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FAQ › How do I...? › Category: Team
Can I add a team member that already has a subscription?
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Can I add a team member that already has a subscription?
Where can I see which team members have subscriptions assigned to?
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To see to which team member each subscription is assigned to, go to our Online Portal, Sign In and go to Team page. Team Members that have have a subscription assigned to have the Editor role. You can also see which team members are editors directly in the application by going to menu Team - Manage Team - click on the Edit icon for the desired team member and check their Role.
Where is the Leveling Options dialog in the app?
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We are sorry, but at this moment, the Leveling Options dialog isn't available in our application.
On what platforms is Team Member Planner dialog available?
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The Team Member Planner dialog is available on Project Plan 365 for Windows and Mac.

On what platform is the Work Schedule Calendar functionality available?
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The Work Schedule Calendar functionality is currently available on the Windows and Mac platforms.

What does the “Open Team Member Planner” button inside the “Work Schedule Calendar” dialog do?
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The “Open Team Member Planner” button inside the “Work Schedule Calendar” dialog opens the “Team Member Planner” dialog, which allows you to see when a team member is free to work on the current project and in the other projects saved in Drive 365. Also, it allows you to edit the tasks from the current project in order to fix the overallocation. For more information, check the Team Member Planner Dialog funk article.
I can’t find the Work Schedule Calendar dialog in the Team menu.
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If the Work Schedule Calendar functionality isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
What does the “Help” button inside the “Work Schedule Calendar” dialog do?
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The “Help” button inside the “Work Schedule Calendar” dialog redirects to the “Work Schedule Calendar” article in our Online Help page.
Can I see more details about the schedule of a team member for a specific day?
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To see more details about the schedule of a team member for a specific day, go to menu “Team” – “Work Schedule Calendar”, from the “For team member:” field select the desired team member then click on the date in the calendar to see more details about the working times.
What does the color markings in the Work Schedule Calendar mean?
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The color markings in the Work Schedule Calendar have the following meanings:Blue: Holidays/Time off – based on the global settings/team member time off valuesGray: Nonworking – if in resource calendar from the project that day is nonworking or is an exceptionOrange: Assigned – if the resource is assigned in the current project or in other projects saved in Drive 365Red: Overallocated – if the resource is overallocated in the current project or between projects saved in Drive 365White: Free – the team member is free to work
How can I hide the overallocation alerts?
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If you don’t want the overallocation alerts to appear, you can hide them by going menu “File” - “Options” – “Advanced” tab and check the “Hide overallocation alerts” checkbox then click “OK”.
How can I hide the schedule in time-off / holiday alert?
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If you don’t want the schedule in time-off / holiday alert to appear, you can hide it by going menu “File” - “Options” – “Advanced” tab and check the “Hide schedule in time off/holiday alert” checkbox then click “OK”.
How can I check the work schedule for any team member?
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To check the work schedule for any team member, go to menu “Team” – “Work Schedule Calendar” and from the “For team member:” field select the desired team member to see the work schedule calendar.
How do I know that a Team Member is free to work?
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To check if a team member is free to work, in the Gantt Chart View, in the Resource Names column, open the edit control for a task and hover over the info icon next to a team member name for the Work Schedule Calendar to appear.
What information is displayed In the Work Schedule Calendar Dialog?
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The Work Schedule Calendar dialog displays a calendar-style representation for team holidays, time-off, working/non-working days and overallocations.
How can I check the work schedule for an assigned Team Member?
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To check the work schedule for an assigned team member, in the Gantt Chart View, hover over a team member’s name in the Resource Names column for the Work Schedule Calendar to appear.
Where can I find the Work Schedule Calendar dialog?
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The Work Schedule Calendar can be found by:
  • hovering over the team member’s name in the Resource Names column in Gantt Chart View;
  • hovering over the information icon near the team member’s name in Resource Names picker;
  • going to menu “Team” – “Work Schedule Calendar”;
  • in the Resource Sheet View, open the Resource Information dialog for a team member by double-clicking on it and go to “Work Schedule Calendar”
  • going to “Team” – “Team Member Planner”, selecting a team member and clicking on the “View Work Schedule Calendar”
What does the Work Schedule Calendar functionality do?
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The Work Schedule Calendar functionality allows you to see the schedule of a specific team member, across all over your projects saved to Drive365. It shows you when a team member is free to work, when is assigned and when is nonworking. Also, you can see when the team member has a holiday/time off and when is overallocated, by simply hovering over a team member’s name.
I can’t find the Team Member Planner dialog in the Team menu.
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If the Team Member Planner functionality isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
What does the “Help” button inside the “Team Member Planner” dialog do?
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The “Help” button inside the “Team Member Planner” dialog redirects to the “Team Member Planner” article in our Online Help page.
Why I am not allowed to move or edit all tasks in the Team Member Planner dialog?
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If you are not allowed to move or edit a task in the Team Member Planner dialog, it means that is an external task. Please know that an external task cannot be modified outside its project. Only the tasks in the current project can be edited in the Team Member Planner dialog.
How can I move a task in progress directly from the Team Member planner dialog?
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The tasks in progress cannot be moved. If you want to move a task in progress, please remove the % complete value, move the task and then set again the % complete value for your task.
How can I see more information about a task directly in the Team Member Planner dialog?
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To see more information about a task directly in the Team Member Planner dialog, hover the mouse over the desired task and a tooltip with task information will appear.
When a team member is overallocated?
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There can be 2 overallocation cases for team members:
  1. When a team member is assigned to 2 or more tasks that overlap in the current project.
  2. When a team member is already assigned to a task in another project saved to Drive365 that overlaps with the task in the current project.
Does the Team Member Planner dialog shows all the tasks that a team member is assigned to?
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The Team Member planner dialog, shows all the tasks to which a team members is assigned in the current project and in all the projects saved in Drive365.
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