answer
The “Project Editing Restriction” feature in currently available only for Windows and Web applications.
How to give permission to unprotect the project without a password?
Question Link
Answer
To give permission to team members to unprotect the project without a password go to ribbon - “Project” tab – "Protect Plan" and click the “Protect Editing” button. In the “Protect Editing” dialog click on the “Permissions…” button. In the displayed dialog click the “Add” button. Select the team members that will be able to unprotect the project without a password and click the “OK” button. Click the “OK” button in “Permissions” dialog and in the “Protect Editing” dialog. Confirm the password and click the “OK” button. Now the selected team members have the permission to unprotect the project without a password.You can also give permission to unprotect the project without a password from the Options dialog by going to File menu – Options – “Protect Plan” tab and following the steps described above.
I want to give a team member permission to edit the project, but he/she does not appear in the Team dialog list.
Question Link
Answer
If the team member is not displayed in the “Team” dialog, it means he/she is not part of the team or he/she does not have an Editor role. Note that only Editor team members are displayed and can be selected to edit the project/fields without a password.
How do I unprotect the project?
Question Link
Answer
To unprotect the project, go to ribbon – “Project” tab – "Protect Plan" and click the “Unprotect Editing” button. If you have given permission to unprotect the project without a password, a confirmation dialog will be displayed to unprotect the project. If you were not given permission to unprotect the project without a password, a dialog where a password is required will be displayed.You can also unprotect the project from the Options dialog by going to File menu – Options – “Protect Plan” tab and clicking on the “Unprotect Editing” button.
123…116Next »
Contact
Chat