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...?
Are the Global Settings applied when creating a project plan based on a template?
Question Link
Answer
For the Global Settings to be applied in the project created based on a template, you must check the Use Global Settings checkbox right before clicking Create button in template dialog.
Can you provide me some information on how to create a plan used in PM Offices?
Question Link
Answer
We have the following templates that may help you in creating your project plan: Project Management Institute Process, Stage Gate Process, Project Management Plan, Six Sigma DMAIC Cycle and SOX Compliance and Technology Options. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create a manufacturing project plan?
Question Link
Answer
We have the following templates that may help you in creating your own manufacturing project plan: Pharma Testing Manufacturing, Pharma Clinical Development, Magazine Production, Pharmacokinetic, Manufacturing Process Gantt Chart and Preclinical Testing. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create an academia project plan?
Question Link
Answer
We have the following templates that may help you in creating your own project plan: Training Rollout Initiative and Plan and Education Publication. To access the templates, click File - New and choose the right template for you.
I want to create a software development plan.
Question Link
Answer

We have the following templates that may help you in creating your own software development plan: Software Development Plan, IT Project Agile and Microsoft Windows SharePoint Services Deployment. To access the templates, click File - New and choose the right template for you.

I need help with a business plan.
Question Link
Answer

We have the following templates that may help you in creating your own business plan: New Business Plan and Plan, Merger or Acquisition Evaluation and Startup Business Plan. To access the templates, click File - New and choose the right template for you.

Can you provide me some ideas on how to create a marketing project plan?
Question Link
Answer
We have the following templates that may help you in creating your own marketing project plan: Market Research Schedule, Marketing Event Planning and Execution, Marketing Campaign Planning, Startup Business Plan, New Product Launch and New Product Plan. To access the templates, click File - New and choose the right template for you.
How do I set the Admin flag for a team member?
Question Link
Answer
To set the Admin flag 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, select Yes for the Admin field. Note that you must have Admin rights to perform this operation.
How do I assign divisions to team members?
Question Link
Answer
To assign divisions to a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, select from Divisions combo box the ones you want the team member to be part of. Note that you must have Admin rights to perform this operation.
How do I edit a team member’s information?
Question Link
Answer
To edit a team member’s information, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, you can edit the Name, set the Role and Admin rights, assign the team member to Divisions, set the Schedule and add Time Off. Note that you must have Admin rights to perform this operation.
Why can’t I change my own admin flag?
Question Link
Answer
You cannot change your own Admin flag. Please contact another Admin if you want your Admin flag to be changed. 
Why can’t I delete a team member from my organization?
Question Link
Answer
If you cannot delete a team member from your organization, it means that you do not have the rights to perform this operation. Only Admin users can delete team members from organization. Please contact your team administrator for more information.
Why can’t I change the “Admin” flag?
Question Link
Answer
If you cannot set the Admin flag, it means that you do not have administrator rights. Only Admin users can set the Admin flag. Please contact your team administrator for more information.
Why can’t I add a team member with editor role?
Question Link
Answer
Only Admin users can add team members with Editor role. Please contact your team administrator for more information.
How can I view all projects from my division inside the application?
Question Link
Answer
In order to view all the projects from your division, you need to go to File menu – Account – Organization Information – Divisions, select your division and click the Projects button. You will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
How can I view all division’s projects from Portal?
Question Link
Answer
In order to view all the projects from your division, you need to go to our Online Portal and click on the Projects button. Then, click on your division’s folder and you will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
How can I see the project updates made by the team members?
Question Link
Answer

In order to see the updates made to a project by team members, you can use the User Activity functionality. In order to do that, go to the Report menu and click on User Activity option or go to File menu – Info – Project Activity Log.

How can I see the User Activity for my project?
Question Link
Answer

In order to see the User Activity report, go to menu Report - User Activity or go to File menu – Info – Project Activity Log.

How can I see statistics on my project?
Question Link
Answer

In order to see the Project Statistics, go to menu Project - Project Information - Project Statistics or go to File menu – Info tab and click the Project Statistics button.

Can I prevent any files from being opened from cloud using this software?
Question Link
Answer
Can I prevent any files from being opened from cloud using this software?
Can I prevent any data from being saved to cloud using this software?
Question Link
Answer

For Windows platform we provide custom MSI switches to install the app without cloud options. After the install, there will not be any options to save files to clouds. Please read the Silent Install/Uninstall article for more information.

How can I see the calendar for a specific resource?
Question Link
Answer

To see the calendar for a specific resource, go to the Change Working Time tab in the Project menu. Select from For calendar list any individual resource calendar.Another option is to open the Resource Information dialog for a specific resource and click the Change Working Time button. The resource’s calendar will be automatically selected in For calendar list.

How can I edit Resources Calendars?
Question Link
Answer

To edit Resources calendar, go to the Change Working Time tab in the Project menu. Select from For calendar list any individual resource calendar and start editing.Another option is to open the Resource Information dialog for a specific resource and click the Change Working Time button. The resource’s calendar will be automatically selected in For calendar list.

How do I change the working time for a resource?
Question Link
Answer

To change the working time of a resource, you need to look in the resource calendar. To do this, go to the Project menu, click the Change Working Time  button and then select from For calendar list any individual resource. Or you could open Resource Information for the resource and click Change Working Time button. For the desired resource, change the working time from Work Weeks tab – Details.

Why I can't change values in the fields?
Question Link
Answer

In order to edit and save .mpp files, you need to have an active account with the role set as Editor. You can verify your role by accessing our Online Portal Page. Sign In with your email and password, click on Team tab and check your role.Or you can verify it from our app by going to Team menu – Manage Team.

« Previous1…3940414243…125Next »
Contact
Chat