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FAQ › Category: How do I...?
How do I customize the schedule for an organization team member from Online Portal?
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Answer
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. 
How do I add a holiday for my organization from Online Portal?
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To add a holiday to your organization project plans 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 the projects for all organization members. 
Can I export my dashboard?
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In order to export your Dashboard, enter File - Export - Export Dashboard.

Are the set global settings from Online Portal applied in the application?
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Any customization from Online Portal will be automatically applied to the projects for all organization members. For example, if you set the Show project summary task to Yes from Online Portal – Options tab, the project summary task will be displayed in each organization project. 
What global 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
  • Working days
  • Divisions
And the following Resource settings: 
  • Schedule – Full time, part-time, custom
  • Custom schedule – Number of working hours per day

Is the real-time collaboration feature available only for the Business Subscription or also with the Standard Subscription?


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Answer

The real-time collaboration mode is possible only with the Business Subscription. Each team member that wants to collaborate needs to have the Editor role in organization and must have access to that project (if the project belongs to a division).

Is the “Global Settings” feature available for Standard Subscription?
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The Global Settings feature is available only for Business Subscription. If you have a Standard Subscription and you want to use this feature, you must upgrade to Business Plan. 
What does the “Global Settings” functionality do?
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The Global Settings functionality allows you to easily change the default settings for new projects for all organization members. 
How do I sort the organization divisions by their names?
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To sort divisions in a different order, click the Name column heading in the Divisions dialog. Click the column heading again to sort in the reverse order.
How can I delete a calendar from my project?
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You can delete a calendar from your organization projects by going to the File menu – Account Organization Information and clicking Global Settings option. A dialog will appear in which you have to click on the Organizer tab and then on the Calendars tab. After that, choose the calendar you want to delete from Global and click the Delete button.

Can a team member be part of multiple divisions?
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Yes, a team member can be part of as many divisions as needed.
Can a team member be part of multiple divisions?
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Yes, a team member can be part of as many divisions as needed.
How do I save a project to a division?
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To save a project to a division, go to File menu – Save As – My Projects – Drive 365, select the proper division’s folder and click Save. Note that you must be part of that division to be able to access the division’s folder.
Can I delete a division but keep the division’s projects?
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Yes, you can keep the division’s projects. When deleting the division, you will be asked if you want to delete them all or moving them to the root folder. Click Move to Root folder if you want to keep all the division’s projects.
How do I view the projects from a specific division from my organization?
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To view all the projects from a specific division from your organization, go to File menu – Account – Organization Information and click Divisions button. Select the needed division and then click Projects button to view all the projects that belong to the selected division.You can also go to File menu – Open – My Projects – Drive 365 and click on the right division folder in order to view the division’s projects.

How do I change the currency settings for my organization’s projects?
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To change the currency settings for your organization’s projects, go to File – Account – Organization Information and click the Global Settings button. In Global Settings dialog set the wanted Currency under the Schedule tab.
How do I edit a division from my organization?
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To edit a division from your organization, go to File menu – Account – Organization Information and click Divisions button. Select the needed division and then click Open Division Information button or click Edit icon.
How do I remove a team member from a division?
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To remove a team member from division, go to File menu – Account – Organization Information and click Divisions button. Select the needed division and then click Open Division Information button. In Division Information dialog, select the team member you want to remove and click Remove button. Note that you must have Admin right to perform this operation.
Why can’t I create divisions in my organization?
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To create divisions in your organization you must have Admin rights. Please contact your team administrator.
Why can’t I edit a division’s information?
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To edit a division’s information you must have Admin rights. Please contact your team administrator.
Why can’t I delete divisions from my organization?
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To delete divisions from your organization you must have Admin rights. Please contact your team administrator.
Why can’t I delete projects from Drive 365?
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To delete projects from Drive 365 you must have Admin rights. Please contact your team administrator.
How do I assign a division to a team member?
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To assign a division to a team member, go to Team menu – Manage Team. In Team dialog, click Edit icon for a team member. Then, assign the divisions you want from the Divisions combo box.
How do I add a team member to a division?
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To add a team member to a division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Edit icon for that division. Add the team member by choosing him from the drop-down list. The Name and E-mail for the team members have dropdowns with strict autocomplete.
How do I delete a division?
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Answer
To delete a division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Delete icon for a division. If you have projects that belong to that division, you will be asked if you want to delete them all or moving them to the root folder.
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