FAQs How do I...?

Browse by Category

FAQ › Category: How do I...?
How to create a new folder in Google Drive?
Question Link
Answer

In order to create a new folder in Google Drive cloud, click on New Folder button, enter the name for the folder you want to create in Create New Folder dialog and click OK button or Enter key. The folder will be created in the current directory with the entered name.

Note: On Windows and Web, new folders in Google Drive can be created only directly from your Google Drive account.

How do I open a project saved on Google Drive?
Question Link
Answer

To access a project plan from Google Drive, click File - Open - Google Drive. A message will appear that says to Sign In with your Google account in the web page you are redirected to. After that, select an account or type your credentials. Go back to the application.

There are several ways to open a project from the file picker:

  1. Double click on a project;
  2. Select a project and click Select button;
  3. Select a project and click Enter key.

What versions of MacOS is Project Viewer 365 compatible with?


Question Link
Answer

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

Why doesn’t Erix AI show the entire list of tasks/resources?
Question Link
Answer
Erix AI can show only 5 tasks/resources per answer. To see the full list of tasks/resources, ask Erix AI to show them by typing in “Show next tasks/resources” and press Enter.Note: You can also just type in "next" or "more" for Erix AI to display the next tasks/resources.
Why Erix AI cannot answer to my question?
Question Link
Answer
The reason why Erix AI cannot answer to a question might be because it is not yet supported. Please check our list of what questions are supported by Erix AI here.
How to start a new conversation in Erix AI?
Question Link
Answer
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?
Question Link
Answer
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?)NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about resource status?
Question Link
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 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.NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about task status?
Question Link
Answer
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.NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about project status?
Question Link
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?)NoteClick here to view what questions are supported by Erix AI.
How do I access Erix AI in Project Plan 365?
Question Link
Answer
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?
Question Link
Answer
Erix AI is available with both Standard and Business Subscriptions.
What is Erix AI?
Question Link
Answer
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?
Question Link
Answer

Project Plan 365 is compatible with MS Project 2024, 2021, 2019, 2016, 2013 and 2010.

What are the MS Project supported versions?


Question Link
Answer

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?
Question Link
Answer

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”?
Question Link
Answer

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?
Question Link
Answer

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?
Question Link
Answer

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?
Question Link
Answer

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?
Question Link
Answer

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?
Question Link
Answer

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?
Question Link
Answer

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?
Question Link
Answer

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?
Question Link
Answer
Yes, the "Tell Me What You Want to Do" feature is available on both Windows and Mac versions of Project Plan 365.
Contact
Chat