FAQs Team

Browse by Category

FAQ › How do I...? › Category: Team
Why I can't change values in the fields?
Question Link
Answer

In order to edit and save .mpp files, you need to have an active account with the role set as Editor. You can verify your role by accessing our Online Portal Page. Sign In with your email and password, click on Team tab and check your role.

How can I add an Editor?
Question Link
Answer

If you already purchased our application, you need to purchase a subscription for each Editor team member. In our Online Portal, go to Team page and on the desire team member select the Editor role.

How do I remove a team member from organization?
Question Link
Answer

To remove a team member from organization, go to our Project Plan 365 Portal and in Team page click on remove icon that is assigned to the desired resource that you want to be removed.

How do I rename a team member?
Question Link
Answer

To rename a team member go to our Project Plan 365 Portal and in Team page and set a new name for your team member.

What does the “Help” button inside the “Resources tab – Task Information dialog” do?
Question Link
Answer
The “Help” button inside the “Resources tab – Task Information dialog” redirects us to the “Assign Resource” article in our Online Help page.
What does the “Help” button inside the “Notes tab – Resource Information dialog” do?
Question Link
Answer
The ‘Help” button inside the “Notes tab – Resource Information dialog” redirects us to the “Resource Notes” article in our Online Help page.
What does the “Help” button inside the “Resource Information” dialog do?
Question Link
Answer
The “Help” button inside the “Resource Information” dialog redirects you to the “Resource Information” article in our Online Help page.
What does the “Help” button inside the “Assignment Information” dialog do?
Question Link
Answer
The “Help” button in the “Assignment Information” dialog redirects you to the “Assignment Information” article in our Online Help page.
What does the “Help” button inside the Assign Resource dialog do?
Question Link
Answer
The “Help” button in the Assign Resource dialog redirects you to the “Assign Resource” article in our Online Help page.
Why is the resource allocation important?
Question Link
Answer
Resource allocation is an important aspect that shouldn't be neglected and it reflects the health of your project. You should avoid overallocation pitfalls by addressing the resource overallocation aspect before it affects your project's health. Resource overallocation is most likely to occur when there are multiple projects in a company and might present a risk, especially if your resources are small and involved in multiple tasks. How you plan your resource allocation is a key aspect in keeping your project on track and on budget with the outcomes you expect.
When I add the created material resource to a task, the work is directly changing to 0 hours. Why is this happening?
Question Link
Answer
The Work column is automatically calculated based on the work resources assigned to the task.
Why I can’t see the “Resouce Notes” button in ribbon on the Mac platform?
Question Link
Answer
If the “Resource Notes” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Resource Information” button in ribbon on the Mac platform?
Question Link
Answer
If the “Resource Information” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Manage Team Members” button in ribbon on the Mac platform?
Question Link
Answer
If the “Manage Team Members” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Manage Account” button in ribbon on the Mac platform?
Question Link
Answer
If the “Manage Account” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Delete Resource” button in ribbon on the Mac platform?
Question Link
Answer
If the “Delete Resource” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
Why I can’t see the “Assign” button in ribbon on the Mac platform?
Question Link
Answer
If the “Assign” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.
What is Overallocation?
Question Link
Answer
The situation corresponding to a resource of type work who dedicates more than 8 hours a day to accomplish some tasks. Overallocation may have two distinct causes: 1) the resource is assigned to several tasks that are scheduled during the same period (i.e. the resource is supposed to work 4 hours at task1 and 8 hours at task2 in the same day); 2) the PM wants the resource to dedicate more time and assigns more than 100% units for that resource.
What is a Resource Assignment?
Question Link
Answer
It represents an association between specific tasks and the resources needed to complete them. Assigning resources to tasks will indicate who or what is needed to complete the tasks in your project. More than one resource can be assigned to a task. Both work resources (e.g. people) and material resources can be assigned to tasks.
How do I solve the overallocation on a resource assigned to 2 different tasks that are in progress at the same time?
Question Link
Answer
In Gantt Chart view, please insert the units allocated by the resource for a specific task. For example, if a resource allocates 50% for each task, in Resource Names column insert resource_name[50%].
Why some resources have the text color red?
Question Link
Answer
The application tells you that you have an overallocated resource by making the entire resource font with red in Resource Sheet view and displaying a warning icon.
How do I import my outlook contact into my Resource Sheet?
Question Link
Answer
We are sorry but at this point we don't support importing resources from Outlook.
Where can I find the "Overallocated" field?
Question Link
Answer
In order to insert the "Overallocated" field, please go to the Format menu and select "Insert Column" option. From "Field Name" select "Overallocation" and then click "OK" in the dialog.
Is the "Assignment Owner" field editable?
Question Link
Answer
We are sorry, but the Assignment Owner field isn't editable in our application at this point.
How to access Project Plan 365 Portal page?
Question Link
Answer
Please click on the following link to access our Online Portal page: https://www.projectplan365.com/ups/Account/SignIn
Contact
Chat