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How do I use the Bubble View?
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Bubble View is available for all your projects, you just have to access it from the left side View Bar. Once you clicked on Bubble View button, you will see the default Bubble View, which will open on Status group.

How to open a folder in Google Drive picker?
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To open a folder in Google Drive picker, simply double click on the folder name.
How to navigate back in Google Drive picker?
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To navigate back to Google Drive picker, use the path bar by clicking on the previous folder name in the path.
How to share a project file from Google Drive?
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There are two 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.

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.

How to sort the files and folders Google Drive?
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To sort files in a different order, click one of the column headings in the file picker or by clicking on the sort icon and select the criteria. For example, click Name to sort by file name. Click the column heading again to sort in the reverse order. Or click on the Sort icon and select the desired criteria.

How to rename an existing project in Google Drive?
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In order to rename an existing project in Google Drive cloud, right- click on the project you want to rename and choose Rename option in the contextual menu. In the Rename Project dialog that appeared, enter the new project name and click OK button.

Note: On Windows and Web, projects from Google Drive can be renamed only directly from your Google Drive account.

How to search for a file in Google Drive?
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In order to search for a file in Google Drive cloud file picker, in the search box in the file picker start typing part of the file name you want to find. As you type, the results for your search will be shown. 

How to delete a project from Google Drive? 
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In order to delete a project from Google Drive cloud, go to the File menu - Open - Google Drive. From the file picker, right-click on the file you want to remove and select Delete option from the contextual menu. Click Yes in the confirmation dialog.

Note: On Windows and Web, projects from Google Drive can be deleted only directly from your Google Drive account.

How to create a new folder in Google Drive?
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In order to create a new folder in Google Drive cloud, click on New Folder button, enter the name for the folder you want to create in Create New Folder dialog and click OK button or Enter key. The folder will be created in the current directory with the entered name.

Note: On Windows and Web, new folders in Google Drive can be created only directly from your Google Drive account.

How do I open a project saved on Google Drive?
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To access a project plan from Google Drive, click File - Open - Google Drive. A message will appear that says to Sign In with your Google account in the web page you are redirected to. After that, select an account or type your credentials. Go back to the application.

There are several ways to open a project from the file picker:

  1. Double click on a project;
  2. Select a project and click Select button;
  3. Select a project and click Enter key.

What versions of MacOS is Project Viewer 365 compatible with?


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Project Viewer 365 is compatible with OS X macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma. Please make sure you have the latest version installed.

What versions of MacOS is Project Plan 365 compatible with?


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Project Plan 365 is compatible with OS X macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma. Please make sure you have the latest version installed.

Why doesn’t Erix AI show the entire list of tasks/resources?
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Erix AI can show only 5 tasks/resources per answer. To see the full list of tasks/resources, ask Erix AI to show them by typing in “Show next tasks/resources” and press Enter.Note: You can also just type in "next" or "more" for Erix AI to display the next tasks/resources.
Why Erix AI cannot answer to my question?
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The reason why Erix AI cannot answer to a question might be because it is not yet supported. Please check our list of what questions are supported by Erix AI here.
On what platforms is Erix AI available?
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Eix AI is currently available only on our Web platform.To access the Web Platform please go to the following link: https://online.projectplan365.com/projectviewernow/tViews.aspx
Can Erix AI create a project?
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At this moment, Erix AI cannot create new projects but only deliver data about an existing opened project.
How to start a new conversation in Erix AI?
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To start a new conversation in Erix AI, click on the Refresh icon button on the left side of the chat bar.
Can I ask Erix AI questions about project management?
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You can ask Erix AI any question about project management by clicking on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about project management (e.g., What is a milestone?)NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about resource status?
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You can ask Erix AI questions about project status, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about resource status (e.g., What resources are overallocated?)Note: Erix AI can show only 5 resources per answer, to see the full list of resources, ask Erix AI to show them by typing in “Show next tasks” and press Enter.NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about task status?
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You can ask Erix AI questions about resource status, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about task status (e.g., What tasks are late?)Note: Erix AI can show only 5 tasks per answer, to see the full list of tasks, ask Erix AI to show them by typing in “Show next tasks” and press Enter.NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about project status?
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You can ask Erix AI questions about project status, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about project status (e.g., Is my project on schedule?)NoteClick here to view what questions are supported by Erix AI.
How do I access Erix AI in Project Plan 365?
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To access Erix AI, in the Project Plan 365 application, click on the Chat with Erix button then click on the Try Erix AI Preview! button and start the conversation.
What subscription option is required to use Erix AI?
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Erix AI is available with both Standard and Business Subscriptions.
What types of questions can Erix AI answer to?
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Erix AI can answer to questions about:
  1. Project Status;
  2. Task Status;
  3. Resource Status;
  4. Project Management Help & FAQs.
Note: Click on the above categories to view what questions are supported by Erix AI.
What is Erix AI?
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Erix AI is an advanced AI-powered assistant within Project Plan 365 that can answer project management-related questions, provide task and resource status updates, and deliver project insights.
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