FAQs New Project

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How do I customize the schedule for the organization team members from Project Plan 365 app?
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In order to customize the schedule for the organization team members from Project Plan 365 app, go to File menu - AccountOrganization InformationGlobal Settings. In Schedule tab you can set the day on which the week starts, the currency used in organization project plans, the default task type, the task mode, the “Show project summary task” option, enable risk management and set the working days for your organization. 
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 (or FileInfo - Project Options - Advanced) check the “Open last file on startup” option, then click OK.

How do I rename an existing Table used by my organization?
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To rename an existing table used by your organization, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table and click Rename button. Enter the new name and click OK
How do I rename an existing Calendar used by my organization?
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To rename an existing calendar used by your organization, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar and click Rename button. Enter the new name and click OK
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 (or FileInfo - Project 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 (or FileInfo - Project Options - Advanced). From "View Options for time units" select the desired option and then click "OK".

How do I copy a custom Table in Global?
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To copy a custom table in Global, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table from the current project and click Copy button to copy it to Global
How do I copy a custom Calendar in Global?
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To copy a custom calendar in Global, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar from the current project and click Copy button to copy it to Global
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 (or FileInfo - Project Options) , select the Schedule tab and in Default Start time box, type the desired time and click OK.

How do I delete a custom Table?
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To delete a custom table, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table and press on Delete button. 
How do I delete a custom Calendar?
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To delete a custom calendar, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar and press on Delete button. 
What information does the Organizer contain?
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What information does the Organizer contain?
How can I highlight the cells?
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To highlight cells, go to menu File - Options - Advanced tab (or FileInfo - Project Options - Advanced) - Check Show Highlight.

What does “Global” mean in Organizer tab?
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The global template is a special template that is associated with every project file.
How to change the duration format?
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To change the duration units, go to the File menu – Options (or FileInfo - Project 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 (or FileInfo - Project Options - Advanced). From "View Options for time units" select the desired option and then click "OK".

What does “Organizer” mean?
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The Organizer dialog can be used to view, copy, rename and delete elements from Global in the current file. 
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.To change the date format, please go to menu File - Options (or FileInfo - Project Options) and in the General Settings tab, select the desired Date Format.

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 (or FileInfo - Project Options). Select the Project Info tab and add your description in the Comments box and then click OK.

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 FileInfo - Project Options) and in Advanced tab check the Show project summary option.

How to show the project summary task?
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To see the Summary task for your project, click on File - OptionsAdvanced (or FileInfo - Project Options -Advanced). Make sure the "Show project summary task" is selected and then click OK.

How do I rename a project?
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In order to rename a project, go to menu File - Options - Project Info (or go to FileInfo - Project Options - Project Info) and insert the new name on Project Name field.

How do I delete a holiday for my organization from app?
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To delete a holiday from your organization project plans from Project Plan 365 app, go to File menu – Account – Organization Information and click the Global Settings button. In Global Settings dialog - Holidays tab select a holiday and click the Delete Holiday button. To save the changes, click on OK and the changes will be applied to the projects for all organization members. 
How can I access the Options dialog?
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To access the Options dialog, go to menu File-Options. Or go to FileInfo and click Project Options.

How do I add a yearly holiday for my organization from app?
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To add a holiday to your organization project plans from Project Plan 365 app, go to File menu – Account – Organization Information and click the Global Settings button. In Global Settings dialog select the Holidays tab and set holiday’s Name, Start Date, End Date and select Yes to the Yearly option. To save the changes, click on OK and the changes will be applied to the projects for all organization members and the holiday will repeat yearly. 
How do I add a holiday for my organization from app?
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To add a holiday to your organization project plans from Project Plan 365 app, go to File menu – Account – Organization Information and click the Global Settings button. In the Global Settings dialog select Holidays tab and set holiday’s Name, Start Date, End Date and Yearly option. To save the holiday, click on OK and the changes will be applied to the projects for all organization members. 
How do I customize the schedule for an organization team member from Online Portal?
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In order to customize the schedule for an organization 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 for the changes to be applied. 
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