In order to evaluate the real-time collaboration feature, please start a 14 days Business Trial on our Project Plan 365 Free Trial page by clicking on the “Start free trial” button. Then, Sign In with your email and password inside the Project Plan 365 app and open a file previously saved in My Projects - Drive 365 cloud service. Then, enable the Collaboration by going to menu Share – Real-Time Collaboration.

You can Share the files also when you are in the trial period. We offer 14-Day free trial for the fully functional product.

In order to use the Master Project and Subprojects feature, you need to upgrade to business trial from Online Portal if you do not have a Business Subscription.

For more information about how to Upgrade to Business trial, please follow the steps in the Start 14-days Business Trial online help article.

Then, save your projects to your Business Drive 365 folder or to your local device. After all your projects were saved on Drive 365 or local device, you can create a master plan by adding the subprojects from menu Project - Subproject - Drive 365 or Computer.

It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can open it in our Web application.

You can use our application in Free Read-Only mode in our web application: https://online.projectplan365.com/projectviewernow/tViews.aspx

Erix AI can answer to questions about:

1. Project Status;
2. Task Status;
3. Resource Status;
4. Resource Usage;
5. Cash Flow and Budget;
6. Email Generating Queries;
7. Project Management Help & FAQs.

Note: Click on the above categories to view what questions are supported by Erix AI.

Bubble View is available for all your projects, you just have to access it from the left side View Bar. Once you clicked on Bubble View button, you will see the default Bubble View, which will open on Status group.

There are two possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file.

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

Project Plan 365 is compatible with MS Project 2024, 2021, 2019, 2016, 2013 and 2010.

In order to see the outline number you can either insert the WBS column, go to menu File-Options and in Advanced tab check the Show outline number option or check the “Outline Number” checknox directly from the “Format” menu. The outline number will appear in the Task Name column.

To show or hide the View Bar, go to the Window menu and select View Bar, or right-click on the View Bar and uncheck the "View Bar" option from the list.

To create a summary task, indent a task below another task or click the "Insert Summary" button in the Task ribbon, and a new summary task will be inserted with a placeholder name and a new task beneath it; simply rename the summary task and press Enter to confirm.

To create a subtask, indent a task below another task or click the "Insert Summary " button in the Task ribbon, and a new summary task will be inserted with a placeholder name and the selected tasks will be demoted as subtasks of the newly created summary task.

To remove the Summary task for your project, click on File - Options – Advanced (or File – Info - Project Options -Advanced). Uncheck the "Show project summary task" option and then click OK or uncheck the “Project Summary Task” checkbox from the “Format” menu.

In order to see the total project duration, please insert the Project Summary Task by going to menu File - Options (or File – Info - Project Options) and in Advanced tab check the Show project summary option or by checking the “Project Summary Task” checkbox from the “Format” menu.

To see the Summary task for your project, click on File - Options – Advanced (or File – Info - Project Options -Advanced). Make sure the "Show project summary task" is selected and then click OK or by checking the “Project Summary Task” checkbox from the “Format” menu.