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

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

To create an account, you need to access the Create Account page.

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

In order to Sign In with your Microsoft account inside Project Plan 365 application, open the application and in the Sign In dialog that is prompted, click on the “Sign In with Microsoft” button. A pop-up dialog will appear where you need to type your Microsoft email address and password and click on the “Sign In” button.

Please make sure you downloaded and installed our latest application from our website or Microsoft/Apple Store. In our website application the Sign In dialog will be prompted while in the Store apps, on the top right corner, you should see the Sign In button. Or you can also go to the backstage menu File - Account and click the Sign In button.

In order to use Project Plan 365 on multiple platforms (macOS, iOS, Windows, Android) you should purchase the Standard/Business Subscription from our website. You can purchase the Standard/Business Subscription from our Purchase page. Download and install our latest app from the Download page. In order to use the purchased subscription, just Sign In with your email and password inside the Project Plan 365 app (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

Please Sign In with your email and password inside the Project Plan 365 app (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File – Account and click the Sign In button).

If you have bought a subscription from our website and inside the application it still states you are still in trial or Free Read-Only mode, please Sign In with your email and password inside the Project Plan 365 app. (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

To Sign In inside Project Plan 365, open the application and in the Sign In dialog that is prompted, insert your Project Plan 365 email address and password or Sign In with a third-party account (Apple, Google, Microsoft, LinkedIn).

Erix AI can answer to questions about:

1. Project Status;
2. Task Status;
3. Resource Status;
4. Resource Usage;
5. Cash Flow and Budget;
6. Email Generating Queries;
7. Project Management Help & FAQs.

Note: Click on the above categories to view what questions are supported by Erix AI.

Bubble View is available for all your projects, you just have to access it from the left side View Bar. Once you clicked on Bubble View button, you will see the default Bubble View, which will open on Status group.

There are two possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file.

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

To sort files in a different order, click one of the column headings in the file picker or by clicking on the sort icon and select the criteria. For example, click Name to sort by file name. Click the column heading again to sort in the reverse order. Or click on the Sort icon and select the desired criteria.

In order to rename an existing project in Google Drive cloud, right- click on the project you want to rename and choose Rename option in the contextual menu. In the Rename Project dialog that appeared, enter the new project name and click OK button.

Note: On Windows and Web, projects from Google Drive can be renamed only directly from your Google Drive account.

In order to search for a file in Google Drive cloud file picker, in the search box in the file picker start typing part of the file name you want to find. As you type, the results for your search will be shown. 

In order to delete a project from Google Drive cloud, go to the File menu - Open - Google Drive. From the file picker, right-click on the file you want to remove and select Delete option from the contextual menu. Click Yes in the confirmation dialog.

Note: On Windows and Web, projects from Google Drive can be deleted only directly from your Google Drive account.

In order to create a new folder in Google Drive cloud, click on New Folder button, enter the name for the folder you want to create in Create New Folder dialog and click OK button or Enter key. The folder will be created in the current directory with the entered name.

Note: On Windows and Web, new folders in Google Drive can be created only directly from your Google Drive account.

To access a project plan from Google Drive, click File - Open - Google Drive. A message will appear that says to Sign In with your Google account in the web page you are redirected to. After that, select an account or type your credentials. Go back to the application.

There are several ways to open a project from the file picker:

1. Double click on a project;
2. Select a project and click Select button;
3. Select a project and click Enter key.

What versions of MacOS is Project Viewer 365 compatible with?

Project Viewer 365 is compatible with OS X macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma. Please make sure you have the latest version installed.