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How do I get to use the Visual Reports?

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In order to have access to "Visual Reports" you need an active Business Subscription.

In order to Upgrade to Business trial, please Sign In with your email and password in our Portal page and in Account menu click on “Upgrade to Business Trial” button.

Where are the Overview reports?
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In order to access the overview reports, click on the "Report" menu - Overview.
The "Project Statistics" button doesn't appear in the "Info" tab.
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Please make sure you have installed, on your device, our latest application from the store or from our website: Download Project Plan 365.
How can I save my Dashboard file to computer?
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You can save dashboard files on your Computer by using the "Save to Computer" option in Dashboard dialog. In order to do that, go to menu Report - Dashboard. In the Dashboard dialog, upload the desired files and press "Save to Computer". Type the dashboard file’s name and then press Save.

How to close the "Compare" report?
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The "Compare" report can be closed by selecting a view from the left side view bar or from the "View" menu.
How can I delete a custom report?
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We are sorry but the "Delete Custom Report" option isn't available in our application at this point.
What does the "Show Hierarchy" checkbox inside the "Report Definition" dialog do?
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The “Show Hierarchy” option in the "Report Definition" dialog allows you to display the summary tasks in the report.

For example, if you have 3 tasks (Task1, Task2, Task3) and Task 1 is a summary task and Task2 and Task 3 are subtasks, if the “Show Hierarchy” option isn’t checked, the Task1 won’t appear in the generated report. Once checked the “Show Hierarchy” option, Task1 will appear in the report.
What is ACWP and how it is calculated?
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ACWP represents the cost incurred for work performed until status date (or today date if status date not set). By default, how and when ACWP is calculated depends on the assigned resources' Standard Rate, Overtime Rate, Per Use Cost, and Cost accrual settings in the Resource Information dialog box, as well as the actual work reported, fixed costs for tasks, and the status date or today's date. Project Plan 365 can calculate ACWP even if you do not have resources assigned. In this case, the calculations are based on progress (percentage of completion or actual work) and fixed costs to date for the task.

How can I see the project updates made by the team members?
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In order to see the updates made to a project by team members, you can use the User Activity functionality. In order to do that, go to the Report menu and click on User Activity option or go to File menu – Info – Project Activity Log.

How can I see the User Activity for my project?
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In order to see the User Activity report, go to menu Report - User Activity or go to File menu – Info – Project Activity Log.

How can I see statistics on my project?
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In order to see the Project Statistics, go to menu Project - Project Information - Project Statistics or go to File menu – Info tab and click the Project Statistics 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.
What is Assignments reports?
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Assignment Reports provides information regarding the project assignments such as Who Does What or the To-Do List.
What is Current activities reports?
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Current Activities Reports displays information regarding task information such as: Unstarted tasks, Tasks in Progress or Completed Tasks.
What is Custom reports?
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Custom reports are reports that provide information based on users settings.
What is Cost reports?
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Cost reports provide information regarding the costs of the project.
What is Overview reports?
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Overview reports display information regarding the entire Project duration.
What is Project Budget?
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Project budget is a financial and personnel disposal limits that are needed for the project implementation.
How do I export a dashboard project?
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In order to export your dashboard, go to menu File - Export - Export Dashboard.

How do I open a dashboard file?
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To open an existing Dashboard file click the Report Tab – Dashboard – Open – Select the dashboard file and make sure it is in XML format and click Open.The “Dashboard” option can also be found in File menuHome tabDashboard.

What does the “Help” button inside the “Risk Management tab – Options dialog” do?
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The “Help” button inside the “Risk Management tab – Options dialog” redirects us to the “Risk Management” article in our Online Help page.
What does the “Help” button inside the “User Activity” dialog do?
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The “Help” button inside the “User Activity” dialog redirects you to the “User Activity” article in our Online Help page.
What does the “Help” button inside the Dashboard dialog do?
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The “Help” button inside the “Dashboard” dialog redirects you to the “Dashboard” article in our Online Help page.
What does the “Help” button inside the “Custom Reports” dialog do?
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The “Help” button inside the “Custom Reports” dialog redirects us to the “Custom Reports” article in our Online Help page.
What does the “Help” button inside the “Compare” dialog do?
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The “Help” button inside the “Compare” dialog redirects you to the “Compare” article in our Online Help page.
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