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FAQ › Category: How do I...?
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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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.
How do I create a new division?
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To create a new division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Add New Division. Type division’s Name and add Team Members by choosing the team member from the drop-down list. The Name and E-mail for the team members have drop-downs with strict autocomplete.
Why can’t I access projects from a division in Drive 365?
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You cannot access projects from a division of which you are not part of, or you do not have administrator rights.
Is the “Manage Divisions” feature available for Standard Subscription?
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The Manage Divisions 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 “Manage Divisions” functionality do?
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The Manage Divisions functionality allows you to restrict member access to certain projects based on assigned division.
How can I remove an assigned resource from a task?
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You can remove a resource from a task by going to the “Team” menu and pressing on the “Assign - Resource” option. A dialog will appear in which you have to uncheck the resource you want to remove then click the “Assign” button.

Where can I find the “About” dialog?
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To find the “About” dialog, go to the menu Help – About option. The “About” dialog can be accessed by going to the File menu -  Account tab – About button.

Does the Project Plan 365 application have the option to unify multiple projects?
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You can use the Dashboard functionality. In order to do that, please go to the Report menu - Dashboard. From the left side of the dialog, select the projects, configure the Dashboard settings and press the "View" button.
How to remove a bar style?
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In order to remove a bar style, go to the Project menu - Format - Bar Styles. Select a category and from "Bars" tab, click on the placeholder in order to open the dropdown and select the empty field. After that, click on "OK" button for changes to take effect.
I purchased the application for multiple users. How will they log in?
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If you purchased multiple subscriptions, you need to add team members for them to be able to use the subscriptions. In order to do that, in our Project Plan 365 Portal], go to Team page and insert the user’s email address, set the name and the Editor role. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.

What is Agile?
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Agile is an iterative development methodology that values human communication and feedback.
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