FAQ Project Plan 365

Account

Sales & Billing

How do I...?

Other

Browse by Category

Sign In/Activation issue
Subscription Info
Trial Info
Forgot password
All FAQs
How to add a Max Cost field in my project?
Question Link
Answer
To add the Max Cost field in your project, go to menu File – Options – Schedule tab and from the Task Status Method field select “Deadline and MaxCost”. When selecting this method, a new Max Cost field will appear. From this field, select the desired “Cost” custom column that will show the MaxCost for tasks, then click OK. Go to Gantt Chart View or any other View with grids, select a column and go to menu Format – Insert Column. Select the “Cost” custom column that has “MaxCost” in the name and click OK.
How can I update the Task Status Method?
Question Link
Answer
To Update the Task Status Method of your project you can either go to menu File – Options – Schedule Tab and change the methos from the Task Status Method field. Or, if you have the default Tasks Status Method set for your project and you edit the Deadline or Max Cost field in the menu Project - Project Information, a dialog will be displayed proposing to update the Task Status method from the default “% Complete and Status Date” to “Deadline and Max Cost” method and set Max Cost custom field.
What is the difference between the “%Complete and Status Date” and “Deadline and Max Cost” Task Status Methods?
Question Link
Answer
The difference between the “%Complete and Status Date” and “Deadline and Max Cost” Task Status Methods is that the returned status of your project will depend on the entered %Complete and set Status Date for the first method and will depend on the set deadlines and entered maximum cost in for the second method.
When should I use the Deadline and Max Cost method?
Question Link
Answer
Use the “Deadline and MaxCost” task status method when your project is mainly dependent on the added deadlines and the maximum cost entered for the project and you want to know the status of your project based on this criteria.
When should I use the %Complete and Status Date method?
Question Link
Answer
Use the “%Complete and Status Date” task status method when your project is mainly dependent on the progress entered by resources and the set Status Date and you want to know the status of your project based on this criteria.
What is the “Deadline and Max Cost” method?
Question Link
Answer
The “Deadline and MaxCost” method is a new, unique way of knowing the status of a task or project which allows you to return the status of a task or entire project depending on the added deadlines and the maximum cost entered new Max Cost field.
What is the “%Complete and Status Date” method?
Question Link
Answer
The “%Complete and Status Date” method allows you to return the status of a task or entire project depending on the entered progress (%Complete) and the Status Date set for the project. This method is set by default and is the same method used in MS Project.
Can I set the Maximum Cost for each task?
Question Link
Answer
To set the Maximum Cost for each task, first make sure you have the “Deadline and MaxCost” method set in the menu File – Options – Schedule Tab and from the Max Cost field select the desired “Cost” Custom Field. Go to Gantt Chart View or any other Views with grids, select a column and go to menu Format – Insert Column. Select the “Cost” custom column that has “MaxCost” in the name and click OK. In the new column, type in the desired Max Cost for each task.
Can I set the Maximum Cost for the entire project?
Question Link
Answer
To set the Maximum Cost for the entire project, first make sure you have the “Deadline and MaxCost” method set in the menu File – Options – Schedule Tab. Then go to menu Project – Project Information and in the Maximum Cost field type in the desired maximum cost for the entire project. Click OK to save the changes.
How do I set the Task Status Method for my project?
Question Link
Answer
To set the Task Status Method for a project, go to menu File – Options – Schedule Tab. From the Task Status Method field select one of the methods. If you select the “Deadline and MaxCost” method a new Max Cost field will be displayed where you have to select the “Cost” Custom Field that will show the Maximum Cost of a task. Click OK to save the changes.
What does the Project Task Status Method functionality do?
Question Link
Answer
The Project Task Status Method functionality allows you to choose whether to return the status of a task or the entire project depending on '% Complete and Status Date' or 'Deadline and Max Cost'.
How can I create a folder in the Drive 365 cloud location?
Question Link
Answer
In the Drive 365 cloud location you can create a division, not a folder. In order to create a new division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Add New Division. Type division’s Name and add Team Members by choosing the team member from the drop-down list. For more information, check the Manage Divisions online help article.
How can I insert multiple columns at the same time in the Project Plan 365 application?
Question Link
Answer
At this moment, you cannot insert multiple columns at the same time in our application.
I want to know if your software supports SSO option.
Question Link
Answer
Unfortunately, we don’t have integration with SAML SSO. We have an alternative by signing with Microsoft Azure AD or Google accounts.
I want to maintain the format of the Gantt Chart when exporting to Excel a .MPP file.
Question Link
Answer
We are sorry but, at this point, it is not possible to export to Excel the Gantt Chart, but only the information about the tasks from the grid.
How to assign the specific user as a local resource?
Question Link
Answer

You can add in your plan the name and email address for that specific resource, but you cannot import the resource in your Team. To share a file with that resource, you can go to menu Share – Share and insert the email address for that specific resource. You will be asked if you want to add that resource in your team or not.

