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How can I add an Editor?
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If you already purchased our application, you need to purchase a subscription for each Editor team member. In our Online Portal, go to Team page and on the desire team member select the Editor role.  Note that you must have Admin rights to perform this operation.

If I buy the Project Plan 365 app can I invite multiple users?
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You can purchase multiple subscriptions under the same account and then you can invite team members in your organization, and you can share the files created with your team. Note that you must have Admin rights to perform this operation.

How do I assign / invite a team member to my organization?
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To assign a team member to your organization, in our Project Plan 365 Portal, go to Team page and insert the user’s email address, set the name, role, admin, division and schedule. 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.
How do I remove a team member from organization?
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To remove a team member from organization, go to our Project Plan 365 Portal and in Team page click on remove icon that is assigned to the desired resource that you want to be removed. You can also remove the team member from our app by going to Team menu – Manage Team and clicking Delete icon for the corresponding team member. Note that you must have Admin rights to perform this operation.

How do I rename a team member?
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To change the name of a team member go to our Project Plan 365 Portal and in Team page and set a new name for your team member. Or you can also change it from our app by going to Team menu – Manage Team, select the team member and click Open Team Member Information. Then, set a new Name for the team member. Note that you must have Admin rights to perform this operation.

How can I change the author of the project?
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In order to change the Author name, open the project file and then go to the File menu - Info - Project Information and click File Proprieties button. In the Summary tab, change the name of the Author and then click OK.

I want to change the manager name.
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In order to change the manager name, open the project file and then go to the File menu - Info - Project Information and click File Proprieties button. In the Summary tab, change the name of the Manager and then click OK.

What does the “Manage Team” functionality do?
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The “Manage Team” functionality allows the Admins of the organization to set the name, set the role, assign or remove team members. The Editors can add and view the team members’ information and the Read-Only users can only view the team members’ information that are inside the organization. 

Where I can find the File Properties dialog?


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In order to find the File Properties dialog, go to the File menu - Info - Project Information and select Advanced Properties.

How can I change the name of the project?
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You can change the name of the project by going to the File menu – Info – Project Information, and clicking on File Properties button from Project Information dialog. On the Summary tab, in the Project Name field, type the new name of the project and click OK.

How do I change the file properties for a project within the application?
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To change the files properties for a project within the application, click on File – Info – Project Information – File Properties.

What does the “File Properties” functionality do?


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The “File Properties” functionality helps you organize and finding your project easier by entering file properties for them, such as a descriptive title, a subject, a project manager, or a comment.

How do I set custom schedule for a team member?
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To add set Custom schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Custom for the Schedule field. The Set Custom Schedule dialog will be displayed, where you can set the working hours per day. Click OK in both dialogs to save the changes. Note that you must have Admin rights to perform this operation. 
Where is the project information dialog box?
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The Project Information dialog is located under the menu Project - Project Information. The Project Information dialog can be also accessed by going to the File menu – Info tab – Project Information.

How do I set full time schedule for a team member?
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To add set Full Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Full Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I set part time schedule for a team member?
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To add set Part Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Part Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I add time off for a team member?
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To add Time Off for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, in the Time Off section, add the Name, Start Date and Finish date for the Time Off and press “OK”. Note that you must have Admin rights to perform this operation. 
Why can’t I customize the global settings?
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To customize the global settings for your organization you must have Admin rights. 
How do I customize the schedule for the organization team members from Project Plan 365 app?
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In order to customize the schedule for the organization team members from Project Plan 365 app, go to File menu - AccountOrganization InformationGlobal Settings. In Schedule tab you can set the day on which the week starts, the currency used in organization project plans, the default task type, the task mode, the “Show project summary task” option, enable risk management and set the working days for your organization. 
How do I open the last file on startup?
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To open the last file on startup, please go to menu File - Options and in Advanced tab (or FileInfo - Project Options - Advanced) check the “Open last file on startup” option, then click OK.

How do I rename an existing Table used by my organization?
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To rename an existing table used by your organization, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table and click Rename button. Enter the new name and click OK
How do I rename an existing Calendar used by my organization?
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To rename an existing calendar used by your organization, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar and click Rename button. Enter the new name and click OK
How to change the work format? I want work to be displayed only in months.
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To change the work units, go to the File menu – Options (or FileInfo - Project Options) and select Schedule tab. From "Work is entered in" select the desired option and then click "OK".

To change the abbreviations for work units, go to the File menu - Options and select Advanced tab (or FileInfo - Project Options - Advanced). From "View Options for time units" select the desired option and then click "OK".

How do I copy a custom Table in Global?
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To copy a custom table in Global, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Tables tab, select the desired Table from the current project and click Copy button to copy it to Global
How do I copy a custom Calendar in Global?
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To copy a custom calendar in Global, go to File menu - AccountOrganization InformationGlobal SettingsOrganizer tab, on Calendars tab, select the desired Calendar from the current project and click Copy button to copy it to Global
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