FAQs Team

Browse by Category

FAQ › How do I...? › Category: Team
How do I change the working time for a resource?
Question Link
Answer

To change the working time of a resource, you need to look in the resource calendar. To do this, go to the Project menu, click the Change Working Time  button and then select from For calendar list any individual resource. Or you could open Resource Information for the resource and click Change Working Time button. For the desired resource, change the working time from Work Weeks tab – Details.

Why I can't change values in the fields?
Question Link
Answer

In order to edit and save .mpp files, you need to have an active account with the role set as Editor. You can verify your role by accessing our Online Portal Page. Sign In with your email and password, click on Team tab and check your role.Or you can verify it from our app by going to Team menu – Manage Team.

How can I add an Editor?
Question Link
Answer

If you already purchased our application, you need to purchase a subscription for each Editor team member. In our Online Portal, go to Team page and on the desire team member select the Editor role.  Note that you must have Admin rights to perform this operation.

If I buy the Project Plan 365 app can I invite multiple users?
Question Link
Answer

You can purchase multiple subscriptions under the same account and then you can invite team members in your organization, and you can share the files created with your team. Note that you must have Admin rights to perform this operation.

How do I assign / invite a team member to my organization?
Question Link
Answer
To assign a team member to your organization, in our Project Plan 365 Portal, go to Team page and insert the user’s email address, set the name, role, admin, division and schedule. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account. Note that you must have Admin rights to perform this operation.You can also add a team member to your organization directly from our app. Go to Team menu – Add Member and in Team dialog click Add New Member button.
How do I remove a team member from organization?
Question Link
Answer

To remove a team member from organization, go to our Project Plan 365 Portal and in Team page click on remove icon that is assigned to the desired resource that you want to be removed. You can also remove the team member from our app by going to Team menu – Manage Team and clicking Delete icon for the corresponding team member. Note that you must have Admin rights to perform this operation.

How do I rename a team member?
Question Link
Answer

To change the name of a team member go to our Project Plan 365 Portal and in Team page and set a new name for your team member. Or you can also change it from our app by going to Team menu – Manage Team, select the team member and click Open Team Member Information. Then, set a new Name for the team member. Note that you must have Admin rights to perform this operation.

What does the “Manage Team” functionality do?
Question Link
Answer

The “Manage Team” functionality allows the Admins of the organization to set the name, set the role, assign or remove team members. The Editors can add and view the team members’ information and the Read-Only users can only view the team members’ information that are inside the organization. 

How do I sort the organization divisions by their names?
Question Link
Answer
To sort divisions in a different order, click the Name column heading in the Divisions dialog. Click the column heading again to sort in the reverse order.
Can a team member be part of multiple divisions?
Question Link
Answer
Yes, a team member can be part of as many divisions as needed.
Can a team member be part of multiple divisions?
Question Link
Answer
Yes, a team member can be part of as many divisions as needed.
How do I save a project to a division?
Question Link
Answer
To save a project to a division, go to File menu – Save AsMy Projects – Drive 365, select the proper division’s folder and click Save. Note that you must be part of that division to be able to access the division’s folder.
Can I delete a division but keep the division’s projects?
Question Link
Answer
Yes, you can keep the division’s projects. When deleting the division, you will be asked if you want to delete them all or moving them to the root folder. Click Move to Root folder if you want to keep all the division’s projects.
How do I view the projects from a specific division from my organization?
Question Link
Answer

To view all the projects from a specific division from your organization, go to File menu – Account – Organization Information and click Divisions button. Select the needed division and then click Projects button to view all the projects that belong to the selected division.You can also go to File menu – OpenMy Projects – Drive 365 and click on the right division folder in order to view the division’s projects.

How do I edit a division from my organization?
Question Link
Answer
To edit a division from your organization, go to File menu – Account – Organization Information and click Divisions button. Select the needed division and then click Open Division Information button or click Edit icon.
How do I remove a team member from a division?
Question Link
Answer
To remove a team member from division, go to File menu – Account – Organization Information and click Divisions button. Select the needed division and then click Open Division Information button. In Division Information dialog, select the team member you want to remove and click Remove button. Note that you must have Admin right to perform this operation.
Why can’t I create divisions in my organization?
Question Link
Answer
To create divisions in your organization you must have Admin rights. Please contact your team administrator.
Why can’t I edit a division’s information?
Question Link
Answer
To edit a division’s information you must have Admin rights. Please contact your team administrator.
Why can’t I delete divisions from my organization?
Question Link
Answer
To delete divisions from your organization you must have Admin rights. Please contact your team administrator.
Why can’t I delete projects from Drive 365?
Question Link
Answer
To delete projects from Drive 365 you must have Admin rights. Please contact your team administrator.
How do I assign a division to a team member?
Question Link
Answer
To assign a division to a team member, go to Team menu – Manage Team. In Team dialog, click Edit icon for a team member. Then, assign the divisions you want from the Divisions combo box.
How do I add a team member to a division?
Question Link
Answer
To add a team member to a division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Edit icon for that division. Add the team member by choosing him from the drop-down list. The Name and E-mail for the team members have dropdowns with strict autocomplete.
How do I delete a division?
Question Link
Answer
To delete a division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Delete icon for a division. If you have projects that belong to that division, you will be asked if you want to delete them all or moving them to the root folder.
How do I create a new division?
Question Link
Answer
To create a new division, go to File menu – Account - Organization Information, then click Divisions. In Divisions dialog, click Add New Division. Type division’s Name and add Team Members by choosing the team member from the drop-down list. The Name and E-mail for the team members have drop-downs with strict autocomplete.
Why can’t I access projects from a division in Drive 365?
Question Link
Answer
You cannot access projects from a division of which you are not part of, or you do not have administrator rights.
Contact
Chat