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Is there a free version that I can use?
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You can access the Free Viewer online application at: https://www.projectplan365.com/projectviewernow/tViews.aspx.

Is there an instructional video that can be downloaded for review to first time users?
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You can read our online training that has also videos included: https://www.projectplan365.com/training/. Or you can access our youtube channel, that includes training videos, from the following link: https://www.youtube.com/user/HousatonicSoftware/videos​​​​.

How do I create a project from an excel file?
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To create a new project from an Excel Workbook click File - New - New From Excel Workbook.
How do I create a Waterfall Project?
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To create a new Waterfall project click File - New - Waterfall Project.
How do I create a Scrum project?
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To create a new Scrum project click File - New - Scrum Project.
What is Resource field?
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The resource field contains the name of the resource to which an assignment belongs.
What is Finish field?
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The Finish field shows the date when an assigned resource is scheduled to complete work on a task.
What is Sort?
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The “Sort” functionality arranges task or resource in the current view, based on the specified criteria.
Tasks can be Sort by multiple columns at the same time, Sort tasks by date, Sort tasks by resources Sort by other tasks properties.

What is Recurring task?
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Recurring Tasks are the tasks that happen on a regular basis. When you mark a task complete, the next task is automatically generated based on the repeating pattern you set up.

What is Split screen?
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The "Split Window" functionality allows you to see two views on your screen at the same time. When you split a view a bottom pane appears. This is a form view. It is very similar to the information dialog.

What is Fixed Cost field?
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A Fixed cost is a cost that is set for a task and not for a resource. A fixed cost remains constant regardless of the task duration, the amount of work that is performed by the resource, and the number of assignment units.

What is Cost Per Use field?
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The Per-use cost is a one-time fee for the use of a resource, such as equipment. Per-use costs never depend on the amount of work done. Although a per-use cost for a work resource depends on the number of assignment units used, a per-use cost for a material resource is applied only one time.

What is Dashboard?
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Dashboard aggregates multiple project files (either located on your machine or online) in a virtual master project to help you get a higher-level perspective on your projects. It offers the advantage of bringing projects together in order to analyse them, without having to manually insert them as subprojects into a master file expressly created for this purpose. The feature is especially useful to observe resources – it is actually a frequent scenario that in overlapping projects considered individually resources are not overallocated, but when considered as a whole, shared resources across multiple projects are assigned to more work than the normal working capacity.

What is the “Language” option?
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The "Language" functionality in Project Plan 365 allows to change the active language of the application.
What is browser?
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A browser is a software application for accessing information on the World Wide Web.
What are the Project Statistics?
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Project Statistics are a set of crucial information gathered for an overall view on the project. With this functionality you can easily review scheduled and actual start and finish dates, durations, work, and costs.
What does “Export to Image” mean?
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The “Export to Image” functionality converts your project from an .MPP format to an .PNG format.
How do I import a project from XMind?
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To import a project from XMind please make sure that you exported your work from XMind into MPP format. In Project Plan 365 click File - Import/Export – Import Files – Import from XMind. In the Open dialog which appears select Projects (.mpp). Select the desired file and press Open.
How do I import a project from MindManager?
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To import a project from MindManager please make sure that you exported your work from MindManager into MPP format. In Project Plan 365 click File - Import/Export – Import Files – Import from MindManager. In the Open dialog which appears select Projects (.mpp). Select the desired file and press Open.
What is MindManager?
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MindManager is a software application what can be used to manage projects, organize information, and for brainstorming.
How do I import a file from SmartSheet?
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To import a project created on Smartsheet click File - Import/Export - Import Files - Import from Smartsheet. Select the format (excel or XML). If you choose Excel the Import Wizard will appear. If you choose XML the file will be automatically opened.
What is an Email Attachment?
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An Email Attachment is a computer file sent along with an email message.
What is Workflow State field?
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The Workflow State field indicates a selected proposal or project's current workflow state—for example, Waiting For Approval or Completed. This field is a component of the Microsoft Project Server workflow framework.
What is Workflow Stage Name field?
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The Workflow Stage Name field specifies the current workflow stage name for a selected project. A stage represents a single step within a project life cycle, and one or more stages can make up a workflow phase. This field is a component of the Microsoft Project Server workflow framework.
What is Workflow Stage Info field?
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The Workflow Stage Info field describes the current workflow stage for a selected project. A stage represents a single step within a project life cycle, and one or more stages can make up a workflow phase. This field is a component of the Microsoft Project Server workflow framework.