FAQ Project Plan 365

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How do I apply the "Summary Tasks" filter?
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In order to apply the "Summary Tasks" filter, go to menu Project - Filter and select Summary Tasks or select More Filters and select Summary Tasks and click on Apply button.

How do I apply the "Resource Range..." filter?
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In order to apply the "Resource Range..." filter, go to menu Project - Filter and select Resource Range... or select More Filters then select Resource Range... and click on Apply button.

How do I apply the "Resource Group..." filter?
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In order to apply the "Resource Group..." filter, go to menu Project - Filter and select More Filters then select Resource Group... and click on Apply button.

How do I apply the "Manually Scheduled Tasks" filter?
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In order to apply the "Manually Scheduled Tasks" filter, go to menu Project - Filter and select More Filters then select Manually Scheduled Tasks and click on Apply button.

How do I apply the "Linked Fields" filter?
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In order to apply the "Linked Fields" filter, go to menu Project - Filter and select More Filters then select Linked Fields and click on Apply button.

How do I apply the "Group" filter?
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In order to apply the "Group" filter, go to menu Project - Filter and select Group or select More Filters and select Group and click on Apply button.

How do I apply the "Date Range..." filter?
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In order to apply the "Date Range..." filter, go to menu Project - Filter and select Date Range... or select More Filters and select Date Range... and click on Apply button.

How do I apply the "Critical" filter?
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In order to apply the "Critical" filter, go to menu Project - Filter and select Critical or select More Filters and select Critical and click on Apply button.

How do I apply the "Created After..." filter?
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In order to apply the "Created After..." filter, go to menu Project - Filter and select More Filters and select Created After... and click on Apply button.

How do I apply the "Backlog" filter?
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In order to apply the "Backlog" filter, go to menu Project - Filter and select Backlog or select More Filters and select Backlog and click on Apply button.

How do I apply the "All Resources" filter?
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In order to apply the "All Resources" filter, go to menu Project - Filter and select All Resources or select More Filters and select All Resources and click on Apply button.

How do I apply the "All Tasks" filter?
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In order to apply the "All Tasks" filter, go to menu Project - Filter and select All Tasks or select More Filters and select All Tasks and click on Apply button.

How can I save my project to my computer?


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Saving a project file to your computer is similar to saving a file in any other program. Go to “File” – “Save As” ( also click the “Other locations” dropdown if on Mac), then click the “Computer” / “Local device” button. It saves the current file, in the current format.

What are the differences between the Standard and the Business Subscription?
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Compared to Standard Subscription, the Business Subscription adds some extra features like:1. Master project and subprojects
2. Risk Management
3. Real-Time Collaboration
4. Visual Reports
5. Custom Views
6. Export to My Calendar
7. Global Settings
8. Manage Divisions
9. Resource Leveling

What is the difference between Complete Editor and Advanced Viewer?
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The difference between Complete Editor and Advanced View Only subscriptions is that with the Complete Editor subscription you have access to edit and save your projects and with the Advanced View Only subscription you are allowed to open and view the projects.
In how many formats I can import my file?
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Our application allows you to import files from Excel, SmartSheet, XML, Xmind and MindManager.
I need to see the cost instead of hours in the Task Usage view.
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We are sorry but it isn’t possible to add the cost in the right side of the Task Usage view at the moment.
How can I show the Resource Initials next to the bars?
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In order to add the Resource initials in the Gantt Chart, go to the Format menu – Bar styles, select the Text tab, chose in which side of the Gantt Chart you want to display the Resource name initials and select the “Resource Initials” field. Press “OK” and the Resource Initials will be displayed in the Gantt Chart.
How to save a project file to SharePoint Online?
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To save a file to SharePoint Online, go to the File menu, then click Save As (also click the Other locations dropdown if on Mac), then select the SharePoint cloud - Open from SharePoint – SharePoint Site. Type in a name for your file and press Save.

How can I save a project in Project Server?
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To save a project on Project Server use Save as functionality available on File - Save as (also click the Other locations dropdown if on Mac) - Project Server / Online - enter Server URL Enter windows credentials like domain\Username and password Enter project name and press Save.

How do I save a project to Project Online?
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To save a project on Project Online use Save as functionality available on File - Save as (also click the Other locations dropdown if on Mac), then click the Project Server / Online - enter Server URL. Enter windows credentials and then insert the name of the project and press Save.

How to save a project file to Google Drive?
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To save a file to Google Drive, go to the File menu, then click Save As (also click the Other locations dropdown if on Mac), then select the Google Drive cloud. Type in a name for your file and press Save

How to save a project file to Dropbox?
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To save a file to Dropbox, go to the File menu, then click Save As ( also click the Other locations dropdown if on Mac), then select the Dropbox cloud. Type in a name for your file and press Save.

How to save a project file to Box?
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To save a file to Box, go to the File menu, then click Save As (also click the Other locations dropdown if on Mac), then select the Box cloud. Type in a name for your file and press Save.

How do I open a password protected subproject?
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To open a password protected subproject, go to “Project” – “Subproject” – “Computer / Drive 365 and choose the desired project from local device or “Drive 365” cloud. Click the “Open” button, and then type the password in “Password” dialog. The subproject will be added to your master project.
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