FAQ Project Plan 365

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What does the "Summary Tasks" filter do?
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The "Summary Tasks" filter allows seeing all tasks that have subtasks.
What does the "Resource Group..." filter do?
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The "Resource Group..." filter allows seeing the tasks allocated to the resources belonging to a specified group.
How do I apply the "Milestones" filter?
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In order to apply the "Milestones" filter, go to menu Project - Filter and select Milestones or select More Reports then select Milestones and click on Apply button.
What does the "Milestones" filter do?
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The "Milestones" filter allows seeing only the tasks that are milestones.
What does the "Manually Scheduled Tasks" filter do?
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The "Manually Scheduled Tasks" filter allows seeing all the manually scheduled tasks.
What does the "Linked Fields" filter do?
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The "Linked Fields" filter allows seeing the tasks to which information from other programs has been linked.
What does the "Date Range..." filter do?
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The "Date Range..." filter allows seeing all tasks that start or finish after the earlier specified date and before the later specified date.
How do I apply the "Current Sprint" filter?
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In order to apply the "Current Sprint" filter, go to menu Project - Filter and select Current Sprint or select More Reports and select Current Sprint and click on Apply button.
What does the "Current Sprint" filter do?
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The "Current Sprint" filter allows seeing all tasks from the current sprint.
What does the "Critical" filter do?
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The "Critical" filter allows seeing all tasks that are on a critical path.
What does the "Created After..." filter do?
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The "Created After..." filter allows seeing all tasks created after a specified date.
What does the "All Tasks" filter do?
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The "All Tasks" filter allows seeing all tasks, regardless of their particularities.
How can I apply a filter in the Project Plan 365 app?
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In order to apply a filter, go to menu Project - Filter and select the desired Filter.
What does the "Filter" functionality do?
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The "Filter" functionality allows the user to view a particular type of information in the project by displaying only the information the user is interested in and hiding the rest.
What is Outline?
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The "outline" feature allows you to break down your task list to make it appear more organized and readable by just indenting and outdenting the project's tasks to create an outline of the summary tasks and subtasks.
What features are allowed using subprojects?
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Subproject file can contain another subproject file

Edit any fields from subprojects

Insert /delete tasks

Sort

Filter

Generate reports

Show Critical Path

Set /view baseline

Delete Subproject

Move up/down subproject

Note: Any formatting changes you have applied to summary tasks or Gantt bars in a subproject does not appear in the master project. Formatting information is stored in each file and must be applied separately to the master project.
What are the benefits of using a Master Project file?
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Creating a master project and subprojects lets you break down a large project and delegate its parts to the necessary people. In project management terms, assigning subprojects in this manner gives responsibility to those who do the work and matches authority with accountability. In Project terms, creating subprojects in a master project helps project managers gain access to, and control over, their parts of the schedule.
Can I upload a subproject from My Projects - Drive 365 cloud?
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You can upload a subproject file from Drive 365 cloud. In order to upload a file from Drive 365, go to menu Project - Subproject - Drive 365.
What does the "Master Project and Subprojects" functionality do?
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The "Master Project and Subprojects" functionality allows you to create a master project file uploading files from Drive 365 cloud or from the local device.
How can I save dashboard files to Drive 365 cloud?
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You can save dashboard files in Drive 365 by using the Save to Drive365 option in Dashboard dialog.  In order to do that, go to menu Report - Dashboard. In the Dashboard dialog, upload the desired files and press Save to Drive 365. Type the dashboard file’s name and then press Save.

You can save dashboard files directly in Drive365 in the backstage. To do so, go to the menu File - Save as - My Projects - Drive 365, type the dashboard file’s name and press Save.
How can I open dashboard files from Drive 365 cloud?
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To open dashboard files from Drive365 go to menu Report - Dashboard. In the Dashboard dialog select Open from Drive 365, use your account to sign in, choose the desired dashboard file and then press Open.

You can open dashboard files directly from Drive 365 cloud in the backstage. In order to do that, go to the menu File - Open - My Projects – Drive 365 and then select the desired dashboard file (the one with .xml extension) and press Open.
How can I upload files from Drive 365 cloud in Dashboard?
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In order to upload Drive 365 files in Dashboard go to menu Report - Dashboard. In the Dashboard dialog, select from the dropdown Drive 365 and then click Browse. Sign in with your account, choose the desired document and then press OK.
How do I remove the legend from the bottom of the page when printing documents?
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In order to remove the Legend, please follow the steps below:
1. Go to File-Print-Page Setup.
2. Go to Legend tab.
3. Select None.
I need help opening a .mpt file.
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In order to open a .mpt file, please go to menu File-Open and select the location where your file is saved. If you encounter any issue, please contact us at https://www.projectplan365.com/newticket/index
How can I access the contextual menu?
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In order to access the contextual menu, right-click on a task.

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