FAQs Open Project

Account

Sales & Billing

How do I...?

Other

Browse by Category

Get Started
New Project
Open Project
Save Project
Import/Export
Install/Uninstall
Share
Tasks
Team
Project Tracking
Scheduling
Format
Print
Calendar
Reports
Views
Other Features
All FAQs
FAQ › How do I...? › Category: Open Project
How to share a project file from Project Online?
Question Link
Answer

There are three possibilities you can share your project with your team members:

  1. By using the “Share” option from the “Share” menu;
  2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
  3. By going to the File menu - Open - Project Server/Online and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

How to share a project file from SharePoint?
Question Link
Answer

There are three possibilities you can share your project with your team members:

  1. By using the “Share” option from the “Share” menu;
  2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
  3. By going to the File menu - Open - SharePoint - Open from SharePoint - SharePoint Site and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

How to share a project file from SharePoint Online?
Question Link
Answer

There are three possibilities you can share your project with your team members:

  1. By using the “Share” option from the “Share” menu;
  2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
  3. By going to the File menu - Open - SharePoint - Open from SharePoint - SharePoint Site and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

Why am I not able to connect to SharePoint?


Question Link
Answer

To open project plans from SharePoint, please follow the steps below:

  1. First, enter the URL address of the SharePoint site in File - Open – SharePoint – SharePoint Settings - OK.
  2. Go to File - Open SharePoint – Open from SharePoint - SharePoint Site - click OK or edit the link as desired.
  3. Type the user and password in the log window.
  4. A list of projects available on SharePoint will be displayed, from where you can choose the project you want to access.

There are several ways to open a project from the Open from SharePoint file picker:

  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.
Can I share a project from the Drive 365?
Question Link
Answer

There are three possibilities you can share your project with your team members or people outside the organization:

  1. By using the Share option from the Share - Share menu;
  2. By clicking on the Share Project button from the Share bar that appears after opening a file;
  3. By going to File menu – Open – My Projects - Drive 365  and in the file picker right-click on the project you want to share and choose Share option from the contextual menu.

Just type the E-mail address and a message, if you want, and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP.For more information, check the Share online help article.

Why I'm not able to delete a file from Drive 365?
Question Link
Answer
Please know that only the users with Admin rights can delete the files from Drive 365. Contact the owner of the team to give you Admin rights.
Can I open password protected MPP files in Real-Time Collaboration Mode?
Question Link
Answer
You can open password protected files in Real-Time Collaboration Mode. If a password protected MPP file is already opened by another team member, go to menu File – Open – Drive 365, select the password protected file and click the “Open” button then click “OK” in the warning message dialog. Enter the password that is required to open the file then click the “OK” button. You will automatically enter in Collaboration Mode.
What does the “Restrict Project Editing” functionality do?
Question Link
Answer

The “Restrict Project Editing” functionality allows you to lock certain fields for editing and protect these fields or the entire project with a password.  

On what platforms is the “Project Editing Restriction” feature available?
Question Link
Answer

The “Project Editing Restriction” feature in currently available for Windows, Mac, iOS and Web applications.

