FAQs How do I...?

Account

Sales & Billing

How do I...?

Other

Browse by Category

Get Started
New Project
Open Project
Save Project
Import/Export
Install/Uninstall
Share
Tasks
Team
Project Tracking
Scheduling
Format
Print
Calendar
Reports
Views
Other Features
All FAQs
FAQ › Category: How do I...?
How can I save my Dashboard file to computer?
Question Link
Answer

You can save dashboard files on your Computer by using the "Save to Computer" option in Dashboard dialog. In order to do that, go to menu Report - Dashboard. In the Dashboard dialog, upload the desired files and press "Save to Computer". Type the dashboard file’s name and then press Save.

How can I bring back an older version of the project?
Question Link
Answer

We are sorry but we at the moment we don’t support accessing older versions of the files.

You need to save the file with another name. That means you need to use the Save As option and save each project under different names.

How can I delete a template?
Question Link
Answer
We are sorry but the templates cannot be deleted.
Where can I find task details?
Question Link
Answer
To find information about the duration, finish and start of a task, you can use the Task Information dialog. In order to do that, select a task, go to the Task menu and select the "Task Information" option.
How do I change the Timescale to years?
Question Link
Answer
In order to change the timescale to years, go to the Format menu and then select the Timescale option. Click on Middle Tier tab, from "Timescale Options" section select "One Tier (Middle)", from "Units" field select "Years" and then click OK.
The "Bar Styles" option does not exist in the "Format" tab.
Question Link
Answer
​Please make sure you have our latest version of the application installed on your device: Download Project Plan 365
How do I see the capacity of the resources?
Question Link
Answer
To view information on a resource's task assignment, such as cost, work allocation, and work availability you can use the Resource Usage view. In order to use the Resource Usage view, please go to menu View-Resource Usage or in View Bar click on Resource Usage button.
How can I change the start and finish dates for a task?
Question Link
Answer

There are two ways to change the start and finish dates for a task:

1. Select the desired task, go to the Task menu and select Task Information option. Change the start and finish dates and click on "OK" button for the changes to take effect.

2. Click on the placeholder inside the Start/Finish cells to open the dropdown and select a new start/finish date.

How do I save the Gantt Chart view as PDF in size A3?
Question Link
Answer
In order to set the Paper Size to A3, go to the File menu - Print - Page Setup and from "Page" tab, "Paper Size" field, select A3 and press "OK" in order for changes to take effect. After that, go to the File menu - Export and select the "Export to PDF" option.
Does Project Plan 365 utilize iCloud drive for iOS users?
Question Link
Answer

​Project Plan 365 for iOS doesn't have the iCloud Drive feature available.

How to close the "Compare" report?
Question Link
Answer
The "Compare" report can be closed by selecting a view from the left side view bar or from the "View" menu.
Where can I find the Print Preview option?
Question Link
Answer
In order to find the Print Preview option, go to the File menu - Print - Print Preview.
Why when filling duration 180 days, the bar chart shows 8 months?
Question Link
Answer
The reason why the bar chart shows a duration of 8 months is because 180 days mean 8 months with 8 hours of work per day and weekends non-working. If a month has 22-23 working days and the weekends are non-working, this means a duration of 180 days is equal with 8 months.
How do I remove a note?
Question Link
Answer

In order to delete a note, select the task for which you want to delete the note, go to the Task menu - Task Information and click on "Notes" tab. Erase the note inside the "Notes" tab and click "OK" for the changes to take effect. Another way to delete a note is to delete it directly from the "Notes" field in grid.

How do I view my entire project?
Question Link
Answer
To view the entire project, you can apply the "Entire Project" zoom level. In order to do that, go to the Project Menu - Zoom - Zoom, select "Entire Project" and press "OK" for the changes to take effect.
How can I delete a custom report?
Question Link
Answer
We are sorry but the "Delete Custom Report" option isn't available in our application at this point.
How to set the timescale to be limited only to my project duration when exporting it to PDF?
Question Link
Answer
If you want to print only a specific interval from your project timescale, please go to the File menu – Print – Page Setup – View tab and from “Timescale”
section select “Dates” radio button and after that select the desired dates from “From” and “To” fields.
Why the "Insert Task" option takes indentation of the line above, not of the selected line?
Question Link
Answer
When adding a new task to your project, it will be inserted above the selected task.
What is a Sprint?
Question Link
Answer
A Sprint is a short, time-boxed period during which a Scrum Team works to complete the set amount of work.
How do I add a board status for a task?
Question Link
Answer
In order to add a board status for a task, go to the View menu - Agile and select Kanban. After that, from "Kanban" tab select "Backlog Board" and use drag and drop method in order to add a task to one of the columns: "In Progress, Next up, Done".Another way to add a board status is to select "Backlog Sheet" and add the desired status for each task by selecting it from "Board Status" field.
How can I add a new task in Task Board view?
Question Link
Answer
In order to add a new task in Task Board view, click on the "New Task" option available in "Not Started" column, type the name of the task and click on "Add" button.
With whom can I share a Drive 365 file?
Question Link
Answer
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, only those users will be able to open, edit and save the project. Anyone who has been forwarded the project, will not be able to open it, getting a “You don’t have permission to access this folder” message. 
Can I use my Dropbox Business account to access team folders inside the application?
Question Link
Answer
Project Plan 365 allows Dropbox Business users who use the Team Spaces configuration to see all their team’s folders. 
Why my new team member did not receive his password in email?
Question Link
Answer
If the team member did not receive the password in email, most likely you did not check the Send password in email option when setting or resetting his password. Or probably you forgot to type the team member’s email in the recipients list. If it is not the case, please submit a ticket at our Support Team. 
Can I let the new team member choose his own password?
Question Link
Answer
When adding a new team member, you must choose the “Let user choose password” option from Password Settings section in order to let the team member set his own password. The team member will be sent an activation link where he can set his password and activate his account. 
« Previous1…3435363738…124Next »
Contact
Chat