Calendars are used in Project Plan 365 to schedule your project and to identify working times to determine when resources in your organization are available to work on tasks in your project.

Typically, calendars are assigned to resources so that the application can track when resources are available to work on tasks to which they are assigned. Take into account that you need to set up calendars for your project before you can assign them to resources.

To define unique or specific exceptions for working time and non-working time, you can create a task calendar.

In order to obtain better printed projects and to make all the Gantt bars visible in your print, we advise to make sure that in the Page Setup dialog, in Timescale you have selected the desired dates between which to print your project.

Also, for better results, you can customize the way the time period over which your projects extends according to your needs by going to Format -> Timescale. You can show the entire Gantt in a contracted or expanded version in order to show as much of the tasks you want.

After you customized the Timescale you can go to the menu File - Print.

You can apply a zoom in/zoom out in Task Usage view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

You can apply a zoom in/zoom out in Resource Usage view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

If you don’t see Project Plan 365 folder in On my [Device] section, it means that you have no projects saved in Project Plan 365.Use these steps to view projects created with Project Plan 356 in Files app:

1. Open Project Plan 365.
2. Create a new file or open an existing one from a cloud location.
3. Make the desired changes to the project, if needed.
4. Go to File - Save as - Device, enter a name for your file and press Save.
5. Open Files app. Now, in “On my [device]” section you should see a folder called Project Plan 365 and inside this folder the file you just saved.

When you copy a task, the following information about it will be copied: task name, duration, work, cost, start and finish dates, constraints, task calendar, task mode, task type, assigned resources, %complete, %work complete, notes, actual duration, remaining duration, actual cost, remaining cost, actual work, remaining work, baseline start, baseline finish, baseline work, hyperlink, address and subaddress.There are more possibilities to copy a task:

1. Click Copy option from Task tab.
2. Press CTRL+C / Command+C
3. Select Copy Task from contextual menu after you right click on a task.

In order to paste a task, select the rows where you want to paste the selection and click Paste.

To change a view in Split Window, follow the steps below:

1. Click anywhere in the top or bottom view.
2. On the View Bar, click the view that you want to appear in the bottom pane.
3. If you want to use a view that is not on the View Bar, click on More Views button, select the view and press on Apply button.

Example: When you select any task in the top view and the Resource Usage view is in the bottom pane, the bottom pane shows the resources assigned to the tasks selected in the top pane, along with information about those resources. The resource information shown pertains to all assigned tasks for each resource, not just to the tasks selected in the top pane..

If the problem isn’t resolved after this fix, follow the steps below:

1. Press on Windows Key and type: Change Display Settings.
2. Notice the text: "A custom scale factor is set” and then click on “Advanced Scaling Settings”.
3. See the value set on custom scaling, then go back to the previous screen.
4. Click on “Turn off custom scaling and sign out”.
5. Sign In and open again Change Display Settings and select Change the size of text, apps and other items.
6. Select the value you had on custom scaling or the most close to it.

If the application is too blurry, press on Windows Key and type: Change Display Settings -> Then select 100%. 

There are more possibilities to copy the row corresponding to a task or resource:

1. Use the Copy option under Task menu.
2. Use CTRL+C / Command+C combination on your keyboard.
3. Select Copy Task or Copy Resource from the contextual menu after you right click on a task/resource ID.

After you copied the entire row, you must use the Paste command to copy the task or resource in another destination location from your project. To perform this, you have several possibilities:

1. Use CTRL+V / Command+V combination on your keyboard.
2. Slick on Paste option from the Task menu.
3. Select Paste option from the contextual menu after you right click on a task/resource ID.

To assign resources to tasks in Gantt Chart view, you can import the existing team members from your organization or to add other resources.

To assign an existing team member from your organization to a task, in Gantt Chart view, click on the down arrow in Resource Names field and select from the list the resources marked with an icon.

To add another resource that is not a team member yet, simply insert his name in Resource Names field. Later on, you can invite that specific resource into your organization by going to menu Team – Import Team.

Unfortunately we do not support importing a resource pool from an .MPP file at the moment.There are 2 ways to import the resources from your .MPP file in our tool:

1. Import the resources in our Online Portal. To achieve this, open the .MPP file with the resource pool and go to Team-Import Team. Check the resources you want to import, insert their email address and assign the role: Editor or Read-Only. We recommend this option since you can later use these resources in all projects. For more info, please read the Manage Team Members article.
2. And the second way is to copy and paste the resource into the existing project.

