FAQ Project Plan 365

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Is it possible to insert more than one resource at a time?
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To insert multiple resources, select multiple consecutive rows using either CTRL or SHIFT keys on your keyboard and then press on Insert key or use the New Resource option from the contextual menu to insert multiple resources at a time. These resources will be positioned above the selected rows in the resources list. The number of newly inserted resources will be equal to the number of selected rows.​

On which views can a group be applied?
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A group can be applied on Gantt Chart, Task Sheet, Resource Sheet, Tracking Gantt, Risk and Team Planner views.​

How can I enter in real-time collaboration mode?
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To enter in Real-Time Collaboration mode, first, you need to Sign In with your email and password inside Project Plan 365 app with an Editor account. Go to the menu Share – Real-Time Collaboration or click on the Real-Time Collaboration Toggle in the Quick Access Toolbar. If your file is not saved in Drive 365 cloud, you will be asked to save the file in Drive 365 and then the mpp file will be opened in Real-Time Collaboration mode.

Can I experience collaborative mode during the trial period?
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In order to evaluate the real-time collaboration feature, please start a 30 days Business Trial on our Project Plan 365 Portal. Then, Sign In with your email and password inside the Project Plan 365 app and open a file previously saved in My Projects - Drive 365 cloud service. Then, enable the Collaboration by going inside the application to menu Share - Real-Time Collaboration.

How do I export the Earned Value report?
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To Export the Earned Value report, go to menu Reports - Cost. Select the Earned Value 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 can I delete a resource?
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To delete a resource, on the View menu click Resource Sheet – select the resource’s name or select the row that corresponds to the resource – press the Delete key or use the Delete option under the Team tab or right click on the resource’s ID and select Delete Resource.

How can I delete multiple resources?
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To delete multiple resources, select multiple consecutive rows using either CTRL or SHIFT keys on your keyboard and then click on Delete option from the Team menu, or press on Delete key or use the Delete Resource option from the contextual menu to delete multiple resources at a time. The IDs of the remaining resources will be automatically renumbered.

How do I export the Critical Tasks report?
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To export the Critical Tasks report, go to Report - Overview - select the Critical 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 Completed Tasks report?
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To export the Completed Tasks report, go on Reports – Current Activities – select the Completed 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 Cash Flow report?
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To export the Cash Flow report, go to menu Report - Costs - select the Cash Flow 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 Budget report?
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To export the Budget report, go to menu Report – Costs – select the Budget 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 to add resources for a task?
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There are 3 ways to assign resources to a task:

1. Using the Resource Name column - just write or select the resource/resources you want to add. Set the units or the number of items.
2. Using Task Information - Resource tab - select resources and write or select the resource/resources you want to add. Set the units or the number of items.
3. Using menu Team - Assign. Right click on a task in the grid and select Assign then select your resource and click on the Assign button.

What does SNLT mean?
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SNLT comes from Start No Later Than and is a semi-flexible constraint type. SNLT schedules the task to start on or before a specified date. Use this constraint to ensure that a task does not start after a specified date.
I am not able to change the constraint type of a manual task.
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The Constraints Type and the Constraint Date boxes are grayed out for Manual Tasks. Manual Tasks have the main purpose to not have its Start, Finish dates and Duration modified by the Planner. For this reason, manual tasks should not have any kind of constraints. 

How do I change the constraint to a task?
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To see what constraint a task has select the given task and click on Task - Task Information - Advanced. Constraint information is in the Constraint type and Constraint date boxes. 

What are the Constraint types?
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Constraints can be Flexible, Semi-flexible, and Inflexible. 

What are “Constraints”?
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Task constraints are a feature that alter when your tasks will appear on the schedule. Constraints offer you more choice when it comes to automated scheduling as you can tweak your task dates based on additional information. 

Do I need to purchase a subscription for each user?
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You need to purchase a subscription for each user that needs to edit the file (each Editor in your organization). For Read-Only team members, you don’t need to purchase a subscription. Please note that it is forbidden for multiple users to use the same account.

How can I reset my password?


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If you forgot your password for your account, go to our Forgot Password page and insert your email address. You will receive a code on your email. Insert the code and the new password for your account.

Does the Subproject’s Wbs reflect the WBS numbering flow in the master or does the Subproject retain its Wbs numbering?
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The subproject will retain the WBS numbering. Only the Summary Subproject Task will have a calculated WBS based on his position in Master Project.
Please give me more information about Drive 365.
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My Projects-Drive 365 is a feature that allow users to seamlessly store their MPP files to a personal folder without creating a cloud storage account.
What is an Email Attachment?
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An Email Attachment is a computer file sent along with an email message.
What is a Share Link?
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A Share Link is an URL of your project. This is the reason why the project needs to be saved on a cloud storage platform in order to be able to generate it.
How do I see who else is viewing the project at the same time in Real-Time Collaboration?
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The list of users who are in real-time collaboration mode at the same time is shown above the grid.

How can I change the collaboration timeout?
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You can customize the inactivity period before the file in real-time collaboration mode closes. In order to do that, go to the File menu and select Options. Select the Advanced tab and from General Options, customize the Collaboration Timeout as you desire. For changes to take effect, click OK. The minimum value for the collaboration timeout option is 5 minutes and the maximum is 120 minutes.

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