How to set SharePoint as the default saving location?
Question Link
Answer
In order to set SharePoint as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in SharePoint, it will appear in the dropdown). After that, click the three dots on the right of the SharePoint folder and click the “Set as default location” option.
How to set Project Online as the default saving location?
Question Link
Answer
In order to set Project Online as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Project Online, it will appear in the dropdown). After that, click the three dots on the right of the Project Online folder and click the “Set as default location” option.
How to set OneDrive as the default saving location?
Question Link
Answer
In order to set OneDrive as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in OneDrive, it will appear in the dropdown). After that, click the three dots on the right of the OneDrive folder and click the “Set as default location” option.
How to set Drive 365 as the default saving location?
Question Link
Answer
In order to set Drive 365 as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown. After that, click the three dots on the right of the Drive 365 folder and click the “Set as default location” option.
How to set Google Drive as the default saving location?
Question Link
Answer
In order to set Google Drive as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Google Drive, it will appear in the dropdown). After that, click the three dots on the right of the Google Drive folder and click the “Set as default location” option.
How to set Dropbox as the default saving location?
Question Link
Answer
In order to set Dropbox as your default saving location, create a new project, save your file (use Ctrl+S for Windows and CMD+S for Mac), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Dropbox, it will appear in the dropdown). After that, click the three dots on the right of the Dropbox folder and click the “Set as default location” option.
How to set Basecamp as the default saving location?
Question Link
Answer
In order to set Basecamp as your default saving location, create a new project, save your file (use Ctrl+S for Windows), then in the displayed “Save this project” dialog, click the locations dropdown (if you saved your files before in Basecamp, it will appear in the dropdown). After that, click the three dots on the right of the Basecamp folder and click the “Set as default location” option.
How to save a project file to Box?
Question Link
Answer

To save a file to Box, go to the File menu, then click Save As (also click the Other locations dropdown if on Mac or Windows), then select the Box cloud. Type in a name for your file and press Save.

How do I save a project to Project Online?
Question Link
Answer

To save a project on Project Online use Save as functionality available on File - Save as (also click the Other locations dropdown if on Mac or Windows), then click the Project Server / Online - enter Server URL. Enter windows credentials and then insert the name of the project and press Save.

How can I save a project in Project Server?
Question Link
Answer

To save a project on Project Server use Save as functionality available on File - Save as (also click the Other locations dropdown if on Mac or Windows) - Project Server / Online - enter Server URL Enter windows credentials like domain\Username and password Enter project name and press Save.

How to save a project file to SharePoint Online?
Question Link
Answer

To save a file to SharePoint Online, go to the File menu, then click Save As (also click the Other locations dropdown if on Mac or Windows), then select the SharePoint cloud - Open from SharePoint – SharePoint Site. Type in a name for your file and press Save.

What is the “Recently used file list” checkbox and how to enable/disable it?
Question Link
Answer
The “Recently used file list” checkbox allows you to set to either have a list with recently opened files in the File menu – Open tab or not. You can also set how many recently opened files to be shown by clicking the arrows in the field next to the checkbox.To enable the “Recently used file list” just check the checkbox and click the “OK” button. To disable it, uncheck the checkbox and click the “OK” button.
What does the “Protect Plan” tab inside the “Options” dialog do?
Question Link
Answer
The “Protect Plan” tab inside the “Options” dialog contains the “Protect Editing” and “Allow Edit Fields” buttons that allows you to lock certain fields for editing and protect these fields or the whole project with a password.  For more information, please check the Restrict Project Editing Online Help Article.
I want to give a team member permission to edit the project, but he/she does not appear in the Team dialog list.
Question Link
Answer
If the team member is not displayed in the “Team” dialog, it means he/she is not part of the team or he/she does not have an Editor role. Note that only Editor team members are displayed and can be selected to edit the project/fields without a password.
How do I enable project protection?
Question Link
Answer
To enable project protection, go to ribbon – “Project” tab – "Protect Plan" and click the “Protect Editing” button. A dialog will be displayed where you can enter a password you would like to use to unlock the project in the future and specify who may unprotect the project without a password. The permissions can be set only for team members with an Editor role. Also, note that this functionality is Business only. The users with a Standard subscription can only unprotect the project.You can also enable project protection from the Options dialog by going to File menu – Options – “Protect Plan” tab and clicking on “Protect Editing” button.Note that if you lose or forget the password, it cannot be recovered. It is advisable to keep a list of passwords and their corresponding project in a safe place.
Why should I restrict project editing?
Question Link
Answer
You may restrict project editing to prevent team members from accidentally or deliberately changing, moving, or deleting data in your .MPP project.
« Previous1234…9Next »
Contact
Chat