FAQs How do I...?

Browse by Category

FAQ › Category: How do I...?
Does Project Viewer 365 work on Windows 11?
Question Link
Answer
Our Project Viewer 365 application works and can be installed on Windows 11.
Does Project Plan 365 work on Windows 11?
Question Link
Answer
Our Project Plan 365 application works and can be installed on Windows 11.
Why don't I have the option to save .MPP files with a password in the Project Plan 365 application?
Question Link
Answer
If the Save Password Protected .MPP Files functionality isn't available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
Why isn't the "Protect Plan" option available in Project menu?
Question Link
Answer
If the Protect Plan option isn’t available in Project menu, please make sure you have the latest version of the application installed on your device: Download
What happens if I added multiple team members with Editor role while in trial?
Question Link
Answer

If you add multiple team members with Editor role while you are in trial your card will be automatically debited for the number of assigned subscriptions only if you don’t cancel Auto-Renewal before your trial expires.

Please know that the subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

If you want to reduce the number of assigned subscriptions, please check our Change Quantity Online Help Article.

How many team members can I assign to organization when I am in Standard/Business Trial?
Question Link
Answer

When on Standard/Business Trial you can assign as many team members as you want. 

Please know you can add Read-Only users without any additional changes, however if you want to add Editor team members you will have to change the quantity of your Trial Subscriptions. Click here to learn more about how to Change Quantity.

How can I zoom to see the tasks in Timeline View?
Question Link
Answer
To make task names more visible in the Timeline you can use the Zoom functionality.
Go to Project menu – Zoom then click on the “Zoom In” button to make tasks appear wider in the Timeline View.
How can I import an Excel file with extension on XLSM?
Question Link
Answer
We are sorry but our application doesn’t support importing files with .XLSM format.
How can I cancel my Advanced View Only trial from Microsoft Store?
Question Link
Answer
To cancel the Advanced View Only Trial, please go to "Help" menu - "Subscriptions" tab and click the "Cancel Subscriptions" button. Then, follow the instructions from Microsoft Store. We have no access to your account and cannot reach them on your behalf.
Do you have Online Training tutorials in Chinese?
Question Link
Answer
We are sorry but we don’t have tutorials in Chinese. You can use the application in Chinese by going to menu Format- Language and select Chinese, then restart the application.
I can't see the "Save" icon on Mac.
Question Link
Answer
Please make sure you have the latest version of the application installed on your device: Download
Why isn't the Task Starting Soon report generating?
Question Link
Answer
Please make sure you select the correct dates in the Date Range dialog for the report to be generated.
Is there any way to filter/highlight tasks that do not have successors?
Question Link
Answer

We don’t have a filter to highlight the tasks without successors but you can use the AutoFilter functionality. In order to do that, go to menu Project-Autofilter. Click on the autofilter arrow next to the “Successor” column heading that contains the information you want to display, and then check the Blank value in order to filter the table.

How do I use the Exclusive and Real-Time Collaboration modes?
Question Link
Answer

There are two modes in which you can open a project from Drive 365: exclusive and real-time collaboration. In the exclusive mode, you are the only one who can edit the project if you are the first editor who opened it. If another editor wants to open the same file, he will have the possibility to edit the file in Read-Only Mode but cannot overwrite it. In real-time collaboration mode, multiple team members can make changes to the same project at the same time. Only a team member with an Editor role can enter in exclusive or real-time collaboration mode. As an editor, when opening a project from Drive 365, it will be automatically opened in Exclusive mode if the file is not opened in Exclusive mode by another team member. If the file is already opened in exclusive mode by another team member, you will receive the following message:“Currently the project is opened by … in Editing Mode. Click ‘Read-Only’ to open the file in read-only mode.” Click on the Read-Only button to open the project. You will be able to edit the file but won’t be able to save it over the original file from Drive 365, instead you can save it to a different storage location. Click on the Cancel button if you don’t want to open the project in Read-Only mode. If the file is already opened in Real-Time Collaboration mode, you will automatically enter also in Collaboration mode. 

On what platforms is the “Save Password Protected .MPP files” feature available?
Question Link
Answer

The “Save Password Protected .MPP files” feature in currently available only for Windows, Web, iOS and Mac applications.

Why isn’t the “Clear Formatting” option available in Font Control?


Question Link
Answer

If the “Clear Formatting” option isn’t available in Font Control, please make sure you have the latest version of the application installed on your device: Download.

Where do I find the "Clear Formatting" option?


Question Link
Answer

The “Clear Formatting” option can be found by accessing Task Menu – Font control. Please know that it is currently only available for the Mac and Windows applications.

How do I format the Team Planner view?
Question Link
Answer
We are sorry, but at this point, you cannot format the Team Planner View.
Can I print to A2 format on Windows?
Question Link
Answer

In order to print in A2 format on Windows, please follow these steps:
1. Download and install the free CutePDF Writer software.
2. Open Project Plan 365 app.
3. Go to File - Print - Page Setup
4. Select Options and on Printer field select CutePDF Writer, then press OK.
5. On paper size select ISO A2.

How can I change the timescale from months to weeks?
Question Link
Answer
In order to change the Timescale to weeks instead of months, go to the Format menu and then select the Timescale option. Click on Bottom Tier tab, from "Units" field select "Weeks" and then click OK.
How can I have all the documents saved in one place and after that use them for my projects?
Question Link
Answer
You can save them in one of the clouds available in our application, Google Drive, One Drive, Dropbox, etc. and then you add a hyperlink with the desired document to the tasks in your project. You can read more information about hyperlinks from our Hyperlink online help article.
How can I print the Backlog Board?
Question Link
Answer
We are sorry but printing the Backlog Board is not possible at this point in our application.
How can I change % complete to multiple tasks?
Question Link
Answer
We are sorry, but at this point our application you can't change the % complete for multiple tasks at the same time.
How do I add the Task Name inside the Bar in the Tracking Gantt view?
Question Link
Answer
To add the Task Name inside the bar in Tracking Gantt view, go to the Format tab, click Bar Styles- select the type of Gantt bar – click Text tab – on the Inside field select Name – click OK.
On which views is the “Clear Formatting” option available?
Question Link
Answer
The “Clear Formatting” option is available for the views that support style customization: Gantt Chart, Resource Sheet, Tracking Gantt, Task Sheet, Risk View, Timeline.
Contact
Chat