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FAQ › How do I...? › Category: Other Features
Why doesn’t Erix AI show the entire list of tasks/resources?
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Erix AI can show only 5 tasks/resources per answer. To see the full list of tasks/resources, ask Erix AI to show them by typing in “Show next tasks/resources” and press Enter.Note: You can also just type in "next" or "more" for Erix AI to display the next tasks/resources.
Why Erix AI cannot answer to my question?
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The reason why Erix AI cannot answer to a question might be because it is not yet supported. Please check our list of what questions are supported by Erix AI here.
On what platforms is Erix AI available?
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Eix AI is currently available only on our Web platform.To access the Web Platform please go to the following link: https://online.projectplan365.com/projectviewernow/tViews.aspx
Can Erix AI create a project?
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At this moment, Erix AI cannot create new projects but only deliver data about an existing opened project.
How to start a new conversation in Erix AI?
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To start a new conversation in Erix AI, click on the Refresh icon button on the left side of the chat bar.
Can I ask Erix AI questions about project management?
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You can ask Erix AI any question about project management by clicking on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about project management (e.g., What is a milestone?)Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about resource status?
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You can ask Erix AI questions about project status, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about resource status (e.g., What resources are overallocated?)Note: Erix AI can show only 5 resources per answer, to see the full list of resources, ask Erix AI to show them by typing in “Show next tasks” and press Enter.Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about task status?
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You can ask Erix AI questions about resource status, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about task status (e.g., What tasks are late?)Note: Erix AI can show only 5 tasks per answer, to see the full list of tasks, ask Erix AI to show them by typing in “Show next tasks” and press Enter.Note: Click here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about project status?
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You can ask Erix AI questions about project status, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about project status (e.g., Is my project on schedule?)Note: Click here to view what questions are supported by Erix AI.
How do I access Erix AI in Project Plan 365?
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To access Erix AI, in the Project Plan 365 application, click on the Chat with Erix button then click on the Try Erix AI Preview! button and start the conversation.
What subscription option is required to use Erix AI?
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Erix AI is available with both Standard and Business Subscriptions.
What types of questions can Erix AI answer to?
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Erix AI can answer to questions about:
  1. Project Status;
  2. Task Status;
  3. Resource Status;
  4. Project Management Help & FAQs.
Note: Click on the above categories to view what questions are supported by Erix AI.
What is Erix AI?
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Erix AI is an advanced AI-powered assistant within Project Plan 365 that can answer project management-related questions, provide task and resource status updates, and deliver project insights.
Is Project Plan 365 compatible with MS Project 2019?
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Project Plan 365 is compatible with MS Project 2024, 2021, 2019, 2016, 2013 and 2010.

Is the "Tell Me What You Want to Do" feature available on both Windows and Mac?
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Yes, the "Tell Me What You Want to Do" feature is available on both Windows and Mac versions of Project Plan 365.
How do I edit my project using the "Tell Me What You Want to Do" feature?
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You can edit various aspects of your project by selecting options from the dropdown list. For instance:
  • Type "Indent” to indent the tasks in your project.
  • Type "Change Working Time" to modify working and non-working days for your project.
  • Type "Link" to create dependencies between tasks.
Can I open dialogs using the "Tell Me What You Want to Do" feature?
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Yes! You can quickly open important dialogs by typing in relevant keywords. For example:
  • Type "Task Information" to open the Task Information dialog, where you can edit task details.
  • Type "Resource Sheet" to quickly access the Resource Sheet view and manage resources.
  • Type "Project Information" to open the Project Information dialog, where you can set start dates, calendars, and other critical project parameters.
What kind of actions can I perform with this feature?
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The "Tell Me What You Want to Do" feature can help you quickly access a variety of actions, such as:

  • Inserting tasks, milestones, or summaries
  • Assigning resources
  • Changing project settings
  • Managing dependencies between tasks, etc.

Essentially, it can locate any feature available within Project Plan 365.

How does the "Tell Me What You Want to Do" feature work?
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To use this feature, simply click inside the "Tell Me What You Want to Do" box and begin typing a keyword that describes the action you want to perform. A dropdown menu will appear with a list of related options, allowing you to select and execute the command instantly.
Where can I find the "Tell Me What You Want to Do" control?
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You can find the "Tell Me What You Want to Do" control on the top bar of Project Plan 365, right above the ribbon. It’s designed to be easily accessible no matter where you are within the application.
What does the "Tell Me What You Want to Do" control do?
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The "Tell Me What You Want to Do" control is a dynamic search box located in the top bar of Project Plan 365. By typing in words or phrases related to your desired action, you can instantly access features and commands without navigating through the software's menus.
How to download a project created with ChatGPT in MPP format?
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To download a project plan created by ChatGPT in MPP format, Follow the steps below:

  1. Install "Project Plan 365 Assistant" extension to your browser (Chrome/Edge) from Chrome Web Store or Microsoft Edge Add-ons;
  2. Go to Chat GPT page: https://chat.openai.com/;
  3. Ask Chat GPT to create a project on the desired subject, for example: “Create a kitchen renovation project.”;
  4. If the project is not in table format, you first have to ask ChatGPT to format the text by clicking on Download as MS Project Plan (MPP) button;
  5. In the pop-up message that appears, click on Format Textbutton;
  6. When Chat GPT finishes generating the project in table format, click again on Download as MS Project Plan (MPP) button;
  7. The created project will be downloaded on the local device and can then be opened in the local Project Plan 365 application.

Note: You can ask ChatGPT to make changes in the project like: add/remove columns, set project start/finish dates, assign resources etc., or you can apply the changes in the Project Plan 365 Application and save the project to any storage location.

How can I ask ChatGPT to assign resources to a project?
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You can ask Chat GPT to assign resources to a project, by first inserting the Cost column and instruct ChatGPT to assign resources to the desired tasks. For example, type in: “Add Resource Names column and assign resources to all tasks”.
How can I ask ChatGPT to set a specific project cost for a project?
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You can ask Chat GPT to set a specific Cost for a project, by first inserting the Cost column then specifying a project cost, for example, type in: “Add Cost column (project cost $10.000).”.
How can I ask Chat GPT to change the Start Date of a task?
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You can ask Chat GPT to change the start date of a task by providing the task number along with the desired start date, and instruct ChatGPT to update the corresponding cell or column with the new start date information. For example, you can say: “Change Start Date of Task ID 5 to 3 January 2024”.
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