FAQ Project Plan 365

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How do I change the Date Display Format for bars in Gantt Chart?
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To change the Date Display Format for bars in Gantt Chart, using the Gantt Chart view, go to menu Format – Layout and select a date format in the Date Format box then click on the OK button.

How do I change the appearance of link lines between Gantt bars?
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To change the appearance of link lines between Gantt Chart bars, using the Gantt Chart view, go to menu Format – Layout and select the desired type of link line, then click on the OK button.

What does the “Layout” functionality do?
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The “Layout” functionality allows the user to modify the Gantt Chart in several ways to make it easier to review. You can adjust the height of bars, the link design between bars, modify the date format of the bars, roll-up tasks so that a projection of the subtasks on Gantt Chart bar is displayed at the summary task.

How can I view all my Business projects?
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In order to view all projects from your organization, you need to go to our Online Portal and click on the "Projects". You will see the list with all the business projects that were saved in My Projects - Drive 365 folder.

If my trial expired and I bought the subscription afterwards, will I lose data?
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If your trial expires you won't lose your saved data. You will have access to your files after you purchase a Standard or a Business Subscription from our website.

How can I edit the task?
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In order to use the full editor features, please download and install our Project Plan 365 app. Sign Up in our Project Plan 365 Portal in order to start a 30 days Standard Trial Subscription. Then, Sign in with your email and password inside Project Plan 365 app (look upper right corner for Sign in button)

What are the permissions for each role?


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Please read this article: Business Roles.

How can I Sign In on iOS device?
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Go to the backstage menu Account on your iOS device. Click on the Sign In button and enter your email and password.

How can I install the application on other device or platform?
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​If you purchased the subscription from our website, please download and install our latest application from this link: https://www.projectplan365.com/download/.

Then, Sign In with your email and password inside the application (look upper right corner for Sign In button).

The application blocks when I click on Sign In button.
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Looks like your firewall settings are preventing our app to connect to our server to activate and that's why the app blocks when you click on Sign In button.  Or maybe you connect with a VPN and that may cause the issue.​​ If you are using the application on OS X Yosemite, please submit a ticket about your issue at our Support Team.

Can I use the application without internet?
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You need to Sign In just the first time using the internet connection in order to activate the subscription, then you can use the application without internet​.

Why are the options in the resource menu grayed out?
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If the resource tabs from the Resource menu are grayed out, you need to select the Resource Sheet View from the View menu and then go to the Resources menu.

When I assign a team member to my organization, will he/she receive an email?
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When you assign a team member to your business, if he/she has an account on our website, he/she will receive an email to join your Business. If the assigned team member doesn't have an account, the user receives a link inside the email to set the password for his new account.​​

I cannot see the Gantt Chart view.


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In order to use the Gantt Chart view, go to menu View - Gant Chart. Please know that the Gantt Chart view is the default view for the new projects.

I can't use the Free Viewer mode without the tool showing me the window to Start the Free Trial.
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When using Project Viewer 365 in free viewer mode, please make sure you are in Gantt Chart, Resource Sheet or Task Sheet view as only these 3 views are free.

How to activate the subscription on iOS device?
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To activate the subscription on iOS device please follow the steps below:

1. First please check if you are signed in on App Store with the account used to buy the subscription (to find this info, open Settings, Click on iTunes & App Store and on Apple ID check your email address). 

2. Go inside the application and in menu Help – Register press on the Manage Apple Store Subscription button.

3. Press on the Restore Editor Subscription button. 

4. Wait for the confirmation message. 

How can I draw PERT chart?
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The PERT chart is called the Network Diagram in Project Plan 365 app. You can view the Network Diagram view by going to menu View - Network Diagram.
How can I take a full screenshot of the Gantt Chart?
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To take a full screenshot of the Gantt Chart view, you can export the entire view on one page. To achieve this,  go to menu File - Print. Click on the Page Setup button and a dialog will open and you will see that there is the Scaling option. Check the option Fit to 1 pages wide by 1 tall. Then, go to menu File-Export-Export to PDF.
How can I convert this file to MS Project 2013?
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The MPP files saved with Project Plan 365 are compatible with Microsoft Project 2010 and newer versions.
Do you have an early version of Project Plan 365?
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Our earliest version available on our website is the 2016 version that can be downloaded at https://www.projectplan365.com/articles/pp365downloadarchive/.
Do you have a new version of Project Plan 365?
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Our latest version can be found at https://www.projectplan365.com/download/.
Where is the task board?
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In order to see the Agile boards, please go to menu Project - Agile.
How can I fit to one page?
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To fit the entire project to one page, go to menu File - Print. Click on the Page Setup button and a dialog will open and you will see that there is the Scaling option. Check the option Fit to 1 pages wide by 1 tall.

How do I only include specific items in the legend?
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You can include only some specific items in the legend by going to Page Setup - Legend tab. Make the desired changes and click on the Ok button.
How do I build a WBS?
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To create a WBS, you need to Indent and Outdent tasks from menu Task - Indent/Outdent. In order to see the WBS, please insert the WBS column in Gantt Chart view.
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