FAQ Project Plan 365

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How do I set the Task Status Method for my project?
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To set the Task Status Method for a project, go to menu File – Options – Schedule Tab. From the Task Status Method field select one of the methods. If you select the “Deadline and MaxCost” method a new Max Cost field will be displayed where you have to select the “Cost” Custom Field that will show the Maximum Cost of a task. Click OK to save the changes.
What does the Project Task Status Method functionality do?
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The Project Task Status Method functionality allows you to choose whether to return the status of a task or the entire project depending on '% Complete and Status Date' or 'Deadline and Max Cost'.
How can I create a folder in the Drive 365 cloud location?
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In the Drive 365 cloud location you can create a division, not a folder. In order 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. For more information, check the Manage Divisions online help article.
How can I insert multiple columns at the same time in the Project Plan 365 application?
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At this moment, you cannot insert multiple columns at the same time in our application.
I want to know if your software supports SSO option.
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Unfortunately, we don’t have integration with SAML SSO. We have an alternative by signing with Microsoft Azure AD or Google accounts.
I want to maintain the format of the Gantt Chart when exporting to Excel a .MPP file.
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We are sorry but, at this point, it is not possible to export to Excel the Gantt Chart, but only the information about the tasks from the grid.
How to assign the specific user as a local resource?
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You can add in your plan the name and email address for that specific resource, but you cannot import the resource in your Team. To share a file with that resource, you can go to menu Share – Share and insert the email address for that specific resource. You will be asked if you want to add that resource in your team or not.

How can I add a team member directly from the "Share" dialog?
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Go to menu File – Share. Type the email of a person that is outside of your team. A dialog will appear asking if you want to add this person to your team. Click “Yes” and the Add Team Member dialog will appear. Add or change the desired information and click “Add New Member”. Click “Share Project” and the user will receive an email with the steps to open the shared file.

Note: If the user does not already have an account created on our website, he will be required to activate his account and then will be able to open the shared project.
Do I need to start a trial or purchase a subscription to open a shared .mpp file?
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It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can create an account and use the app in Free Read-Only mode.
Do I have to create an account to be able to open a .mpp file shared via email?
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In order to be able to open .mpp files shared via email, if you don’t already have an account created on our website, in the received email, click on the “Open in Project Plan 365” button. You will be redirected to a page to create your account by adding a password. Type in the desired password and click “Next”. Download and install the app by clicking “Download Project Plan 365” button. After installing, go back to browser and click on the “Open in Project Plan 365” button, click again the “Open Project Plan 365” button from the browser request dialog and the app will open. Lastly, Sign In with your email and password for the file to open.
How can I open a .mpp file shared via email if I don’t have the application installed on my device?
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If you don’t have Project Plan 365 installed on your device, after clicking on “Open in Project Plan 365” button from the email you will be redirected to a page where you can first download the latest version of our app by clicking “Download Project Plan 365”. After installing the app, go back to browser and click on the “Open in Project Plan 365” button, click again the “Open Project Plan 365” button from the browser request dialog and the app will open. Lastly, Sign In with your email and password for the file to open.

Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.

How can I open a .mpp file shared via email?
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To open a .mpp file shared via email, in the received email, click on the “Open in Project Plan 365” button. If you have Project Plan 365 installed on your device, the browser will ask you if you want to open the file directly in the app. Click on “Open Project Plan 365” and the app will open. Lastly, Sign In with your email and password for the file to open.

Note: Check the “Always allow projectplan365.com to open links of this type in the associated app” so the browser request message won’t appear every time you open a .mpp from an email and it will open the file directly.

Does sharing .mpp files with people outside of my team require them to have an account created?
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In order for people outside your team to access the shared .mpp file, if they do not already have an account created on our website, they will be asked to create one and then they will be able to open the shared project.

