FAQ Project Plan 365

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Can I delete a Milestone after adding it in Erix.AI dialog?
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Milestones can be removed before generating the project. To remove a milestone, click the Delete icon associated with the milestone entry.
How many Milestones can I add in Erix.AI dialog?
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You can add up to 5 milestones during project creation. Each milestone can include a name and target date to help define key project objectives and deadlines.
What are Milestones used for by Erix.AI?
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Milestones can be used to identify important project events, deliverables, approvals, or target dates. Providing milestones helps Erix.AI better understand the desired project outcomes and incorporate those checkpoints into the generated project plan.
Do I need to add Milestones in Erix.AI dialog?
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Adding milestones is optional. You can generate a project without defining any milestones. If milestones are provided, Erix.AI will consider them when creating the project structure and schedule.
What information is required to create a project with Erix.AI?
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To generate a project with Erix.AI, you must provide a Project Name and a Project Description. These fields are required and provide Erix.AI with the information needed to generate a project plan.
What is Erix AI Create Project?
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Erix AI Create Project is an AI-powered feature that helps users create complete project plans from a simple description. Based on the information you provide, Erix.AI generates a project structure that may include phases, tasks, subtasks, durations, dependencies, milestones, and scheduling information.
I purchased the Business subscription from Microsoft Store. How can I use this subscription on another platform or device?
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To use the Business subscription purchased from Microsoft Store on other platforms, follow the steps below:

  1. Downloadinstall and open our latest from Microsoft Store.
  2. Sign In or Create a new account.
  3. In the dialog that appears, click on the Restore Subscription button from the bottom-right corner.
  4. Click the Restore Business Subscription button and wait for the confirmation message.
  5. The subscription information will be automatically copied from Microsoft Store to your Project 365 account.
  6. To use the subscription on other device/platform, Download and install the latest app from our website and then Sign In with your email and password inside the application (look upper right corner for Sign In button).
How to activate the Business subscription from Microsoft Store?
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To activate your subscription please follow the steps below:

  1. Make sure you are Signed In in store with the same email address and password you used when you purchased the application.
  2. Open the Project Plan 365 app.
  3. First Sign In or Create a new account.
  4. In the dialog that appears, first select what you want to do then click Continue.
  5. In the next dialog, select the "Business" option from the right panel and click Start Free Trial.
  6. Complete the Microsoft Store requirements.
  7. Wait for the confirmation email.

Note: If you already have a subscription purchased from Store and need to restore it, in the dialog that appears after Signing In/Up, click on the Restore Subscription button from the bottom-right corner, then click on Restore Business Subscription button.

How do I start trial or purchase the Business Subscription from Microsoft Store?
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To purchase the Business Subscription from Microsoft Store, please follow the steps below:
  1. Download and install our latest Project Plan 365 application from Microsoft Store.
  2. Once you open the application a dialog will appear to Sign In or Create an Account.
  3. Click on Create Account button, select the "Business" option from the Summary section, type in an email and password or click on any third-party option and click Continue
  4. In the dialog that appears, select an option and click Continue.
  5. In the next dialog, select the "Business" option from the Summary section and click Start Free Trial
  6. In the following dialogs, add a payment method and click the "Next" button until trial is confirmed.
  7. After Business Trial is started, you will be asked to complete a Survey (note that survey can be skipped).
  8. Select if you want to Open an Existing Projector Create a New Project.
  9. Now you are all set! 
How do I start trial or purchase the Standard Subscription from Microsoft Store?
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To purchase the Standard Subscription from Microsoft Store, please follow the steps below:

  1. Download and install our latest Project Plan 365 application from Microsoft Store.
  2. Once you open the application a dialog will appear to Sign In or Create an Account.
  3. Click on Create Account button, select the "Standard" option from the Summary section, type in an email and password or click on any third-party option and click Continue
  4. In the dialog that appears, select an option and click Continue.
  5. In the next dialog, select the "Standard" option from the Summary section and click Start Free Trial
  6. In the following dialogs, add a payment method and click the "Next" button until trial is confirmed.
  7. After Standard Trial is started, you will be asked to complete a Survey (note that survey can be skipped).
  8. Select if you want to Open an Existing Project or Create a New Project.
  9. Now you are all set!
I purchased the Standard subscription from Microsoft Store. How can I use this subscription on another platform or device?
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Answer

To use the Standard subscription purchased from Microsoft Store on other platforms, follow the steps below:

  1. Downloadinstall and open our application from Microsoft Store.
  2. Sign In or Create a new account.
  3. In the dialog that appears, click on the Restore Subscription button from the bottom-right corner.
  4. Click the Restore Standard Subscription button and wait for the confirmation message.
  5. The subscription information will be automatically copied from Microsoft Store to your Project 365 account.
  6. To use the subscription on other device/platform, Download and install the latest app from our website and then Sign In with your email and password inside the application (look upper right corner for Sign In button).
I renew my Business subscription from Microsoft Store. How can I update my Project 365 account info?
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For the data from your account to be updated after you renew your subscription please follow the steps below:

