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FAQ › How do I...? › Category: Other Features
On what platforms is Erix AI available?
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Erix AI is currently available only on our Web platform.
To access the Web Platform please go to the following link: https://online.projectplan365.com/projectviewernow/tViews.aspx

Note: The Create your first project with Erix.AI functionality is available on Windows and Mac platforms.

If I skip the create with Erix.AI step, can I access it again?
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At this moment, if the Create with Erix.AI step is skipped, it cannot be accessed again as it is available only when first signing up and starting a trial.
Can I ask Erix.AI to make changes in the project after I have already saved it?
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At this moment, you cannot ask Erix.AI to make changes to the project that has already been saved. Adjustments to the project can be made only during the 3 attempts in the Erix.AI chat box.
Can I create more projects with Erix.AI after I have already created one?
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At this moment, creating a project with Erix.AI is available only once when first starting a trial.
How many times can Erix.AI regenerate the project?
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You will have 3 attempts to regenerate the WBS created by Erix.AI. If you are still not satisfied with the result, click on the Start from blank button after the 3rd attempt and a blank project will be opened on Gantt Chart.
Can Erix AI create a project?
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You can create a project from scratch with Erix.AI when first creating an account and starting a trial. After completing the app survey, you will be able to select to create a new project using Erix.AI.

How to scroll though conversation starters?
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To scroll through conversation starters, hover the cursor over the Conversation Starters section and use the mouse or touchpad scroll.
Can I ask Erix AI questions about email generating queries?
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You can ask Erix AI questions about email generating queries, 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 email generating queries (e.g., Generate an email about project status.)Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about cash flow and budget?
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You can ask Erix AI questions about cash flow and budget, 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 cash flow and budget (e.g., What is the total cost for tasks scheduled this week?)Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about resource usage?
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You can ask Erix AI questions about resource usage, 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 usage (e.g., What tasks is [resource_name] working on?)Note: Erix AI can show only 5 resources/tasks 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.
What types of questions can Erix AI answer to?
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Erix AI can answer to questions about:

  1. Project Status;
  2. Task Status;
  3. Resource Status;
  4. Resource Usage;
  5. Cash Flow and Budget;
  6. Email Generating Queries;
  7. Project Management Help & FAQs.

Note: Click on the above categories to view what questions are supported by Erix AI.

Why doesn’t Erix AI show the entire list of tasks/resources?
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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?
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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?
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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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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.

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.
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