If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

1. Make sure you downloaded and installed our latest application from App Store.
2. Open the application.
3. Go to menu “Help” – “Subscriptions”.
4. Click on “Restore Standard Subscription”.
5. Wait for the confirmation message.
6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from App Store to your Project 365 account.

Go to System Preferences – Accessibility-Zoom and check the option “Use keyboard shortcuts to zoom”. Then, please use the following commands in order to Zoom In/ Zoom Out:

1. Option-Command-8: This turns the zoom function on or off. Obviously you want it on, but it’s a handy way to check if you’re unsure.
2. Option-Command-Plus Sign (+): The equal sign version is the way to zoom in on your Mac. Use this input to embiggen.
3. Option-Command-Minus (-): Zoom out with this function when you are done, or when you want to navigate faster.

In order to add a new team member, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Click on “Team” tab and then click on the “Add new team member” button and insert the user’s email address, set the name and the role to “Read Only”.
3. Click on the “Add new team member” button.
4. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.

To unprotect the project, go to ribbon – “Project” tab – “Protect Plan” and click the “Unprotect Editing” button. If you have given permission to unprotect the project without a password, a confirmation dialog will be displayed to unprotect the project. If you were not given permission to unprotect the project without a password, a dialog where a password is required will be displayed.

You can also unprotect the project from the Options dialog by going to File menu – Options – “Protect Plan” tab and clicking on the “Unprotect Editing” button.

To activate the Standard Subscription from App Store follow the steps below:

1. First please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account”).
2. Also please make sure you have now on Mac the same Region (the same with Region when you purchase the application from store).
3. Open Project Plan 365 app.
4. Go to menu Help – Subscriptions and click the Restore Standard Subscription.
5. Wait for the confirmation message.

To activate the Standard subscription from Microsoft Store, follow the steps below:

1. Make sure you are Signed In in store with the same email address and password you used when you purchased the application.
2. Open the Project Plan 365 app.
3. Go to menu “Help” - “Subscriptions”.
4. Click the “Start Standard Subscription” button.
5. Wait for the confirmation message.

To activate your Business subscription from App Store, please follow the steps below:

1. First, please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account").
2. Also please make sure you have now on MAC the same Region (the same with Region when you purchase the application from store).
3. Open Project Plan 365 app.
4. Go to menu Help – Subscription and click Restore Business Subscription.
5. Wait for the confirmation message.

The information in assignment information dialog is organized in three tabs: General, Tracking and Notes.

1. General tab: displays basic information regarding the assignment such as task, resource, work, work contour, start and finish dates, cost rate table, units, booking type, cost, assignment owner
2. Tracking tab: displays information such as task, resource, work, actual work, actual start, actual finish, actual cost, % work complete, remaining work, cost rate table
3. Notes tab: displays the notes for a resource assignment (in case there is any)

In order to allow multiple team members to work together on a project, they can use the Real Time Collaboration feature. To enter in Real-Time Collaboration mode, follow the steps below:

1. First, you need to Sign In with your email and password inside Project Plan 365 app with an Editor account.
2. Go to the menu Share – Real-Time Collaboration or click on the Real-Time Collaboration Toggle in the Quick Access Toolbar.
3. If your file is not saved in Drive 365 cloud, you will be asked to save the file in Drive 365 and then the mpp file will be opened in Real-Time Collaboration mode.

After saving your first file to My Projects – Drive 365 you can open it using the File - Open - My Projects – Drive 365 menu option, or you can access it from your Recent Projects list. In the Open from Drive 365 dialog there are several ways to open a file:

1. 1. Double click on a project;
   2. Select a project and click Open button;
   3. Right-click on a project and select Open in contextual menu;
   4. Select a project and click Enter key.

The My Projects – Drive365 dialog can be also accessed from File menu – Home tab – Projects button.

A baseline is a static copy of plan data that’s compared with actual and current data. It refers to a set of data about project that represents state before the work actually began.

Baselines helps to compare actual vs. planned. Baseline schedule means taking a copy of your schedule and set aside for comparison later on. A baseline is a snapshot/a picture of your project at a particular moment in time.

Baseline is a copy of the final approved schedule. It is the target to aim. As much is possible, the baseline should remain the same throughout the project.

You can apply a zoom in/zoom out in Gantt Chart view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

In order to change the font size for all of your task, you can use the Text Styles option available in Format menu. In order to do that, follow the steps below:

1. Go to the Format menu – Text Styles.
2. From Items to Change make sure you select All.
3. Change the size from the Size section and press OK.

After that, go to the File menu – Print - Print and select the Save to PDF option from the PDF drop-down in the lower left corner of the dialog.Another way to export you project to .PDF is to use the Export to PDF option available in Share menu – Export – Export to PDF.

