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 rename a column using the Column Definition dialog?
Question Link
Answer
In order to change the title of a column, double click on the column header and inside the Column Definition dialog, type the desired name inside the "Title" field and press "OK" for the changes to take effect.
I want to make one of my team members an Editor. How can I change the role?
Question Link
Answer
In order to change the role of a team member, please go to our Online Portal page and Sign In with your email and password. After that, click on “Team” tab and from “Role” field change the role for the desired team member from “Read Only” to “Editor”.
How can I add outline numbers to the tasks?
Question Link
Answer
In order to see the outline number, go to the File menu – Options and click on “Advanced” tab. After that, check the “Show Outline Number” option and click on “OK” button.
How can I change the font of the column titles?
Question Link
Answer
In order to change the font/color/style and size of the column titles, please go to the Format menu – Text Styles option. From “Items to change” select “Row Column Titles”, select the font style and size and press “OK” for the changes to take effect.
How do I add the task name inside all summary task bars?
Question Link
Answer
Go to menu Format-Bar Styles. Select the Summary task, click on the Text tab and from “Top” or “Inside” field select the “Name” option. After that, press “OK” for the changes to take effect.
How do I print the critical path in a A3 format page?
Question Link
Answer

In order to see the critical tasks in your project, go to Gantt Chart view and in the Project tab click on the Critical Path button. All the critical tasks become red in the Gantt Chart.

To filter all the critical tasks in your project, go to Project ribbon – Filter and select Critical.

After this, you can Print in A3 format these tasks by going to menu File-Print-Page Setup and export the project in a A3 format.

How do I change the right section in the Header tab in Page Setup dialog?
Question Link
Answer
Please go to menu File – Print – Page Setup and then go to Header tab, select the Right section and change the text.
How to delete a custom view?
Question Link
Answer

We are sorry but this option isn't available in our application at this point.

How to delete a project from My Projects - Drive 365?
Question Link
Answer

In order to delete a project from My Projects – Drive365 cloud, go to the File menu – Open – My Projects – Drive 365 and select the right division folder (if needed). From the file picker, right-click on the file you want to remove and select Delete option in the contextual menu. Click Yes in the confirmation dialog.

Are we able to set policies that restrict how documents are shared through the application?
Question Link
Answer

If you purchase the Business Subscription, each user can have a role (Editor, Collaborator, Viewer). Based on the given role, he can modify the entire plan, modify some specific fields or only view the file.

There is also the Divisions functionality that restricts member access to certain projects based on assigned division.

Can I download Online Templates on my local device?
Question Link
Answer
Yes, you can download any template on your local device. Please go to our Online Templates page, choose a template and click Download from the opened dialog.
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.
« Previous1…4243444546…128Next »
Contact Chat