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FAQ › How do I...? › Category: New Project
What can I set in General Settings tab from Options dialog?
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In General Settings tab from Options dialog you can set: Language, Date Format, Currency, Placement, Decimal digits, Auto save a copy every “x” minutes, Auto save and close project after x idle minutes and Use global settings when creating a blank project options.

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

I have set the global settings, but when I create a blank project the settings are not applied.
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For the settings to be applied when creating a blank project, go to File menu – Options and under General Options check the “Use global settings when creating a blank project” checkbox. 

Or, if you are using the Project Plan 365 for Mac application, you can create projects using the New blank project using Global Settings or New Blank Project Using Global Settings options from Home / New menu.

What can I set in Advanced tab from Options dialog?
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In Advanced tab from Options dialog you can set View options for time units (minutes, hours, days, weeks, months, years),  Outline options (Intent name, Show outline number/symbol, Show summary tasks, Show project summary task) and General Options (Open last file on startup, Show Highlight, Recently used file list, Recently used folder list, Collaboration Timeout, Check Spelling).

How do I change the schedule mode for all the tasks in an existing project?


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We are sorry but changing the schedule mode for all the existing tasks in a project isn’t possible in our application at this point.
How can I delete a template?
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We are sorry but the templates cannot be deleted.
How do I set the start of the week to Monday?
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In order to set the start of the week to Monday, go to the File menu - Options, click on "Schedule" tab and from "Week Starts On" field select "Monday" and press "OK" for the changes to take effect.
I need help with a construction plan.
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We have the following templates that may help you in creating your own construction project plan: Residential Construction, Kitchen Renovation, Commercial Construction and Interior Design Project Process. To access the templates, click File - New and choose the right template for you.

For more information about how to create your own construction project plan, please check the Simple Scheduling Tool for Construction page, which also includes a video.

Do you offer information on how to use each template?
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For more information about how to use the Project Plan 365 templates, please check the New from Template article.
Can I download Online Templates on my local device?
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Yes, you can download any template on your local device. Please go to our Online Templates page, choose a template and click Download from the opened dialog.
How do I access Online Templates on the web application?
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To access the Online Templates, please go to the Online Templates page. 
Can I save a template file to my local device?
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Yes, you can save a template file to your local device. Go to File – New, choose a template and click Create button. The template will open and then you can go to File menu – Save As – Computer and choose a location from your device where the template will be saved.
How do I change the start date for a template?
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To change the start date for a template, go to File menu – New, search and select the right template. Before clicking Create button in order to create the template, you have the option to change the Start Date directly from the template dialog. The default Start Date for a template is the current working day.
What does “Suggested Search” mean?
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The Suggested Search refers to the keywords suggested for you that are located under the search bar. Each keyword represents an industry for which you may search project plans templates.
How do I search for a template inside the application?
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To search for a template inside the application, go to File menu – New, type the right keyword in the search bar and click the Search icon or Enter key.
Can I import specific team members in my project plan created based on a template?
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You can select and import the team members you want in the project created based on a template by checking the Import team members checkbox right before clicking Create button in template dialog.
Are the Global Settings applied when creating a project plan based on a template?
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For the Global Settings to be applied in the project created based on a template, you must check the Use Global Settings checkbox right before clicking Create button in template dialog.
I want to create a software development plan.
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We have the following templates that may help you in creating your own software development plan: Software Development Plan, IT Project Agile and Microsoft Windows SharePoint Services Deployment. To access the templates, click File - New and choose the right template for you.

I need help with a business plan.
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We have the following templates that may help you in creating your own business plan: New Business Plan and Plan, Merger or Acquisition Evaluation and Startup Business Plan. To access the templates, click File - New and choose the right template for you.

Can you provide me some ideas on how to create a marketing project plan?
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We have the following templates that may help you in creating your own marketing project plan: Market Research Schedule, Marketing Event Planning and Execution, Marketing Campaign Planning, Startup Business Plan, New Product Launch and New Product Plan. To access the templates, click File - New and choose the right template for you.
How do I set custom schedule for a team member?
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To add set Custom schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Custom for the Schedule field. The Set Custom Schedule dialog will be displayed, where you can set the working hours per day. Click OK in both dialogs to save the changes. Note that you must have Admin rights to perform this operation. 
How do I set full time schedule for a team member?
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To add set Full Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Full Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I set part time schedule for a team member?
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To add set Part Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Part Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I add time off for a team member?
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To add Time Off for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, in the Time Off section, add the Name, Start Date and Finish date for the Time Off and press “OK”. Note that you must have Admin rights to perform this operation. 
Why can’t I customize the global settings?
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To customize the global settings for your organization you must have Admin rights. 
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