FAQs How do I...?

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 › Category: How do I...?
How do I access Online Templates on the web application?
Question Link
Answer
To access the Online Templates, please go to the Online Templates page. 
Can I save a template file to my local device?
Question Link
Answer
Yes, you can save a template file to your local device. Go to File – New, choose a template and click Create button. The template will open and then you can go to File menu – Save As – Computer and choose a location from your device where the template will be saved.
How do I change the start date for a template?
Question Link
Answer
To change the start date for a template, go to File menu – New, search and select the right template. Before clicking Create button in order to create the template, you have the option to change the Start Date directly from the template dialog. The default Start Date for a template is the current working day.
What does “Suggested Search” mean?
Question Link
Answer
The Suggested Search refers to the keywords suggested for you that are located under the search bar. Each keyword represents an industry for which you may search project plans templates.
How do I search for a template inside the application?
Question Link
Answer
To search for a template inside the application, go to File menu – New, type the right keyword in the search bar and click the Search icon or Enter key.
Can I import specific team members in my project plan created based on a template?
Question Link
Answer
You can select and import the team members you want in the project created based on a template by checking the Import team members checkbox right before clicking Create button in template dialog.
Are the Global Settings applied when creating a project plan based on a template?
Question Link
Answer
For the Global Settings to be applied in the project created based on a template, you must check the Use Global Settings checkbox right before clicking Create button in template dialog.
Can you provide me some information on how to create a plan used in PM Offices?
Question Link
Answer
We have the following templates that may help you in creating your project plan: Project Management Institute Process, Stage Gate Process, Project Management Plan, Six Sigma DMAIC Cycle and SOX Compliance and Technology Options. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create a manufacturing project plan?
Question Link
Answer
We have the following templates that may help you in creating your own manufacturing project plan: Pharma Testing Manufacturing, Pharma Clinical Development, Magazine Production, Pharmacokinetic, Manufacturing Process Gantt Chart and Preclinical Testing. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create an academia project plan?
Question Link
Answer
We have the following templates that may help you in creating your own project plan: Training Rollout Initiative and Plan and Education Publication. To access the templates, click File - New and choose the right template for you.
I want to create a software development plan.
Question Link
Answer

We have the following templates that may help you in creating your own software development plan: Software Development Plan, IT Project Agile and Microsoft Windows SharePoint Services Deployment. To access the templates, click File - New and choose the right template for you.

I need help with a business plan.
Question Link
Answer

We have the following templates that may help you in creating your own business plan: New Business Plan and Plan, Merger or Acquisition Evaluation and Startup Business Plan. To access the templates, click File - New and choose the right template for you.

Can you provide me some ideas on how to create a marketing project plan?
Question Link
Answer
We have the following templates that may help you in creating your own marketing project plan: Market Research Schedule, Marketing Event Planning and Execution, Marketing Campaign Planning, Startup Business Plan, New Product Launch and New Product Plan. To access the templates, click File - New and choose the right template for you.
How do I set the Admin flag for a team member?
Question Link
Answer
To set the Admin flag for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, select Yes for the Admin field. Note that you must have Admin rights to perform this operation.
How do I assign divisions to team members?
Question Link
Answer
To assign divisions to a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, select from Divisions combo box the ones you want the team member to be part of. Note that you must have Admin rights to perform this operation.
How do I edit a team member’s information?
Question Link
Answer
To edit a team member’s information, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, you can edit the Name, set the Role and Admin rights, assign the team member to Divisions, set the Schedule and add Time Off. Note that you must have Admin rights to perform this operation.
Why can’t I change my own admin flag?
Question Link
Answer
You cannot change your own Admin flag. Please contact another Admin if you want your Admin flag to be changed. 
Why can’t I delete a team member from my organization?
Question Link
Answer
If you cannot delete a team member from your organization, it means that you do not have the rights to perform this operation. Only Admin users can delete team members from organization. Please contact your team administrator for more information.
Why can’t I change the “Admin” flag?
Question Link
Answer
If you cannot set the Admin flag, it means that you do not have administrator rights. Only Admin users can set the Admin flag. Please contact your team administrator for more information.
Why can’t I add a team member with editor role?
Question Link
Answer
Only Admin users can add team members with Editor role. Please contact your team administrator for more information.
How can I view all projects from my division inside the application?
Question Link
Answer
In order to view all the projects from your division, you need to go to File menu – Account – Organization Information – Divisions, select your division and click the Projects button. You will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
How can I view all division’s projects from Portal?
Question Link
Answer
In order to view all the projects from your division, you need to go to our Online Portal and click on the Projects button. Then, click on your division’s folder and you will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
How can I see the project updates made by the team members?
Question Link
Answer

In order to see the updates made to a project by team members, you can use the User Activity functionality. In order to do that, go to the Report menu and click on User Activity option or go to File menu – Info – Project Activity Log.

How can I see the User Activity for my project?
Question Link
Answer

In order to see the User Activity report, go to menu Report - User Activity or go to File menu – Info – Project Activity Log.

How can I see statistics on my project?
Question Link
Answer

In order to see the Project Statistics, go to menu Project - Project Information - Project Statistics or go to File menu – Info tab and click the Project Statistics button.

« Previous1…3940414243…125Next »
Contact
Chat