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...?
Can I create another team member role besides the one that already exists?
Question Link
Answer
We only have two types of roles: Read Only and Editor. Please know that you cannot create other role for your team members.
How many tasks can I insert in my project?
Question Link
Answer
The Project Plan 365 application has no limitation on the number of tasks entered in a project.
Is there a way to move columns in the reports so you can fit all the data on one page?
Question Link
Answer
We are sorry but at this moment we don’t support moving columns in the reports. As a workaround, you can change the Paper size for the desired Report. In order to do that, go to the Report menu, select the desired report from the list and click on the Page Setup button. After that, change the Orientation to Landscape and from the Paper Size, select a bigger one, for example A3.
How can I view how many work hours are assigned to all my subprojects until a certain date?
Question Link
Answer
If you want to see the work hours for all of your subprojects, you can use the Task Usage View. Go to the Task Usage view, collapse all of your subprojects, go to the Format menu – Timescale and from Middle Tier and Bottom Tier tabs, change the units as desired and click OK.
How can I change the value for the "Leveling Can Split" field?
Question Link
Answer
We are sorry, but at this point the "Leveling Can Split" field is not editable.
I want to know if Project Plan 365 is 508 Compliant.
Question Link
Answer
Yes, the Project Plan 365 application is 508 Compliant.
How can I force quit the app on my Mac device?
Question Link
Answer
To force quit the application, you can use the Activity Monitor dialog.

To find Activity Monitor on a Mac, go to your Applications folder > Utilities folder, and then double-click Activity Monitor. There, locate the "Project Plan 365" application, click the "Stop" button in the upper-left corner of the Activity Monitor window and then select "Force Quit".
I have a big file and I cannot fit the entire project to one page.
Question Link
Answer
If you have a big, to fit all the tasks on one page you can try to make some adjustments to the Page Setup dialog:1. Adjust the Task Name column for the names to appear in one row: just double click on the right border of the Task Name column and it will automatically adjust.2. Go to File menu – Print – Page Setup and select a bigger page size (like A3). If you don’t need the Legend to appear on the second page, in the Page Setup dialog go to the Legend tab and check the “None” option then click “OK”.
How do I add my favorite filters in the main Filter menu?
Question Link
Answer
We are really sorry but at this point, it is not possible to add other Filters in the main Filter menu.
How can I recover a deleted file from Drive 365?
Question Link
Answer
Please know that you cannot manually recover the files that you deleted from Drive 365 cloud location. If you want to recover a file, please submit a ticket with your request at [Contact Support](https://www.projectplan365.com/newticket).
How can I group my resources into multiple groups?
Question Link
Answer
You can group your resources by going to the Resource Sheet view and in the Group column, type the name of the group that a resource belongs to.
How can I group the tasks by duration?
Question Link
Answer
In order to group tasks by duration, go to the Project ribbon tab, open Group options and then select Group by Duration.
How can I edit the Successors field?
Question Link
Answer
We are sorry, but at this point, you cannot edit the Successors field in our application.
Is Project Plan compatible with Windows 7?
Question Link
Answer

Project Plan 365 is compatible with Windows 7, Windows 8, Windows 2008+ server, Windows 10 and Windows 11. Please make sure you have the latest version installed. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users.

How do I install Project Plan 365 for Windows 7 Server?
Question Link
Answer

You can find the steps on how to install Project Plan 365 for Windows at: https://www.projectplan365.com/articles/install-project-plan-365-for-windows/. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users. 

What are the System Requirements to install the Project Plan 365 for Windows?
Question Link
Answer

Below you can find the system requirements needed for installing Project Plan 365.1. Minimum Processor 1 GHz, 512 MB RAM and 850 MB free HDD for 32-bit or 2 GB for 64-bit2. Windows 7, Windows 8 pro, Windows 10, Windows 11, Windows server 2003, Windows server 2008, Windows server 20123. Client.NET Framework 4.5 or higher Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users.

