FAQs Other Features

Account

Sales & Billing

How do I...?

Other

Browse by Category

Get Started
New Project
Open Project
Save Project
Import/Export
Install/Uninstall
Share
Tasks
Team
Project Tracking
Scheduling
Format
Print
Calendar
Reports
Views
Other Features
All FAQs
FAQ › How do I...? › Category: Other Features
How to scroll though conversation starters?
Question Link
Answer
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?
Question Link
Answer
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?
Question Link
Answer
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?
Question Link
Answer
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?
Question Link
Answer

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?
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.
On what platforms is Erix AI available?
Question Link
Answer
Eix 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
Can Erix AI create a project?
Question Link
Answer
At this moment, Erix AI cannot create new projects but only deliver data about an existing opened project.
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?)Note: Click 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.Note: Click 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.Note: Click 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?)Note: Click 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.

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.
How do I edit my project using the "Tell Me What You Want to Do" feature?
Question Link
Answer
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?
Question Link
Answer
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.
What kind of actions can I perform with this feature?
Question Link
Answer

The "Tell Me What You Want to Do" feature can help you quickly access a variety of actions, such as:

  • Inserting tasks, milestones, or summaries
  • Assigning resources
  • Changing project settings
  • Managing dependencies between tasks, etc.

Essentially, it can locate any feature available within Project Plan 365.

How does the "Tell Me What You Want to Do" feature work?
Question Link
Answer
To use this feature, simply click inside the "Tell Me What You Want to Do" box and begin typing a keyword that describes the action you want to perform. A dropdown menu will appear with a list of related options, allowing you to select and execute the command instantly.
Where can I find the "Tell Me What You Want to Do" control?
Question Link
Answer
You can find the "Tell Me What You Want to Do" control on the top bar of Project Plan 365, right above the ribbon. It’s designed to be easily accessible no matter where you are within the application.
What does the "Tell Me What You Want to Do" control do?
Question Link
Answer
The "Tell Me What You Want to Do" control is a dynamic search box located in the top bar of Project Plan 365. By typing in words or phrases related to your desired action, you can instantly access features and commands without navigating through the software's menus.
123…5Next »
Contact
Chat