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FAQ › Category: How do I...?
Can Erix AI create a project?
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At this moment, Erix AI cannot create new projects but only deliver data about an existing opened project.
How to start a new conversation in Erix AI?
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To start a new conversation in Erix AI, click on the Refresh icon button on the left side of the chat bar.
Can I ask Erix AI questions about project management?
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You can ask Erix AI any question about project management by clicking 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 project management (e.g., What is a milestone?)Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about resource status?
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You can ask Erix AI questions about project status, 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 status (e.g., What resources are overallocated?)Note: Erix AI can show only 5 resources 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.
Can I ask Erix AI questions about task status?
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You can ask Erix AI questions about resource status, 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 task status (e.g., What tasks are late?)Note: Erix AI can show only 5 tasks per answer, to see the full list of tasks, 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.
Can I ask Erix AI questions about project status?
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Answer
You can ask Erix AI questions about project status, 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 project status (e.g., Is my project on schedule?)Note: Click here to view what questions are supported by Erix AI.
How do I access Erix AI in Project Plan 365?
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To access Erix AI, in the Project Plan 365 application, click on the Chat with Erix button then click on the Try Erix AI Preview! button and start the conversation.
What subscription option is required to use Erix AI?
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Erix AI is available with both Standard and Business Subscriptions.
What is Erix AI?
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Erix AI is an advanced AI-powered assistant within Project Plan 365 that can answer project management-related questions, provide task and resource status updates, and deliver project insights.
Is Project Plan 365 compatible with MS Project 2019?
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Project Plan 365 is compatible with MS Project 2024, 2021, 2019, 2016, 2013 and 2010.

What are the MS Project supported versions?


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The following Microsoft Project file formats are supported: Microsoft Project files 2010, Microsoft Project files 2013, Microsoft Project files 2016, Microsoft Project files 2019, Microsoft Project files 2021 and Microsoft Project files 2024. In this way, you don't need to have Microsoft Project installed on your device so that you can access MS Project information.

Where is the Outline Number?
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In order to see the outline number you can either insert the WBS column, go to menu File-Options and in Advanced tab check the Show outline number option or check the “Outline Number” checknox directly from the “Format” menu. The outline number will appear in the Task Name column.

How to show/hide the “View Bar”?
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To show or hide the View Bar, go to the Window menu and select View Bar, or right-click on the View Bar and uncheck the "View Bar" option from the list.

How to create a summary task?
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To create a summary task, indent a task below another task or click the "Insert Summary" button in the Task ribbon, and a new summary task will be inserted with a placeholder name and a new task beneath it; simply rename the summary task and press Enter to confirm.

How to create a subtask?
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To create a subtask, indent a task below another task or click the "Insert Summary " button in the Task ribbon, and a new summary task will be inserted with a placeholder name and the selected tasks will be demoted as subtasks of the newly created summary task.

How to remove the project summary task?
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To remove the Summary task for your project, click on File - Options – Advanced (or File – Info - Project Options -Advanced). Uncheck the "Show project summary task" option and then click OK or uncheck the “Project Summary Task” checkbox from the “Format” menu.

How to total up the duration?
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In order to see the total project duration, please insert the Project Summary Task by going to menu File - Options (or File – Info - Project Options) and in Advanced tab check the Show project summary option or by checking the “Project Summary Task” checkbox from the “Format” menu.

How to show the project summary task?
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To see the Summary task for your project, click on File - Options – Advanced (or File – Info - Project Options -Advanced). Make sure the "Show project summary task" is selected and then click OK or by checking the “Project Summary Task” checkbox from the “Format” menu.

How do I exit the Collaboration mode?
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To exit the collaboration mode, you can close the file by going to menu File – Close, or press on the Exit button.

How can I enter in real-time collaboration mode?
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To enter in Real-Time Collaboration mode, first, you need to Sign In with your email and password inside Project Plan 365 app with an Editor account. Go to the menu Share – Real-Time Collaboration. If your file is not saved in Drive 365 cloud, you will be asked to save the file in Drive 365 and then the mpp file will be opened in Real-Time Collaboration mode. 

Is the "Tell Me What You Want to Do" feature available on both Windows and Mac?
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Yes, the "Tell Me What You Want to Do" feature is available on both Windows and Mac versions of Project Plan 365.
How do I edit my project using the "Tell Me What You Want to Do" feature?
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You can edit various aspects of your project by selecting options from the dropdown list. For instance:
  • Type "Indent” to indent the tasks in your project.
  • Type "Change Working Time" to modify working and non-working days for your project.
  • Type "Link" to create dependencies between tasks.
Can I open dialogs using the "Tell Me What You Want to Do" feature?
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Yes! You can quickly open important dialogs by typing in relevant keywords. For example:
  • Type "Task Information" to open the Task Information dialog, where you can edit task details.
  • Type "Resource Sheet" to quickly access the Resource Sheet view and manage resources.
  • Type "Project Information" to open the Project Information dialog, where you can set start dates, calendars, and other critical project parameters.
What kind of actions can I perform with this feature?
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The "Tell Me What You Want to Do" feature can help you quickly access a variety of actions, such as:

  • Inserting tasks, milestones, or summaries
  • Assigning resources
  • Changing project settings
  • Managing dependencies between tasks, etc.

Essentially, it can locate any feature available within Project Plan 365.

How does the "Tell Me What You Want to Do" feature work?
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To use this feature, simply click inside the "Tell Me What You Want to Do" box and begin typing a keyword that describes the action you want to perform. A dropdown menu will appear with a list of related options, allowing you to select and execute the command instantly.
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