FAQ Project Plan 365

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How to make a copy of the Gantt Chart view?
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To make a copy of the Gantt Chart view, you can use the Export to PDF or Export to Image features located under menu File - Import/Export.

How do I change the schedule mode?
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To change the schedule mode click on File - Options - Schedule - New tasks created and select Manually scheduled or Automatically scheduled.
How do I print only the relevant data on the Gantt Chart view?
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To print or export only the relevant data, first please change the view so it shows only the information that you want to print. You can filter data, hide columns or subtasks, you can sort the tasks or resources to highlight specific info. Then, go to the menu File-Print - Print in order to print the active view of the current project. Select a printer and the desired settings and click Print.​
Where do I change the working hours?
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To change the working hours, please go to the menu Project - Change working time and Select the Work Weeks tab then click on the Details button. For the default calendar set the working hours for each day.
How do I update a cost during project tracking?
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After you created your project, please set a Baseline. After this, if there are changes applied to costs, please update the Cost column. The Cost field will be the Actual Cost and the Baseline Cost will be the Planned Cost.
Where is the Outline Number?
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In order to see the outline number, you can either insert the WBS column or you can go to menu File-Options and in Advanced tab check the Show outline number option. The outline number will appear in the Task Name column.
How do I schedule by end date?
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We are sorry, but at this point, you cannot schedule by the finish date.
What should I do when a task takes more than one period of time, for example at the beginning and at the end of a project time?
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In order to record these delays, you need to set a baseline for your project after you finished your plan. After this, if you have a delay, you can change the Start/Finish Date for your tasks and see how it may affect your schedule.
I'm having trouble saving my file.
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Please make sure you have installed, on your device, our latest application from the store or from our website: Download Project Plan 365.

If your issue is not solved, please contact us at Contact Support.
How do I enter an overtime rate?
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We are sorry, but at this point the overtime rate field is not editable.
How do I remove the WBS?
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If the WBS number is present on Task Name, to remove it, please go to menu File - Options and in Advanced tab uncheck the Show outline number option. If you want to remove the WBS column, right-click on the header of the column and click on Hide Column.
How to apply a custom field filter?
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We are sorry, but at this point you cannot add a custom field filter.
How can I mark a critical task?
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You cannot mark a task as a critical task. A task is critical based on the calculation made in the project. A critical task needs to have the total slack 0.
Why are my colleagues not able to make changes to the file shared on Drive 365?
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Only users with Editor roles can make changes to files, such as update the percent complete for their task.

What happens with files in My Projects-Drive 365 when I upgrade to business?
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When you upgrade to Business in our Online Portal page, your files remain in Drive 365 folder.​

How do I save a project?
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To save a project click on File - Save. If the project you want to save is a new project file, then clicking on File  Save, will redirect you to the Save As option which will let you choose the desired method. This option is available only if the file is associated with a location on Device, Google Drive, Dropbox, Box or OneDrive, My Projects - Drive 365, Basecamp, SharePoint Online, Project Online, Project Server.If the file is associated with a location on Device, Google Drive, Dropbox, Box or OneDrive, My Projects - Drive 365, Basecamp, SharePoint Online, Project Online, Project Server, clicking on File - Save, will allow you to save the file directly in the location from which you opened it. 

How do I add costs?
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To set the costs for resources, go to Resource Sheet view and set the standard rate for each resource. To add a cost for a specific task, set in Resource Sheet view resources of type cost and then assign the cost for each task in Task Information dialog. Another option to set the cost for a task is to edit the Cost field in Gantt Char view.

In what views is the “Zoom” option available?


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The Zoom option is available in Gantt Chart, Tracking Gantt, Resource Graph, Network Diagram, Task Usage, Resource Usage, Risk and other related views.

How do I export the Working Days report?
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To export the Working Days report, go to menu Report – Overview - select the Working Days report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Who Does What report?
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To export the Who Does What report, go to menu Report – Assignments – select the Who Does What report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Who Does What When report?
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To export the Who Does What When report, go to menu Report – Assignments – select the Who Does What When report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Unstarted Tasks report?
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To Export the Unstarted Tasks report, go to menu Report – Current Activities – select the Unstarted Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Top-Level Tasks report?
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To Export the Top-Level Tasks report, go on Reports – Overview - select the Top-Level Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the To Do List report?
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To Export the To Do List report, go on Reports – Assignments – select the To Do List report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Tasks Starting Soon report?
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To export the Tasks Starting Soon report, go to menu Report – Current Activities -  select Tasks Starting Soon report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

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