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How do I search for a template inside the application?
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To search for a template inside the application, go to File menu – New, type the right keyword in the search bar and click the Search icon or Enter key.
Can I import specific team members in my project plan created based on a template?
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You can select and import the team members you want in the project created based on a template by checking the Import team members checkbox right before clicking Create button in template dialog.
Are the Global Settings applied when creating a project plan based on a template?
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For the Global Settings to be applied in the project created based on a template, you must check the Use Global Settings checkbox right before clicking Create button in template dialog.
Can you provide me some information on how to create a plan used in PM Offices?
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We have the following templates that may help you in creating your project plan: Project Management Institute Process, Stage Gate Process, Project Management Plan, Six Sigma DMAIC Cycle and SOX Compliance and Technology Options. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create a manufacturing project plan?
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We have the following templates that may help you in creating your own manufacturing project plan: Pharma Testing Manufacturing, Pharma Clinical Development, Magazine Production, Pharmacokinetic, Manufacturing Process Gantt Chart and Preclinical Testing. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create an academia project plan?
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We have the following templates that may help you in creating your own project plan: Training Rollout Initiative and Plan and Education Publication. To access the templates, click File - New and choose the right template for you.
I want to create a software development plan.
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We have the following templates that may help you in creating your own software development plan: Software Development Plan, IT Project Agile and Microsoft Windows SharePoint Services Deployment. To access the templates, click File - New and choose the right template for you.

I need help with a business plan.
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We have the following templates that may help you in creating your own business plan: New Business Plan and Plan, Merger or Acquisition Evaluation and Startup Business Plan. To access the templates, click File - New and choose the right template for you.

Can you provide me some ideas on how to create a marketing project plan?
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We have the following templates that may help you in creating your own marketing project plan: Market Research Schedule, Marketing Event Planning and Execution, Marketing Campaign Planning, Startup Business Plan, New Product Launch and New Product Plan. To access the templates, click File - New and choose the right template for you.
How do I set the Admin flag for a team member?
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To set the Admin flag 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, select Yes for the Admin field. Note that you must have Admin rights to perform this operation.
How do I assign divisions to team members?
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To assign divisions to a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, select from Divisions combo box the ones you want the team member to be part of. Note that you must have Admin rights to perform this operation.
How do I edit a team member’s information?
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To edit a team member’s information, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, you can edit the Name, set the Role and Admin rights, assign the team member to Divisions, set the Schedule and add Time Off. Note that you must have Admin rights to perform this operation.
Why can’t I change my own admin flag?
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You cannot change your own Admin flag. Please contact another Admin if you want your Admin flag to be changed. 
Why can’t I delete a team member from my organization?
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If you cannot delete a team member from your organization, it means that you do not have the rights to perform this operation. Only Admin users can delete team members from organization. Please contact your team administrator for more information.
Why can’t I change the “Admin” flag?
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If you cannot set the Admin flag, it means that you do not have administrator rights. Only Admin users can set the Admin flag. Please contact your team administrator for more information.
Why can’t I add a team member with editor role?
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Only Admin users can add team members with Editor role. Please contact your team administrator for more information.
How can I view all projects from my division inside the application?
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In order to view all the projects from your division, you need to go to File menu – Account – Organization Information – Divisions, select your division and click the Projects button. You will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
How can I view all division’s projects from Portal?
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In order to view all the projects from your division, you need to go to our Online Portal and click on the Projects button. Then, click on your division’s folder and you will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
How can I see the project updates made by the team members?
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In order to see the updates made to a project by team members, you can use the User Activity functionality. In order to do that, go to the Report menu and click on User Activity option or go to File menu – Info – Project Activity Log.

How can I see the User Activity for my project?
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In order to see the User Activity report, go to menu Report - User Activity or go to File menu – Info – Project Activity Log.

How can I see statistics on my project?
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In order to see the Project Statistics, go to menu Project - Project Information - Project Statistics or go to File menu – Info tab and click the Project Statistics button.

Can I prevent any files from being opened from cloud using this software?
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Can I prevent any files from being opened from cloud using this software?
Can I prevent any data from being saved to cloud using this software?
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For Windows platform we provide custom MSI switches to install the app without cloud options. After the install, there will not be any options to save files to clouds. Please read the Silent Install/Uninstall article for more information.

How can I see the calendar for a specific resource?
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To see the calendar for a specific resource, go to the Change Working Time tab in the Project menu. Select from For calendar list any individual resource calendar.Another option is to open the Resource Information dialog for a specific resource and click the Change Working Time button. The resource’s calendar will be automatically selected in For calendar list.

How can I edit Resources Calendars?
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To edit Resources calendar, go to the Change Working Time tab in the Project menu. Select from For calendar list any individual resource calendar and start editing.Another option is to open the Resource Information dialog for a specific resource and click the Change Working Time button. The resource’s calendar will be automatically selected in For calendar list.

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