FAQ Project Plan 365

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Do you recommend to auto save files every 15 minutes?
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To be extra safe, enter a small number in the minutes box, like 10. That way, you’ll never lose more than 10 minutes of work. On the other hand, if you want to make the application faster, try entering a larger number in the minutes box, like 20.

How do I set the interval for auto save?
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To set the interval for auto save, go to File – Options. In General Settings tab look at General Options section. Make sure the auto save box is selected and change the interval as you please then press OK.

How to open a file from iOS device from Files App?
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In order to open a mpp, Excel or CSV file in Project Plan 365 directly from Files app you first need to navigate to the desired file. After this, you can either tap on the file (if Project Plan 365 is the default app) or long press on the file, select Share from the popup and then choose “Open in Project Plan 365”. The desired file will then be opened in our app. For more information about Files app please check: https://support.apple.com/en-us/HT206481.

Can I customize the Resource Usage view?
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To make the Resource Usage view fit your needs exactly, you can customize it or create a new version. When you close your project, the customized view will be lost. To customize the Resource Usage view, you can:
1. Display different resource information.
2. Display information in different timescales.
3. Change the units of time that are displayed to view your project at the level of detail you need.
4. View usage information for a specific time period.

When should I use the Resource Usage view?
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Use the Resource Usage view when you want to:
1. View information on a resource's task assignment, such as cost, work allocation, and work availability.
2. See which resources are overallocated and by how much.
3. View assignments more evenly among resources.
4. Find out how many hours each resource is scheduled to work.
5. See the work capacity (in terms of a percentage) for each resource.
6. View how much time each resource has available for additional work assignments.
7. View each resource's work progress in days, weeks, months, or other time increments.
8. View resource costs.
9. View the amount of work a person spends on a task.

How can be set the Progress Lines?
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The Progress Lines can be set using the Dates and Intervals tab in the Progress Lines dialog box to set preferences for the way you want to display dates and intervals with progress lines.

You can:
1. Display progress lines at regular intervals.
2. Display progress lines based on a specific status date.
3. Display progress lines for specific dates you select.
4. Display progress lines compared with the baseline plan or to the actual plan.

How to use the Scroll Bars?
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1. Use the vertical scroll bar to move up and down.
2. To scroll one row or column in a given direction, click the arrow at the appropriate end of the scroll bar.
3. To scroll one full window in a given direction, click the shaded area of the scroll bar on the appropriate side of the scroll box.

How to "Split Window"?
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1. To split the window/screen, go to menu Window - Split.
2. When you first click on Split button in menu, the Task Form view will appear in the bottom pane.
3. If you right-click in the form, you can select what information is shown in it. There is a resource form and a task form.

Is there an instructional video that can be downloaded for review to first time users?
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You can read our online training that has also videos included: https://www.projectplan365.com/training/. Or you can access our youtube channel, that includes training videos, from the following link: https://www.youtube.com/user/HousatonicSoftware/videos​​​​.

How do I silent install Project Plan 365 for Windows Pc/Server?
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To Silent Install Project Plan 365 please read this article: https://www.projectplan365.com/articles/silent-installuninstall-project-plan-365-for-win-pcserver/.

What are the differences between Microsoft Project and Project Plan 365 for Windows?
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Please see the list with the comparison between Project Plan 365 for Windows and Microsoft Project: https://www.projectplan365.com/articles/project-plan-365-pc-versus-microsoft-project-2016-comparison/.

What Arhitectures does Project Viewer for Windows Web/Server support?
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You can find the requirements for installation for Project Plan 365 on Web at: https://www.projectplan365.com/articles/install-project-viewer-365-for-windows-webserver/.

How do I install Project Viewer for Windows?
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To install Project Viewer 365 for Windows download the MSI Install Program from https://projectviewercentral.com/download/ and follow these steps:
1. Log on to your computer with administrative rights.
2. In Windows Explorer locate the Housatonic Project Viewer MSI install program.
3. Run Project Viewer.msi and follow the onscreen instructions.
4. Click Finish to end the installation process.

Where can we get the download for Project Plan 365 app?
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Please download and install our latest Project Plan 365 application at the following link: https://www.projectplan365.com/download/.

How can I print in A0 format on Windows?
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In order to print in A0 format on Windows, please follow these steps:
1. Download and install the free CutePDF Writer software from this link: http://www.cutepdf.com/download/CuteWriter.exe
2. Open Project Plan 365 app.
3. Go to File - Print - Page Setup
4. Select Options and on Printer field select CutePDF Writer, then press OK.
5. On paper size select ISO A0.

Each time I try to use OneDrive or a link to access my Microsoft Project plan, the application crashes.
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If the application crashes please download and install our latest application from our website. If this did not solve the issue please submit a ticket at https://www.projectplan365.com/newticket/index.

How do I assign a base calendar to a resource?
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To assign a base calendar to a resource follow these steps:
1. On the View menu, click Resource Sheet.
2. In the Resource Name field, select the resource you want to assign a calendar to.
3. In the Base calendar column, select the calendar you want to assign to the resource.​

How can I make the grid lines bolder?
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You can see how to change the gridline appearance at: https://www.projectplan365.com/articles/gridlines/.

Why progress line and progress point are not in sync? Progress line is gone after reopening same file.
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Please download and install the latest app from this link: https://www.projectplan365.com/download/.

Could you please extend my trial period?
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Please submit an online ticket with your request at https://www.projectplan365.com/newticket.

What is a Chatbot?
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A chatbot is an artificial intelligence software that can simulate a conversation with a user in natural language through messaging applications, websites or mobile apps.
Can I open a project by drag-and-drop?
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Opening projects by drag-and-drop is available only for Windows.

What is Basecamp?


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Basecamp is a management tool that helps managing projects and collaborating with clients.

How to remove a file from My Projects - Drive 365 folder on iOS or Android device?
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To remove one of the files in My Projects - Drive 365 on iOS or Android, long tap on the file in file-picker and click on Delete.
When I save the file from Project Online, the project will be overwritten?
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When a project file is open and updated in Project Plan 365, it can be saved (overwritten) just like any other file, by pressing the “Save” button. The project file will be updated.
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