FAQ Project Plan 365

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Why are my colleagues not able to make changes to the file shared on Drive 365?
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Only users with Editor roles can make changes to files, such as update the percent complete for their task.

What happens with files in My Projects-Drive 365 when I upgrade to business?
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When you upgrade to Business in our Online Portal page, your files remain in Drive 365 folder.​

How do I save a project?
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To save a project click on File - Save. If the project you want to save is a new project file, then clicking on File  Save, will redirect you to the Save As option which will let you choose the desired method. This option is available only if the file is associated with a location on Device, Google Drive, Dropbox, Box or OneDrive, My Projects - Drive 365, Basecamp, SharePoint Online, Project Online, Project Server.If the file is associated with a location on Device, Google Drive, Dropbox, Box or OneDrive, My Projects - Drive 365, Basecamp, SharePoint Online, Project Online, Project Server, clicking on File - Save, will allow you to save the file directly in the location from which you opened it. 

How do I add costs?
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To set the costs for resources, go to Resource Sheet view and set the standard rate for each resource. To add a cost for a specific task, set in Resource Sheet view resources of type cost and then assign the cost for each task in Task Information dialog. Another option to set the cost for a task is to edit the Cost field in Gantt Char view.

In what views is the “Zoom” option available?


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The Zoom option is available in Gantt Chart, Tracking Gantt, Resource Graph, Network Diagram, Task Usage, Resource Usage, Risk and other related views.

How do I export the Working Days report?
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To export the Working Days report, go to menu Report – Overview - select the Working Days report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Who Does What report?
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To export the Who Does What report, go to menu Report – Assignments – select the Who Does What report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Who Does What When report?
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To export the Who Does What When report, go to menu Report – Assignments – select the Who Does What When report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Unstarted Tasks report?
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To Export the Unstarted Tasks report, go to menu Report – Current Activities – select the Unstarted Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Top-Level Tasks report?
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To Export the Top-Level Tasks report, go on Reports – Overview - select the Top-Level Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the To Do List report?
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To Export the To Do List report, go on Reports – Assignments – select the To Do List report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Tasks Starting Soon report?
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To export the Tasks Starting Soon report, go to menu Report – Current Activities -  select Tasks Starting Soon report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Tasks in Progress report?
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To export the Tasks in Progress report, go to menu Report – Current Activities - select the Tasks in Progress report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Task Usage report?
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To export the Task Usage report, go to menu Report - Workload - select the Task Usage report - click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Task report?
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To export the Task report, go to menu Report – Custom – select the Task report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How to enable the spell check feature on Windows?
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The spell check feature on Windows is enabled by default. If the spell check feature is disabled, please go to the menu File - Options and in Advanced tab, make sure that the "Check Spelling" box is checked.

How do I spell check on Project Plan 365 for Mac?
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The spell check feature on Mac is enabled by default. If the spell check feature is disabled, please go to the menu In order to enable the spell check feature on Mac, go to File - Options and on Advanced tab enable Check Spelling.

How do I export the Slipping Tasks report?
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To export the Slipping Tasks report, go to menu Report – Current Activities – select the Slipping Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Should Have Started Tasks report?
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To export the Should Have Started Tasks report, go on Reports – Current Activities – select the Should Have Started Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How can I generate a link for my project?
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First, you need to Sign In with your email and password inside Project Plan 365 application. You can get a link to your project only if it is saved on a cloud platform by clicking menu Team Share - Share or menu File – Share. Viewing and updating the project require authentication on the cloud platforms or SharePoint, respectively, and permissions need to be granted there, otherwise, the application will warn the team members that they do not have enough rights to view/update the MPP file. 

How do I export the S-Curve report?
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To Export the S-Curve report, go to Report – Visual Reports – select the S-Curve report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Resource Work report?
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To export the Resource Work report, go to menu Report – Custom – select the Resource Work report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Resource Usage report?
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To export the Resource Usage report, go to menu Report – Workload - select the Resource Usage report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I add notes to a resource?
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There are 3 ways to add a note to a resource:
1. In Resource Sheet view click on the desired resource and go to Team – Notes.
2. Double click on ID cell associated with the desired resource in Resource Sheet view.
3. Insert the Notes field inside your table.

How do I export the Resource Material report?
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To export the Resource Material report, go to menu Report - Custom - select the Resource Material report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

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