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FAQ › Category: How do I...?
How can I see the status of the entire project?
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To see the status of the entire project, you can either go to menu Project - Project Information and check the Project Status.
Can I have different tasks with different Task Status Methods?
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The Task Status Method can only be applied to the entire project.
How do I know if a task is late?
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If a task is late, a red exclamation mark will appear in the Indicator field. Hover over the red exclamation mark to learn more information.

Tip: You can add the Status column to see the status of each task by going to menu Format – Insert Column, select Status and click OK.
How do I know if a task is over budget?
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If a task is over budget, a red exclamation mark will appear in the Indicator field. Hover over the red exclamation mark to learn more information.Tip: You can add the Status column to see the status of each task by going to menu Format– Insert Column, select Status and click OK.
How to add a Max Cost field in my project?
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To add the Max Cost field in your project, go to menu File – Options – Schedule tab and from the Task Status Method field select “Deadline and MaxCost”. When selecting this method, a new Max Cost field will appear. From this field, select the desired “Cost” custom column that will show the MaxCost for tasks, then click OK. Go to Gantt Chart View or any other View with grids, select a column and go to menu Format – Insert Column. Select the “Cost” custom column that has “MaxCost” in the name and click OK.
How can I update the Task Status Method?
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To Update the Task Status Method of your project you can either go to menu File – Options – Schedule Tab and change the methos from the Task Status Method field. Or, if you have the default Tasks Status Method set for your project and you edit the Deadline or Max Cost field in the menu Project - Project Information, a dialog will be displayed proposing to update the Task Status method from the default “% Complete and Status Date” to “Deadline and Max Cost” method and set Max Cost custom field.
What is the difference between the “%Complete and Status Date” and “Deadline and Max Cost” Task Status Methods?
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The difference between the “%Complete and Status Date” and “Deadline and Max Cost” Task Status Methods is that the returned status of your project will depend on the entered %Complete and set Status Date for the first method and will depend on the set deadlines and entered maximum cost in for the second method.
When should I use the Deadline and Max Cost method?
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Use the “Deadline and MaxCost” task status method when your project is mainly dependent on the added deadlines and the maximum cost entered for the project and you want to know the status of your project based on this criteria.
When should I use the %Complete and Status Date method?
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Use the “%Complete and Status Date” task status method when your project is mainly dependent on the progress entered by resources and the set Status Date and you want to know the status of your project based on this criteria.
What is the “Deadline and Max Cost” method?
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The “Deadline and MaxCost” method is a new, unique way of knowing the status of a task or project which allows you to return the status of a task or entire project depending on the added deadlines and the maximum cost entered new Max Cost field.
What is the “%Complete and Status Date” method?
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The “%Complete and Status Date” method allows you to return the status of a task or entire project depending on the entered progress (%Complete) and the Status Date set for the project. This method is set by default and is the same method used in MS Project.
Can I set the Maximum Cost for each task?
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To set the Maximum Cost for each task, first make sure you have the “Deadline and MaxCost” method set in the menu File – Options – Schedule Tab and from the Max Cost field select the desired “Cost” Custom Field. Go to Gantt Chart View or any other Views with grids, select a column and go to menu Format – Insert Column. Select the “Cost” custom column that has “MaxCost” in the name and click OK. In the new column, type in the desired Max Cost for each task.
Can I set the Maximum Cost for the entire project?
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To set the Maximum Cost for the entire project, first make sure you have the “Deadline and MaxCost” method set in the menu File – Options – Schedule Tab. Then go to menu Project – Project Information and in the Maximum Cost field type in the desired maximum cost for the entire project. Click OK to save the changes.
How do I set the Task Status Method for my project?
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To set the Task Status Method for a project, go to menu File – Options – Schedule Tab. From the Task Status Method field select one of the methods. If you select the “Deadline and MaxCost” method a new Max Cost field will be displayed where you have to select the “Cost” Custom Field that will show the Maximum Cost of a task. Click OK to save the changes.
What does the Project Task Status Method functionality do?
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The Project Task Status Method functionality allows you to choose whether to return the status of a task or the entire project depending on '% Complete and Status Date' or 'Deadline and Max Cost'.
How can I create a folder in the Drive 365 cloud location?
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In the Drive 365 cloud location you can create a division, not a folder. In order to create a new division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Add New Division. Type division’s Name and add Team Members by choosing the team member from the drop-down list. For more information, check the Manage Divisions online help article.
How can I insert multiple columns at the same time in the Project Plan 365 application?
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At this moment, you cannot insert multiple columns at the same time in our application.
I want to maintain the format of the Gantt Chart when exporting to Excel a .MPP file.
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We are sorry but, at this point, it is not possible to export to Excel the Gantt Chart, but only the information about the tasks from the grid.
How to assign the specific user as a local resource?
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You can add in your plan the name and email address for that specific resource, but you cannot import the resource in your Team. To share a file with that resource, you can go to menu Share – Share and insert the email address for that specific resource. You will be asked if you want to add that resource in your team or not.

How can I add a team member directly from the "Share" dialog?
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Go to menu File – Share. Type the email of a person that is outside of your team. A dialog will appear asking if you want to add this person to your team. Click “Yes” and the Add Team Member dialog will appear. Add or change the desired information and click “Add New Member”. Click “Share Project” and the user will receive an email with the steps to open the shared file.

Note: If the user does not already have an account created on our website, he will be required to activate his account and then will be able to open the shared project.
Do I need to start a trial or purchase a subscription to open a shared .mpp file?
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It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can create an account and use the app in Free Read-Only mode.
Do I have to create an account to be able to open a .mpp file shared via email?
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In order to be able to open .mpp files shared via email, if you don’t already have an account created on our website, in the received email, click on the “Open in Project Plan 365” button. You will be redirected to a page to create your account by adding a password. Type in the desired password and click “Next”. Download and install the app by clicking “Download Project Plan 365” button. After installing, go back to browser and click on the “Open in Project Plan 365” button, click again the “Open Project Plan 365” button from the browser request dialog and the app will open. Lastly, Sign In with your email and password for the file to open.
How can I open a .mpp file shared via email if I don’t have the application installed on my device?
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If you don’t have Project Plan 365 installed on your device, after clicking on “Open in Project Plan 365” button from the email you will be redirected to a page where you can first download the latest version of our app by clicking “Download Project Plan 365”. After installing the app, go back to browser and click on the “Open in Project Plan 365” button, click again the “Open Project Plan 365” button from the browser request dialog and the app will open. Lastly, Sign In with your email and password for the file to open.

Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.

How can I open a .mpp file shared via email?
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To open a .mpp file shared via email, in the received email, click on the “Open in Project Plan 365” button. If you have Project Plan 365 installed on your device, the browser will ask you if you want to open the file directly in the app. Click on “Open Project Plan 365” and the app will open. Lastly, Sign In with your email and password for the file to open.

Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.

Does sharing .mpp files with people outside of my team require them to have an account created?
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In order for people outside your team to access the shared .mpp file, if they do not already have an account created on our website, they will be asked to create one and then they will be able to open the shared project.

Note: It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can create an account, Sign In with their email and password in order to access the file and use the app in Free Read-Only mode.
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