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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.
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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.
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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.
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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.
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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.
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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.