FAQ Project Plan 365

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How to remove a password from a password protected MPP file?
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To remove a Password from a MPP file, go to menu File – Options – Protect Plan Tab and from the “Encrypt the content of the project” section delete the set password then click the “OK” button. In the “Remove password confirmation” dialog click “Yes” to remove the password and “No” to keep it.

What is the difference between Simple Collaboration and Real time Collaboration?
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The difference between “Simple Sharing” and “Real-Time Collaboration” is that Real Time Collaboration is a feature available only for Business subscription, which allows the users the possibility to modify at the same time a file saved in Drive365. Any member of your organization that is in Collaboration mode can see in real time any modification made at that time by another member of the organization.

What does the “Split Task” functionality do?
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The “Split Tasks” functionality, as the name describes it, allows the possibility to interrupt work on a task, due to cases such as an unplanned event or even a task reprioritization, you can split the task so that part of it starts later in the schedule.

How do I save a MPP file with a password?
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To set a Password for a MPP file, go to menu File – Options – Protect Plan Tab and in the “Encrypt the content of the project” section type a password then click the “OK” button. In the “Confirm Password” dialog type again the password and click the “OK” button. Then go to menu File – Save As - “Computer” / or Clouds, type a name and click the “Save” button to save your password protected MPP file.

Note that if you lose or forget the password, it cannot be recovered. It is advisable to keep a list of passwords and their corresponding document in a safe place.

How do I enable field protection?
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To enable field protection, go to ribbon – Project tab – Protect Plan and click the Allow Edit Fields button. A dialog will be displayed where you can specify the fields that will be unlocked by a password when project is protected. You may also specify who can edit the fields without a password. The permissions can be set only for team members with an Editor role.

Note that this functionality is only for Business subscription.

You can also enable field protection from the Options dialog by going to File menu – Options – Protect Plan tab and clicking on the Allow Edit Fields button.

I have a Mac and I don't know how to install Project Viewer
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To install Project Viewer for Mac, download the PKG install Program from our site: Download Project Viewer 365 and follow these steps:

  1. Log on to your computer with administrative rights.
  2. Locate the Project Viewer pkg install program.
  3. Run ProjectViewer_365_Mac.pkg and follow the onscreen instructions.
  4. Click Close to end the installation process.

After installation, the application is automatically installed in the /Applications folder, and the application icon appears in Launchpad.​​

How can I purchase a Business subscription?
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In order to purchase the Business Subscription, follow the steps below:

  1. Go to our Purchase page.
  2. Click on the Buy Subscription button that is associated with the Business Subscription.
  3. Sign In with your email and password, select the desired quantity and insert the billing info and the credit card info.
  4. Click the Place Order button,

Another way to purchase the Business Subscription is to go to Project Plan 365 Portal and Sign In with your email and password. In Account page click on the Buy Subscription button and follow the steps described above.

How do i print my project on Mac?
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Before printing your project we advise you to:

  1. Pick the view you want.
  2. Format the view as desired.
  3. Change the view so it shows only the data you want to share.
    For example: Hide subtasks to show only top-level tasks. Sort tasks or dates to highlight specific info. Hide columns temporarily so they don’t appear in the printout.
  4. Use the Print option from Page Setup or Print options from the main page to print the active view of the current project.
  5. Select a printer and the desired settings and click Print.​
I renew my subscription from Microsoft Store. How can I update my Project 365 account info?
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For the data from your account to be updated after you renew your subscription please follow the steps below:

  1. Make sure you downloaded and installed our latest application from Microsoft Store.
  2. Open application.
  3. Go to menu Help - Subscriptions.
  4. Press on Restore Standard Subscription.
  5. Wait for the confirmation message.
  6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from Microsoft Store to your Project 365 account.

I want to export my plan, but it keeps showing me an alert box saying "There is no email, you need to configure an email account to use this feature" after I choose any option in export to (pdf, image, mpp)


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The message that you received should only appear if you don’t have an email account set up and emails cannot be sent. This is not our implementation, we just ask the system if a mail can be sent and if the answer is Yes we then proceed with our implementation.

Please check Settings - Contacts - Default account to make sure the correct account is set. Also, you need to make sure that you have the correct credentials in Mail app. We found a discussion thread about a similar issue, maybe it helps: Apple Discussion.

