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How to create a Scheduled Report from Online Portal page?


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To create a Scheduled Report, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password.
  2. Click on the Reports tab and then on the Add New Scheduled Report.
  3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How can I always display by default the current date in the Resource Usage view?
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We are sorry but displaying by default the current date in the Resource Usage view is not possible in our application at this point.If you want to display the current date in the Resource Usage view, without scrolling in the view, you can go to the Project menu - Go to option, select the current date from the "Date" field and press "OK".
How can I navigate back to a specific task in the Gantt Chart view after selecting it in the Resource Usage view?
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Please know that it is not possible to navigate back to a specific Task in the Gantt Chart view after selecting it in Resource Usage view in our application, at this point.
Can I create another team member role besides the one that already exists?
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We only have two types of roles: Read Only and Editor. Please know that you cannot create other role for your team members.
How many tasks can I insert in my project?
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The Project Plan 365 application has no limitation on the number of tasks entered in a project.
Is there a way to move columns in the reports so you can fit all the data on one page?
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We are sorry but at this moment we don’t support moving columns in the reports. As a workaround, you can change the Paper size for the desired Report. In order to do that, go to the Report menu, select the desired report from the list and click on the Page Setup button. After that, change the Orientation to Landscape and from the Paper Size, select a bigger one, for example A3.
How can I view how many work hours are assigned to all my subprojects until a certain date?
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If you want to see the work hours for all of your subprojects, you can use the Task Usage View. Go to the Task Usage view, collapse all of your subprojects, go to the Format menu – Timescale and from Middle Tier and Bottom Tier tabs, change the units as desired and click OK.
The students have free access to your software?
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We are providing eligible institutions with a licensing scheme for Project Plan 365 that provides PM students with a free license to use while studying or gaining certification. For more information, please submit a ticket to our [Support Team](https://www.projectplan365.com/newticket/index)
How can I change the value for the "Leveling Can Split" field?
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We are sorry, but at this point the "Leveling Can Split" field is not editable.
I want to know if Project Plan 365 is 508 Compliant.
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Yes, the Project Plan 365 application is 508 Compliant.
How can I force quit the app on my Mac device?
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To force quit the application, you can use the Activity Monitor dialog.

To find Activity Monitor on a Mac, go to your Applications folder > Utilities folder, and then double-click Activity Monitor. There, locate the "Project Plan 365" application, click the "Stop" button in the upper-left corner of the Activity Monitor window and then select "Force Quit".
I have a big file and I cannot fit the entire project to one page.
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If you have a big, to fit all the tasks on one page you can try to make some adjustments to the Page Setup dialog:1. Adjust the Task Name column for the names to appear in one row: just double click on the right border of the Task Name column and it will automatically adjust.2. Go to File menu – Print – Page Setup and select a bigger page size (like A3). If you don’t need the Legend to appear on the second page, in the Page Setup dialog go to the Legend tab and check the “None” option then click “OK”.
How do I add my favorite filters in the main Filter menu?
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We are really sorry but at this point, it is not possible to add other Filters in the main Filter menu.
How can I recover a deleted file from Drive 365?
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Please know that you cannot manually recover the files that you deleted from Drive 365 cloud location. If you want to recover a file, please submit a ticket with your request at [Contact Support](https://www.projectplan365.com/newticket).
How can I group my resources into multiple groups?
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You can group your resources by going to the Resource Sheet view and in the Group column, type the name of the group that a resource belongs to.
How can I group the tasks by duration?
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In order to group tasks by duration, go to the Project ribbon tab, open Group options and then select Group by Duration.
How can I edit the Successors field?
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We are sorry, but at this point, you cannot edit the Successors field in our application.
Does Project Plan 365 for iPhone support Siri Shortcuts?
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Yes! You can find the Siri Shortcuts menu within Project Plan 365 by going to Menus – Siri. You can also access the Siri menu by going to Menus – Open and tapping on Add to Siri. Note: as of version 21.36.1131 of Project Plan 365, only iPhones are supported; iPads are not yet supported.

How do I create a Siri Shortcut for opening a project on iPhone?
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In the Project Plan 365 app, go to Menus – Siri and tap on Open Project. In the Add to Siri tab, tap Done if you want to save the shortcut, or tap Remove Shortcut if you want to delete it. You can also access the Siri menu by going to Menus – Open and tapping Add to Siri. Note: You can customize the Open Project shortcut by tapping Edit in Shortcut from the Add to Siri tab. This opens the Apple Shortcuts app, where further you can further customize the shortcut to suit.

How do I create a Siri Shortcut for showing Project Status on iPhone?
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In the Project Plan 365 app, go to Menus – Siri and tap on Show Project Status. In the Add to Siri tab that appears, tap on Done if you want to save the shortcut or tap Remove Shortcut if you want to delete it. Note: You can customize the Show Project Status Shortcut by tapping Edit in Shortcuts from the Add to Siri tab. This opens the Apple Shortcuts app, where further customizations can be made.

How do I open a project using Siri Shortcuts on iPhone?
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Activate Siri by saying Hey Siri (or by tapping a shortcut for Siri), followed by the phrase Open Project. If you set a specific project to be opened when using this shortcut, the project will open in Project Plan 365 app. Saying the name of the project (a name from the displayed list) will open the project in the Project Plan 365 app. Tip: If you select the Ask Each Time setting within the Apple Shortcuts app, Siri will ask what project to open each time. Note: If there are no projects in the Recent list, Siri will ask you to either open an existing project, or if you want to open the Sample Project (provided by our app).

How to show Project Status using Siri Shortcuts on iPhone?
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Yes! Activate Siri by saying Hey Siri (or by tapping a shortcut for Siri), followed by the phrase Show Project Status. Siri will first respond with a small status about the project depending on its stage and will ask you if you want to know more about the project. Say Yes (or tap on the Yes button) and Siri will read your project status, as well as display the status on your device (per your settings).Note: You must have an open project in the app for this Shortcut to work. If the app is not running, or there is no open project, Siri will ask if you want to display the status of a specific project, or the status of the Sample Project.However, if you set a Siri Shortcut to show status of a specific project, Siri will show the Project Status of that project, even when the app is not running or there are no open projects.

Can I simply open a project using Siri and the Open Project Shortcut on iPhone?
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Yes! You just need to customize a shortcut to do just that. When creating an Open Project Shortcut, you can select what specific project will be opened, or if Siri should ask each time which project needs opening. In the Add to Siri tab, tap on Edit in Shortcuts and you will be redirected to the Apple Shortcuts app. Expand the Open Project menu and in the Project Name field, either enter the name of the desired project to be opened, or select the Ask Each Time option if you want Siri to ask each time which project to open. Tap on Done and then X to save your changes. Note: In iOS 14, the customization behavior has some differences, see the Step-by-step Instructions on this page for more information.

What settings can I customize for Show Project Status Shortcut on iPhone?
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When creating a Show Project Status shortcut, you can select which project information is shown. In the Add to Siri tab, tap on Edit in Shortcuts and you will be redirected to the Apple Shortcuts app. Expand the Show Project Status menu there. By default, all options are checked. Uncheck the ones you don’t want shown in the Project Status. If you want Siri to show the status of a specific project, even when the app is not running or there is no open project, you can type the name of the project in the Project Name field. Tap X to save the changes. Note: In iOS 14, the customization behavior has some differences, see the Step-by-step Instructions on this page for more information.

How to delete a Siri Shortcut for Project Plan 365 on iPhone?
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To delete a Siri Shortcut, open the Apple Shortcuts app. Go to the My Shortcuts menu, tap Select and then check the shortcut you want to delete. Tap Delete Shortcut to confirm.

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