To export the Tasks in Progress report, go to menu Report – Current Activities - select the Tasks in Progress 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.

To export the Task Usage report, go to menu Report - Workload - select the Task 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.

To export the Task report, go to menu Report – Custom – select the Task 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.

The spell check feature on Windows is enabled by default. If the spell check feature is disabled, please go to the menu File - Options and in Advanced tab, make sure that the "Check Spelling" box is checked.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

​To set Initials for your resource click on the desired resource - Team menu tab - Information - General - Initials.

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

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.

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.

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.

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.

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?

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.

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.

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.

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.

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.