FAQs How do I...?

Browse by Category

FAQ › Category: How do I...?

What versions of MacOS is Project Plan 365 compatible with?


Question Link
Answer

Project Plan 365 is compatible with OS X macOS 10.15 Catalina, macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey and macOS 13 Ventura. Please make sure you have the latest version installed.

What versions of MacOS is Project Viewer 365 compatible with?


Question Link
Answer

Project Viewer 365 is compatible with OS X macOS 10.15 Catalina, macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey and macOS 13 Ventura. Please make sure you have the latest version installed.

How to download a project created with ChatGPT in MPP format?
Question Link
Answer

To download a project plan created by ChatGPT in MPP format, Follow the steps below:

  1. Install "Project Plan 365 Assistant" extension to your browser (Chrome/Edge) from Chrome Web Store or Microsoft Edge Add-ons;
  2. Go to Chat GPT page: https://chat.openai.com/;
  3. Ask Chat GPT to create a project on the desired subject, for example: “Create a kitchen renovation project.”;
  4. If the project is not in table format, you first have to ask ChatGPT to format the text by clicking on Download as MS Project Plan (MPP) button;
  5. In the pop-up message that appears, click on Format Textbutton;
  6. When Chat GPT finishes generating the project in table format, click again on Download as MS Project Plan (MPP) button;
  7. The created project will be downloaded on the local device and can then be opened in the local Project Plan 365 application.

Note: You can ask ChatGPT to make changes in the project like: add/remove columns, set project start/finish dates, assign resources etc., or you can apply the changes in the Project Plan 365 Application and save the project to any storage location.

How to change the duration of the project?
Question Link
Answer
It is not possible to change the duration of the entire project. The project duration is calculated by Project Plan 365 sum of the durations of all its subtasks. In order to see the total project duration, please insert the Project Summary Task by going to menu File - Options and in Advanced tab check the Show project summary option.
Why am I receiving a Project Status Report?
Question Link
Answer
When you save a project file in Drive 365 for the first time, a default Project Status Report is automatically scheduled with weekly delivery.To edit the report, go to the Reports page in our Online Portal or, in the app, go to menu Report – Scheduled Reports.
Can I add multiple Visual Reports in the same Scheduled Report?
Question Link
Answer
You can add only one Visual Report per Scheduled Report.
Can I edit a Visual Report used in a Scheduled Report?
Question Link
Answer
To edit a Visual Report used in a Scheduled Report, in the app, go to menu Reports – Visual Reports – select the desired report – click OK– in the Designer page make the desired changes – then save the project by going to menu File – Save.Note: To learn more about how to edit visual reports go to the Visual Reports Online Help Article.
What are the predefined Visual Reports I can add in a Scheduled Report?
Question Link
Answer
You can add the following predefined Visual Reports in a Scheduled Report:
  • Project Status - displays the overall status of the project, including the percentage complete, duration, and cost.
  • Upcoming Tasks - displays tasks that are scheduled to start in the next week or two.
  • Critical Tasks - displays tasks that are critical to the project's success.
  • Late Tasks - displays tasks that are overdue.
  • Task Cost Overview - displays the total cost of tasks in the project, broken down by resource and task
  • Milestone - displays project milestones and their associated tasks.
  • Resource Overview - displays resource assignments and their workloads.
  • Burndown Report - displays the progress of tasks over time
  • S-Curve Report - displays the progress of costs or work over time
  • Project Goals - displays the project goals and objectives
What Visual Reports can I add in a Scheduled Report?
Question Link
Answer
The predefined Visual Reports are available to be added in the Scheduled Reports by default. You can also add any custom Visual Report created inside the application that are copied in the Global Settings. To learn more, go to the Visual Reports Online Help Article.Tip: To copy a custom Visual Report in the Global Settings, go to menu File – Account – Organization Information – Global Settings – Organizer tab Reports tab select the desired report – click Copy then click OK.
How will I receive my Scheduled Report?
Question Link
Answer
Based on the entered email addresses and the set delivery time, you will receive an email with the Scheduled Report attached as a PDF document.
On what platform does Project Plan 365 supports alerts when setting incorrect task dependency?
Question Link
Answer

The Task Succession Alerts functionality is currently available on the Mac and Windows platforms.

