FAQ Project Plan 365

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What does “Export to Image” mean?
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The “Export to Image” functionality converts your project from an .MPP format to an .PNG format.
How do I import a project from XMind?
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To import a project from XMind please make sure that you exported your work from XMind into MPP format. In Project Plan 365 click File - Import/Export – Import Files – Import from XMind. In the Open dialog which appears select Projects (.mpp). Select the desired file and press Open.
How do I import a project from MindManager?
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To import a project from MindManager please make sure that you exported your work from MindManager into MPP format. In Project Plan 365 click File - Import/Export – Import Files – Import from MindManager. In the Open dialog which appears select Projects (.mpp). Select the desired file and press Open.
What is MindManager?
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A software application that can be used to manage projects, organize information and for brainstorming.

How do I import a file from SmartSheet?
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To import a project created on Smartsheet click File - Import/Export - Import Files - Import from Smartsheet. Select the format (excel or XML). If you choose Excel the Import Wizard will appear. If you choose XML the file will be automatically opened.

What is XMind?


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Xmind is a mind mapping software that supports mind maps, tree diagrams, fishbone diagrams, spreadsheets, organization charts, etc.
What is Xml?
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XML is a file extension for an Extensible Markup Language (XML) file format used to create common information formats and share both the format and the data on the World Wide Web, intranets, and elsewhere using standard ASCII text.
What is Mpp?
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MPP is an extension for a project file used by Microsoft Project project management software. These files store the info used by Microsoft Project to manage the assigning, tracking and reporting results on the aspects of project work, teams, schedules and finances.
How do I create a project based on an Excel file?
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To create a new project from an Excel Workbook click File - New - New From Excel Workbook.
Can I import from Excel file the tasks and resources if they are in the same sheet?
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Importing a file from Excel or CSV will not update Resources and Tasks at the same time if they are on the same sheets. The excel file will need to have separate sheets for Tasks and Resources.
How do I import data from other sheets in an Excel File?
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The Import Wizard will, by default, import data from the first sheet in the Excel file. If your data is on another sheet, you will need to select in the Import Wizard the name of the sheet you want to use.

How do I import an Excel file?


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To import a file from Excel or CSV go to File - Import/Export - Import Files - Import from Excel. Select the desired file and click Open. After managing the Import Wizard settings click Finish.

I don't want to import all columns from Excel. How to remove these columns?
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If there are columns in your Excel or CSV file which you don't want to import, you can select the field in the mapping grid and then press Delete Row. If you removed a field by mistake you can press the Add All button in order to repopulate the mapping grid with all the columns from the Excel/CSV file.​
Why Finish button is disabled on Import wizard?
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If the Finish button is disabled in the Import wizard it means that you either have unmapped columns or you selected to import both Tasks and Resources and you only mapped the task fields. You should first press Next button if it is enabled, map the resource fields and then press Finish to finalize the import.​
Why Next button is disabled on Import wizard?
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If the Next button is disabled in the Import wizard it means that some of the columns in your Excel files are not yet mapped. If you do not see the "(not mapped)" text in the mapping grid, scroll down because the not mapped columns could be at the end of the list.​
What is the difference between Export to MPP and Save As MPP?
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There's no difference between export to mpp and save as mpp.
What does the “Options dialog” functionality do?
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The “Options dialog” functionality allows you to change the General Settings, Project Info, Schedule, Advanced or the Risk Management settings.

What can I set in Risk Management tab from Options dialog?
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In Risk Management tab from Options dialog, you can enable/disable the risk management feature and customize the risk management fields.
What is the default language for spell check?
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The default language for spell check is the same language with keyboard language used on device.
How do I change the spell check language on Windows?
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The spell check language can be changed from keyboard language using the language bar.
What does the "Spell Check" functionality do?
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The Spell Check, as the name describes it, recognizes misspelled words typed in Task Name or Task Notes fields.
Why cannot access the Risk Management tab under Options dialog?
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In order to use the Risk Management feature, you need a Business Subscription.
What is Risk and Risk Management?
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A risk, in the context of project management, is an uncertain event or condition that impacts at least one of the project’s objectives when it occurs.Risk Management is the process of identifying, assessing and mitigating the risks.
How can I group tasks by risk?
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In order to group tasks by risk, go to the Project ribbon tab, open Group options and then select Group by Risk.
How can I see only high-risk tasks?
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To see only high-risk tasks, insert the Risk column in the current table, click the autofilter arrow and check only the "High" risk level.
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