FAQ Project Plan 365
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Can I sign out from Basecamp?
Answer
You can Sign Out from Basecamp. In order to do that, go to the File menu, select Open then select the Basecamp cloud. In the file picker that appears, click Sign Out button from the upper right side of the dialog. If you want to sign in with a different account, first you must sign out and then sign in with the desired account.
How to sort the files and folders Basecamp?
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To sort files in a different order, click one of the column headings in the file picker. For example, click Name to sort by file name. Click the column heading again to sort in the reverse order.
How to rename an existing project in Basecamp?
Answer
In order to rename an existing project from Basecamp cloud, right-click on the project you want to rename and choose Rename option in the contextual menu. In the Rename Project dialog that appeared, enter the new name and click OK button.
What does the “Help” button inside the “Advanced tab – Options dialog” do?
What does the “Help” button inside the “Advanced tab – Options dialog” do?
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The “Help” button inside the “Advanced tab – Options dialog” redirects us to the “Advanced Options” article in our Online Help page.
What does the “Help” button inside the “Resources tab – Task Information dialog” do?
What does the “Help” button inside the “Resources tab – Task Information dialog” do?
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The “Help” button inside the “Resources tab – Task Information dialog” redirects us to the “Assign Resource” article in our Online Help page.
What does the “Help” button inside the “Predecessors tab – Task Information dialog” do?
What does the “Help” button inside the “Predecessors tab – Task Information dialog” do?
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The “Help” button inside the “Predecessors tab – Task Information dialog” redirects us to the “Link Unlink Tasks” article in our Online Help page.
What does the “Help” button inside the “SharePoint Connection” dialog do?
What does the “Help” button inside the “SharePoint Connection” dialog do?
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The “Help” button inside the “SharePoint Connection” dialog redirects us to the “Open from SharePoint Online” article in our Online Help page.
How to create a new folder in Basecamp?
Answer
In order to create a new folder in Basecamp cloud, click on New Folder button, enter the name for the folder you want to create in Create New Folder dialog and click OK button or Enter key. The folder will be created in the current directory with the entered name.
What does the “Help” button inside the “Save As SharePoint Task List” dialog do?
What does the “Help” button inside the “Save As SharePoint Task List” dialog do?
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The “Help” button inside the “Save As SharePoint Task List” dialog redirects us to the “Open from SharePoint Task List” article in our Online Help page.
What does the “Help” button inside the “Properties” dialog do?
What does the “Help” button inside the “Properties” dialog do?
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The “Help” button inside the “Properties” dialog redirects us to the “Properties” article in our Online Help page.
What does the “Help” button inside the “Notes tab – Resource Information dialog” do?
What does the “Help” button inside the “Notes tab – Resource Information dialog” do?
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Question Link
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The ‘Help” button inside the “Notes tab – Resource Information dialog” redirects us to the “Resource Notes” article in our Online Help page.
What does the “Help” button inside the “Risk Management tab – Options dialog” do?
What does the “Help” button inside the “Risk Management tab – Options dialog” do?
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Question Link
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The “Help” button inside the “Risk Management tab – Options dialog” redirects us to the “Risk Management” article in our Online Help page.
How to search for a file in Basecamp?
Answer
In order to search for a file in Basecamp cloud file picker, in the search box from the right corner of the file picker start typing part of the file name you want to find. As you type, the results for your search will be shown.
What does the “Help” button inside the “Notes tab – Task Information dialog” do?
What does the “Help” button inside the “Notes tab – Task Information dialog” do?
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The “Help” button inside the “Notes tab – Task Information dialog” redirects us to the “Task Notes” article in our Online Help page.
What does the “Help” button inside the “Task Notification tab – Task Information dialog” do?
What does the “Help” button inside the “Task Notification tab – Task Information dialog” do?
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Question Link
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The ‘Help” button inside the “Task Notification tab – Task Information dialog” redirects us to the “Task Notification” article in our Online Help page.
Can I open a project saved on Basecamp?
Answer
Opening files from BaseCamp is only available for Windows and Web. Go to File - Open and select Basecamp. Connect with your account if you are not already authenticated. There are several ways to open a project from the Basecamp file picker:
- Double click on a project;
- Select a project and click Open button;
- Right-click on a project and select Open in contextual menu;
- Select a project and click Enter key.
How to change the font color in Notes field?
How to change the font color in Notes field?
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To change the font color in Notes field, please insert the Notes column in Gantt Chart view by going to menu Format-Insert Column.Then, select the desired notes cell and change the font color using the Task menu in the ribbon.
Can I add Cost next to the bars in Gantt Chart?
Can I add Cost next to the bars in Gantt Chart?
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If you want the Cost to appear in the Gantt Chart, please go to the Format menu - Bar Styles option, select the Text Tab. Then, from Right - select the column Cost. Press OK and the Cost will be displayed in the Gantt Chart.
How can I set the margins in Page Setup dialog?
How can I set the margins in Page Setup dialog?
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In order to set the margins, go to the File menu - Print and select Page Setup option. Select "Margins" tab, configure the page margins to each side (top, bottom, left, right) by changing the corresponding values and click on "OK" button.
What does the “Help” button in the Register dialog do?
What does the “Help” button in the Register dialog do?
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The “Help” button in the Register dialog redirects you to the “Registration” article in our Online Help page.
My team member need to have a paid subscription in order to read my master and subprojects located in my cloud Drive 365 folder?
My team member need to have a paid subscription in order to read my master and subprojects located in my cloud Drive 365 folder?
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You can add the team member as a read-only team member in our Online Portal and he can open the Master project file from Drive 365 cloud using his email and password. There’s no need to purchase extra subscriptions for read-only team members.
I would like to summarize the total cost for each subtask in the summary task. How can I do this?
I would like to summarize the total cost for each subtask in the summary task. How can I do this?
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The best way to achieve this is to use the Cost column.
The total cost is automatically calculated by the application in the summary task.
To enter the costs for a task you can either insert a value in the Cost field or you can assign specific resources to your tasks and the cost is automatically calculated.
Does this application sync with Outlook?
Does this application sync with Outlook?
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The Project Plan 365 application syncs with Outlook only for exporting the tasks from your current project to your personal calendar.
Is there a shortcut to add a new task?
Is there a shortcut to add a new task?
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To add a task using a keyboard shortcut, on a Windows machine, please use the Insert key. On a Mac device, please use "Fn+Enter" keys.
Why does the project name changes?
Why does the project name changes?
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If the project name or the task 0 name is not manually changed, it will be set to the file name when using the Save As option.
