FAQ Project Plan 365

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What does the “Critical Tasks” report?
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The "Critical Tasks" report displays the list of critical tasks in project with their start and finish dates, successors, resources and so on.

How do I create a Top-Level Tasks report?
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In order to create the Top-Level Tasks report for your plan, go to menu Report - Overview - Top Level Tasks.

What does the “Top-Level Tasks” report?
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The "Top-Level Tasks" report displays a list of information for tasks that are outlined at level 1 in the Project.

If someone is using MS Project, how do they access the Project Plan 365 app?
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You can open your MS Project file in Project Plan 365 app. Go to menu File-Open and select the location where your MPP file is saved.
Can I speak to a physical agent?
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Please submit an online ticket with your request at https://www.projectplan365.com/newticket.
How to create deliverables?
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The best way to create deliverables is to create summary tasks with subtasks and mark the due dates with milestones.
How can I open JIRA in Project Plan 365 app?
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You can export the JIRA project to Excel/CSV and then import the file in our Project Plan 365 app. To do this go to File-Import-Import from Excel.

What does the "User Activity" functionality do?
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The User Activity functionality allows you to see a log with all the changes made to the file.
What does the “Project Summary” report?
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The "Project Summary" report displays a summary of the project dates, durations, costs, work and task status.

How do I create a Project Summary report?
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In order to generate the Project Summary report, go to menu Report – Overview - Project Summary.

How do you add % complete in Tracking Gantt or Gantt Chart view?
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In order to add the % complete in Tracking Gantt or Gantt Chart view, please insert the %complete field by going to menu Format-Insert Column, select %Complete and click Ok.
How do I open/view a project?
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To open/view a project, go to menu File-Open and choose the location where your file is located: local device or cloud service.
How do I clear/remove a project from the application?
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In order to close/remove the opened project, please go to menu File-Close.
How to level manually the resources?
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We are sorry, but the resource leveling feature is not available in our application at this point.
Can Project Plan 365 solve automatically the resource overallocation?
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Project Plan 365 app will not move your task automatically if you have an overallocated resource on two parallel tasks.
The application tells you that you have an overallocated resource by making the entire resource font with red in Resource Sheet view.
In order to solve the overallocation, you need to link the tasks and specify a predecessor.
How do I know due tasks not completed?
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In order to see the tasks that are not completed, please look at %Complete field. All the tasks that have other value than 100 are not completed yet.

I would like to know how to compare 2 projects?


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You can compare two projects by going to menu Report and press on Compare button.A comparison report contains only the differences between the two versions. It is not a consolidation of the two projects.This utility does not compare assignments. It compares tasks and resources only.

Can I create a link between tasks in different subprojects?
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At this moment you can only view an external task created with MS Project.
Can I insert multiple resources on iPad?
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We are sorry, but the multiple selection feature is not available on iOS at this point.
Why should I use a password protected file?
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In order to prevent an accidental open of your project, you can add a password to the file. You can open this plan in Project Plan 365 application.
What does the “Compare” functionality do?
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The "Compare" functionality allows reviewing differences between the current version and an earlier or later version of the same project.You can also use this tool to review a current version of a project and one or more projected versions of the same project reflecting different possible scenarios. This may prove useful when evaluating different possible outcomes and potential shortcomings to arise in the future based on the current status.
Custom views created with Project Plan 365 compatible with MS Project?
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Project Plan 365 can save up to 5 Gantt Chart based custom views that are compatible with MS Project.
How to edit a custom view?
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To edit a created custom view, go to More Views, select desired custom view click on the “Edit” button and change details for your custom view.
How do I create a custom view?
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To create a custom view, go to More Views, click on the “New” button and fill-in the details for your custom view.
How many custom views can I create with Project Plan 365?
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Project Plan 365 supports up to 5 Gantt Chart based custom views.
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