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How to enable a Scheduled Report?
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To enable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

You can also enable a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report and from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

How to edit a Scheduled Report?
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To edit a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, make the desired changes to the report and click OK for the changes to apply.

You can also edit a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report, make the changes and click “OK” for the changes to apply.

How to create a Scheduled Report directly from the application?
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To create a Scheduled Report directly from the application, follow the steps below:

  1. Go to the Report menu – Scheduled Reports;
  2. Click on the Add New Scheduled Report button;
  3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note: Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How to create a Scheduled Report from Online Portal page?


Question Link
Answer

To create a Scheduled Report, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password.
  2. Click on the Reports tab and then on the Add New Scheduled Report.
  3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How can I always display by default the current date in the Resource Usage view?
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We are sorry but displaying by default the current date in the Resource Usage view is not possible in our application at this point.If you want to display the current date in the Resource Usage view, without scrolling in the view, you can go to the Project menu - Go to option, select the current date from the "Date" field and press "OK".
How can I navigate back to a specific task in the Gantt Chart view after selecting it in the Resource Usage view?
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Please know that it is not possible to navigate back to a specific Task in the Gantt Chart view after selecting it in Resource Usage view in our application, at this point.
Can I create another team member role besides the one that already exists?
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We only have two types of roles: Read Only and Editor. Please know that you cannot create other role for your team members.
How many tasks can I insert in my project?
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The Project Plan 365 application has no limitation on the number of tasks entered in a project.
Is there a way to move columns in the reports so you can fit all the data on one page?
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We are sorry but at this moment we don’t support moving columns in the reports. As a workaround, you can change the Paper size for the desired Report. In order to do that, go to the Report menu, select the desired report from the list and click on the Page Setup button. After that, change the Orientation to Landscape and from the Paper Size, select a bigger one, for example A3.
How can I view how many work hours are assigned to all my subprojects until a certain date?
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If you want to see the work hours for all of your subprojects, you can use the Task Usage View. Go to the Task Usage view, collapse all of your subprojects, go to the Format menu – Timescale and from Middle Tier and Bottom Tier tabs, change the units as desired and click OK.
The students have free access to your software?
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We are providing eligible institutions with a licensing scheme for Project Plan 365 that provides PM students with a free license to use while studying or gaining certification. For more information, please submit a ticket to our [Support Team](https://www.projectplan365.com/newticket/index)
How can I change the value for the "Leveling Can Split" field?
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We are sorry, but at this point the "Leveling Can Split" field is not editable.
I want to know if Project Plan 365 is 508 Compliant.
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Yes, the Project Plan 365 application is 508 Compliant.
How can I force quit the app on my Mac device?
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To force quit the application, you can use the Activity Monitor dialog.

To find Activity Monitor on a Mac, go to your Applications folder > Utilities folder, and then double-click Activity Monitor. There, locate the "Project Plan 365" application, click the "Stop" button in the upper-left corner of the Activity Monitor window and then select "Force Quit".
I have a big file and I cannot fit the entire project to one page.
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If you have a big, to fit all the tasks on one page you can try to make some adjustments to the Page Setup dialog:1. Adjust the Task Name column for the names to appear in one row: just double click on the right border of the Task Name column and it will automatically adjust.2. Go to File menu – Print – Page Setup and select a bigger page size (like A3). If you don’t need the Legend to appear on the second page, in the Page Setup dialog go to the Legend tab and check the “None” option then click “OK”.
How do I add my favorite filters in the main Filter menu?
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We are really sorry but at this point, it is not possible to add other Filters in the main Filter menu.
How can I recover a deleted file from Drive 365?
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Please know that you cannot manually recover the files that you deleted from Drive 365 cloud location. If you want to recover a file, please submit a ticket with your request at [Contact Support](https://www.projectplan365.com/newticket).
How can I group my resources into multiple groups?
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You can group your resources by going to the Resource Sheet view and in the Group column, type the name of the group that a resource belongs to.
How can I group the tasks by duration?
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In order to group tasks by duration, go to the Project ribbon tab, open Group options and then select Group by Duration.
How can I edit the Successors field?
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We are sorry, but at this point, you cannot edit the Successors field in our application.
How do I remove my credit card information?
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To remove your credit card information, please go Project Plan 365 Portal - “Billing” tab and click the “Edit Payment Information” button. Remove the credit card information and click on the“Save Payment Information” button. In the dialog that appears click on the "Remove Card Information" button.
Does Project Plan 365 for iPhone support Siri Shortcuts?
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Yes! You can find the Siri Shortcuts menu within Project Plan 365 by going to Menus – Siri. You can also access the Siri menu by going to Menus – Open and tapping on Add to Siri. Note: as of version 21.36.1131 of Project Plan 365, only iPhones are supported; iPads are not yet supported.

How do I create a Siri Shortcut for opening a project on iPhone?
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In the Project Plan 365 app, go to Menus – Siri and tap on Open Project. In the Add to Siri tab, tap Done if you want to save the shortcut, or tap Remove Shortcut if you want to delete it. You can also access the Siri menu by going to Menus – Open and tapping Add to Siri. Note: You can customize the Open Project shortcut by tapping Edit in Shortcut from the Add to Siri tab. This opens the Apple Shortcuts app, where further you can further customize the shortcut to suit.

How do I create a Siri Shortcut for showing Project Status on iPhone?
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In the Project Plan 365 app, go to Menus – Siri and tap on Show Project Status. In the Add to Siri tab that appears, tap on Done if you want to save the shortcut or tap Remove Shortcut if you want to delete it. Note: You can customize the Show Project Status Shortcut by tapping Edit in Shortcuts from the Add to Siri tab. This opens the Apple Shortcuts app, where further customizations can be made.

How do I open a project using Siri Shortcuts on iPhone?
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Activate Siri by saying Hey Siri (or by tapping a shortcut for Siri), followed by the phrase Open Project. If you set a specific project to be opened when using this shortcut, the project will open in Project Plan 365 app. Saying the name of the project (a name from the displayed list) will open the project in the Project Plan 365 app. Tip: If you select the Ask Each Time setting within the Apple Shortcuts app, Siri will ask what project to open each time. Note: If there are no projects in the Recent list, Siri will ask you to either open an existing project, or if you want to open the Sample Project (provided by our app).

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