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FAQ › Category: How do I...?
How do I open a project from Project Plan 365 Portal?
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To open a project from Project Plan 365 Portal using our application, go to our Online Portal, then Sign In with your email and password.Go to Projects page and click on a project name. 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 Open in Project Plan 365 button. The browser will request to allow Project Plan 365 Portal to open the app. Click Open Project Plan 365 and the project will be opened in the application.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.
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.

On what platform is the Portfolio Info functionality available?
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The Portfolio Info functionality is currently available only on Windows, Mac and iOS platforms.

On what platforms is Enterprise Team Planner view available?
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The Enterprise Team Planner view is available on Project Plan 365 for Windows and Mac.

On what platforms is Team Member Planner dialog available?
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The Team Member Planner dialog is available on Project Plan 365 for Windows and Mac.

On what platform is the Work Schedule Calendar functionality available?
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The Work Schedule Calendar functionality is currently available on the Windows and Mac platforms.

Where can I find the "Status" table?
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The Status Table can be found in the Project menu - Table – More tables option. Please note that the Status table is currently only available for Project Plan 365 for Mac, Windows and iOS apps.

I can’t find the Project Status report in the Report menu.
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 If the Project Status Report isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
Can I customize the Project Status Report?
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Can I customize the Project Status Report?
What does the Project Status Report do?
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The Project Status Report helps you view the current status of your project. It is a summary of how your project is progressing.
What does the “Help” button inside the “Project Goals” dialog do?
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The “Help” button inside the “Project Goals” dialog redirects to the “Project Goals” article in our Online Help page.
How can I add a Project Goal with the “costs less than” criteria?
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To add a Project Goal with the “ends before” criteria, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Success Name field type in the name of the goal, from the Task field select the task you want to set the goal for, from the Criteria field select the “costs less than” criteria and in the Value field, type the desired value for the cost. The status of the success criteria will be automatically populated right after all fields are set. Click Ok to save the changes.
How can I add a Project Goal with the “costs less than” criteria?
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How can I add a Project Goal with the “costs less than” criteria?
Is the “Project Goals” functionality available for the projects stored in all cloud locations or only for those stored on the local device?
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The “Project Goals” functionality is available for all projects, stored anywhere, regardless of their location.
What subscription type do I need to be able to use the Project Goals functionality?
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The Project Goals functionality is available for both Standard and Business Subscriptions.
What types of goals can I set for my tasks?
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At this point, in our app, you can add 2 types of Project Goals:
  • Ends before – which allows you to set a goal for a task for a specific date selected from the Value field.
  • Costs less than – which allows you to set a goal for a task by typing in a number for cost in the Value field.
How can I see the status of all the tasks in my project?
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To see the status of all the tasks in your project, go to menu Project – Tables – More Tables, select the Status table and click Apply.
How can I know if my goal has passed or not?
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To know if your goal has passed or not, go to menu File – Info/Status – Project Goals (or menu Project – Project Goals). In the Status field, if the icon is a green check  it means that the task goal passed, if the the icon is a red exclamation mark it means that the task goal has not passed.
What does the Project Goals functionality do?
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The Project Goals functionality allows you to define a goal for a task that takes into account the max cost/duration of a task and displays whether this criteria is passed or not.
Can I add multiple projects in the Portfolio?
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In a Portfolio, you can add up to 10 projects. If you want to select more than 10 projects, the following message will be displayed: “Limit reached (10 items max)”.
Can I add projects saved to a division to a Portfolio?
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You can add projects saved to a division to a portfolio. Note that only team members that have access to the division can view the portfolio information for this project. Team members that do not have access to the division will have the following message displayed: “You do not have permission to view information about this project”.
Can I add password protected projects to a Portfolio?
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You can add password protected files to a portfolio but when viewing the portfolio information, the following message will be displayed for the protected files: “You cannot view information about this project because it is password protected”.
Can I create two Portfolios with the same name?
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You are not allowed to create two Portfolios with the same name.
How can I change the order of the items that will be displayed in the Portfolio?
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In order to change the items that will be displayed in your Portfolio, drag and drop the items in the desired place in the Fields section.
Where do my projects need to be saved in order to create a Portfolio?
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In order to create a Portfolio, your projects need to be saved in our Drive 365 Cloud.
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