FAQ Project Plan 365

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Where I can find the File Properties dialog?


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In order to find the File Properties dialog, go to the File menu - Info - Project Information and select Advanced Properties.

How can I change the name of the project?
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You can change the name of the project by going to the File menu – Info – Project Information, and clicking on File Properties button from Project Information dialog. On the Summary tab, in the Project Name field, type the new name of the project and click OK.

How do I change the file properties for a project within the application?
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To change the files properties for a project within the application, click on File – Info – Project Information – File Properties.

What does the “File Properties” functionality do?


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The “File Properties” functionality helps you organize and finding your project easier by entering file properties for them, such as a descriptive title, a subject, a project manager, or a comment.

How do I set custom schedule for a team member?
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To add set Custom schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Custom for the Schedule field. The Set Custom Schedule dialog will be displayed, where you can set the working hours per day. Click OK in both dialogs to save the changes. Note that you must have Admin rights to perform this operation. 
Where is the project information dialog box?
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The Project Information dialog is located under the menu Project - Project Information. The Project Information dialog can be also accessed by going to the File menu – Info tab – Project Information.

How do I set full time schedule for a team member?
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To add set Full Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Full Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I set part time schedule for a team member?
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To add set Part Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Part Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I add time off for a team member?
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To add Time Off for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, in the Time Off section, add the Name, Start Date and Finish date for the Time Off and press “OK”. Note that you must have Admin rights to perform this operation. 
Why can’t I customize the global settings?
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To customize the global settings for your organization you must have Admin rights. 
How do I customize the schedule for the organization team members from Project Plan 365 app?
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In order to customize the schedule for the organization team members from Project Plan 365 app, go to File menu - AccountOrganization InformationGlobal Settings. In Schedule tab you can set the day on which the week starts, the currency used in organization project plans, the default task type, the task mode, the “Show project summary task” option, enable risk management and set the working days for your organization. 
How do I open the last file on startup?
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To open the last file on startup, please go to menu File - Options and in Advanced tab (or FileInfo - Project Options - Advanced) check the “Open last file on startup” option, then click OK.

How do I rename an existing Table used by my organization?
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To rename an existing table used by your organization, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table and click Rename button. Enter the new name and click OK
How do I rename an existing Calendar used by my organization?
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To rename an existing calendar used by your organization, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar and click Rename button. Enter the new name and click OK
How to change the work format? I want work to be displayed only in months.
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To change the work units, go to the File menu – Options (or FileInfo - Project Options) and select Schedule tab. From "Work is entered in" select the desired option and then click "OK".

To change the abbreviations for work units, go to the File menu - Options and select Advanced tab (or FileInfo - Project Options - Advanced). From "View Options for time units" select the desired option and then click "OK".

How do I copy a custom Table in Global?
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To copy a custom table in Global, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table from the current project and click Copy button to copy it to Global
How do I copy a custom Calendar in Global?
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To copy a custom calendar in Global, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar from the current project and click Copy button to copy it to Global
How can I change the start time of my project to 7:00?
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In order to change the start time of your project, go to the File menu – Options (or FileInfo - Project Options) , select the Schedule tab and in Default Start time box, type the desired time and click OK.

How do I delete a custom Table?
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To delete a custom table, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table and press on Delete button. 
How do I delete a custom Calendar?
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To delete a custom calendar, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar and press on Delete button. 
What information does the Organizer contain?
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What information does the Organizer contain?
How can I highlight the cells?
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To highlight cells, go to menu File - Options - Advanced tab (or FileInfo - Project Options - Advanced) - Check Show Highlight.

What does “Global” mean in Organizer tab?
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The global template is a special template that is associated with every project file.
How to change the duration format?
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To change the duration units, go to the File menu – Options (or FileInfo - Project Options) and select Schedule tab. From "Duration is entered in" select the desired option and then click "OK".

To change the abbreviations for duration units, go to the File menu - Options and select Advanced tab (or FileInfo - Project Options - Advanced). From "View Options for time units" select the desired option and then click "OK".

What does “Organizer” mean?
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The Organizer dialog can be used to view, copy, rename and delete elements from Global in the current file. 
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