FAQ Project Plan 365

Account

Sales & Billing

How do I...?

Other

Browse by Category

Sign In/Activation issue
Subscription Info
Trial Info
Forgot password
All FAQs
How do I apply a filter in Gantt Chart view?
Question Link
Answer
The Gantt Chart view can use any of the task filters to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the Gantt Chart display the information as defined by that filter's criteria. The default filter is the All Tasks filter. To apply a filter, go to menu Project – Filter.
How do I apply a different table in Gantt Chart view?
Question Link
Answer
The sheet portion displays categories of information about the tasks, arranged in tables. For example, the default table for the standard Gantt Chart view is the Entry table, but you can select any of the Gantt Chart tables by going to menu Project - Tables.
Can I add bar texts in Gantt Chart view?
Question Link
Answer
A various project information (such as duration, constraint type, finish etc) can be used for the bar texts in order to describe a task. The position of the bar texts can be: left, right, top, bottom and inside. To add a bar text, double click on that specific bar and in Bar Text tab select the information that you want to be displayed.
How are the task dependencies displayed in Gantt Chart view?
Question Link
Answer
The Gantt panel display links that show the predecessor or the successor relation between tasks.
How is the deadline displayed in Gantt Chart view?
Question Link
Answer
A deadline indicates the target date when the user wants a task to be completed. The deadline is displayed in Gantt chart as a green arrow.
How are the Gantt bars drawn in Gantt Chart view?
Question Link
Answer
By default, the Gantt chart displays blue bars for common Tasks, black rhombuses for Milestones, blue bars connected with suspension dots for Task Splits, black bars for Summary Tasks. The background displays the Project's calendar time span.
How do I customize or format the Gantt Chart view?
Question Link
Answer
To customize the Gantt Chart view, you can change:

Layout options - options for drawing the links between tasks, date format, bar height, etc.
 
Bar styles - the styles for drawing the bars and displaying information about bars in the particular view

Text styles - the font styles for the various texts in the view

Bar formatting - the specific formatting of a particular bar in the chart, in case the project manager intentionally changed the format to make the task stand-out from the others by its visual presentation

Row, Column, and Cell Font formatting - the specific font formatting of a particular row, column, or cell in the sheet portion of the view, in case the project manager intentionally applied a different format to highlight the particular task, field, or value
 
Progress Lines formatting - the progress lines activated for the view and formatting options related to them

Timescale formatting - the formatting of the different timescale tiers, as well as the calendar and presentation of the working and non-working days

Gridlines formatting    - the formatting of the different gridlines for the sheet and chart portions of the view

Drawings - the different drawings and text boxes placed on the chart by the project manager, in order to place additional information for the tasks or emphasize a certain phase in the plan.

You are also able to customize the Gantt Chart views, using one of the following opportunities:

Change the different Layout options for the active Gantt Chart view.

Display, hide, or change the appearance of the timescale tiers.

Display, hide, or change the appearance of nonworking time.

Create a combination view for the Gantt Chart view to display additional information about the tasks or about the resources assigned to those tasks in a different view.
What is the Gantt Chart view?
Question Link
Answer

The Gantt Chart view displays task information in two panels: the left panel displays information as a sheet and the right panel displays information as a chart. Panel 1 displays the task information as a sheet and includes details about start and finish task dates, resources assigned to them or % complete. The following columns are usually referred: Id, Indicators, Name, Duration, Start, Finish, Resource Names, Percent Complete, Predecessors. Panel 2 displays the Gantt bar representation of the tasks. The bar's length and position on the timescale indicate when that task begins and ends. In addition, the position of one task bar in relation to another indicates whether the tasks follow one another or overlap.

What does the “Forgot Password” functionality do?
Question Link
Answer
The “Forgot Password” functionality allows you to set a new password for your account if you forgot the existing one.
What is the maximum number of users that can be in Collaboration mode at the same time?
Question Link
Answer
The maximum number of users that can be in collaboration mode at the same time is 10.
How do I exit the Collaboration mode?
Question Link
Answer
To exit the collaboration mode, you can close the file by going to menu File – Close, or click on the Real-Time Collaboration Toggle in the Quick Access Toolbar or press on the Exit button.
Any team member can enter in exclusive or real-time collaboration mode?
Question Link
Answer
Only the Editors can enter in Real-Time Collaboration mode. Read-Only team members are not able to open files on Drive 365 in either Exclusive or Real-Time Collaboration mode.
What is Real-Time Collaboration feature?
Question Link
Answer
Real-Time Collaboration (rTc) is a feature of Project Plan 365's Business (PMO) Plan that allows multiple users to collaborate in real-time with each other while constructing or updating a project plan stored on Drive 365. For example, a project plan can be set up to allow team members to update their own % completes, thus freeing up the plan owner to do other work.
What does the “Create New Project” functionality do?
Question Link
Answer
The “Create New Project” functionality allows you to create a new project from Project Plan 365 Portal,  using our web application.
On what platforms can I move tasks in Team Planner view?
Question Link
Answer
You can move tasks in Team Planner view on Project Plan 365 for Windows, Mac and iOS.
Can I upload a subproject from the local device?
Question Link
Answer

At this point, you can upload a subproject from the local device only on Project Plan 365 for Windows, Mac and iOS. In order to upload a file from the local device, go to menu Project - Subproject - Computer.

How do I change the Date Display Format for bars in Gantt Chart?
Question Link
Answer

To change the Date Display Format for bars in Gantt Chart, using the Gantt Chart view, go to menu Format – Layout and select a date format in the Date Format box then click on the OK button.

How do I change the appearance of link lines between Gantt bars?
Question Link
Answer

To change the appearance of link lines between Gantt Chart bars, using the Gantt Chart view, go to menu Format – Layout and select the desired type of link line, then click on the OK button.

What does the “Layout” functionality do?
Question Link
Answer

The “Layout” functionality allows the user to modify the Gantt Chart in several ways to make it easier to review. You can adjust the height of bars, the link design between bars, modify the date format of the bars, roll-up tasks so that a projection of the subtasks on Gantt Chart bar is displayed at the summary task.

How can I view all my Business projects?
Question Link
Answer

In order to view all projects from your organization, you need to go to our Online Portal and click on the "Projects". You will see the list with all the business projects that were saved in My Projects - Drive 365 folder.

If my trial expired and I bought the subscription afterwards, will I lose data?
Question Link
Answer

If your trial expires you won't lose your saved data. You will have access to your files after you purchase a Standard or a Business Subscription from our website.

How can I edit the task?
Question Link
Answer

In order to use the full editor features, please download and install our Project Plan 365 app. Sign Up in our Project Plan 365 Portal in order to start a 30 days Standard Trial Subscription. Then, Sign in with your email and password inside Project Plan 365 app (look upper right corner for Sign in button)

What are the permissions for each role?


Question Link
Answer

Please read this article: Business Roles.

How do I Sign Up if I did not download the product?


Question Link
Answer

To Sign Up if you didn’t download the product, go to our Sign Up page and insert your email and password or Sign Up with a third-party account (Apple, Google, Microsoft or LinkedIn).

How do I create an account on Project Plan 365?
Question Link
Answer

To create an account you need to access the Sign Up page. 

Insert your email and password or Sign Up with a third-party login.

« Previous1…9091929394…140Next »
Contact
Chat