FAQ Project Plan 365

Browse by Category

What should I know before starting to import the Excel file in Project Plan 365 app?
Question Link
Answer
1. Be aware of which Excel file fields will be mapped to which Project Plan file fields before starting the Import Wizard.
2. Not all fields in the Excel field are required to be imported. When mapping the columns from your file you will have the opportunity to pick which fields you will import by deleting the unnecessary ones (using the Delete Row button).
3. Make sure you know which Excel file tab names will be imported into which data areas within Project Plan. e.: Task data, Resource data.
4. Be aware if your import file has column headers.
5. Blank lines in the Excel file will be imported as blank lines in the project file.
6. Start and Finish dates when imported into the Start and Finish fields in Project Plan 365 will create Start No Earlier Than constraints for the tasks.
What changes do I need to make to the excel file before importing it in Project Plan 365 app?
Question Link
Answer
Before importing your Excel file in our application please make the following changes:1. Create any customized fields before starting the import process.
2. Make sure the customized fields are of the same data type as the fields that will be imported from Excel. I.e.: Text into Text, Date into Date.
3. When possible, create the customized field names to match the names in the Excel file. Optional but helpful.
What is Microsoft Excel?
Question Link
Answer
Microsoft Excel is a software program used to create spreadsheets.
How do I recover my file in case of a crash?
Question Link
Answer
If the Auto Save option is turned on, you can automatically save versions of your file while you’re working on it. To recover your file, go to File - Open - Open Unsaved Project.
How do I protect my files in case of a crash?
Question Link
Answer
Crashes happen. The power goes out. And sometimes, people accidentally close a file without saving. To avoid losing all your work when stuff like that happens, we turned on Auto Save by default.
How do I activate the Auto Save functionality?
Question Link
Answer
To activate the Auto Save functionality, go to File - Options - General Settings tab - General Options section. Make sure the "Auto save a copy every x minutes" box is selected.
What does the “Auto Save” functionality do?
Question Link
Answer
The Auto Save functionality saves a copy of your file automatically at a given time.
How do I save a file to a cloud service?
Question Link
Answer
To save a file to a cloud service go to File - Save As and select the desired cloud service.
Why does a warning message appear when trying to save a file created with Microsoft Project?
Question Link
Answer

When a file is saved, Project Plan 365 will identify if it is created with Microsoft Project or Project Plan 365. The warning message will appear if the file was created with Microsoft Project and if the project file contains unsupported functionalities.

What are warning messages?
Question Link
Answer
Warning messages are modal dialog boxes that alert the user of a condition that might cause a problem in the future.
What does “Save As” do?
Question Link
Answer
The “Save As” functionality allows you to save your file without overwriting the previous version by choosing a new name and optionally a new location.
What does “Save” do?
Question Link
Answer
The “Save” functionality saves the current file, in the current format.
Are documents stored to the local machine only?
Question Link
Answer

We don't have a mechanism to control via our app where the files are saved or restrict sharing based on internal policies.

Do you recommend to auto save files every 15 minutes?
Question Link
Answer

To be extra safe, enter a small number in the minutes box, like 10. That way, you’ll never lose more than 10 minutes of work. On the other hand, if you want to make the application faster, try entering a larger number in the minutes box, like 20.

How do I set the interval for auto save?
Question Link
Answer

To set the interval for auto save, go to File – Options. In General Settings tab look at General Options section. Make sure the auto save box is selected and change the interval as you please then press OK.

How to open a file from iOS device from Files App?
Question Link
Answer

In order to open a mpp, Excel or CSV file in Project Plan 365 directly from Files app you first need to navigate to the desired file. After this, you can either tap on the file (if Project Plan 365 is the default app) or long press on the file, select Share from the popup and then choose “Open in Project Plan 365”. The desired file will then be opened in our app. For more information about Files app please check: https://support.apple.com/en-us/HT206481.

Can I customize the Resource Usage view?
Question Link
Answer

To make the Resource Usage view fit your needs exactly, you can customize it or create a new version. When you close your project, the customized view will be lost. To customize the Resource Usage view, you can:
1. Display different resource information.
2. Display information in different timescales.
3. Change the units of time that are displayed to view your project at the level of detail you need.
4. View usage information for a specific time period.

When should I use the Resource Usage view?
Question Link
Answer

Use the Resource Usage view when you want to:
1. View information on a resource's task assignment, such as cost, work allocation, and work availability.
2. See which resources are overallocated and by how much.
3. View assignments more evenly among resources.
4. Find out how many hours each resource is scheduled to work.
5. See the work capacity (in terms of a percentage) for each resource.
6. View how much time each resource has available for additional work assignments.
7. View each resource's work progress in days, weeks, months, or other time increments.
8. View resource costs.
9. View the amount of work a person spends on a task.

How can be set the Progress Lines?
Question Link
Answer

The Progress Lines can be set using the Dates and Intervals tab in the Progress Lines dialog box to set preferences for the way you want to display dates and intervals with progress lines.

You can:
1. Display progress lines at regular intervals.
2. Display progress lines based on a specific status date.
3. Display progress lines for specific dates you select.
4. Display progress lines compared with the baseline plan or to the actual plan.

How to use the Scroll Bars?
Question Link
Answer

1. Use the vertical scroll bar to move up and down.
2. To scroll one row or column in a given direction, click the arrow at the appropriate end of the scroll bar.
3. To scroll one full window in a given direction, click the shaded area of the scroll bar on the appropriate side of the scroll box.

How to "Split Window"?
Question Link
Answer

1. To split the window/screen, go to menu Window - Split.
2. When you first click on Split button in menu, the Task Form view will appear in the bottom pane.
3. If you right-click in the form, you can select what information is shown in it. There is a resource form and a task form.

Is there an instructional video that can be downloaded for review to first time users?
Question Link
Answer

You can read our online training that has also videos included: https://www.projectplan365.com/training/. Or you can access our youtube channel, that includes training videos, from the following link: https://www.youtube.com/user/HousatonicSoftware/videos​​​​.

How do I silent install Project Plan 365 for Windows Pc/Server?
Question Link
Answer

To Silent Install Project Plan 365 please read this article: https://www.projectplan365.com/articles/silent-installuninstall-project-plan-365-for-win-pcserver/.

What are the differences between Microsoft Project and Project Plan 365 for Windows?
Question Link
Answer

Please see the list with the comparison between Project Plan 365 for Windows and Microsoft Project: https://www.projectplan365.com/articles/project-plan-365-pc-versus-microsoft-project-2016-comparison/.

What Arhitectures does Project Viewer for Windows Web/Server support?
Question Link
Answer

You can find the requirements for installation for Project Plan 365 on Web at: https://www.projectplan365.com/articles/install-project-viewer-365-for-windows-webserver/.

Contact
Chat