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How do I customize the organization template schedule for a team member from Online Portal?


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In order to customize the organization template schedule for a team member from Online Portal, go to Team – Schedule and from the drop-down select Custom. A dialog will be displayed where you can set the Number of working hours per day. Click on Set Schedule in order for the changes to be applied.

How do I add a holiday in my Organization Template from Online Portal?


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To add a holiday to your organization template from Online Portal, go to Options tab and click on Add New Holiday. A dialog will be displayed that allows you to set holiday’s Name, Start Date, End Date and Yearly option. To save the holiday, click on Add Holiday and the changes will be applied to your Organization Template.

Is the Organization Template customization from Online Portal applied in the application?


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Any customization from Online Portal will be automatically applied in the application’s Organization Template. For example, if you set the Show project summary task to Yes from Online Portal - Options tab and then go into the app to FileInfoOrganization Template, you will notice that the changes have been applied and the project summary task is displayed.

Only one organization template can be created?
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Only one organization template can be created at this point. But you can also have other .MPP files that you can use as templates. To start a new project based on an existing project, just go to menu File-New-New from existing project.
How do I update the Organization template?
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If you want to update the organization template, please go to menu File-Info-Organization Template and make the desired changes then go to File-Save.

If you want to start a new project based on the organization template, go to menu File-New-New from Organization Template and then go to File-Save As and set the desired location. In this way, the organization template remains the same.
I created a calendar for a project , can I use it in another project?
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With our Business Subscription, you can save your .MPP file with the desired calendar as an organization template.
What does the “Help” button inside the “Organizer” dialog do?
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The “Help” button inside the “Organizer” dialog redirects you to the “Organizer” article in our Online Help page.
What does the “Help” button inside the “Options” dialog do?
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The “Help” button inside the “Options” dialog redirects you to the “Options Dialog” article in our Online Help page.

What organization template settings can be set directly from Online Portal?


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From Online Portal you can set the following Project settings:

  • Week start day 
  • Currency 
  • Default task type 
  • Default task mode 
  • Holidays 
  • Show project summary 
  • Risk management 

  And the following Resource settings:

  • Schedule – Full time, part-time, custom
  • Custom schedule – Number of working hours per day

 

How do I open the last file on startup?
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To open the last file on startup, please go to menu File-Options and in Advanced tab check the “Open last file on startup” option, then click OK.
How can I change the "Hours per week"?
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In order to change the "Hours per week", please go to the File menu - Options. Select "Schedule" tab and from "Hours per Week" field, select the desired value and then press "OK" in the dialog for changes to take effect.
How to change the date format?
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The date format is based on what region you set on your machine. However, to the set of date formats retrieved for the current language, some other standard formats that do not change when region is changed, are added for an easier use. These standard formats are available on Windows, Mac and Web platforms.

If you are on Mac, to change the region, please go to System Preferences - Language & Region and select another region and language. Then, please restart your machine.

On our web application, the date format depends on the language set inside the application.

To change the date format, please go to menu File - Options and in the General Settings tab, select the desired Date Format.

How to change the work format? I want work to be displayed only in months.
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To change the work units, go to the File menu - Options and select Schedule tab. From "Work is entered in" select the desired option and then click "OK".To change the abbreviations for work units, go to the File menu - Options and select Advanced tab. From "View Options for time units" select the desired option and then click "OK".
How to change the duration format?
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To change the duration units, go to the File menu - Options and select Schedule tab. From "Duration is entered in" select the desired option and then click "OK".
To change the abbreviations for duration units, go to the File menu - Options and select Advanced tab. From "View Options for time units" select the desired option and then click "OK".

How can I change the start time of my project to 7:00?
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In order to change the start time of your project, go to the File menu - Options, select the Schedule tab and in Default Start time box, type the desired time and press OK.

I have customized an Organization Template, but when I reopened it the changes were not saved.


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To customize the Organization Template, you have to go to File Info - Organization Template. Then, you have to save the changes using the Save option from File menu. Any customization will be automatically applied to new projects created from File -New - New from Organization Template. On the other hand, any customization to a project you create from New from Organization Template, will not be applied to the Organization Template and can be saved locally or in one of our clouds using the Save As option from File menu.

How do I create a new project from Organization Template?


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To create a new project from the organization template, go to File - New and click on New from organization template.

How do I create an Organization Template?


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To create an Organization Template, go to File menu - Info and click on Organization Template. If a template does not already exist, you will be asked if you want to create a new one. Click Yes and start creating.

Is the “Organization Template” feature available for Standard Subscription?


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The Organization Template feature is available only for Business Subscription. If you have a Standard Subscription and you want to use this feature, you have to upgrade to Business Plan.

What does the “Organization Template” functionality do?


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The Organization Template functionality allows you to create a flexible project plan template for your organization. It will serve as a starting point for the future project plans.
What does the “Organizer” functionality do?
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The “Organizer” dialog can be used to view, copy, rename and delete elements from Global.Xml in the current file. 

Is the Reports tab available in Organizer dialog on all platforms?
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The Reports tab is available in Organizer dialog only on Project Plan 365 for Windows and Mac.

What can I set in Advanced tab from Options dialog?
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In Advanced tab from Options dialog you can set View options for time units (minutes, hours, days, weeks, months, years),  Outline options (Intent name, Show outline number/symbol, Show summary tasks, Show project summary task) and General Options (Open last file on startup, Show Highlight, Recently used file list, Collaboration Timeout, Check Spelling).

How to add a project description?
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You can add a description for your project in the Comments box. In order to do that, go to the File menu - Options dialog. Select the Project Info tab and add your description in the Comments box and then press OK.
How to delete a custom Report?
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To delete a custom report, go to File – Info – Organizer, on Reports tab, select the desired Report and press on Delete button. 
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