You can apply a zoom in/zoom out in Tracking Gantt view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

You can change the duration of a task by resizing it. In order to do that, follow the steps below:

1. Move your mouse the end portion of the bar and you should notice a specific icon of the mouse.
2. Hold down the mouse and move the virtually displayed taskbar to the right if you want to increase the duration of the task, or to the left if you want to shorten the duration of your task.
3. Release the mouse when you are satisfied to the resulted duration of your task or length of its corresponding taskbar.

Also you can change the duration of the tasks by typing another value in the duration cell for the desired tasks.

At this point we don’t automatically calculate the %complete planned. As a workaround you can create a custom field of type Text and insert there the %complete planned.

In order to see the planned finish date for a task vs the actual finish date, please set a baseline by going to menu Project-Set Baseline.

After this, if you encounter some delays on tasks, please change the Start/Finish dates in the Gantt Chart view. These dates will be the actual start and finish dates. The planned dates can be seen in the Baseline Start and Baseline Finish fields.

The application allows you to open Microsoft® Project files (mpp) that contain subprojects. If the opened project plan includes subprojects, a specific graphical indicator will be shown in the Indicators column.

An indicator will tell that the task next to it is an inserted project (also called a subproject).

The inserted project appears as a summary task in the master project.To upload subprojects, click on the plus sign (+) corresponding to each subproject and you will be asked to locate the subproject on your disk. Then the subproject will be instantly viewed.

The Tracking Gantt view displays task information in two panels:

1. 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, Predecessors, Resource Names, Percent Complete.
2. Panel 2 - displays the Gantt bar representation of the tasks, chart showing a baseline and scheduled Gantt bars for each task.

In order to insert a custom field in a view, follow the steps below:

1. Click on the column header for the column that you want to appear in the right side of the custom field.
2. Go to menu Format - Insert Column.
3. Select the desired custom field and how do you want the column to be aligned in Align Data and Align Title boxes.
4. Type a width for the column in Width box.

If you want the column header text to wrap to multiple lines if the column is too narrow to display it on one line, select the Header Text Wrapping check box. Clear this check box if you want the header to only be displayed on one line.

Here are the steps to open and save a project called sample.mpp from your organization’s sharepoint:

1. Go to menu File-Open and click SharePoint.
2. Select SharePoint Site.
3. Enter url for site. Is should be {sharepoint_url}/sites/{team_name}
4. Enter your credentials.
5. Navigate in Documents\General.
6. Select the project.

After that, the project can be saved from menu File – Save or command + s shortcut. If you need to save a new project, you need to go to menu File – Save As – SharePoint – SharePoint Site, navigate in Documents\General, enter project name and press Save.

Before printing your project, we advise you to:

1. Pick the view you want.
2. Format the view as desired.
3. Change the view so it shows only the data you want to share. For example: Hide subtasks to show only top-level tasks. Sort tasks or dates to highlight specific info. Hide columns temporarily so they don’t appear in the printout.
4. Use the Print option to print the active view of the current project.
5. Your selected printer is shown at the top of the Print dialog box.
6. Select the printer from the list and press OK.
7. Type the number of copies.
8. Select the range you desire and click Print.​

Before printing your project, we advise you to:

1. Pick the view you want.
2. Format the view.
3. Change the view so it shows only the data you want to share. For example: Hide subtasks to show only top-level tasks. Sort tasks or dates to highlight specific info. Hide columns temporarily so they don't appear in the printout.
4. Use the Print option to print the active view of the current project.
5. Your selected printer is shown at the top of the Print dialog box.
6. Select the printer from the list and press OK.
7. Type the number of copies.
8. Select the range you desire and click Print. ​

A Finish date can be calculated or entered. If you do not type a finish date, application calculates it based on such things as relationships, calendars, and the scheduling method.

If resources are assigned, Project Plan 365 also considers the resource calendar and assignment units. If you type a finish date, will be set automatically a Finish No Earlier Than constraint and uses the date you type as the constraint date.

Example: You need to filter for all finish dates scheduled after March. You filter on the Finish field to see only those tasks scheduled with a finish date beyond March 31.

To change the quantity for your subscriptions, follow the steps below:

1. Sign In with your email and password in our Portal page.
2. In Billing tab, click on the Change Quantity button.
3. A pop-up dialog will appear where you have to select the desired quantity and then click on the Change Quantity button.

Clicking on More option from the quantity dropdown, will redirect you to Purchase Project Plan 365 One Year Subscription page from where you will need to select the quantity before clicking on the Place Order button.Note that you cannot choose a quantity less than the number of assigned Editor roles in your team.

In order to hide the completed tasks, you can apply an Autofilter. In order to do that, follow the steps below:

1. Go to the Project menu and click on Autofilter option.
2. Click on the autofilter arrow next to the % complete column heading and uncheck 100% value.
3. All the completed tasks will be hidden and only the tasks that are in progress will be displayed.

Another way is to apply the Incomplete Tasks filter which will show only the tasks that are in progress and will hide the ones that are completed. In order to apply the Incomplete Tasks filter, go to the Project menu – Filter – Incomplete tasks.