FAQ Project Plan 365

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How can I upload files from Drive 365 cloud in Dashboard?
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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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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.
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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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In order to access the contextual menu, right-click on a task.

How can I delete my uploaded file?
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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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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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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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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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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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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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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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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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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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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?
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In order to create the Resource Usage report for your plan, go to menu Report – Workload – Resource Usage.

What does the “Resource Usage” report?
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The "Resource Usage" report displays the resources with their allocated tasks and schedules work on a weekly basis.

How do I create Task Usage report?
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In order to create the Task Usage report for your plan, go to menu Report - Workload - Task Usage.

What does the “Task Usage” report?
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The "Task Usage" report displays the tasks with their assigned resources and scheduled work on a weekly basis.

How do I create Overallocated Resources report?
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In order to create the Overallocated Resources report for your plan, go to menu Report – Assignments – Overallocated Resources.

What does the “Overallocated Resources” report?
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The "Overallocated Resources" report displays the list of overallocated resources and the tasks assigned to them.

How do I create To Do List report?
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In order to create the To Do List report for your plan, go to menu Report – Assignments – To Do List.

What does the “To Do List” report?
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The "To Do List" report displays the list of tasks with start and finish dates for a specified resource.

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