How to convert text to uppercase?
Question Link
Answer
At this point, we do not support the "Change Case" functionality.
How can I archive files?
Question Link
Answer
At the moment, we do not support archiving files in the My Projects - Drive 365 cloud. Please save your project to the local device by going to menu File - Save - Save As - Computer.
Can I wrap resource names on gantt chart?
Question Link
Answer
At the moment, the Wrap Text option is available only on the Task Names column.
Why am I not allowed to modify the Actual Start and Actual Finish fields?
Question Link
Answer

To edit the Actual Start and Actual FInish fields, go to menu Format - Insert Column - select Actual Start/FInish - click OK. Type in the desired value in the Actual Start or Actual Finish field.

As a workaround, after you created your plan, you can also set a baseline in order to see a difference between Planned Start Date and Actual Start Date. In this way, the Scheduled Start date is in fact the Baseline Date.

After this, if your task actually starts on other date you can change the Start Date for that task. This will be the Actual Date. So, the Actual Date is in fact is the Start Date and the Scheduled Date is the Baseline Date you set in the application when you initially created your plan.

How can I ask ChatGPT to assign resources to a project?
Question Link
Answer
You can ask Chat GPT to assign resources to a project, by first inserting the Cost column and instruct ChatGPT to assign resources to the desired tasks. For example, type in: “Add Resource Names column and assign resources to all tasks”.
How can I ask ChatGPT to set a specific project cost for a project?
Question Link
Answer
You can ask Chat GPT to set a specific Cost for a project, by first inserting the Cost column then specifying a project cost, for example, type in: “Add Cost column (project cost $10.000).”.
How can I ask Chat GPT to change the Start Date of a task?
Question Link
Answer
You can ask Chat GPT to change the start date of a task by providing the task number along with the desired start date, and instruct ChatGPT to update the corresponding cell or column with the new start date information. For example, you can say: “Change Start Date of Task ID 5 to 3 January 2024”.
How can I ask ChatGPT to set a specific Start/Finish Date for a project?
Question Link
Answer
You can ask Chat GPT to set a specific Start/Finish Date for a project, by first inserting the Start Date Column then specifying a project start date, for example: “Add Start Date column (project start date 1 January 2024).” in the chat box and press Enter.
How can I ask ChatGPT to chainage the duration of a task?
Question Link
Answer
You can ask ChatGPT to change the duration of a task, by simply providing the task number or row reference along with the new duration to ChatGPT, and ask it to update the corresponding cell in the table accordingly (for example: Change Duration of Task ID 5 to 10 days).
How can I ask ChatGPT to insert a task in a project?
Question Link
Answer
You can ask ChatGPT to insert a task in a project by providing it the details of the new tasks, such as task names, durations, start dates, resources, etc., and instruct ChatGPT to insert them in the appropriate position within the table. For example, you can say: “Insert a task with name [Name] below Task ID 5”.
How can I ask ChatGPT to set a task as a milestone?
Question Link
Answer
You can ask ChatGPT to set a task as a milestone by specifying the task number or row reference for the milestone you want to set, and ask ChatGPT to update the duration to 0 days. For example, type in “Set duration of Task ID 3 to 0 days to make it a milestone”.
How can I ask ChatGPT to remove columns from a project?
Question Link
Answer
You can ask ChatGPT to remove a column by specifying the column name or its position within the table. For example, you could say, "Remove the column named “Cost”".
How can I ask ChatGPT to insert columns in a project generated by it?
Question Link
Answer
You can ask ChatGPT to insert a column by specifying the column name and its position within the table. For example, you could say, "Insert a column named “Cost” at position 3 in the table".
How can I ask ChatGPT to change the name of a task?
Question Link
Answer
You can ask ChatGPT to change a task name, by simply providing the task number or row reference along with the new task name to ChatGPT, and ask it to update the corresponding cell in the table accordingly (for example: Change Task Name of Task ID 5 to [New Name]).
Contact
Chat