Note: It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can create an account, Sign In with their email and password in order to access the file and use the app in Free Read-Only mode.
Can I see a project from my Android device if I received it by email link?
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If you are using an Android device, paste the email link on your browser and then click on the “Open in Project Plan 365” button in order to access the project. You will be redirected to the Project Plan 365 Web application, where you will need to Sign In with your email and password and the project will automatically open.
Can I share my .mpp files with the users that aren't in my team?
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With our application you can share your .MPP files with other users via email by going to menu File – Share. Type in the email of a person that is outside of your team. A dialog will appear asking if you want to add this person to your team. Click “No” after adding the email address and then click “Share Project”. They will receive an email with the steps to open the shared file.Please note that if they are not part of your team, they will not have rights to overwrite the original file. They will have to save it to their local device or to a Cloud location.

If you want to share files without emailing them, you can export the project to PDF, MPP, Excel, XML by going to the File menu – Export and send it to your users.

For more information, please check the Share online help article.

With whom can I share a Drive 365 file?
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You can share a Drive 365 file with team members of your organization and people outside the team. Note that if you share a project to users outside the team, those users will be able to open and edit the project but not to overwrite it. They will have to save it to their local device or to a Cloud location.

Also, anyone who has been forwarded the project, will not be able to open it, getting a “You don’t have permission to access this project” message. 

Why do I get a “You don’t have permission to access this project” message when trying to open a project?


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You get the “You don’t have permission to access this project” message when you are trying to open a Drive 365 file that was not shared with you explicitly. Please, contact the owner of the project in order to share it to your account. 

I need to share a sheet with someone outside my company. They need to be an editor on the sheet but not able to access all of the other project plans my company has created.
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They need to purchase our tool from our website and they will be outside of your team. Then, you can share your .MPP file with them and they will not have access to other .MPP files in your organization.

Please note that if they are not part of your team, they will not have rights to overwrite the original file. They will have to save it to their local device or to a Cloud location.

How can I share a project directly from My Projects - Drive 365 cloud service?
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In order to share a project directly from My Projects – Drive 365 cloud service, follow the steps below:

  1. Go to File menu – My Projects – Drive 365.
  2. In the file picker, right-click on the project you want to share and choose Share option from the contextual menu.
  3. Type the E-mail address;
  4. If you type an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired.
  5. Click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.
If I share a project with a client or team member, do they need to have the software to view the file?
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If you share your .MPP file with a client or a team member, they will receive an email with the details to create an account and can download our application from the Download page in order to access the project.

How can I send as MPP a project file?
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To Send as MPP a project file, go to menu File - Share - Send as MPP. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. The MPP file is sent as an attachment to your team members.

Note: If you add an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired and then click on the “Share Project” button.

How can I send a PDF file of a project as an email attachment?
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To Send a PDF file of a project, go to menu File - Share - Send as PDF. Insert the email addresses of your team members and add a text message if you want, then click on the Share Project button. A PDF file will be generated based on the project you have. This PDF file is sent as an attachment to your team members.

Note: If you add an email address of a person outside of your team you will be asked if you want to add this person to your team. Click Yes or No as desired and then click on the “Share Project” button.

Can I see a project from my iPhone device if I received it by email link?


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If you are using an iPhone device, paste the link on your browser and then click on the “Open in Project Plan 365” button in order to access the project. If you are not signed in inside the application, you will need to type your email address and password, click on the “Sign In to Project Plan 365” button and the project will automatically open.

You can also access the project by going to the File menu – Open – URL, paste the received link and click on the “Open” button.

Note: If you don’t have the Project Plan 365 application installed on your device, you will need to click on the “Download Project Plan 365” button first and then on the “Open in Project Plan 365” button.

How can I share a project through email link?
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To share your project with other team members, please follow the steps below:

  1. Sign in with your email and password inside Project Plan 365 app.
  2. Open the desired project.
  3. Go to menu File – Share - Share Link.
  4. Click on the Copy Link
  5. Send the link to the desired team member.
  6. The team member will be able to access the file by pasting the received link in his browser and then clicking on the “Open in Project Plan 365” button or by accessing the File menu – Open – URL – paste the URL and click on the “Open” button.
Can I use the Project Plan 365 subscriptions on Windows Server?
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Yes, you can use the Project Plan 365 subscriptions on Windows Server by signing in with your email and password inside the Project Plan 365 application (look upper right corner for the Sign In button).
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