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.

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.

Why am I not able to connect to SharePoint?

To open project plans from SharePoint, please follow the steps below:

1. First, enter the URL address of the SharePoint site in File - Open – SharePoint – SharePoint Settings - OK.
2. Go to File - Open SharePoint – Open from SharePoint - SharePoint Site - click OK or edit the link as desired.
3. Type the user and password in the log window.
4. A list of projects available on SharePoint will be displayed, from where you can choose the project you want to access.

There are several ways to open a project from the Open from SharePoint 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.

If you type a value in the Percent Complete field, Project Plan 365 automatically calculates actual duration and remaining duration. In this case,

• Actual Duration = Duration * Percent Complete
• Remaining Duration = Duration – Actual Duration.

If you type a value in the Percent Complete field in a summary task, Project Plan 365 automatically distributes the Percent Complete for subtasks. The distribution tries to add Actual Duration equally for each subtask which is scheduled as working starting from the Project Start Date.

For more information, please check our Percent Complete online help article.

To uninstall the Project Plan 365 application, follow the steps below:

1. Windows: Open Start - Control Panel - Programs - Programs and Features. Right-click on Project Plan 365 and then click “Uninstall”.
2. Mac: Select the app icon from the Applications folder, righ-click on it and from the contextual menu select “Move to Trash”;
3. Android: Go to your device’s Settings menu - Apps or Application Manager, select Project Plan 365 and touch the “Uninstall” button.
4. iOS: Hold down the app’s icon in Launchpad until the “Project Plan 365” icon starts to jiggle and then click the app’s delete button (x) to uninstall the app.

You will be asked if you want to import Team Members in the following situations:

1. You save a project in Drive 365 for the first time and you have Work Resources that are not Team Members.
2. You save an existing project in Drive 365 and you have Work Resources that are not already Team Members.
3. You share a project with people that are not already Team Members.

To import Team Members manually, go to the menu Team – Import Team. A dialog will appear that will contain all Work Resources in the current project that are not Team Members. Once you enter a valid email address for the resources that you want to import, click on the Add Team Members button. Now the imported resources become Team Members.

To set up any .MPP file for Real-Time Collaboration (rTc), follow this procedure:

1. Sign In or Sign Up to the Business (PMO) Subscription using your email & password in Project Plan 365 app.
2. Having the Editor role, open the MPP file that you want to collaborate on with others, and save it to Drive 365 cloud service.
3. Check off the resources you want to include, and then click on the Add Team Members button.
4. Open the project from Drive 365. By default, the .MPP file will open in Exclusive Mode, and in order to collaborate with other team members, go to menu Share – Real-Time Collaboration.
5. Also, you can share the link from your plan with other team members, by using the Share functionality from the Share menu.

The Project Plan 365 Scheduling engine works as described below:

1. First Step: Create a graph where nodes are tasks and edges are precedence relations between tasks and do a topological sort to get the order in which we should process the tasks so we calculate early start and early finish dates.
2. Second Step: Create another graph for successors of tasks and calculate the late start and the late finish dates so we can calculate the real start and finish date of tasks and slack and we can obtain the project duration, finish date and critical path with better accuracy.
3. Third Step: Compute other task fields like cost, work and make sure that resource assignments are calculated correctly.

There are three possibilities you can share your project with your team members or people outside the organization:

1. By using the Share option from the Share - Share menu;
2. By clicking on the Share Project button from the Share bar that appears after opening a file;
3. By going to File menu – Open – My Projects - Drive 365  and in the file picker right-click on the project you want to share and choose Share option from the contextual menu.

Just type the E-mail address and a message, if you want, 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.For more information, check the Share online help article.

To add resources from the Gantt Chart table, in the Resource Name column, write or select the resource you want to add and set the units or the number of items.To assign resources to tasks in Gantt Chart view, you can import the existing team members from your organization or to add other resources.

1. To assign an existing team member from your organization to a task, in the Gantt Chart view, click on the down arrow in Resource Names field and from the drop-down list, select a team member (marked with an icon).
2. To add a resource that is not a team member, simply insert his name in Resource Names field.

Another way to assign a team member or a resource to a task, is to select a task and go to menu Team - Assign - Team Member / Resource.

To change the working times in your calendar, please go to the menu Project menu - Change Working Time. In the Work Weeks tab, click on the Details button and for each working day, set the working hours. For the specific working times to be applied to your project, don’t forget to go to menu File – Options – Schedule tab and change the “Default start time” and “Default end time” values, as well as “Hours per day” and “Hours per week” values to match the set working times.