FAQ Project Plan 365

Browse by Category

Can I customize the Resource Usage report?
Question Link
Answer
We are sorry but the Resource Usage Report cannot be customized at this point.
How can insert data from Excel into Project Plan as a linked object that will be updated dynamically by changes made in the source excel file?
Question Link
Answer
At the moment, we don’t support importing data from Excel into Project Plan 365 as a linked object. We support importing files from Excel or CSV by using the Import from Excel functionality, but you will need to manually import the Excel file into Project Plan 365 every time you make a change to the Excel file.
Do you have any tutorials in French?
Question Link
Answer
We are sorry but we don’t have tutorials in French. You can use the application in French by going to File menu - General Settings - Language and select French, then restart the application.
How can I edit the Critical Path?
Question Link
Answer
How can I edit the Critical Path?
How can I change the order of views in the left side view bar?
Question Link
Answer
We are sorry but changing the order of views isn't possible in our application at this point.
How can I change the link style in the Network Diagram view?
Question Link
Answer
We are sorry, but at this point, you cannot change the link style in Network Diagram view as it is view-only.
Why is the Task Form view read-only?
Question Link
Answer
We are sorry but at this moment, the Task Form view isn't editable in our application.
What are the differences between the Standard and the Business Subscription?
Question Link
Answer

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
10. Restrict Project Editing

Can I have two Resource Sheet views?
Question Link
Answer
We are sorry but having two Resource Sheet views is not possible in our application at this point.
How many days is available the trial?
Question Link
Answer
The trial period is 30 days.
What views can be displayed in the lower pane on the Web app?
Question Link
Answer
The following views can be displayed in the lower pane: Task Form, Resource Form.
What views cannot be displayed in the lower pane on the Web app?
Question Link
Answer
The following views cannot be displayed in the lower pane: Bubble View, Calendar, Gantt Chart, Resource Sheet, Task Sheet, Tracking Gantt, Network Diagram, Task Usage, Timeline, Resource Graph, Resource Usage, Team Planner.
What are the benefits of using the Dashboard functionality?
Question Link
Answer
The Dashboard functionality offers the advantage of bringing projects together in order to analyze them, without having to manually insert them as subprojects into a master file expressly created for this purpose.The feature is especially useful to observe resources – it is actually a frequent scenario that in overlapping projects considered individually resources are not overallocated, but when considered as a whole, shared resources across multiple projects are assigned to more work than the normal working capacity.
How to remove a password from a password protected MPP file directly from a Cloud file picker?
Question Link
Answer
You can remove the Password from a MPP file directly from a Cloud file picker by going to menu File – Save As and selecting any Cloud storage location (Drive 365, Google Drive, etc.). Click on the “Options…” button and delete the password then click the “OK” button. In the “Remove password confirmation” dialog click “Yes” to remove the password and “No” to keep it. Click on the “Save” button to save the changes.
What does "Real-Time Collaboration" mean?
Question Link
Answer
Real Time Collaboration is a feature available only for Business subscription, which allows the users the possibility to modify at the same time a file saved in Drive365. Any member of your organization that is in Collaboration mode can see in real time any modification made at that time by another member of the organization.
What does "Simple Collaboration" mean?
Question Link
Answer
By “Simple Sharing and Collaboration” we are referring to the fact that with a Standard subscription you have access to Drive365 where you can save your projects, to which the members of your organization have access and can open, modify and save them. Also, you can share files saved in Drive365 with your team members.
When should I use the "Split Task" functionality?
Question Link
Answer
Use the “Split Task” functionality in the situation where the work for a task in your project needs to start, then stop somewhere in the middle of the task, and then resume at a later date.In this way, Project Plan 365 gives you the possibility to account for interrupted work, when an issue arises that causes a non-work period delay in the schedule. This allows for the individual task duration to remain the same, while potentially extending the duration of the project.
How do I save a .MPP File with a password on a Cloud location?
Question Link
Answer
For all the cloud storage locations, except Project Online, you can save a MPP file with a password directly from the file picker. Go to File – Save As and select any cloud storage. In the file picker click on the “Options…” button and in the “Save Options” dialog type a password then click the “OK” button. Confirm the password and click the “OK” button. Type a name and click the “Save” button to save your password protected MPP file.Note that if you lose or forget the password, it cannot be recovered. It is advisable to keep a list of passwords and their corresponding document in a safe place.
What is Dashboard?
Question Link
Answer

The Dashboard functionality allows you to aggregate multiple project files (either located on your machine or online) in a virtual master project to help you get a higher-level perspective on your projects.

How to remove a password from a password protected MPP file?
Question Link
Answer

To remove a Password from a MPP file, go to menu File – Options – Protect Plan Tab and from the “Encrypt the content of the project” section delete the set password then click the “OK” button. In the “Remove password confirmation” dialog click “Yes” to remove the password and “No” to keep it.

What is the difference between Simple Collaboration and Real time Collaboration?
Question Link
Answer

The difference between “Simple Sharing” and “Real-Time Collaboration” is that Real Time Collaboration is a feature available only for Business subscription, which allows the users the possibility to modify at the same time a file saved in Drive365. Any member of your organization that is in Collaboration mode can see in real time any modification made at that time by another member of the organization.

What does the “Split Task” functionality do?
Question Link
Answer

The “Split Tasks” functionality, as the name describes it, allows the possibility to interrupt work on a task, due to cases such as an unplanned event or even a task reprioritization, you can split the task so that part of it starts later in the schedule.

How do I save a MPP file with a password?
Question Link
Answer

To set a Password for a MPP file, go to menu File – Options – Protect Plan Tab and in the “Encrypt the content of the project” section type a password then click the “OK” button. In the “Confirm Password” dialog type again the password and click the “OK” button. Then go to menu File – Save As - “Computer” / or Clouds, type a name and click the “Save” button to save your password protected MPP file.

Note that if you lose or forget the password, it cannot be recovered. It is advisable to keep a list of passwords and their corresponding document in a safe place.

How do I enable field protection?
Question Link
Answer

To enable field protection, go to ribbon – Project tab – Protect Plan and click the Allow Edit Fields button. A dialog will be displayed where you can specify the fields that will be unlocked by a password when project is protected. You may also specify who can edit the fields without a password. The permissions can be set only for team members with an Editor role.

Note that this functionality is only for Business subscription.

You can also enable field protection from the Options dialog by going to File menu – Options – Protect Plan tab and clicking on the Allow Edit Fields button.

I have a Mac and I don't know how to install Project Viewer
Question Link
Answer

To install Project Viewer for Mac, download the PKG install Program from our site: Download Project Viewer 365 and follow these steps:

  1. Log on to your computer with administrative rights.
  2. Locate the Project Viewer pkg install program.
  3. Run ProjectViewer_365_Mac.pkg and follow the onscreen instructions.
  4. Click Close to end the installation process.

After installation, the application is automatically installed in the /Applications folder, and the application icon appears in Launchpad.​​

Contact
Chat