FAQ Project Plan 365

Browse by Category

How do I change the Timescale to years?
Question Link
Answer
In order to change the timescale to years, go to the Format menu and then select the Timescale option. Click on Middle Tier tab, from "Timescale Options" section select "One Tier (Middle)", from "Units" field select "Years" and then click OK.
The "Bar Styles" option does not exist in the "Format" tab.
Question Link
Answer
​Please make sure you have our latest version of the application installed on your device: Download Project Plan 365
How do I see the capacity of the resources?
Question Link
Answer
To view information on a resource's task assignment, such as cost, work allocation, and work availability you can use the Resource Usage view. In order to use the Resource Usage view, please go to menu View-Resource Usage or in View Bar click on Resource Usage button.
Is Project Viewer 365 compatible with OS X Capitan?
Question Link
Answer

Project Viewer 365 is compatible with OS X 10.10 Yosemite, OS X 10.11 Capitan, macOS 10.12 Sierra, macOS 10.13 High Sierra, macOS 10.14 Mojave, macOS 10.15 Catalina, macOS 11 Big Sur. Please make sure you have the latest version installed.

Is Project Plan 365 compatible with OS X Capitan?
Question Link
Answer

Project Plan 365 is compatible with OS X 10.10 Yosemite, OS X 10.11 Capitan, macOS 10.12 Sierra, macOS 10.13 High Sierra, macOS 10.14 Mojave, macOS 10.15 Catalina, macOS 11 Big Sur. Please make sure you have the latest version installed.

How can I change the start and finish dates for a task?
Question Link
Answer

There are two ways to change the start and finish dates for a task:

1. Select the desired task, go to the Task menu and select Task Information option. Change the start and finish dates and click on "OK" button for the changes to take effect.

2. Click on the placeholder inside the Start/Finish cells to open the dropdown and select a new start/finish date.

How do I save the Gantt Chart view as PDF in size A3?
Question Link
Answer
In order to set the Paper Size to A3, go to the File menu - Print - Page Setup and from "Page" tab, "Paper Size" field, select A3 and press "OK" in order for changes to take effect. After that, go to the File menu - Export and select the "Export to PDF" option.
Does Project Plan 365 utilize iCloud drive for iOS users?
Question Link
Answer

​Project Plan 365 for iOS doesn't have the iCloud Drive feature available.

How to close the "Compare" report?
Question Link
Answer
The "Compare" report can be closed by selecting a view from the left side view bar or from the "View" menu.
How can I hide the completed tasks?
Question Link
Answer

In order to hide the completed tasks, you can apply an Autofilter. In order to do that, go to the Project menu and click on “Autofilter” option. After that, click on the autofilter arrow next to the % complete column heading and uncheck “100%” value. All the completed tasks will be hidden and only the tasks that are in progress will be displayed.

Another way is to apply the “Incomplete Tasks” filter which will show only the tasks that are in progress and will hide the ones that are completed. In order to apply the “Incomplete Tasks” filter, please go to the Project menu – Filter – Incomplete tasks.

Where can I find the Print Preview option?
Question Link
Answer
In order to find the Print Preview option, go to the File menu - Print - Print Preview.
Why when filling duration 180 days, the bar chart shows 8 months?
Question Link
Answer
The reason why the bar chart shows a duration of 8 months is because 180 days mean 8 months with 8 hours of work per day and weekends non-working. If a month has 22-23 working days and the weekends are non-working, this means a duration of 180 days is equal with 8 months.
How do I change the font size and print to PDF?
Question Link
Answer

In order to change the font size for all of your task, you can use the “Text Styles” option available in Format menu. In order to do that, please go to the Format menu – Text Styles, from “Items to Change” make sure you select “All”, change the size from the “Size” section and press “OK”. After that, go to the File menu – Print - Print and select the "Save to PDF" option from the "PDF" drop-down in the lower left corner of the dialog.

Another way to export you project to .PDF is to use the “Export to PDF” option available in Share menu – Export – Export to PDF.

How do I remove a note?
Question Link
Answer

In order to delete a note, select the task for which you want to delete the note, go to the Task menu - Task Information and click on "Notes" tab. Erase the note inside the "Notes" tab and click "OK" for the changes to take effect. Another way to delete a note is to delete it directly from the "Notes" field in grid.

How do I view my entire project?
Question Link
Answer
To view the entire project, you can apply the "Entire Project" zoom level. In order to do that, go to the Project Menu - Zoom - Zoom, select "Entire Project" and press "OK" for the changes to take effect.
How can I delete a custom report?
Question Link
Answer
We are sorry but the "Delete Custom Report" option isn't available in our application at this point.
How to set the timescale to be limited only to my project duration when exporting it to PDF?
Question Link
Answer
If you want to print only a specific interval from your project timescale, please go to the File menu – Print – Page Setup – View tab and from “Timescale”
section select “Dates” radio button and after that select the desired dates from “From” and “To” fields.
Why the "Insert Task" option takes indentation of the line above, not of the selected line?
Question Link
Answer
When adding a new task to your project, it will be inserted above the selected task.
What is a Sprint?
Question Link
Answer
A Sprint is a short, time-boxed period during which a Scrum Team works to complete the set amount of work.
How do I add a board status for a task?
Question Link
Answer
In order to add a board status for a task, go to the View menu - Agile and select Kanban. After that, from "Kanban" tab select "Backlog Board" and use drag and drop method in order to add a task to one of the columns: "In Progress, Next up, Done".Another way to add a board status is to select "Backlog Sheet" and add the desired status for each task by selecting it from "Board Status" field.
How can I add a new task in Task Board view?
Question Link
Answer
In order to add a new task in Task Board view, click on the "New Task" option available in "Not Started" column, type the name of the task and click on "Add" button.
Why do I have a strange email associated with my Project Plan 365 account?
Question Link
Answer
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.
Why do I have a strange email associated with my Project Plan 365 account?
Question Link
Answer
If you see a strange email address associated with your account and it ends with "@privaterelay.appleid.com", this is because when you signed up with Apple, you chose the “Hide My Email option. In this case, Apple generates a random – but real and verified – email address for our app.  
With whom can I share a Drive 365 file?
Question Link
Answer
You can share a Drive 365 file with team members of your organization and people outside the team. Note that if you share a project to users outside the team, only those users will be able to open, edit and save the project. Anyone who has been forwarded the project, will not be able to open it, getting a “You don’t have permission to access this folder” message. 
How do I set the password for my account that was created by someone else?
Question Link
Answer
Once a new account was created for you and you received an invitation link, you must click the “Activate account” button from the e-mail in order to set your password and activate your account. 
Contact
Chat