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.

What Project Fields can I add in a Portfolio?
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The following Project Fields are available to add in your Portfolio:

• Project Name
• Project Start Date 
• Project Finish Date 
• Project Duration 
• Project Work 
• Project Cost 
• Project Status 
• Project %Complete 
• Project %Work Complete 
• Project Status Date 
• Project Remaining Duration 
• Project Remaining Work 
• Project Remaining Cost 
• Actual Project Start Date 
• Actual Project Finish Date 
• Actual Project Duration 
• Actual Project Work 
• Actual Project Cost 
• Baseline Project Start Date 
• Baseline Project Finish Date 
• Baseline Project Duration 
• Baseline Project Work 
• Baseline Project Cost 
• Variance Start 
• Variance Finish 

What type of subscription do I need to be able to create a Portfolio?
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The Portfolios functionality is available only with a Business Subscription.

How to delete a Portfolio?
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To delete a Portfolio, go to our Online Portal page and Sign In with your email and password. After that, click on the Portfolios tab and then on the Delete button for the desired portfolio. A message will appear saying “Are you sure you want to permanently delete the portfolio?” then click OK for the changes to apply.You can also delete a Portfolio directly from the application, by going to menu File – Home – Portfolio. Click on the Delete button and then click OK in the message that appears for the changes to apply.

How to preview a Portfolio?
Question Link

To preview a Portfolio, go to our Online Portal page and Sign In with your email and password. After that click on the Portfolios tab and then either click on the Portfolio Name or on the Preview button for the desired portfolio. The portfolio will be shown containing the selected information for each project in a table format.You can also preview a Portfolio directly from the application, by going to the menu File – Home – Portfolios. Click on the Preview button for the desired portfolio to display its content.

How to edit a Portfolio?
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To edit a Portfolio, go to our Online Portal page and Sign In with your email and password. After that, click on the Portfolios tab and then on the Edit button for the desired portfolio. Then, make the desired changes to the portfolio and click OK for the changes to apply.You can also edit a Portfolio directly from the application, by going to the menu File – Home – Portfolios. Click on the Edit button for the desired portfolio, make the changes and click OK for the changes to apply.Note: The Portfolios can also be edited by clicking on the Portfolio Name or Preview button for the desired Portfolio and then on the Edit portfolio button from the page/dialog.

How to create a Portfolio directly from the application?
Question Link

To create a Portfolio directly from the application, follow the steps below:

1. Go to menu File – Home – Portfolios;
2. Click on the Add New Portfolio button;
3. Type in a Name for the Portfolio;
4. Select the desired project(s) from the Project(s) field;
5. Add the desired project fields by clicking the Add new item button from the Fields section;
6. Click OK in order for the portfolio to be created.

How to create a Portfolio from our Online Portal page?
Question Link

To create a Portfolio from Online Portal page, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password;
2. Click on the Portfolios tab and then on the Add New Portfolio button;
3. Type in a Name for the Portfolio;
4. Select the desired project(s) from the Project(s) field;
5. Add the desired project fields by clicking the Add new item button from the Fields section;
6. Click OK in order for the portfolio to be created.

What does the Portfolio Info functionality do?
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The Portfolio Info functionality allows you to create a custom dashboard by selecting the projects and project fields and see the values in a table format inside the application or in our Online Portal.

What does the “Open Team Member Planner” button inside the “Work Schedule Calendar” dialog do?
Question Link

The “Open Team Member Planner” button inside the “Work Schedule Calendar” dialog opens the “Team Member Planner” dialog, which allows you to see when a team member is free to work on the current project and in the other projects saved in Drive 365. Also, it allows you to edit the tasks from the current project in order to fix the overallocation. For more information, check the Team Member Planner Dialog funk article.

I can’t find the Work Schedule Calendar dialog in the Team menu.
Question Link

If the Work Schedule Calendar functionality 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

What does the “Help” button inside the “Work Schedule Calendar” dialog do?
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The “Help” button inside the “Work Schedule Calendar” dialog redirects to the “Work Schedule Calendar” article in our Online Help page.

Can I see more details about the schedule of a team member for a specific day?
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To see more details about the schedule of a team member for a specific day, go to menu “Team” – “Work Schedule Calendar”, from the “For team member:” field select the desired team member then click on the date in the calendar to see more details about the working times.

What does the color markings in the Work Schedule Calendar mean?
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The color markings in the Work Schedule Calendar have the following meanings:Blue: Holidays/Time off – based on the global settings/team member time off valuesGray: Nonworking – if in resource calendar from the project that day is nonworking or is an exceptionOrange: Assigned – if the resource is assigned in the current project or in other projects saved in Drive 365Red: Overallocated – if the resource is overallocated in the current project or between projects saved in Drive 365White: Free – the team member is free to work

How can I hide the overallocation alerts?
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If you don’t want the overallocation alerts to appear, you can hide them by going menu “File” - “Options” – “Advanced” tab and check the “Hide overallocation alerts” checkbox then click “OK”.

How can I hide the schedule in time-off / holiday alert?
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If you don’t want the schedule in time-off / holiday alert to appear, you can hide it by going menu “File” - “Options” – “Advanced” tab and check the “Hide schedule in time off/holiday alert” checkbox then click “OK”.

How can I check the work schedule for any team member?
Question Link

To check the work schedule for any team member, go to menu “Team” – “Work Schedule Calendar” and from the “For team member:” field select the desired team member to see the work schedule calendar.