FAQ Project Plan 365

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Can I simply open a project using Siri and the Open Project Shortcut on Mac?
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Yes! You just need to customize a shortcut to do just that. When creating an Open Project Shortcut, you can select what specific project will be opened, or if Siri should ask each time which project needs opening. In the Add to Siri tab, click on Edit in Shortcuts and you will be redirected to the Apple Shortcuts app.Expand the Open Project menu and in the Project Name field, either enter the name of the desired project to be opened, or select the Ask Each Time option if you want Siri to ask each time which project to open. Click on Done and then X to save your changes.
Can I show Project Status using Siri Shortcuts on Mac?
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Yes! Activate Siri by saying Hey Siri (or by clicking a shortcut for Siri), followed by the phrase Show Project Status. Siri will first respond with a small status about the project depending on its stage and will ask you if you want to know more about the project. Say Yes (or click on the Yes button) and Siri will read your project status, as well as display the status on your device (per your settings).Note: You must have an open project in the app for this Shortcut to work. If the app is not running, or there is no open project, Siri will ask if you want to display the status of a specific project, or the status of the Sample Project.However, if you set a Siri Shortcut to show status of a specific project, Siri will show the Project Status of that project, even when the app is not running or there are no open projects.
How do I open a project using a Siri Shortcut on Mac?
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Activate Siri by saying Hey Siri (or by clicking 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).
How do I create a Siri Shortcut for showing Project Status on Mac?
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In the Project Plan 365 app, go to menu File – Siri and tap on Show Project Status. In the Add to Siri tab that appears, click 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 clicking Edit in Shortcuts from the Add to Siri tab. This opens the Apple Shortcuts app, where further customizations can be made.
How do I create a Siri Shortcut for opening a project on Mac?
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In the Project Plan 365 app, go to menu File – Siri and tap on Open Project. In the Add to Siri tab, click Done if you want to save the shortcut, or click Remove Shortcut if you want to delete it. You can also access the Siri menu by going to menu File – Open and clicking Add to Siri.Note: You can customize the Open Project shortcut by clicking 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.
Does Project Plan 365 for Mac support Siri Shortcuts?
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Yes! You can find the Siri Shortcuts menu within Project Plan 365 by going to menu File – Siri. You can also access the Siri menu by going to menu File – Open and clicking on Add to Siri.
Is Project Plan compatible with Windows 7?
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Project Plan 365 is compatible with Windows 7, Windows 8, Windows 2008+ server, Windows 10 and Windows 11. Please make sure you have the latest version installed. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users.

How do I install Project Plan 365 for Windows 7 Server?
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You can find the steps on how to install Project Plan 365 for Windows at: https://www.projectplan365.com/articles/install-project-plan-365-for-windows/. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users. 

What are the System Requirements to install the Project Plan 365 for Windows?
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Below you can find the system requirements needed for installing Project Plan 365.1. Minimum Processor 1 GHz, 512 MB RAM and 850 MB free HDD for 32-bit or 2 GB for 64-bit2. Windows 7, Windows 8 pro, Windows 10, Windows 11, Windows server 2003, Windows server 2008, Windows server 20123. Client.NET Framework 4.5 or higher Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users.

How can I change the font of the Timescale?
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To change the font of the Timescale, go to the Format menu - Text Styles option. From "Items to change" select "Top Tier, Middle Tier or Bottom Tier". After that, select the Font, Font Style and Color or color and press "OK" in the dialog.

