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2. If they are not part of your team and have a separate subscription purchased, you can share the project you created with them by going to menu Share - Share - Share as MPP. The user outside of your team will be able to open the shared project you created and edit it using their subscription. Please note that if they are not part of your team, they will not have rights to overwrite the original file. They will have to save it to their local device or to a Cloud location.
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Note: If the user does not already have an account created on our website, he will be required to activate his account and then will be able to open the shared project.
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If you don’t have Project Plan 365 installed on your device, after clicking on “Open in Project Plan 365” button from the email you will be redirected to a page where you can first download the latest version of our app by clicking “Download Project Plan 365”. After installing the app, go back to browser and click on the “Open in Project Plan 365” button, click again the “Open Project Plan 365” button from the browser request dialog and the app will open. Lastly, Sign In with your email and password for the file to open.
Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.
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Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.
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Note: It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can create an account, Sign In with their email and password in order to access the file and use the app in Free Read-Only mode.
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With our application you can share your .MPP files with other users via email by going to menu File – Share. Type in the email of a person that is outside of your team. A dialog will appear asking if you want to add this person to your team. Click “No” after adding the email address and then click “Share Project”. They will receive an email with the steps to open the shared file.Please note that if they are not part of your team, they will not have rights to overwrite the original file. They will have to save it to their local device or to a Cloud location.
If you want to share files without emailing them, you can export the project to PDF, MPP, Excel, XML by going to the File menu – Export and send it to your users.
For more information, please check the Share online help article.
You can share a Drive 365 file with team members of your organization and people outside the team. Note that if you share a project to users outside the team, those users will be able to open and edit the project but not to overwrite it. They will have to save it to their local device or to a Cloud location.
Also, anyone who has been forwarded the project, will not be able to open it, getting a “You don’t have permission to access this project” message.
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They need to purchase our tool from our website and they will be outside of your team. Then, you can share your .MPP file with them and they will not have access to other .MPP files in your organization.
Please note that if they are not part of your team, they will not have rights to overwrite the original file. They will have to save it to their local device or to a Cloud location.
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In order to share a project directly from My Projects – Drive 365 cloud service, follow the steps below:
- Go to File menu – My Projects – Drive 365.
- In the file picker, right-click on the project you want to share and choose Share option from the contextual menu.
- Type the E-mail address;
- If you type an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired.
- Click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.
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If you share your .MPP file with a client or a team member, they will receive an email with the details to create an account and can download our application from the Download page in order to access the project.
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To Send as MPP a project file, go to menu File - Share - Send as MPP. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. The MPP file is sent as an attachment to your team members.
Note: If you add an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired and then click on the “Share Project” button.
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To Send a PDF file of a project, go to menu File - Share - Send as PDF. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. A PDF file will be generated based on the project you have. This PDF file is sent as an attachment to your team members.
Note: If you add an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired and then click on the “Share Project” button.
If you are using an iPhone device, paste the link on your browser and then click on the “Open in Project Plan 365” button in order to access the project. If you are not signed in inside the application, you will need to type your email address and password, click on the “Sign In to Project Plan 365” button and the project will automatically open.
You can also access the project by going to the File menu – Open – URL, paste the received link and click on the “Open” button.
Note: If you don’t have the Project Plan 365 application installed on your device, you will need to click on the “Download Project Plan 365” button first and then on the “Open in Project Plan 365” button.
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To share your project with other team members, please follow the steps below:
- Sign in with your email and password inside Project Plan 365 app.
- Open the desired project.
- Go to menu File – Share - Share Link.
- Click on the Copy Link
- Send the link to the desired team member.
- The team member will be able to access the file by pasting the received link in his browser and then clicking on the “Open in Project Plan 365” button or by accessing the File menu – Open – URL – paste the URL and click on the “Open” button.
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The difference between “Simple Sharing” and “Real-Time Collaboration” is that Real Time Collaboration is a feature available only for Business subscription, which allows the users the possibility to modify at the same time a file saved in Drive365. Any member of your organization that is in Collaboration mode can see in real time any modification made at that time by another member of the organization.
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In order to allow multiple team members to work together on a project, they can use the Real Time Collaboration feature. To enter in Real-Time Collaboration mode, follow the steps below:
- 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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To set up any .MPP file for Real-Time Collaboration (rTc), follow this procedure:
- Sign In or Sign Up to the Business (PMO) Subscription using your email & password in Project Plan 365 app.
- Having the Editor role, open the MPP file that you want to collaborate on with others, and save it to Drive 365 cloud service.
- Check off the resources you want to include, and then click on the Add Team Members button.
- Open the project from Drive 365. By default, the .MPP file will open in Exclusive Mode, and in order to collaborate with other team members, go to menu Share – Real-Time Collaboration.
- Also, you can share the link from your plan with other team members, by using the Share functionality from the Share menu.
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There are two modes in which you can open a project from Drive 365: exclusive and real-time collaboration. In the exclusive mode, you are the only one who can edit the project if you are the first editor who opened it. If another editor wants to open the same file, he will have the possibility to edit the file in Read-Only Mode but cannot overwrite it. In real-time collaboration mode, multiple team members can make changes to the same project at the same time. Only a team member with an Editor role can enter in exclusive or real-time collaboration mode. As an editor, when opening a project from Drive 365, it will be automatically opened in Exclusive mode if the file is not opened in Exclusive mode by another team member. If the file is already opened in exclusive mode by another team member, you will receive the following message:“Currently the project is opened by … in Editing Mode. Click ‘Read-Only’ to open the file in read-only mode.” Click on the Read-Only button to open the project. You will be able to edit the file but won’t be able to save it over the original file from Drive 365, instead you can save it to a different storage location. Click on the Cancel button if you don’t want to open the project in Read-Only mode. If the file is already opened in Real-Time Collaboration mode, you will automatically enter also in Collaboration mode.
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