Before creating a Dashboard, you need to make sure that your projects are uniform:

1. Resources shared across multiple projects must be identical in all projects (Name, Calendar, Max. Units, Std. Rate, Cost / Use,**** etc.) in order to be correctly aggregated.
2. All included projects must have the same calendar options.
3. Work must be entered in the same unit type in all projects (and selected as Work Unit in the New Dashboard dialog).
4. All projects should have the same currency (and selected as dashboard Currency in the New Dashboard dialog). If a different currency is selected, no conversion will be performed.

Go to menu Report – Dashboard – Select the desired settings – click Save.

In our application you can only add hyperlinks with attachements from your local device or from a cloud.In order to add a hyperlink to a task, you need to apply first the Hyperlink table from the menu Project - Table. Then you can change the Hyperlink Address field as below:

1. For a file from local device, in Hyperlink Address field insert the path to the file like this: file:///C:/Users/UserName/Desktop/PDFName.pdf
2. For a file from cloud or web address, in Hyperlink Address field insert the path to the file like this: https://docs.google.com

In Hyperlink field add the name of your file.

Before printing your project we advise you to:

1. Pick the view you want.
2. Format the view.
3. Change the view so it shows only the data you want to share. For example: Hide subtasks to show only top-level tasks. Sort tasks/hide columns temporarily so they don’t appear in the printout.
4. Use the Print option to print the active view of the current project.
5. Your selected printer is shown at the top of the Print dialog box.
6. Using the Page Setup option you can choose how much of the project to print( print the whole project or pick date and page ranges).
7. Set other printing options, like the number of copies, page orientation and paper size, then press OK.​

If you are unable to indent or outdent your tasks:

1. You may be trying to outdent the first-level task. Tasks at the first outline level cannot be outdented. Indent those tasks that you want to include as subtasks to the first-level summary task.
2. You may be trying to indent or outdent assignments, not tasks. The Resource Usage and Task Usage views display task and resource assignments with indentations similar to those of subtasks. Although assignments may be shown or hidden along with subtasks, they cannot be indented or outdented.
3. You may be working in a view that doesn’t use the outline buttons Outline buttons (such as Outdent or Indent ) work only in the Gantt Chart, Task Sheet, or Tracking Gantt views.

In order to remove the text from your task bars/critical task bars, please follow the steps below:

1. Go to the Project menu – Critical Path;
2. Go to the Format menu – Bar Styles;
3. Scroll into the list and click on “Critical Path” name text;
4. Click on “Text” tab and remove “Resource Names”;
5. Click on “Task” field from the list and go again to “Text” tab and remove “Resource Names”;
6. Click on “Milestone” field from the list and go again to “Text” tab and remove “Finish”.
7. Click on “OK” button inside the “Bar Styles” dialog for changes to take effect.

In order to use the Master Project and Subprojects feature, you need to upgrade to business trial from Online Portal if you do not have a Business Subscription.

For more information about how to Upgrade to Business trial, please follow the steps in the Start 30-days Business Trial online help article.

Then, save your projects to your Business Drive 365 folder or to your local device. After all your projects were saved on Drive 365 or local device, you can create a master plan by adding the subprojects from menu Project - Subproject - Drive 365 or Computer.

To custom install Project Plan 365 for Windows, follow the steps below:

1. Go to our Download page.
2. Select the Windows platform and click on the Download Project Plan 365 button.
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 the page in order to locate the installer.
4. Run ProjectPlan_365_PC.msi and follow the onscreen instructions.
5. Select Custom on Setup Type dialog, and then in Custom Setup dialog choose the features to be installed.
6. Click Finish, to end the installation process.

There are three possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
3. By going to the File menu - Open - OneDrive and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

There are three possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
3. By going to the File menu - Open - GoogleDrive and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

In order to install Project Plan 365 for Mac, follow the steps below:

1. Go to our Download page.
2. Select the Mac platform and click on the Download Project Plan 365 button.
3. You will be redirected to the Thank you for Downloading Project Plan 365 for Mac 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 the page in order to locate the installer.
4. Run ProjectPlan_365_Mac.pkg and follow the onscreen instructions.
5. Click Close to end the installation process.

After installation, the application is automatically installed in the Applications folder, and the application icon appears in Launchpad.​

There are three possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
3. By going to the File menu - Open - Project Server/Online and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

There are three possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
3. By going to the File menu - Open - Project Server/Online and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

There are three possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
3. By going to the File menu - Open - SharePoint - Open from SharePoint - SharePoint Site and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

There are three possibilities you can share your project with your team members:

1. By using the “Share” option from the “Share” menu;
2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
3. By going to the File menu - Open - SharePoint - Open from SharePoint - SharePoint Site and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.