Can I custom install the Project Plan 365 for Windows using One-Click Installer?
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To custom install Project Plan 365 for Windows app, you have to use the offline installer. Check the Offline Installer section to learn more about how to custom install the app.
Why did my One-Click installation fail?
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If when installing the Project Plan 365 app using the One-Click Installer you receive the message: “Download failed. Please retry or use the offline installer.” or “Installation failed. Please retry using the Offline Installer or contact us at contact@housatonic.com!” please make sure:
  1. You are connected to internet;
  2. You don’t have another MSI installer opened;
  3. You don’t already have the Project Plan 365 app installed on your device.
If the installation still fails, click on the “Details” button and send us the Error Details that appear in the dialog at contact@housatonic.com.
Do I need internet connection to install Project Plan 365 using the One-Click Installer?
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To be able to install Project Plan 365 using the One-Click Installer you need to have internet connection. If you have no internet connection during the installation process the installer will display a warning message saying that: “Internet connection required!” and provides the option to retry the installation.Note: If you want to install the Project Plan 365 app using an Offline Installer check the Step-by-Step section.
How to Install Project Plan 365 for Windows with the One-Click Installer?
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In order to install Project Plan 365 for Windows with the One-Click Installer, follow the steps below:
  1. Go to our Download page.
  2. Select the Windowsplatform and click on the Download Project Plan 365.
  3. You will be redirected to the Thank you for Downloading Project Plan 365 for Windows page and the download will begin. If the download doesn’t begin, click on Click here to try again link and follow the Download Instructions from page in order to locate the installer.
  4. Run ProjectPlan365_Installer.exe and the download and installation will be done automatically.
  5. After installation is completed the Project Plan 365 app is automatically launched.
How to Install Project Plan 365 without Erix chatbot?
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To install Project Plan 365 without Erix chatbot integration use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan          Note:To install Project Plan 365 One-Click Installerwithout Erix chatbot integration use the command: ProjectPlan365_Installer.exe ADDLOCAL=ProjectPlan 

How to Install Project Plan 365 with Erix chatbot but no clouds?
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To install Project Plan 365 with Erix chatbot but no clouds integration use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan,Erix          Note: To install Project Plan 365 One-Click Installer with Erix chatbot but no clouds integration use the command: ProjectPlan365_Installer.exe ADDLOCAL=ProjectPlan,Erix

How to Install Project Plan 365 with Erix chatbot and selected clouds?
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To install Project Plan 365 with Erix chatbot and the selected clouds use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan,URL,ProjectServer,SharePoint,Box,Dropbox,OneDrive,GoogleDrive,Erix (this command will actually install all the clouds and the Erix chatbot). Note: To install Project Plan 365 One-Click Installer with Erix chatbot and the selected clouds use the command: ProjectPlan365_Installer.exe ADDLOCAL=ProjectPlan,URL,ProjectServer,SharePoint,Box,Dropbox,OneDrive,GoogleDrive,Erix (this command will actually install all the clouds and the Erix chatbot).

How to Install Project Plan 365 for Mac without any cloud integration?
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To install Project Plan 365 for Mac without any cloud integration use the command: sudo launchctl setenv Hous_Clouds "None" && sudo installer -pkg "ProjectPlan_365_Mac_v.pkg" -target /

How do I silent uninstall Project Plan 365 for Windows PC/Server?
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To uninstall silently Project Plan 365 for Windows PC/Server use the command:  msiexec /x ProjectPlan.msi /q. Note: To uninstall silently Project Plan 365 for Windows that was installed using the One-Click Installer, without specifying the location of the .exe file, run the following command: wmic product where name="Project Plan 365" call uninstall

How do I create multiple Timeline views in Project Plan 365?
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We are really sorry but creating multiple Timeline views is not possible in our application at this point.
Can I customize the Resource Usage report?
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We are sorry but the Resource Usage Report cannot be customized at this point.
How can insert data from Excel into Project Plan as a linked object that will be updated dynamically by changes made in the source excel file?
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At the moment, we don’t support importing data from Excel into Project Plan 365 as a linked object. We support importing files from Excel or CSV by using the Import from Excel functionality, but you will need to manually import the Excel file into Project Plan 365 every time you make a change to the Excel file.
Do you have any tutorials in French?
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We are sorry but we don’t have tutorials in French. You can use the application in French by going to File menu - General Settings - Language and select French, then restart the application.
How can I edit the Critical Path?
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How can I edit the Critical Path?
How can I change the order of views in the left side view bar?
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We are sorry but changing the order of views isn't possible in our application at this point.
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