A resource is overallocated when it is assigned too much work to complete within the resource's available time. You can resolve resource overallocation by adjusting either tasks or resources in your project. For detailed information about Resource Overallocation, see the Resource Overallocation Online Help Article.

To level tasks for certain resources, go to “Team” menu and click the “Level Resource” button. In the “Level Resources” dialog, select the resources for which you want to level tasks and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

To level only the selected tasks, go to “Team” menu and click the “Level All” button. In the “Resource Leveling” dialog, the “Selected tasks” option and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

To level the entire project, go to “Team” menu and click the “Level All” button. In the “Resource Leveling” dialog, the “Entire Project” option and click the “OK” button. A summary of how Project Plan 365 fixed the overallocation will be displayed. Click the “OK” button for the changes to be applied. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

Use resource leveling technique to resolve resource overallocation in tasks. Project Plan 365 evaluates resource allocations and adjusts your plans so that your resources are not overallocated. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

Resource leveling is a technique in which start and finish dates are adjusted based on resource limitation with the goal of balancing demand for resources with the available supply. For detailed information about Resource Leveling, see the Resource Leveling Online Help Article.

Yes. Project Plan 365 can automatically resolve resource overallocations using Resource Leveling. For detailed information about automatic leveling, see the Resource Leveling Online Help Article.

If you want to resolve resource overallocations manually, you can adjust task scheduling, resource assignments, working time, or assignment units. For detailed information about diagnosing and manually resolving overallocations, see the Resource Overallocation Online Help Article.

The “Set Task Mode” functionality gives you the option of deciding how much control you want over task scheduling in a project. The Task Mode field indicates whether a task is scheduled manually or automatically scheduled. The default scheduling mode for new tasks is configurable in File > Options > Schedule.

The Task Mode field indicates whether a task is scheduled manually or automatically, which gives you the option of deciding how much control you want over task scheduling in a project.
 

To create a project with Erix.AI, follow the steps below:

1. Go to menu File – New – Create project with Erix.AI (or go to the Landing Page).
2. In the form that appears, provide a Project Name – click Next.
3. Enter a Project Description – click Next.
4. Add milestones by typing in a name and selecting a date and clicking Add milestone button – then click Next. Note that this step can be skipped.
5. Select a Project Timeline if needed and click Next. Note that this step can be skipped.
6. Upload a MPP or PDF file and click Generate Project. Note that this step can be skipped.
7. The project will be generated and opened on the Gantt Chart View.

​Note: If project was generated from the Landing Page, click on the Download button to save the project to your local device or you can click on the Continue editing button to save the project in Drive 365 which can then be opened from the app on any platform. ​

You can access Erix.AI Create Project from multiple locations within Project Plan 365, including:

• Right after creating an account and starting a trial you will get the option to create a new project using Erix.AI.
• By going to menu File – New – click on Create project with Erix.AI.
• Directly from the Erix conversation by clicking on Chat with Erix button from the Quick Access Toolbar then asking Erix.AI to create a project.
• Directly from the Create Project with Erix.AI Landing Page: https://projectplan365.com/create-project-with-erix-ai

If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

1. Make sure you downloaded and installed our latest application from App Store.
2. Open application.
3. Sign In with your Project 365 expired account.
4. In the trial/subscription expired dialog click on Already purchased? button.
5. Press on “Restore Editor Business Subscription”.
6. Wait for the confirmation message.

To use the Business subscription purchased from App Store on other platforms, follow the steps below:

1. Download, install and open our application from App Store.
2. Create a new account or Sign In with an existing one that doesn't have any active subscription.
3. If you created a new account - in the Start Trial dialog click on the Restore Subscription button in the bottom right corner; If you Signed In with an expired account - click on the Already Purchased? button.
4. Click the Restore Business Editor Subscription button and wait for the confirmation message.
5. To use the subscription on other device/platform, Download and install the latest app from our website and then Sign In with your email and password inside the application.

