FAQ Project Plan 365

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Is it possible to save enterprise custom fields?
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With Project Plan 365 app you can save Enterprise custom fields for Project Server 2013, 2016 and 2019.
Can I open a project plan from Project Server 2019?
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Our application offers support to open plans for all Project Server 2019 earlier versions. For saving plans we are compatible with Project Server 2013, 2016 and 2019.
What information does the Organizer contain?
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The Organizer, on the left side contains a list of all elements from the global template file, whereas on the right side there is a list of all elements available in the currently opened project file.

How do I change the timescale in the "Who does what when" report from the default days to months?
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At this point it’s not possible to change the timescale for a report. As a workaround, you can go to Resource Usage view and change the timescale to months, then you can export it to PDF (menu Team - Export to PDF).
Is there a quick way to assign the same resources to all instances of a recurring task?
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To assign the same resources for all instances of a recurring task, enter the resource for one instance, then copy paste the Resource Name field for each instance. After you have inserted the resources for a couple of instances you can select multiple Resource Names fields and then copy/paste them.
Where are the files saved on iOS device?
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The files you saved on your iOS device in multiple applications should appear in “On my [device]” section of the Files app. This is also the case for Project Plan 365. All the files saved in our app, in the “Device” location, will appear in this section.
What does the Files App on iOS device do?
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The Files App brings all of your files together in iOS 11. You can easily browse, search, and organize all your files in one place. Not just the ones on the device you're using, but also those in apps, on your other iOS devices, in iCloud Drive, and across other cloud services. The Files app lets you add your third-party cloud services—like Box, Dropbox, OneDrive, Google Drive, and more-so that you can access all of your files on all of your devices.
What files can I open on iOS device?
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On iOS device you can open .mpp, Excel or CSV files directly into Project Plan 365 and view the files saved in our app directly into Files app.
What does the “Working with Files app on iOS” functionality do?
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The ”Working with Files App on iOS” functionality allows you to work with files you have stored on your device or in other cloud locations through the iOS Files app.
What is the default start date for a project?
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​​By default, the start date for all new projects is the current date.
What does “Set Project Start Date” functionality do?
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The “Set Project Start Date” functionality allows you to set the project start date for your project.
What can I set in Schedule tab from Options dialog?
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In Schedule tab from Options dialog you can set: Week starts on, Default start time, Default end time, Hours per day, Hours per week, Days per month, Duration is entered in, Work is entered in, Default task type, New tasks created and Default working days.
What can I set in Project Info tab from Options dialog?
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In Project Info tab from Options Dialog you can set: Project Name, Manager, Company, Comments, Start Date and Project Calendar.
What is Project start date?
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Project start date is a date that marks the point in time when the activities related to the project may start.
How do I set the start date for my project?
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To change the start date of your project follow the steps below:
1. Click Project - Project Information.
2. In the Schedule from field, Project Start Date is selected by default.
3. In the Start date box, enter the date that you want to schedule from.
How can I see the total amount of time my project needs at any time ?
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You can see the total amount of time by creating a summary task that includes all other tasks.
How do I create a Waterfall Project?
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To create a new Waterfall project click File - New - Waterfall Project.
How do I create a Scrum project?
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To create a new Scrum project click File - New - Scrum Project.
What is a project template?
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A project template is a predefined project available in Project Plan 365 that allows to create and configure new projects based on an existing example.
I need help with an evaluation plan.
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We have a Merger or Acquisition Evaluation Template. To access it click File - New - Merger or Acquisition Evaluation.
I need help with a market research schedule.
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We have a Market Research Schedule Template. To access it click File - New - Market Research Schedule.
I need help with a customer service plan.
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We have a Customer Service Template. To access it click File - New - Customer Service.
I need help with an annual report plan.
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We have an Annual Report Preparation Template. To access it click File - New - Annual Report Preparation.
How do I create a project based on a Template?
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To access a project template click File - New. In the preview dialog select any template you see fit for your needs.
Can I use the templates for my own projects?
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We believe that our templates are applicable to projects of any size or type and for any industry. However, we cannot guarantee that they will be suitable for every type of project. You may use the templates as a starting point for your projects and use the functionalities our apps provide in order to improve them according to your needs.
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