FAQs How do I...?

Browse by Category

FAQ › Category: How do I...?
Can I open Dashboard file from Drive 365 or upload files from Drive 365 in Dashboard?
Question Link
Answer

At this point, you can open dashboard files from Drive 365 or upload files from Drive 365 in Dashboard dialog only in Project Plan 365 for Windows and Mac.

What is Board Status field?
Question Link
Answer
The Board Status field allows you to prioritize the tasks by setting the "Not Started, In progress, Next Up and Done" status. This field is used in Agile – Kanban methodology.
What is Agile field?
Question Link
Answer
The Agile field allows you to set which tasks are used when planning the project in an Agile methodology.
What information is displayed on a custom report?
Question Link
Answer
In a custom report, you can find information relating to resource and tasks. As you work on the project, the reports will reflect the latest info — no manual updates required!
How do I create a custom report?
Question Link
Answer
To create a new custom report go to menu Project - Report - Custom - New and fill in all the fields with desired settings.
I was wondering if is there a residential home builder schedule template?
Question Link
Answer
Please use the Residential Construction template. Go to menu File-New-Residential Construction.
What file size support your application?
Question Link
Answer
On our web application, the limit is set to 1 GB. For our desktop applications, there's no limit.
How can I open .pod file?
Question Link
Answer
We are sorry, but at this point, you cannot open a .pod file in our application.
Do you have any app for desktop?
Question Link
Answer
You can download our Project Plan 365 app on your local machine from the following link: https://www.projectplan365.com/download/.
How do I get the free version of MS Project?
Question Link
Answer
In order to use our Project Plan 365 editor tool, you need to purchase the Individual or Business Subscription from our website: https://www.projectplan365.com/purchase/. If you want the view-only tool, you can use our web application in free viewer mode: https://www.projectplan365.com/projectviewernow/tViews.aspx
Page setup gives me an unhandled exception.
Question Link
Answer
If you encounter any issue with our application, please contact our support team at https://www.projectplan365.com/newticket.
I have an issue opening a mpp file.
Question Link
Answer

​​If you have issue opening a .mpp file you might be in one of the following cases:
1. You are trying to open a newer MS Project mpp file with an older version of our app.
2. You may have a corrupt mpp file.
3. There may be a bug in our system.

Please make sure you have installed, on your device, our latest application from the store or from our website: https://www.projectplan365.com/download.

If your issue is not solved, please contact us at https://www.projectplan365.com/newticket/index

How can I add the status for a task?
Question Link
Answer

You can set a “Status” for tasks by creating a Custom Field. To do so, select Insert Column option from the Format menu. Choose one Field name from Text 1 to Text 30. Change the Title to “Status” and click ok.

Does Project Plan 365 read custom enterprise fields from Project?


Question Link
Answer

Project Plan 365 app support enterprise custom fields (view/edit, save) for Project Server 2013 and newer.

How many levels can I zoom in/out inside application?


Question Link
Answer
The Zoom engine currently implements seven levels of details:1. One week level (the visible unit is one week).
2. Two weeks level.
3. One month level (the visible unit is one month).
4. Three months level.
5. Selected tasks.
6. Entire project.
7. Custom level: the user can select multiples of Days/Weeks/Months/Years to see in the chart panel or in the print preview format.
Can Zoom be used in Timeline view?
Question Link
Answer

In the Timeline view, you can use the “Zoom” options from the “Project” menu. You can “Zoom in” or “Zoom out” to see the tasks in more or less details.

Where I can find the "zoom" functionality?
Question Link
Answer

The Zoom option is under menu Project - Zoom.

What is Project Zoom?
Question Link
Answer

The "Zoom" functionality allows you to rapidly get an overall picture of how the tasks in your project are linked over the timespan of your project.

What does the "View Outline Levels" functionality do?
Question Link
Answer

The "View Outline Levels" functionality represents a hierarchical structure for a project that shows how some tasks fit within broader groupings and allows you to show or hide the subtasks of a summary task.

Example: You may want to hide your subtasks to display only top-level tasks, and then print that view to create a summary report of your project.

How can I create a new table?
Question Link
Answer

In order to create a new table, go to menu Project - Tables - More Tables. Click on the New button. Insert the name of the table and select the column name, data alignment and column width. Select "Yes" in the Header Wrapping field in order to wrap the text in that column. Select the date format for date fields in Date format box. You can also change the row height by changing the Row height box.

How can I copy a table?
Question Link
Answer

In order to copy an existing table, go to menu Project - Tables - More Tables. Select the desired table that you want to copy and click on the Copy button. Insert the new name and make the formatting changes you desire and click on the OK button.

On what platforms can I create or copy a table?
Question Link
Answer

You can create or copy a table on Windows, Mac and iOS platforms.

How can I customize a table in the app?


Question Link
Answer

To customize a table in Project Plan 365, click on the “Table” option under the “Project” menu and then choose the “More tables” option. Then choose the “Edit” option to make the changes you need.

What are the Resource Tables available in the app?


Question Link
Answer

The Resource Tables are: Cost, Earned Value, Entry - Material Resources, Entry - Work Resources, Earned Value Cost Indicators, Entry, Export, Hyperlink, Summary, Usage, Work.

What are tables?
Question Link
Answer

The "Tables" functionality allows you to see some specific information about tasks, resources, and assignments in a sheet view. You can use predefined tables to show only the fields you want, or you can create your own tables.

Contact
Chat