With our application you can share your .MPP files with other users via email by going to menu File – Share. Type in 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 “No” after adding the email address and then click “Share Project”. They will receive an email with the steps to open the shared file.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.

If you want to share files without emailing them, you can export the project to PDF, MPP, Excel, XML by going to the File menu – Export and send it to your users.

For more information, please check the Share online help article.

You can share a Drive 365 file with team members of your organization and people outside the team. Note that if you share a project to users outside the team, those users will be able to open and edit the project but not to overwrite it. They will have to save it to their local device or to a Cloud location.

Also, anyone who has been forwarded the project, will not be able to open it, getting a “You don’t have permission to access this project” message. 

Why do I get a “You don’t have permission to access this project” message when trying to open a project?

You get the “You don’t have permission to access this project” message when you are trying to open a Drive 365 file that was not shared with you explicitly. Please, contact the owner of the project in order to share it to your account. 

They need to purchase our tool from our website and they will be outside of your team. Then, you can share your .MPP file with them and they will not have access to other .MPP files in your organization.

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.

In order to share a project directly from My Projects – Drive 365 cloud service, follow the steps below:

1. Go to File menu – My Projects – Drive 365.
2. In the file picker, right-click on the project you want to share and choose Share option from the contextual menu.
3. Type the E-mail address;
4. If you type an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired.
5. Click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

If you share your .MPP file with a client or a team member, they will receive an email with the details to create an account and can download our application from the Download page in order to access the project.

To Send as MPP a project file, go to menu File - Share - Send as MPP. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. The MPP file is sent as an attachment to your team members.

Note: If you add an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired and then click on the “Share Project” button.

To Send a PDF file of a project, go to menu File - Share - Send as PDF. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. A PDF file will be generated based on the project you have. This PDF file is sent as an attachment to your team members.

Note: If you add an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired and then click on the “Share Project” button.

Can I see a project from my iPhone device if I received it by email link?

If you are using an iPhone device, paste the link on your browser and then click on the “Open in Project Plan 365” button in order to access the project. If you are not signed in inside the application, you will need to type your email address and password, click on the “Sign In to Project Plan 365” button and the project will automatically open.

You can also access the project by going to the File menu – Open – URL, paste the received link and click on the “Open” button.

Note: If you don’t have the Project Plan 365 application installed on your device, you will need to click on the “Download Project Plan 365” button first and then on the “Open in Project Plan 365” button.

To share your project with other team members, please follow the steps below:

1. Sign in with your email and password inside Project Plan 365 app.
2. Open the desired project.
3. Go to menu File – Share - Share Link.
4. Click on the Copy Link
5. Send the link to the desired team member.
6. The team member will be able to access the file by pasting the received link in his browser and then clicking on the “Open in Project Plan 365” button or by accessing the File menu – Open – URL – paste the URL and click on the “Open” button.

1. When editing the finish date of a task in the future when it has % complete, the % complete will decrease and the "Finish no earlier than" constraint will automatically apply to the task. 
2. When editing the finish date of a task in the past when it has % complete, the % complete will increase and the "Finish no earlier than" constraint will automatically apply to the task.

In order to receive a Project Status report monthly, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report;
3. In the Report Schedule section – Frequency, select Monthly. Then you can also select the Monthly Recurrence.
4. In the Monthly Recurrence section, you can select in which day the report will be sent.
5. Press OK for the changes to apply.

Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device.

You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.

In order to receive a Project Status report weekly, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report;
3. In the Report Schedule section – Frequency, select Weekly. You can also select the Weekly Recurrence and set in which day of the week to receive the Project Status Report email.
4. Press OK for the changes to apply.

Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device.

You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.

In order to receive a Project Status report daily, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report.
3. In the Report Schedule section – Frequency, select Daily.
4. Press OK for the changes to apply.

Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device.

You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.

To preview a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Preview icon for the desired report. A message will appear saying “Generating report, please wait…” . After that, your report will be generated.

You can also preview a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Preview” icon for the desired report.

Note that you can also preview a report by entering in Edit mode for the desired report and then click on the Preview button.

To delete a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Delete button for the desired report. A message will appear saying “Are you sure you want to permanently delete the report?” then click OK for the changes to apply.

You can also delete a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Delete” button and then click “OK” in the message that appears for the changes to apply.

To disable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, uncheck the Report Scheduled is Enabled field and press OK for the changes to apply.

You can also disable a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report and from the Enable Schedule section, uncheck the Report Scheduled is Enabled field and press OK for the changes to apply.

To enable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

You can also enable a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report and from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

To edit a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, make the desired changes to the report and click OK for the changes to apply.

You can also edit a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report, make the changes and click “OK” for the changes to apply.

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

1. Go to the Report menu – Scheduled Reports;
2. Click on the Add New Scheduled Report button;
3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note: Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How to create a Scheduled Report from Online Portal page?

To create a Scheduled Report, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Click on the Reports tab and then on the Add New Scheduled Report.
3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!