To add resources in your project using the Resource Sheet view, you can:

1. Import the existing team members from your organization;
2. Add other resources.

To import the existing team members from your organization, in Resource Sheet view, click on a cell in Resource Name column. A dropdown list will appear with resources that are part of your organization, but are not yet imported in your project.To add another resource that is not a team member yet, simply insert his name in Resource Name field. Later on, you can invite that specific resource into your organization by clicking on the Add Team Member button.

To open a project from Project Server, go to File menu - Open - Project Server/Online - Open from Project Server. Enter Server URL then enter windows credentials like domain\Username and password. If you are authenticated inserting your username and password won’t be necessary. Once the connection is established a list of available projects will be displayed.There are several ways to open a project from the Project Server file picker:

1. Double click on a project;
2. Select a project and click Open button;
3. Right-click on a project and select Open in contextual menu;
4. Select a project and click Enter key.

To add progress to a task in your project directly from the Gantt Chart, follow the steps below:

1. Locate in the right side chart of a Gantt view its corresponding taskbar.
2. Place the mouse to the start portion of the taskbar, when you will notice that the mouse indicator changes to a specific icon.
3. To indicate progress for a task, hold down the mouse and drag to the right the gray displayed bar inside the task bar to increase the value for the % complete field.
4. Release the mouse when you are satisfied with the entered progress.
5. The % complete corresponding to the task is represented by a darker and thinner bar inside the bar of the task.

To assign a team member to your organization, follow the steps below:

1. Sign In with your email and password in our Project Plan 365 Portal.
2. Go to Team page and insert the user’s email address, set the name, role, admin, division and schedule.
3. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.

Note that you must have Admin rights to perform this operation.You can also add a team member to your organization directly from our app. Go to Team menu – Add Member and in Team dialog click Add New Member button.

To have a task begin X number of days before another task, you need a lead time.Lead time is overlap between tasks that have a dependency.Example: If a task can start when its predecessor is half-finished, you can specify a finish-to-start dependency with a lead time for the successor task. You enter lead time as a negative value.

• Let’s say you have two tasks. Task ID 1 with a duration of 5 days and Task ID 2 with a duration of 3 days. You want that task ID 2 starts with 2 days before task ID 1 ends. In the Predecessors field, we establish a Finish-To-Start dependency and set the lead time -2days: 1FS-2days.

To give permission to team members to unprotect the project without a password, follow the steps below:

1. Go to ribbon - Project tab – Protect Plan and click the Protect Editing button.
2. In the Protect Editing dialog click on the Permissions… button
3. In the displayed dialog click the Add button.
4. Select the team members that will be able to unprotect the project without a password and click the OK button.
5. Click the OK button in Permissions dialog and in the Protect Editing dialog.
6. Confirm the password and click OK.

You can also give permission to unprotect the project without a password from the Options dialog by going to File menu – Options – Protect Plan tab and following the steps described above.

To change a task’s duration at any time to reflect the actual amount of time it needs:

1. Go to the Gantt Chart View.
2. In the Duration column for the task, type the duration in minutes (m), hours (h), days (d), weeks (w), or months (mo).
3. If the new duration is an estimate, type a question mark (?) after it.
4. Press Enter.

Be careful about changing a duration by using the Start and Finish columns, especially for linked tasks or automatically scheduled tasks. Your changes might conflict with the task dependencies or task constraints Project is tracking, which can throw a carefully constructed schedule off track.

In order to 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 page in order to locate the installer.
4. Run ProjectPlan_365_PC.msi and follow the onscreen instructions.
5. Click Finish to end the installation process.

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

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

After you cut the entire row, you must use the Paste command to insert 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. Click 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 export the tasks to your personal calendar, follow the steps below:

1. Go to menu Share – Export – Export to My Calendar.
2. On the Reminder section you can select when to be notified: None, On Start or 15 minutes before.
3. On the Items section you can select to export the tasks from the entire project (Project option), the tasks from the current view (View option) or the selected tasks (Selected option).
4. On Details section you can select what information to export about the tasks: Task Name, Notes, Resource Names.
5. On the Criteria section you can specify the criteria to export the tasks: No criteria, Only the future tasks (Future only option) or Milestones only.

Use the Task Sheet view to:

1. View a list of tasks and task information quickly when you don’t need to see the information graphically over time.
2. Review progress by comparing planned (baseline) dates and actual start and finish dates, and by checking the progress of each task.
3. Establish sequential task dependencies by linking tasks. When you link tasks, you can see how a change in the duration of one task affects the start and finish dates of other tasks, as well as the project finish date.
4. Assign personnel and other resources to tasks.

The Font and the Text Style functionalities serve different purposes, as presented below:

1. Text Style: Use this functionality to format all tasks or resources in a particular category, such as summary tasks, critical tasks, over allocated resources, column titles, the timescale, and bar text on the Gantt Chart.
2. Font: The Font command affects only the task you select.

Note: Individual text formatting overrides formatting applied using the Text Styles command. For example, if you use the Text Styles command to format all noncritical tasks as regular 8-point, you can use the Font command to format a selected noncritical task as 10-point italic.

 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 - Box 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 - Dropbox 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.

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.