FAQ Project Plan 365

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How do I open a password protected project plan?
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To open a password protected project plan is the same as opening any plan. Go to “File” – “Open” – “Computer / or Clouds and choose the desired project. Click the “Open” button, and then type the password in “Password” dialog.

I added a team member from Portal but it does not appear in the app.
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If the team member added from Portal does not appear in the app, please click the “Refresh team members” button inside “Resource names” control from grid in “Gantt Chart” / “Resources Sheet” view or from “Resources” table in “Task Information” dialog. Note that the “Refresh team members” option is available only in Project Plan 365 for Mac application.
How can I save my files to SharePoint Site?
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In order to save your files to SharePoint, go to the File menu - Save As (also click the Other Locations dropdown if on Mac) - SharePoint, choose SharePoint Site, enter the URL address of the SharePoint site, authenticate with your Microsoft account if not authenticated, type the name of the file and press "Save".

How can I save files to iCloud Drive?
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The Save to iCloud Drive option is available only on Mac platform. In order to save files to iCloud Drive, go to the “File” – “Save As” – click the “Other locations” dropdown and select iCloud Drive. Type the name of the file and press "Save".

I used the Silent Install command with license key but the key wasn’t applied to the application.
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If you used the Silent Install with license key command but the key wasn’t applied to the application, please make sure you deleted the data from AppData first. The AppData folder should be located in the Local Disc C:\Users\user\AppData\Local\Housatonic
How do I permanently renumber task IDs when sorting by start date?
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When using the Sort functionality the tasks are rearranged in the current view based on the specified criteria. When sorting the tasks by Start Date the task IDs are automatically rearranged.
We are sorry but at this point it is not possible to sort by date and also rearrange the task IDs in numerical order. They only appear in numerical order only when you are using the “sort by ID” option.
How can I add a team member with read-only role?
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In order to add a new team member, please go to our Online Portal page and Sign In with your email and password. After that, click on “Team” tab and then click on the "Add new team member" button and insert the user's email address, set the name and the role to "Read Only". Then, click on the "Add new team member" button. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.
Can I export to PowerPoint on Mac?
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The "Export to PowerPoint" functionality works only on Windows and Web Platforms.
Is there an option to set work contour for my project?

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We are sorry but, at this point, the "Work Contour" field is not editable in our application.
The Critical Path option is grayed out and not accessible.
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Please make sure you are using the Views that have the Gantt Chart for the "Critical Path" feature to be enabled, like: Gantt Chart, Risk View, Tracking Gantt.
How to remove slack?
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To remove the Slack Time for a task, select the task, go to Task menu - Task Information - Predecessors tab and in the Lag time grid type 0 days.
What are the differences between the Planned Value and the Earned Value?

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The Planned Value represents the budgeted cost of work scheduled while the Earned Value is the budgeted cost of work performed.
What does the yellow diamond icon mean?
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The yellow diamond icon from the Indicators field shows the tasks that are overallocated.
How to assign a task in Team Planner View?
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We are sorry, but at this point, you can't assign tasks to resources in the Team Planner View.
Is it possible to store our subprojects in SharePoint?
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Is it possible to store our subprojects in SharePoint?
Where can I find the Erix project status list?
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To see the Erix Project Status List, go to Erix Project Status List help article on our website.
How to Install Project Viewer 365 with Erix chatbot and selected clouds?
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To install Project Viewer 365 with Erix chatbot and the selected clouds use the command: msiexec /I ProjectViewer_365_PC.msi /q ADDLOCAL=ProjectViewer,URL,ProjectServer,SharePoint,Box,Dropbox,OneDrive,GoogleDrive,Erix (this command will actually install all the clouds and the Erix chatbot).
How to Install Project Viewer 365 with Erix chatbot but no clouds?
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To install Project Viewer 365 with Erix chatbot but no clouds integration use the command: msiexec /I ProjectViewer_365_PC.msi /q ADDLOCAL=ProjectViewer,Erix .
How to Install Project Viewer 365 without Erix chatbot?
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To install Project Viewer without Erix chatbot integration use the command: msiexec /I ProjectViewer_365_PC.msi /q ADDLOCAL=ProjectViewer
How to Install Project Plan 365 with Erix chatbot and selected clouds?
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To install Project Plan 365 with Erix chatbot and the selected clouds use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan,URL,ProjectServer,SharePoint,Box,Dropbox,OneDrive,GoogleDrive,Erix (this command will actually install all the clouds and the Erix chatbot).
How to Install Project Plan 365 with Erix chatbot but no clouds?
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To install Project Plan 365 with Erix chatbot but no clouds integration use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan,Erix
How to Install Project Plan 365 without Erix chatbot?
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To install Project Plan 365 without Erix chatbot integration use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan 
How do I apply Promotional Codes when renewing a subscription?
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To apply Promotional Codes when renewing a subscription go to our Project Plan 365 Portal Page and Sign In with your Owner account. In “Account” page click on the “Renew Subscriptions” button. Select the number of subscriptions that you want to renew, click on „Enter Promotional Code” label, type a valid promotional code and click on „Apply Code” button. Make sure the promotional code has been applied. Edit the billing info, then click on the “Place Order” button. Note that you can renew a number greater or equal to the number of assigned Editor subscriptions. You can also apply Promotional Codes when renewing a subscription directly from our Project Plan 365 app. Go to File menu – Account – Purchase and click the Renew Subscriptions button. Then, follow the steps mentioned above.

How do I apply a Promotional Code for Business Subscription?
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To apply a promotional code, go to our Purchase page and click on the “Buy Subscription” button that is associated with the Business Subscription. Sign In with your email and password. In the Order Info Page select the desired quantity and click on „Enter Promotional Code” label. Then insert a valid Promotional Code an click the „Apply Code” button. Make sure the promotional code has been applied. Insert the billing info and credit card info then click on the “Place Order” button. Another way to apply a promotional code is to go to Project Plan 365 Portal and Sign In with your email and password. In “Account” page click the “Buy Subscription” button and follow the steps described above. Also, you can apply the promotional code directly in our Project Plan 365 app. Go to “File” menu – “Account” and click the “Purchase” button then follow the steps described above.

How do I apply a Promotional Code for Standard Subscription? 
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To apply a promotional code, go to our Purchase page and click on the “Buy Subscription” button that is associated with the Standard SubscriptionSign In with your email and password. In the Order Info Page select the desired quantity and click on „Enter Promotional Code” label. Then insert a valid Promotional Code an click the „Apply Code” button. Make sure the promotional code has been applied. Insert the billing info and credit card info then click on the “Place Order” button.Another way to apply a promotional code is to go to Project Plan 365 Portal and Sign In with your email and password. In Account page click  the “Buy Subscription” button and follow the steps described above.Also, you can apply the promotional code directly in our Project Plan 365 app. Go to File menu – Account and click the Purchase button then follow the steps described above.

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