FAQ Project Plan 365

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What views cannot be displayed in the lower pane on the Web app?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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
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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.​​

How do i print my project on Mac?
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Before printing your project we advise you to:

  1. Pick the view you want.
  2. Format the view as desired.
  3. Change the view so it shows only the data you want to share.
    For example: Hide subtasks to show only top-level tasks. Sort tasks or dates to highlight specific info. Hide columns temporarily so they don’t appear in the printout.
  4. Use the Print option from Page Setup or Print options from the main page to print the active view of the current project.
  5. Select a printer and the desired settings and click Print.​

I want to export my plan, but it keeps showing me an alert box saying "There is no email, you need to configure an email account to use this feature" after I choose any option in export to (pdf, image, mpp)


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The message that you received should only appear if you don’t have an email account set up and emails cannot be sent. This is not our implementation, we just ask the system if a mail can be sent and if the answer is Yes we then proceed with our implementation.

Please check Settings - Contacts - Default account to make sure the correct account is set. Also, you need to make sure that you have the correct credentials in Mail app. We found a discussion thread about a similar issue, maybe it helps: Apple Discussion.

How to view outline levels?
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In order to view the outline levels, follow the steps below:

  1. In the View menu, click Gantt Chart.
  2. In the Task Name field, select the summary task containing the subtasks you want to show or hide.
  3. Go to the Project menu and select the Outline option.
  4. To show the subtasks click Show subtasks and to hide them click Hide Subtasks.
  5. In order to show all the subtasks, click All subtasks.

You can also show and hide subtasks by clicking the summary task’s outline symbol. Outline symbols indicate whether a summary task has subtasks displayed - or does not have subtasks displayed +.

When I put my plan on the TV screen using Apple TV, it's too small for the team to see. How can I increase the magnification to make it readable?
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Here are two links about zooming, one for macOS and one for Apple TV:

  1. Zoom on Apple TV
  2. Zoom on macOS

You can try both zoom solutions from macOS or Apple TV.

How do I increase the size of the font on a screen especially when sharing with others on Mac?
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Go to System Preferences – Accessibility-Zoom and check the option “Use keyboard shortcuts to zoom”. Then, please use the following commands in order to Zoom In/ Zoom Out:

  1. Option-Command-8: This turns the zoom function on or off. Obviously you want it on, but it’s a handy way to check if you’re unsure.
  2. Option-Command-Plus Sign (+): The equal sign version is the way to zoom in on your Mac. Use this input to embiggen.
  3. Option-Command-Minus (-): Zoom out with this function when you are done, or when you want to navigate faster.
How can I add a team member with read-only role?
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In order to add a new team member, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password.
  2. 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”.
  3. Click on the “Add new team member” button.
  4. 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.
How do I unprotect the project?
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To unprotect the project, go to ribbon – “Project” tab – “Protect Plan” and click the “Unprotect Editing” button. If you have given permission to unprotect the project without a password, a confirmation dialog will be displayed to unprotect the project. If you were not given permission to unprotect the project without a password, a dialog where a password is required will be displayed.

You can also unprotect the project from the Options dialog by going to File menu – Options – “Protect Plan” tab and clicking on the “Unprotect Editing” button.

How to activate the standard subscription from App Store?
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To activate the Standard 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 Plan 365 app.
  4. Go to menu Help – Subscriptions and click the Restore Standard Subscription.
  5. Wait for the confirmation message.
How to activate the Business Subscription from App Store?
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To activate your Business 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 Plan 365 app.
  4. Go to menu Help – Subscription and click Restore Business Subscription.
  5. Wait for the confirmation message.
How is the information organized in Assignment Information dialog?
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The information in assignment information dialog is organized in three tabs: General, Tracking and Notes.

  1. General tab: displays basic information regarding the assignment such as task, resource, work, work contour, start and finish dates, cost rate table, units, booking type, cost, assignment owner
  2. Tracking tab: displays information such as task, resource, work, actual work, actual start, actual finish, actual cost, % work complete, remaining work, cost rate table
  3. Notes tab: displays the notes for a resource assignment (in case there is any)
How can team members work together on a project?
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In order to allow multiple team members to work together on a project, they can use the Real Time Collaboration feature. To enter in Real-Time Collaboration mode, follow the steps below:

  1. First, you need to Sign In with your email and password inside Project Plan 365 app with an Editor account.
  2. Go to the menu Share – Real-Time Collaboration or click on the Real-Time Collaboration Toggle in the Quick Access Toolbar.
  3. If your file is not saved in Drive 365 cloud, you will be asked to save the file in Drive 365 and then the mpp file will be opened in Real-Time Collaboration mode.
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