To export the Cash Flow report, go to menu Report - Costs - select the Cash Flow report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

To export the Budget report, go to menu Report – Costs – select the Budget report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

There are 3 ways to assign resources to a task:

1. Using the Resource Name column - just write or select the resource/resources you want to add. Set the units or the number of items.
2. Using Task Information - Resource tab - select resources and write or select the resource/resources you want to add. Set the units or the number of items.
3. Using menu Team - Assign. Right click on a task in the grid and select Assign then select your resource and click on the Assign button.

To see what constraint a task has select the given task and click on Task - Task Information - Advanced. Constraint information is in the Constraint type and Constraint date boxes. 

Constraints can be Flexible, Semi-flexible, and Inflexible. 

Task constraints are a feature that alter when your tasks will appear on the schedule. Constraints offer you more choice when it comes to automated scheduling as you can tweak your task dates based on additional information. 

The list of users who are in real-time collaboration mode at the same time is shown above the grid.

You can customize the inactivity period before the file in real-time collaboration mode closes. In order to do that, go to the File menu and select Options. Select the Advanced tab and from General Options, customize the Collaboration Timeout as you desire. For changes to take effect, click OK. The minimum value for the collaboration timeout option is 5 minutes and the maximum is 120 minutes.

You cannot assign a user twice on the same subscription.

If a user is assigned to a subscription owned by someone else, he cannot renew the existing subscriptions or purchase more subscriptions. 

In order to create a new project from the https://www.projectplan365.com/ups/Account, click on "Projects" button then on "New Project" button. You will be redirected to our https://www.projectplan365.com/projectviewernow/tViews.aspx.

You cannot assign to a user both Editor and Read-Only role.

You can assign a subscription to a different user in Team Members page from our Online Portal. Remove a team member or change the role to Read-Only for an existing user and assign the remaining subscription to another team member.

You can assign more team members into your organization than purchased subscriptions. The only condition is that the role for the new added team members to be Read-Only. If you want to add an Editor, you need to purchase another subscription.

Is the Team Planner view available on the Standard license or only on the Business license?

The Team Planner view is available for both Standard and Business Subscription.

The Priority field indicates the level of importance given to a task, which in turn indicates how readily a task or assignment can be delayed or split during resource leveling. Priority levels range from 0 - 1000. The lowest priority is 0. The default priority is 500.

To find a specific task or word, click on the Task menu – Find – select the desired information in the dialog box and click Find Next.

To enter a per-use cost resource click View - Resource Sheet. In the entry table click on column Type select Cost. After this, assign that resource of type cost to a task using the Task Information dialog. In Resources tab select the cost resource and enter the cost, then click on the OK button.