To activate your Business Editor subscription from App Store, please follow the steps below:

1. First, please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account").
2. Also please make sure you have now on MAC the same Region (the same with Region when you purchase the application from store).
3. Open Project Viewer 365 app.
4. Create a new account or Sign In with an existing one that doesn't have any active subscription.
5. If you created a new account - in the Start Trial dialog click on the Restore Subscription button in the bottom right corner; If you Signed In with an expired account - click on the Already Purchased? button.
6. In the Subscriptions dialog click on the Restore Business Editor Subscription.
7. Wait for the confirmation message.

To purchase the Business Editor Subscription from App Store, please follow the steps below:

1. Download and install our latest Project Viewer 365 application from App Store.
2. Open the application.
3. Once you open the application a dialog will appear to Sign In or Create an Account.
4. After clicking on Create Account button, type in an email and password or click on any third-party option and click Continue.
5. After signing up, the What do you want to do today? dialog will appear. Select the option that best describes how you want to use the app.
6. Click Start Free Trial to proceed with your selected option.
7. Make sure the "Business" option is selected from the Summary section and click Start Free Trial button.
8. Insert your Apple ID and password.
9. Click the “Buy” button.
10. Click the “OK” button.
11. In the next dialog click the “Continue” button.
12. Click the “OK” button.
13. Wait for the confirmation message.
14. Complete or skip the survey and create your first project.

To purchase the Standard Editor Subscription from App Store, please follow the steps below:

1. Download and install our latest Project Viewer 365application from App Store.
2. Open the application.
3. Once you open the application a dialog will appear to Sign In or Create an Account.
4. After clicking on Create Account button, type in an email and password or click on any third-party option and click Continue.
5. After signing up, the What do you want to do today? dialog will appear. Select the option that best describes how you want to use the app.
6. Click Start Free Trial to proceed with your selected option.
7. Make sure the “Standard” option is selected from the Summary section and click Start Free Trial button.
8. Insert your Apple ID and password.
9. Click the “Buy” button.
10. Click the “OK” button.
11. In the next dialog click the “Continue” button.
12. Click the “OK” button.
13. Wait for the confirmation message.
14. Complete or skip the survey and create your first project.

To use the Standard subscription purchased from App Store on other platforms, follow the steps below:

1. Download, install and open our application from App Store.
2. Create a new account or Sign In with an existing one that doesn't have any active subscription.
3. If you created a new account - in the Start Trial dialog click on the Restore Subscription button in the bottom right corner; If you Signed In with an expired account - click on the Already Purchased? button.
4. Click the Restore Standard Editor Subscription button and wait for the confirmation message.
5. To use the subscription on other device/platform, Download and install the latest app from our website and then Sign In with your email and password inside the application.

If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

1. Make sure you downloaded and installed our latest application from App Store.
2. Open the application.
3. Sign In with your Project 365 expired account.
4. In the trial/subscription expired dialog click on Already purchased? button.
5. Press on “Restore Editor Standard Subscription”.
6. Wait for the confirmation message.

If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

1. Make sure you downloaded and installed our latest application from App Store.
2. Open the application.
3. Sign In with your Project 365 expired account.
4. In the trial/subscription expired dialog click on Already purchased? button.
5. Press on “Restore Editor Standard Subscription”.
6. Wait for the confirmation message.

If you have renewed your Standard Editor subscription and the data has not been updated into the Project 365 application please follow the steps below:

1. Make sure you downloaded and installed our latest application from App Store.
2. Open iProject Viewer application.
3. Sign In with your Project 365 expired account.
4. In the trial/subscription expired dialog click on Already purchased? button.
5. Press on “Restore Editor Standard Subscription”.
6. Wait for the confirmation message.

To activate the Standard Editor Subscription from App Store follow the steps below:

1. First please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account”).
2. Also please make sure you have now on Mac the same Region (the same with Region when you purchase the application from store).
3. Open Project Viewer 365 app.
4. Create a new account or Sign In with an existing one that doesn't have any active subscription.
5. If you created a new account - in the Start Trial dialog click on the Restore Subscription button in the bottom right corner; If you Signed In with an expired account - click on the Already Purchased? button.
6. In the Subscriptions dialog click on the Restore Standard Editor Subscription.
7. Wait for the confirmation message.

Erix.AI Create Project is currently available on Windows and Mac platforms.