FAQ Project Plan 365

Browse by Category

What does the “Sign Up” functionality do?
Question Link
Answer
The “Sign Up” functionality allows you to create an account on our website and start a trial to evaluate our Project Plan 365 app.
What is the difference between Sign In and Sign Up with a third-party login?
Question Link
Answer
There’s no difference between Sign In and Sign Up with a third party login. When you Sign In/Sign Up with a third-party login, if you don’t have an existing account on our website, we automatically create one. 
Any project can be shared with other team members?
Question Link
Answer
Only the projects that are saved in a cloud service can be shared with other team members. When you click on Share button, if the project isn’t save to the cloud, the application will redirect you to save the project in My Projects - Drive 365 cloud service.
Can I only share the file after I have bought the app?
Question Link
Answer
You can Share the files also when you are in the trial period. We offer 30-Day free trial for the fully functional product.
Why do I need to set the password for my account?
Question Link
Answer
Because you Sign Up with a third-party account, in our database you don’t have a password set to your account. After you set the password to your account, next time you can simply Sign In with your email and password in Project Plan 365 Portal without a third-party account.
What does the “Set Password” functionality do?
Question Link
Answer
Once you Sign Up with a third-party account in our Project Plan 365 Portal, you don’t have a specific password in our database. The “Set Password” functionality allows you to set a password for your account.
What does the “Restore Subscription” functionality do?
Question Link
Answer
The “Restore Subscription” functionality allows you to update your subscription information inside Project Plan 365 app.
On what platforms can I import team members from Resource Sheet view?
Question Link
Answer
You can import team members from Resource Sheet view only on Windows, Mac, iOS and web application.
How do I distinguish if a resource is already a team member or not?
Question Link
Answer
To distinguish if a resource is already a team member, look at the Indicators column in Resource Sheet view. A specific icon will appear for resources that are already part of your team.
How do I group resources in Resource Sheet view?
Question Link
Answer
To group the resources in Resource Sheet view, please go to menu Project - Group. 
How do I sort the resources in Resource Sheet view?
Question Link
Answer
To sort the resources in Resource Sheet view, go to menu Project - Sort.
How do I apply a filter in Resource Sheet view?
Question Link
Answer
In Resource Sheet view, you can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Sheet view displays the information as defined by that filter's criteria. The default filter is the All Resources filter. To apply a filter, go to menu Project - Filter.
How do I apply a different table in Resource Sheet view?
Question Link
Answer
The Resource Sheet view displays categories of information about the resources, arranged in tables. The default table for the Resource Sheet view is the Entry table, but you can select any of the resource tables to display information about the project's resources by going to menu Project - Tables.
How do I customize or format the Resource Sheet view?
Question Link
Answer
To make the Resource Sheet view fit your needs exactly, you can customize it. To customize the Resource Sheet view, you can:

1. Change the information that is displayed.
2. Change the columns order
3. Format individual information to pay attention to it. For example, you can apply bold formatting to a higher-than-expected cost and assign a different font to an overallocated resource.
4. Format a category information to distinguish that type of information. For example, you can format all overallocated resources as italic text and increase the size of all column headings.
5. Create a combination view for the Resource Sheet view to display additional information about the resources in the Resource Sheet view or about the tasks to which those resources are assigned.
How do I use the Resource Sheet View?
Question Link
Answer
In order to use the Resource Sheet view, go to menu View - Resource Sheet. 
What kind of resources can I add in Resource Sheet view?
Question Link
Answer
A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project. In Resource Sheet view you can add resources of type work, material and cost.
What is the Resource Sheet view?
Question Link
Answer
The Resource Sheet view displays resource information in a sheet format, in which you can view information about each resource. Such information includes the payment rate, the number of work-hours assigned, and the planned (baseline) and actual cost.
What does the “Renew Standard Subscription” functionality do?
Question Link
Answer
The “Renew Standard Subscription” allows the owner of the organization to renew all the Standard Subscriptions.
Can I renew a smaller number of subscriptions?
Question Link
Answer
You cannot renew a smaller number of subscriptions than the existing number of Editors in your organization. If you want to renew a smaller number of subscriptions, change the role for some Editors to Read-Only.
What does the “Renew Business Subscription” functionality do?
Question Link
Answer
The “Renew Business Subscription” allows the owner of the organization to renew all the Business Subscriptions.
What does the “Registration” functionality do?
Question Link
Answer
The “Registration” functionality allows you to register the application using the provided license key.
On what platforms can I import team members from Gantt Chart view?
Question Link
Answer
You can import team members from Gantt Chart view only on Windows, Mac, iOS and web application.
How do I zoom in or zoom out in Gantt Chart view?
Question Link
Answer
The timeline units for the right portion of the Gantt Chart view are displayed at the top of the chart. By default, displays two units of time. You can adjust these time units to display up to three units of time, and you can change it so that different time units are displayed. For example, you can zoom out to a bigger picture of your project's tasks by displaying Years and Months, or you can zoom in to see the exact start and finish dates for your project's tasks by changing the timescale to Weeks and Days. In order to Zoom In/Out, go to menu Project  - Zoom.
How do I sort the tasks in Gantt Chart view?
Question Link
Answer
To sort the tasks in Gantt Chart view, go to menu Project - Sort.
How do I group tasks in Gantt Chart view?
Question Link
Answer
To group the tasks in Gantt Chart view, please go to menu Project - Group.  
Contact
Chat