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FAQ › Category: How do I...?
What is Outline?
Question Link
Answer
The "outline" feature allows you to break down your task list to make it appear more organized and readable by just indenting and outdenting the project's tasks to create an outline of the summary tasks and subtasks.
What features are allowed using subprojects?
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Answer
Subproject file can contain another subproject file

Edit any fields from subprojects

Insert /delete tasks

Sort

Filter

Generate reports

Show Critical Path

Set /view baseline

Delete Subproject

Move up/down subproject

Note: Any formatting changes you have applied to summary tasks or Gantt bars in a subproject does not appear in the master project. Formatting information is stored in each file and must be applied separately to the master project.
What are the benefits of using a Master Project file?
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Answer
Creating a master project and subprojects lets you break down a large project and delegate its parts to the necessary people. In project management terms, assigning subprojects in this manner gives responsibility to those who do the work and matches authority with accountability. In Project terms, creating subprojects in a master project helps project managers gain access to, and control over, their parts of the schedule.
Can I upload a subproject from My Projects - Drive 365 cloud?
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Answer
You can upload a subproject file from Drive 365 cloud. In order to upload a file from Drive 365, go to menu Project - Subproject - Drive 365.
What does the "Master Project and Subprojects" functionality do?
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The "Master Project and Subprojects" functionality allows you to create a master project file uploading files from Drive 365 cloud or from the local device.
How can I save dashboard files to Drive 365 cloud?
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Answer
You can save dashboard files in Drive 365 by using the Save to Drive365 option in Dashboard dialog.  In order to do that, go to menu Report - Dashboard. In the Dashboard dialog, upload the desired files and press Save to Drive 365. Type the dashboard file’s name and then press Save.

You can save dashboard files directly in Drive365 in the backstage. To do so, go to the menu File - Save as - My Projects - Drive 365, type the dashboard file’s name and press Save.
How can I open dashboard files from Drive 365 cloud?
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Answer
To open dashboard files from Drive365 go to menu Report - Dashboard. In the Dashboard dialog select Open from Drive 365, use your account to sign in, choose the desired dashboard file and then press Open.

You can open dashboard files directly from Drive 365 cloud in the backstage. In order to do that, go to the menu File - Open - My Projects – Drive 365 and then select the desired dashboard file (the one with .xml extension) and press Open.
How can I upload files from Drive 365 cloud in Dashboard?
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Answer
In order to upload Drive 365 files in Dashboard go to menu Report - Dashboard. In the Dashboard dialog, select from the dropdown Drive 365 and then click Browse. Sign in with your account, choose the desired document and then press OK.
How do I remove the legend from the bottom of the page when printing documents?
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Answer
In order to remove the Legend, please follow the steps below:
1. Go to File-Print-Page Setup.
2. Go to Legend tab.
3. Select None.
I need help opening a .mpt file.
Question Link
Answer
In order to open a .mpt file, please go to menu File-Open and select the location where your file is saved. If you encounter any issue, please contact us at https://www.projectplan365.com/newticket/index
How can I access the contextual menu?
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Answer

In order to access the contextual menu, right-click on a task.

How can I delete my uploaded file?
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Answer
No need to delete the opened file. We don't store any data from your MPP file. You just simply close the application or go to menu File-Close.
How can I use Gridlines?
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Answer

To make Gridlines changes in your project, go to menu Format-Gridlines or select Gridlines from the contextual menu (right-click on the right pane in Gantt Chart view)

Is there any equivalent in the Mac Version for Dashboard?
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Answer

Please download and install our latest application from our website: https://www.projectplan365.com/download/

What does the "More Reports" functionality do?
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Answer
The "More Reports" functionality allows you to view a list with all reports available in Project Plan 365 application.
How do I create Task report?
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Answer

In order to create the Task report for your plan, go to menu Report – Custom – Task.

What does the “Task” report?
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The "Task" report displays the task and resource information in rows and the time increments in columns.

How can I view a list with all reports in Project Plan 365 app?
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Answer
In order to view a list with all reports available in Project Plan 365 app, go to menu Report - Custom.
How do I create Resource Work report?
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In order to create the Resource Work report for your plan, go to menu Report – Custom – Resource Work.

What does the “Resource Work” report?
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Answer

The "Resource Work" report displays the list of resources work with their assigned tasks and scheduled work on a weekly basis.

What information do the Cost Reports provide?
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The Cost Reports provide information regarding the costs of the project such as Overbudget Tasks or Overbudget Resources.

How can I export a report to CSV?
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Answer

In order to export a report to CSV, go to the Report menu, select the report you want to be exported to CSV and click Export. In the Save as dialog, type the file name and choose the Save as type – Excel Export (*.csv) and then click Save.

How do I create Resource Material report?
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Answer

In order to create the Resource Material report for your plan, go to menu Report - Custom - Resource Material.

What does the “Resource Material” report?
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Answer

The "Resource Material" report displays the list of resources material with their assigned tasks and scheduled work on a weekly basis.

How do I create Resource Usage report?
Question Link
Answer

In order to create the Resource Usage report for your plan, go to menu Report – Workload – Resource Usage.

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