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Erix AI is currently available only on our Web platform.
To access the Web Platform please go to the following link: https://online.projectplan365.com/projectviewernow/tViews.aspx
Note: The Create your first project with Erix.AI functionality is available on Windows and Mac platforms.
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In order to evaluate the real-time collaboration feature, please start a 14 days Business Trial on our Project Plan 365 Free Trial page by clicking on the “Start free trial” button. Then, Sign In with your email and password inside the Project Plan 365 app and open a file previously saved in My Projects - Drive 365 cloud service. Then, enable the Collaboration by going to menu Share – Real-Time Collaboration.
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In order to use the Master Project and Subprojects feature, you need to upgrade to business trial from Online Portal if you do not have a Business Subscription.
For more information about how to Upgrade to Business trial, please follow the steps in the Start 14-days Business Trial online help article.
Then, save your projects to your Business Drive 365 folder or to your local device. After all your projects were saved on Drive 365 or local device, you can create a master plan by adding the subprojects from menu Project - Subproject - Drive 365 or Computer.
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It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can open it in our Web application.
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You can use our application in Free Read-Only mode in our web application: https://online.projectplan365.com/projectviewernow/tViews.aspx
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Erix AI can answer to questions about:
- Project Status;
- Task Status;
- Resource Status;
- Resource Usage;
- Cash Flow and Budget;
- Email Generating Queries;
- Project Management Help & FAQs.
Note: Click on the above categories to view what questions are supported by Erix AI.
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There are two possibilities you can share your project with your team members:
- By using the “Share” option from the “Share” menu;
- By clicking on the Share Project button from the Share bar that appears immediately after opening a file.
Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.
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To sort files in a different order, click one of the column headings in the file picker or by clicking on the sort icon and select the criteria. For example, click Name to sort by file name. Click the column heading again to sort in the reverse order. Or click on the Sort icon and select the desired criteria.
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In order to rename an existing project in Google Drive cloud, right- click on the project you want to rename and choose Rename option in the contextual menu. In the Rename Project dialog that appeared, enter the new project name and click OK button.
Note: On Windows and Web, projects from Google Drive can be renamed only directly from your Google Drive account.
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In order to delete a project from Google Drive cloud, go to the File menu - Open - Google Drive. From the file picker, right-click on the file you want to remove and select Delete option from the contextual menu. Click Yes in the confirmation dialog.
Note: On Windows and Web, projects from Google Drive can be deleted only directly from your Google Drive account.