FAQ Project Plan 365

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What does the Files App on iOS device do?
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The Files App brings all of your files together in iOS 11. You can easily browse, search, and organize all your files in one place. Not just the ones on the device you're using, but also those in apps, on your other iOS devices, in iCloud Drive, and across other cloud services. The Files app lets you add your third-party cloud services—like Box, Dropbox, OneDrive, Google Drive, and more-so that you can access all of your files on all of your devices.
What files can I open on iOS device?
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On iOS device you can open .mpp, Excel or CSV files directly into Project Plan 365 and view the files saved in our app directly into Files app.
What does the “Working with Files app on iOS” functionality do?
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The ”Working with Files App on iOS” functionality allows you to work with files you have stored on your device or in other cloud locations through the iOS Files app.
What is the default start date for a project?
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​​By default, the start date for all new projects is the current date.
What does “Set Project Start Date” functionality do?
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The “Set Project Start Date” functionality allows you to set the project start date for your project.
What can I set in Schedule tab from Options dialog?
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In Schedule tab from Options dialog you can set: Week starts on, Default start time, Default end time, Hours per day, Hours per week, Days per month, Duration is entered in, Work is entered in, Default task type, New tasks created and Default working days.
What can I set in Project Info tab from Options dialog?
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In Project Info tab from Options Dialog you can set: Project Name, Manager, Company, Comments, Start Date and Project Calendar.
What is Project start date?
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Project start date is a date that marks the point in time when the activities related to the project may start.
How do I set the start date for my project?
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To change the start date of your project follow the steps below:
1. Click Project - Project Information.
2. In the Schedule from field, Project Start Date is selected by default.
3. In the Start date box, enter the date that you want to schedule from.
How can I see the total amount of time my project needs at any time ?
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You can see the total amount of time by creating a summary task that includes all other tasks.
How do I create a Waterfall Project?
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To create a new Waterfall project click File - New - Waterfall Project.
How do I create a Scrum project?
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To create a new Scrum project click File - New - Scrum Project.
What is a project template?
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A project template is a predefined project available in Project Plan 365 that allows to create and configure new projects based on an existing example.
I need help with an evaluation plan.
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We have a Merger or Acquisition Evaluation Template. To access it click File - New - Merger or Acquisition Evaluation.
I need help with a market research schedule.
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We have a Market Research Schedule Template. To access it click File - New - Market Research Schedule.
I need help with a customer service plan.
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We have a Customer Service Template. To access it click File - New - Customer Service.
I need help with an annual report plan.
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We have an Annual Report Preparation Template. To access it click File - New - Annual Report Preparation.
How do I create a project based on a Template?
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To access a project template click File - New. In the preview dialog select any template you see fit for your needs.
Can I use the templates for my own projects?
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We believe that our templates are applicable to projects of any size or type and for any industry. However, we cannot guarantee that they will be suitable for every type of project. You may use the templates as a starting point for your projects and use the functionalities our apps provide in order to improve them according to your needs.
What changes am I allowed to make to the templates?
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You can change the templates we offer in order to reflect the specific needs of your project. You have the ability to add or remove tasks, to customize text and bar styles, add or remove resources, modify the project calendars, add columns to the views in order to see more information.
What is an existing project?
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An existing project is a set of carefully planned activities whose execution aim at accomplishing well defined objectives that has been saved previously.
How do I create a new plan based on an existing project?
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If you need to start a plan based on an existing project click File - New - New from existing project.
What is a Blank Project?
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A Blank Project can be seen as a canvas in which you can make your project become reality.
How do I create a new project?
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To start a new blank project click File - New - Blank Project.
Is it possible to create recurring task?
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To insert a recurring task in your project, on the View menu click Gantt Chart – select the row below where you want a new recurring task to appear – click on Insert - Recurring task option under Task menu.

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