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FAQ › Category: How do I...?
On what platforms is Erix AI available?
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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.

If I skip the create with Erix.AI step, can I access it again?
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At this moment, if the Create with Erix.AI step is skipped, it cannot be accessed again as it is available only when first signing up and starting a trial.
Can I ask Erix.AI to make changes in the project after I have already saved it?
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At this moment, you cannot ask Erix.AI to make changes to the project that has already been saved. Adjustments to the project can be made only during the 3 attempts in the Erix.AI chat box.
Can I create more projects with Erix.AI after I have already created one?
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At this moment, creating a project with Erix.AI is available only once when first starting a trial.
How many times can Erix.AI regenerate the project?
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You will have 3 attempts to regenerate the WBS created by Erix.AI. If you are still not satisfied with the result, click on the Start from blank button after the 3rd attempt and a blank project will be opened on Gantt Chart.
Can Erix AI create a project?
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You can create a project from scratch with Erix.AI when first creating an account and starting a trial. After completing the app survey, you will be able to select to create a new project using Erix.AI.

What versions of MacOS is Project Plan 365 compatible with?


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Answer

Project Plan 365 is compatible with OS X macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma and fully optimized for Apple Silicon. Please make sure you have the latest version installed.

Can I experience collaborative mode during the trial period?
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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.

Can I only share the file after I have bought the app?
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You can Share the files also when you are in the trial period. We offer 14-Day free trial for the fully functional product.

How can I use Master project and subprojects feature on MPP files?
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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.

Do I need to start a trial or purchase a subscription to open a shared .mpp file?
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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.

Is there a free version that I can use?
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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

How to scroll though conversation starters?
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To scroll through conversation starters, hover the cursor over the Conversation Starters section and use the mouse or touchpad scroll.
Can I ask Erix AI questions about email generating queries?
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You can ask Erix AI questions about email generating queries, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about email generating queries (e.g., Generate an email about project status.)Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about cash flow and budget?
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You can ask Erix AI questions about cash flow and budget, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about cash flow and budget (e.g., What is the total cost for tasks scheduled this week?)Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about resource usage?
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You can ask Erix AI questions about resource usage, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about resource usage (e.g., What tasks is [resource_name] working on?)Note: Erix AI can show only 5 resources/tasks per answer, to see the full list of resources, ask Erix AI to show them by typing in “Show next tasks” and press Enter.Note: Click here to view what questions are supported by Erix AI.
What types of questions can Erix AI answer to?
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Erix AI can answer to questions about:

  1. Project Status;
  2. Task Status;
  3. Resource Status;
  4. Resource Usage;
  5. Cash Flow and Budget;
  6. Email Generating Queries;
  7. Project Management Help & FAQs.

Note: Click on the above categories to view what questions are supported by Erix AI.

How do I use the Bubble View?
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Bubble View is available for all your projects, you just have to access it from the left side View Bar. Once you clicked on Bubble View button, you will see the default Bubble View, which will open on Status group.

How to open a folder in Google Drive picker?
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To open a folder in Google Drive picker, simply double click on the folder name.
How to navigate back in Google Drive picker?
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To navigate back to Google Drive picker, use the path bar by clicking on the previous folder name in the path.
How to share a project file from Google Drive?
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There are two possibilities you can share your project with your team members:

  1. By using the “Share” option from the “Share” menu;
  2. 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.

How to sort the files and folders Google Drive?
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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.

How to rename an existing project in Google Drive?
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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.

How to search for a file in Google Drive?
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In order to search for a file in Google Drive cloud file picker, in the search box in the file picker start typing part of the file name you want to find. As you type, the results for your search will be shown. 

How to delete a project from Google Drive? 
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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.

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