  1. Make sure you downloaded and installed our latest application from Microsoft Store.
  2. Sign In or Create a new account.
  3. In the dialog that appears, click on the Restore Subscription button from the bottom-right corner.
  4. Press on Restore Business Subscription.
  5. Wait for the confirmation message.
  6. The subscription information will be automatically transferred from Microsoft Store to your Project 365 account.
I renew my Standard subscription from Microsoft Store. How can I update my Project 365 account info?
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For the data from your account to be updated after you renew your subscription please follow the steps below:

  1. Make sure you downloaded and installed our latest application from Microsoft Store.
  2. Open application.
  3. Sign In or Create a new account.
  4. In the dialog that appears, click on the Restore Subscription button from the bottom-right corner.
  5. Press on Restore Standard Subscription.
  6. Wait for the confirmation message.
  7. The subscription information will be automatically transferred from Microsoft Store to your Project 365 account.
How to activate the Standard subscription from Microsoft Store?
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To activate your subscription please follow the steps below:

  1. Make sure you are Signed In in store with the same email address and password you used when you purchased the application.
  2. Open the Project Plan 365 app.
  3. First Sign In or Create a new account.
  4. In the dialog that appears, first select what you want to do then click Continue.
  5. In the next dialog, select the "Standard" option from the right panel and click Start Free Trial.
  6. Complete the Microsoft Store requirements.
  7. Wait for the confirmation email.

Note: If you already have a subscription purchased from Store and need to restore it, in the dialog that appears after Signing In/Up, click on the Restore Subscription button from the bottom-right corner, then click on Restore Standard Subscription button.

What versions of MacOS is Project Plan 365 compatible with?


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Project Plan 365 is compatible with OS X macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma, macOS 15 Sequoia and macOS 26 Tahoe ​and fully optimized for Apple Silicon. Please make sure you have the latest version installed.

What versions of MacOS is Project Viewer 365 compatible with?


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Project Viewer 365 is compatible with OS X macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma, macOS 15 Sequoia and macOS 26 Tahoe​. Please make sure you have the latest version installed.

Can I sign out from Google Drive?
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You can Sign Out from Google Drive. In order to do that, go to the File menu, select Save As then select the Google Drive cloud. If you are already signed in, a dialog will appear asking to confirm your Google Account. In the dialog that appears, click Sign Out button from the top 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 Google Drive?
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To sort files in a different order, click on the arrow icon in the right corner in the file picker or by clicking on the sort icon and select the criteria. For example, click the arrow next to Name to sort by file name. Or click on the Sort icon and select the desired criteria.

How to rename an existing project in Google Drive?
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Projects from Google Drive can be renamed only directly from your Google Drive account. Renaming a new folder from the Google Drive file picker opened from Project Plan 365 is not available.

How to create a new folder in Google Drive?
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New folders in Google Drive can be created only directly from your Google Drive account. Creating a new folder from the Google Drive file picker opened from Project Plan 365 is not available.

How to search for a file in Google Drive?
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In order to search for a file in Google Drive cloud file picker, in the search box in the file picker start typing part of the file name you want to find. Press Enter and the results for your search will be shown.

How to delete a project from Google Drive? 
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Projects from Google Drive can be deleted only directly from your Google Drive account. Deleting a project from Google Drive file picker opened from Project Plan 365 is not available.

How do I open a project saved on Google Drive?
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To access a project plan from Google Drive, click File - Open - Google Drive. A message will appear that says to Sign In with your Google account in the web page you are redirected to. After that, select an account or type your credentials. From the file picker select the desired project and click “Insert”. The project will be opened in the application.

How can I cancel my Business trial for Project Viewer 365 from Microsoft Store?
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To cancel the Business trial for Project Viewer 365 from Microsoft Store, please go in our Online Portal and in Account page click on the Manage Plan button. In the dialog that appears, click on Cancel your free trial button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

You can also cancel Auto-Renewal for the trial period from the Billing page, in the “Subscription Information” section click the Manage Plan button. In the dialog that appears, click on Cancel your free trial button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

Please note that if you don’t cancel your trial before it expires you will be automatically charged for the number of subscriptions you assigned in the trial period. The subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

How do I start the 14-day free Business trial in Project Viewer 365 for Microsoft Store?
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To start a Business trial for Project Viewer 365 from Microsoft Store, please follow the steps below:
  1. Download and install our latest Project Viewer 365 application from Microsoft Store.
  2. Open the application.
  3. When the application starts, a dialog will appear asking you to Sign In or Create an Account.
  4. Click Create Account, then select the Business subscription option from the Summary section. Enter your email address and password, or choose one of the available third-party sign-up options, and click Continue.
  5. After signing up, a dialog displaying the 14-day trial information will appear.
  6. Make sure the Business option is selected in the Summary section, then click Start Free Trial.
  7. You will be redirected to a browser page where you must enter the required billing information. Add a valid credit card number or choose Google Pay or Apple Pay, then click Start Trial to activate your 14-day Business trial.
  8. Return to the Project Viewer 365 for Microsoft Store application and enjoy using the Business trial.
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