What does the “Create New Project” functionality do?

The “Create New Project” functionality allows you to create a new project from Project Plan 365 Portal,  using our web application.  

How do I start a new project from Project Plan 365 Portal?

To start a new project from Project Plan 365 Portal using our application, go to our Online Portal, then Sign In with your email and password. If you don’t have an account, you can create one or you can Sign In with a third-party login. 

Go to Projects page and click on the Create new project button. A dialog will appear asking you to make sure you have the latest app version installed on your device by clicking the Download Project Plan 365 app.

If you already have the latest version, click on the Create New Project button. The browser will request to allow Project Plan 365 Portal to open the app. Click Open Project Plan 365 and the application with a new project will open.

Note: In the browser request, check the “Always allow www.projectplan365.com to open links of this type in the associated app” checkbox so the request won’t appear each time.

Step by step on how to create a new project from Online Portal:  

1. Go to our Online Portal. 

2. Sign In with your email and password or with a third party login. 

3. Go to Projects page and click on the Create New Project button. 

4. A dialog will appear asking if you want to open the Project Plan 365 app.

5. To make sure you have the latest version of the app, click on Download Project Plan 365 and follow the installer instructions.

6. Click on Create New Project button.

7. The browser will ask you if you allow Project Plan 365 Portal to open the app. Click Open Project Plan 365 button.

Note: In the browser request, check the “Always allow www.projectplan365.com to open links of this type in the associated app” checkbox so the request won’t appear each time.

8. Now you can create your new project plan.

9. Save the project in My Projects Drive 365 cloud by going to menu File - Save As - My Projects - Drive 365.