FAQ Project Plan 365

Browse by Category

How do I Sign In with Microsoft inside Project Plan 365 application?
Question Link
Answer

In order to Sign In with your Microsoft account inside Project Plan 365 application, open the application and in the Sign In dialog that is prompted, click on the “Sign In with Microsoft” button. A pop-up dialog will appear where you need to type your Microsoft email address and password and click on the “Sign In” button.

I don’t see an option for Sign In inside Project Plan 365.
Question Link
Answer

Please make sure you downloaded and installed our latest application from our website or Microsoft/Apple Store. In our website application the Sign In dialog will be prompted while in the Store apps, on the top right corner, you should see the Sign In button. Or you can also go to the backstage menu File - Account and click the Sign In button.

How to use Project Plan 365 app over different platforms and devices?
Question Link
Answer

In order to use Project Plan 365 on multiple platforms (macOS, iOS, Windows, Android) you should purchase the Standard/Business Subscription from our website. You can purchase the Standard/Business Subscription from our Purchase page. Download and install our latest app from the Download page. In order to use the purchased subscription, just Sign In with your email and password inside the Project Plan 365 app (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

I just signed up, how can I start using the software now?
Question Link
Answer

Please Sign In with your email and password inside the Project Plan 365 app (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File – Account and click the Sign In button).

Where is the license/registration key?
Question Link
Answer

If you have bought a subscription from our website and inside the application it still states you are still in trial or Free Read-Only mode, please Sign In with your email and password inside the Project Plan 365 app. (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

How to Sign In inside Project Plan 365 application?
Question Link
Answer

To Sign In inside Project Plan 365, open the application and in the Sign In dialog that is prompted, insert your Project Plan 365 email address and password or Sign In with a third-party account (Apple, Google, Microsoft, LinkedIn).

How to scroll though conversation starters?
Question Link
Answer
To scroll through conversation starters, hover the cursor over the Conversation Starters section and use the mouse or touchpad scroll.
What types of questions can Erix AI answer to?
Question Link
Answer

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.

How do I use the Bubble View?
Question Link
Answer

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.

How to open a folder in Google Drive picker?
Question Link
Answer
To open a folder in Google Drive picker, simply double click on the folder name.
How to navigate back in Google Drive picker?
Question Link
Answer
To navigate back to Google Drive picker, use the path bar by clicking on the previous folder name in the path.
How to share a project file from Google Drive?
Question Link
Answer

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.

Why doesn’t Erix AI show the entire list of tasks/resources?
Question Link
Answer
Erix AI can show only 5 tasks/resources per answer. To see the full list of tasks/resources, ask Erix AI to show them by typing in “Show next tasks/resources” and press Enter.Note: You can also just type in "next" or "more" for Erix AI to display the next tasks/resources.
Why Erix AI cannot answer to my question?
Question Link
Answer
The reason why Erix AI cannot answer to a question might be because it is not yet supported. Please check our list of what questions are supported by Erix AI here.
How to start a new conversation in Erix AI?
Question Link
Answer
To start a new conversation in Erix AI, click on the Refresh icon button on the left side of the chat bar.
What subscription option is required to use Erix AI?
Question Link
Answer
Erix AI is available with both Standard and Business Subscriptions.
Is Project Viewer 365 compatible with MS Project 2021?
Question Link
Answer

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

Is Project Plan 365 compatible with MS Project 2019?
Question Link
Answer

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

Is Project Plan 365 compatible with MS Project 2021?
Question Link
Answer

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

How do I apply a Promotional Code for Business Subscription?
Question Link
Answer

To apply a promotional code, follow the steps below:

  1. Go to our Purchase page and click on the “Buy Subscription” button that is associated with the Business Subscription.
  2. Sign In with your email and password.
  3. In the Payment Information Page click on „Add Code” button.
  4. Insert a valid Promotional Code and click Apply.
  5. Add a valid credit card number then click on the “Subscribe” button or click on Google Pay/Apple Pay option and confirm the payment.

For more information, read the Purchase Business Subscription online help article.

What is Apple Pay payment?
Question Link
Answer
Apple Pay is a payment service provided by Apple Inc. that allows users to make payments to service providers, users, merchants, billers or third parties using any Payment Instruments accepted through Apple Pay.Note that Face ID, Touch ID or your passcode is required for purchases on your iPhone, Mac or iPad.
What is Google Pay payment?
Question Link
Answer
Google Pay is a payment solution application which facilitates Google Pay Service. Through Google Pay, you may send payments to service providers, Users, Merchants, Billers or third parties using any Payment Instruments accepted through Google Pay.
How do I update my payment method?
Question Link
Answer
To edit your payment information, please go Project Plan 365 Portal - “Billing” tab and in the Payment Details section click the “Update Payment Method” button. Either enter a new credit card and click on the “Save card” button or select the Google Pay/Apple Pay option and confirm.
How do I edit my billing information?
Question Link
Answer

To edit your payment information, please go Project Plan 365 Portal - “Billing” tab and in the Billing Information section click the “Edit Billing Information” button. Edit the fields you want and then click the “Save Billing Information” button.

What payment methods do you accept?
Question Link
Answer

We accept the following payment methods:

  1. All the major credit cards - Visa, Master Card, American Express, Discover, Diners Club, JCB, Carte Bleue, Union Pay.
  2. We accept wire transfer for orders that meet a minimum fee - Feel free to reach out to our Support Team for more info.
  3. We accept Google Pay and Apple Pay payments.
Contact Chat