FAQs How do I...?

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 › Category: How do I...?
How can someone with a purchased subscription become an editor of the file I created?
Question Link
Answer
There are two possibilities for other users with a purchased subscription to edit a plan you created:1. If they are part of your team with a subscription assigned, they are editors by default and can edit and save the files created by other editor team members in your team, as long as the project is not part of a division the user has no access to.
2. If they are not part of your team and have a separate subscription purchased, you can share the project you created with them by going to menu Share - Share - Share as MPP. The user outside of your team will be able to open the shared project you created and edit it using their subscription. Please note that if they are not part of your team, they will not have rights to overwrite the original file. They will have to save it to their local device or to a Cloud location.
Does the Standard version include the Timeline view?
Question Link
Answer
The Timeline View is available for both Standard and Business subscription options.
How to export to Task Board View to PDF?
Question Link
Answer
We are sorry but exporting the Task Board View to PDF is not possible at this point in our application.
I cannot find the currency I need.
Question Link
Answer
If you cannot find the currency you need, please submit an online ticket with your request at Contact Support.
How to remove a deadline from a task?
Question Link
Answer
To remove a deadline, double-click on a task to open Task Information - go to Advanced tab - in the Deadline field, select the entire text and press Delete key then click OK.
How to display actual start date in Gantt Chart section?
Question Link
Answer
At this point, we do not support displaying the actual start date in Gantt Chart section.
Can you copy format of task names?
Question Link
Answer
At this point, we do not support copy pasting cell formatting.
How do I generate a burndown report with Project Plan 365?
Question Link
Answer

To generate the Burndown report, go to menu Report  - Visual Reports - Burndown Report.  Note: To access the original version of the Burndown Report, please go to menu Report – Custom – select Burndown Report – click Preview.

How can I create a visual report from scratch?
Question Link
Answer

To create a visual report, go to menu Report – New Report – select one of the three options: Blank/Chart/Table. Type in a name to your report and click OK. A new Design menu will become available where you can add and customize the report elements.    Blank – creates a blank canvas. Allows you to create a report from scratch, adding text boxes, images, and other elements as needed. This is a good option if you want complete control over the design of your report.    Chart – creates a chart comparing Actual Work, Remaining Work, and Work by default. Allows you to create a report that displays data in a chart or graph format. You can choose from several chart types, such as bar charts, pie charts, and line graphs.    Table – creates a table with Name, Start, Finish, and % Complete fields by default. Allows you to create a report that displays data in a table format. You can choose which data to display and how to format it.    Note: Any of the elements you create from scratch are fully customizable. You can add and delete elements and change the data to meet your needs.

How to see guide lines when aligning elements in a visual report?
Question Link
Answer
To see guide lines when aligning elements in a visual report, hold the CTRL key pressed and move elements in the page, you will see blue dashed lines that will guide how to align elements vertically, horizontally, or both.
How to maintain the ratio when resizing an image in a visual report?
Question Link
Answer
To maintain the ratio when resizing and image in a visual report, hold the SHIFT key and resize the image by drag-and-dropping one of the border corners.
What subscription do I need to have to use the Visual Reports feature?
Question Link
Answer
The Visual Reports feature is available only with a Business Subscription.
How to delete an element from a visual report?
Question Link
Answer
To delete an element from a visual report, either right-click on an element and select Delete or select an element and press the Delete key on keyboard.
How to copy/paste an element in a visual report?
Question Link
Answer
To copy/paste an element in a visual report, right click on any element and select Copy. Right-click anywhere outside the element and click Paste.
How can I disable header row in a table from a visual report?
Question Link
Answer
To disable header row in a table from a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired table and click on the Customization button. Uncheck the Show Header Row check box and click OK.
How can I Zoom Out in a visual report?
Question Link
Answer
To Zoom Out in a Visual Report, hold the CTRL key and scroll down using your mouse scroll or hold the CTRL key and press the “-” button on keyboard.
How can I Zoom In in a visual report?
Question Link
Answer
To Zoom In in a Visual Report, hold the CTRL key and scroll up using your mouse scroll or hold the CTRL key and press the “+” button on keyboard.
How can I change the order of the fields displayed in a table?
Question Link
Answer
To change the order of the fields displayed in a chart, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired table to open the Fields List panel. In the second box with the selected fields, either drag-and-drop the desired field name up or down or right click on a field name and click Move up/Move down buttons to change the fields order.
How can I change the order of the fields displayed in a chart?
Question Link
Answer
To change the order of the fields displayed in a chart, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired chart to open the Fields List panel. In the second box with the selected fields, either drag-and-drop the desired field name up or down or right click on a field name and click Move up/Move down buttons to change the fields order.
How to Export to PDF a visual report?
Question Link
Answer
To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to PDF.
How to Export to Image a visual report?
Question Link
Answer
To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to Image.
How to create a chart/table for goals in a visual report?
Question Link
Answer
To create a chart/table for goals in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Goal tab to edit the data for goals.
How to create a chart/table for resources in a visual report?
Question Link
Answer
To create a chart/table for resources in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Resource tab to edit the data for resources.
How to create a chart/table for tasks in a visual report?
Question Link
Answer
To create a chart/table for tasks in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Tasks tab to edit the data for tasks.
How to print a visual report?
Question Link
Answer
To print a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Add or change the desired elements then in the Design menu click on Page Setup button. Set the desired print options then click on Print… button then click on OK button. Note: You can also print the visual reports by going to menu File – Print.
« Previous1…89101112…125Next »
Contact
Chat