How can I add a team member directly from the "Share" dialog?
Question Link
Answer
Go to menu File – Share. Type the email of a person that is outside of your team. A dialog will appear asking if you want to add this person to your team. Click “Yes” and the Add Team Member dialog will appear. Add or change the desired information and click “Add New Member”. Click “Share Project” and the user will receive an email with the steps to open the shared file.

Note: If the user does not already have an account created on our website, he will be required to activate his account and then will be able to open the shared project.
Do I have to create an account to be able to open a .mpp file shared via email?
Question Link
Answer
In order to be able to open .mpp files shared via email, if you don’t already have an account created on our website, in the received email, click on the “Open in Project Plan 365” button. You will be redirected to a page to create your account by adding a password. Type in the desired password and click “Next”. Download and install the app by clicking “Download Project Plan 365” button. After installing, go back to browser and click on the “Open in Project Plan 365” button, click again the “Open Project Plan 365” button from the browser request dialog and the app will open. Lastly, Sign In with your email and password for the file to open.
How can I open a .mpp file shared via email if I don’t have the application installed on my device?
Question Link
Answer

If you don’t have Project Plan 365 installed on your device, after clicking on “Open in Project Plan 365” button from the email you will be redirected to a page where you can first download the latest version of our app by clicking “Download Project Plan 365”. After installing the app, go back to browser and click on the “Open in Project Plan 365” button, click again the “Open Project Plan 365” button from the browser request dialog and the app will open. Lastly, Sign In with your email and password for the file to open.

Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.

How can I open a .mpp file shared via email?
Question Link
Answer
To open a .mpp file shared via email, in the received email, click on the “Open in Project Plan 365” button. If you have Project Plan 365 installed on your device, the browser will ask you if you want to open the file directly in the app. Click on “Open Project Plan 365” and the app will open. Lastly, Sign In with your email and password for the file to open.

Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.

Does sharing .mpp files with people outside of my team require them to have an account created?
Question Link
Answer
In order for people outside your team to access the shared .mpp file, if they do not already have an account created on our website, they will be asked to create one and then they will be able to open the shared project.

Note: It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can create an account, Sign In with their email and password in order to access the file and use the app in Free Read-Only mode.
Can I see a project from my Android device if I received it by email link?
Question Link
Answer
If you are using an Android device, paste the email link on your browser and then click on the “Open in Project Plan 365” button in order to access the project. You will be redirected to the Project Plan 365 Web application, where you will need to Sign In with your email and password and the project will automatically open.
Can I share my .mpp files with the users that aren't in my team?
Question Link
Answer

With our application you can share your .MPP files with other users via email by going to menu File – Share. Type in the email of a person that is outside of your team. A dialog will appear asking if you want to add this person to your team. Click “No” after adding the email address and then click “Share Project”. They will receive an email with the steps to open the shared file.Please note that if they are not part of your team, they will not have rights to overwrite the original file. They will have to save it to their local device or to a Cloud location.

If you want to share files without emailing them, you can export the project to PDF, MPP, Excel, XML by going to the File menu – Export and send it to your users.

For more information, please check the Share online help article.

With whom can I share a Drive 365 file?
Question Link
Answer

You can share a Drive 365 file with team members of your organization and people outside the team. Note that if you share a project to users outside the team, those users will be able to open and edit the project but not to overwrite it. They will have to save it to their local device or to a Cloud location.

Also, anyone who has been forwarded the project, will not be able to open it, getting a “You don’t have permission to access this project” message. 

Why do I get a “You don’t have permission to access this project” message when trying to open a project?


Question Link
Answer

You get the “You don’t have permission to access this project” message when you are trying to open a Drive 365 file that was not shared with you explicitly. Please, contact the owner of the project in order to share it to your account. 

« Previous1…3132333435…148Next »
Contact Chat