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How do I spell check on Project Plan 365 for Mac?
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The spell check feature on Mac is enabled by default. If the spell check feature is disabled, please go to the menu In order to enable the spell check feature on Mac, go to File - Options and on Advanced tab enable Check Spelling.

How do I export the Slipping Tasks report?
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To export the Slipping Tasks report, go to menu Report – Current Activities – select the Slipping Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Should Have Started Tasks report?
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To export the Should Have Started Tasks report, go on Reports – Current Activities – select the Should Have Started Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How can I generate a link for my project?
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First, you need to Sign In with your email and password inside Project Plan 365 application. You can get a link to your project only if it is saved on a cloud platform by clicking menu Team Share - Share or menu File – Share. Viewing and updating the project require authentication on the cloud platforms or SharePoint, respectively, and permissions need to be granted there, otherwise, the application will warn the team members that they do not have enough rights to view/update the MPP file. 

How do I export the S-Curve report?
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To Export the S-Curve report, go to Report – Visual Reports – select the S-Curve report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Resource Work report?
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To export the Resource Work report, go to menu Report – Custom – select the Resource Work report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Resource Usage report?
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To export the Resource Usage report, go to menu Report – Workload - select the Resource Usage report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I add notes to a resource?
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There are 3 ways to add a note to a resource:
1. In Resource Sheet view click on the desired resource and go to Team – Notes.
2. Double click on ID cell associated with the desired resource in Resource Sheet view.
3. Insert the Notes field inside your table.

How do I export the Resource Material report?
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To export the Resource Material report, go to menu Report - Custom - select the Resource Material report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

Where can I set Initials for my resource?
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​To set Initials for your resource click on the desired resource - Team menu tab - Information - General - Initials.

Can I set for my resource a code?
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​To set a code for your resource click on the desired resource - Team menu tab - Information - General - Code.​​

What are the best uses for the Resource Sheet?
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You should use the Resource Sheet view when you want to:

1. View resource information.

2. Enter and edit resource information.

3. Compare a resource's planned costs and work against actual costs and work.

4. View the number of work-hours assigned to each resource.

5. View resource costs.

6. Evaluate the effectiveness of a person on the project.

7. Review the number of work-hours assigned to each resource.

8. Review resource costs.

Where can I see the date when the pay rate takes effect for a resource?
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Information regarding resource's rates, including the standard rate, overtime rate, any per-use cost, and the date when the pay rate takes effect can be found by clicking the desired resource - Team menu - Information - Cost.

How do I use Resource Information?
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In order to open Resource Information dialog, go on Resource Sheet view select a resource then go on Team menu – Information or double click on resource name cell or right-click the resource and select Resource Information.

How do I export the Project Summary report?
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In order to export the Project Summary report, go to Report – Overview - select the Project Summary report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Overbudget Tasks report?
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To export the Overbudget Tasks report, go to menu Report - Costs - select the Overbudget Tasks report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Overbudget Resources report?


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To export the Overbudget Resources report, go to menu Report - Costs - select the Overbudget Resources report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Overallocated Resources report?
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To export the Overallocated Resources report, go to menu Report - Assignments - select the Overallocated Resources report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

What is Drive 365?
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My Projects-Drive 365 is a feature that allows users to seamlessly store their MPP files to a personal folder without creating a cloud storage account. Files can then be shared with other team members who have a Standard or a Business Subscription.

How do I export the Milestone report?
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To export the Milestone report, go to menu Report – Overview - select the Milestone report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I add the team members into my plans? 
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To add Team Members into the current project, select a task and go to menu Team – Assign -  Team Member. It will open the Assign Team Members to This Task dialog, which lets you select who do you want to add to the current project. Once you click Assign, all the selected Team Members are added as Work Resources into the current project.  

You can also add team members from Gantt Chart view, using the Resource Names column.

When you open the Resource Names drop-down menu, you will get a list of all resources in your project and the Team Members (marked with an icon). Note that all the Team Members are visible in this list (added or not). Selecting any Team Member in this list will add it to the current project (only once). If you want to add a new Team Member, click Add Team Member button. 

Another option to add team members in your project is to use the Resource Sheet view. 

The Resource Name editing control provides a list of not added Team Members and the “Add Team Member” button. If there are no Team Members to suggest, the button alone is displayed.

Is it possible to insert more than one resource at a time?
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To insert multiple resources, select multiple consecutive rows using either CTRL or SHIFT keys on your keyboard and then press on Insert key or use the New Resource option from the contextual menu to insert multiple resources at a time. These resources will be positioned above the selected rows in the resources list. The number of newly inserted resources will be equal to the number of selected rows.​

On which views can a group be applied?
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A group can be applied on Gantt Chart, Task Sheet, Resource Sheet, Tracking Gantt, Risk and Team Planner views.​

How can I enter in real-time collaboration mode?
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To enter in Real-Time Collaboration mode, first, you need to Sign In with your email and password inside Project Plan 365 app with an Editor account. Go to the menu Share – Real-Time Collaboration or click on the Real-Time Collaboration Toggle in the Quick Access Toolbar. If your file is not saved in Drive 365 cloud, you will be asked to save the file in Drive 365 and then the mpp file will be opened in Real-Time Collaboration mode.

Can I experience collaborative mode during the trial period?
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In order to evaluate the real-time collaboration feature, please start a 30 days Business Trial on our Project Plan 365 Portal. Then, Sign In with your email and password inside the Project Plan 365 app and open a file previously saved in My Projects - Drive 365 cloud service. Then, enable the Collaboration by going inside the application to menu Share - Real-Time Collaboration.

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