To Export the Earned Value report, go to menu Reports - Cost. Select the Earned Value 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 delete a resource, on the View menu click Resource Sheet – select the resource’s name or select the row that corresponds to the resource – press the Delete key or use the Delete option under the Team tab or right click on the resource’s ID and select Delete Resource.

To delete multiple resources, select multiple consecutive rows using either CTRL or SHIFT keys on your keyboard and then click on Delete option from the Team menu, or press on Delete key or use the Delete Resource option from the contextual menu to delete multiple resources at a time. The IDs of the remaining resources will be automatically renumbered.

To export the Critical Tasks report, go to Report - Overview - select the Critical 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 Completed Tasks report, go on Reports – Current Activities – select the Completed 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 Cash Flow report, go to menu Report - Costs - select the Cash Flow 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 Budget report, go to menu Report – Costs – select the Budget 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 assign resources to a task:

1. Using the Resource Name column - just write or select the resource/resources you want to add. Set the units or the number of items.
2. Using Task Information - Resource tab - select resources and write or select the resource/resources you want to add. Set the units or the number of items.
3. Using menu Team - Assign. Right click on a task in the grid and select Assign then select your resource and click on the Assign button.

The Constraints Type and the Constraint Date boxes are grayed out for Manual Tasks. Manual Tasks have the main purpose to not have its Start, Finish dates and Duration modified by the Planner. For this reason, manual tasks should not have any kind of constraints. 

To see what constraint a task has select the given task and click on Task - Task Information - Advanced. Constraint information is in the Constraint type and Constraint date boxes. 

Constraints can be Flexible, Semi-flexible, and Inflexible. 

Task constraints are a feature that alter when your tasks will appear on the schedule. Constraints offer you more choice when it comes to automated scheduling as you can tweak your task dates based on additional information. 

The list of users who are in real-time collaboration mode at the same time is shown above the grid.

You can customize the inactivity period before the file in real-time collaboration mode closes. In order to do that, go to the File menu and select Options. Select the Advanced tab and from General Options, customize the Collaboration Timeout as you desire. For changes to take effect, click OK. The minimum value for the collaboration timeout option is 5 minutes and the maximum is 120 minutes.

You cannot assign a user twice on the same subscription.

If a user is assigned to a subscription owned by someone else, he cannot renew the existing subscriptions or purchase more subscriptions. 

In order to create a new project from the https://www.projectplan365.com/ups/Account, click on "Projects" button then on "New Project" button. You will be redirected to our https://www.projectplan365.com/projectviewernow/tViews.aspx.

You cannot assign to a user both Editor and Read-Only role.

You can assign a subscription to a different user in Team Members page from our Online Portal. Remove a team member or change the role to Read-Only for an existing user and assign the remaining subscription to another team member.

You can assign more team members into your organization than purchased subscriptions. The only condition is that the role for the new added team members to be Read-Only. If you want to add an Editor, you need to purchase another subscription.