How can I change the font of the Timescale?
Question Link
Answer

To change the font of the Timescale, go to the Format menu - Text Styles option. From "Items to change" select "Top Tier, Middle Tier or Bottom Tier". After that, select the Font, Font Style and Color or color and press "OK" in the dialog.

Can I custom install the Project Plan 365 for Windows using One-Click Installer?
Question Link
Answer
To custom install Project Plan 365 for Windows app, you have to use the offline installer. Check the Offline Installer section to learn more about how to custom install the app.
Why did my One-Click installation fail?
Question Link
Answer
If when installing the Project Plan 365 app using the One-Click Installer you receive the message: “Download failed. Please retry or use the offline installer.” or “Installation failed. Please retry using the Offline Installer or contact us at contact@housatonic.com!” please make sure:
  1. You are connected to internet;
  2. You don’t have another MSI installer opened;
  3. You don’t already have the Project Plan 365 app installed on your device.
If the installation still fails, click on the “Details” button and send us the Error Details that appear in the dialog at contact@housatonic.com.
Do I need internet connection to install Project Plan 365 using the One-Click Installer?
Question Link
Answer
To be able to install Project Plan 365 using the One-Click Installer you need to have internet connection. If you have no internet connection during the installation process the installer will display a warning message saying that: “Internet connection required!” and provides the option to retry the installation.Note: If you want to install the Project Plan 365 app using an Offline Installer check the Step-by-Step section.
How to Install Project Plan 365 for Windows with the One-Click Installer?
Question Link
Answer
In order to install Project Plan 365 for Windows with the One-Click Installer, follow the steps below:
  1. Go to our Download page.
  2. Select the Windowsplatform and click on the Download Project Plan 365.
  3. You will be redirected to the Thank you for Downloading Project Plan 365 for Windows page and the download will begin. If the download doesn’t begin, click on Click here to try again link and follow the Download Instructions from page in order to locate the installer.
  4. Run ProjectPlan365_Installer.exe and the download and installation will be done automatically.
  5. After installation is completed the Project Plan 365 app is automatically launched.
How to Install Project Plan 365 without Erix chatbot?
Question Link
Answer

To install Project Plan 365 without Erix chatbot integration use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan          Note:To install Project Plan 365 One-Click Installerwithout Erix chatbot integration use the command: ProjectPlan365_Installer.exe ADDLOCAL=ProjectPlan 

How to Install Project Plan 365 with Erix chatbot but no clouds?
Question Link
Answer

To install Project Plan 365 with Erix chatbot but no clouds integration use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan,Erix          Note: To install Project Plan 365 One-Click Installer with Erix chatbot but no clouds integration use the command: ProjectPlan365_Installer.exe ADDLOCAL=ProjectPlan,Erix

How to Install Project Plan 365 with Erix chatbot and selected clouds?
Question Link
Answer

To install Project Plan 365 with Erix chatbot and the selected clouds use the command: msiexec /I ProjectPlan_365_PC.msi /q ADDLOCAL=ProjectPlan,URL,ProjectServer,SharePoint,Box,Dropbox,OneDrive,GoogleDrive,Erix (this command will actually install all the clouds and the Erix chatbot). Note: To install Project Plan 365 One-Click Installer with Erix chatbot and the selected clouds use the command: ProjectPlan365_Installer.exe ADDLOCAL=ProjectPlan,URL,ProjectServer,SharePoint,Box,Dropbox,OneDrive,GoogleDrive,Erix (this command will actually install all the clouds and the Erix chatbot).

How to Install Project Plan 365 for Mac without any cloud integration?
Question Link
Answer

To install Project Plan 365 for Mac without any cloud integration use the command: sudo launchctl setenv Hous_Clouds "None" && sudo installer -pkg "ProjectPlan_365_Mac_v.pkg" -target / . 

« Previous1…2021222324…125Next »
Contact
Chat