How to view outline levels?
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In order to view the outline levels, follow the steps below:

  1. In the View menu, click Gantt Chart.
  2. In the Task Name field, select the summary task containing the subtasks you want to show or hide.
  3. Go to the Project menu and select the Outline option.
  4. To show the subtasks click Show subtasks and to hide them click Hide Subtasks.
  5. In order to show all the subtasks, click All subtasks.

You can also show and hide subtasks by clicking the summary task’s outline symbol. Outline symbols indicate whether a summary task has subtasks displayed - or does not have subtasks displayed +.

I renew my business subscription from App Store. How can I update my Project 365 account info?
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If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

  1. Make sure you downloaded and installed our latest application from App Store.
  2. Open application.
  3. Go to menu “Help” – “Subscriptions”.
  4. Press on “Restore Business Subscription”.
  5. Wait for the confirmation message.
  6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from App Store to your Project 365 account.
When I put my plan on the TV screen using Apple TV, it's too small for the team to see. How can I increase the magnification to make it readable?
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Here are two links about zooming, one for macOS and one for Apple TV:

  1. Zoom on Apple TV
  2. Zoom on macOS

You can try both zoom solutions from macOS or Apple TV.

I renew my standard subscription from App Store. How can I update my Project 365 account info?
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If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

  1. Make sure you downloaded and installed our latest application from App Store.
  2. Open the application.
  3. Go to menu “Help” – “Subscriptions”.
  4. Click on “Restore Standard Subscription”.
  5. Wait for the confirmation message.
  6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from App Store to your Project 365 account.

 

How many users can I add in my team while in Business Trial Subscription?
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If you previously purchased the Standard Subscription and started a Business Trial Subscription, you can assign the same amount of Editors in your team as the quantity of purchased subscriptions. You can assign as many Read-Only users as you need. If you didn’t purchased any subscription yet, you can assign as many team members as you need in your team.

Note: Your card will be automatically debited for the number of assigned subscriptions during the trial period only if you don’t cancel Auto-Renewal before your trial expires.

How do I open a project saved on Google Drive?
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To access a project plan from Google Drive, click File - Open - Google Drive. A message will appear that says to Sign In with your Google account in the web page you are redirected to. After that, select an account or type your credentials. Go back to the application.

There are several ways to open a project from the file picker:

  1. Double click on a project;
  2. Select a project and click Open button;
  3. Right-click on a project and select Open in contextual menu;
  4. Select a project and click Enter key.
How to use Project Plan 365 app over different platforms and devices?
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In order to use Project Plan 365 on multiple platforms (macOS, iOS, Windows, Android) you should purchase the Standard/Business Subscription from our website. You can purchase the Standard/Business Subscription from our Purchase page.Download and install our latest app from the Download page. In order to use the purchased subscription, just Sign In with your email and password inside the Project Plan 365 app (look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

How do I increase the size of the font on a screen especially when sharing with others on Mac?
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Go to System Preferences – Accessibility-Zoom and check the option “Use keyboard shortcuts to zoom”. Then, please use the following commands in order to Zoom In/ Zoom Out:

  1. Option-Command-8: This turns the zoom function on or off. Obviously you want it on, but it’s a handy way to check if you’re unsure.
  2. Option-Command-Plus Sign (+): The equal sign version is the way to zoom in on your Mac. Use this input to embiggen.
  3. Option-Command-Minus (-): Zoom out with this function when you are done, or when you want to navigate faster.
How can I add a team member with read-only role?
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In order to add a new team member, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password.
  2. Click on “Team” tab and then click on the “Add new team member” button and insert the user’s email address, set the name and the role to “Read Only”.
  3. Click on the “Add new team member” button.
  4. The invited user will receive an email to join your organization. If the team member doesn’t have an account on our website, in the received email will be a link where the team member can set the password for his account.
How do I unprotect the project?
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To unprotect the project, go to ribbon – “Project” tab – “Protect Plan” and click the “Unprotect Editing” button. If you have given permission to unprotect the project without a password, a confirmation dialog will be displayed to unprotect the project. If you were not given permission to unprotect the project without a password, a dialog where a password is required will be displayed.

You can also unprotect the project from the Options dialog by going to File menu – Options – “Protect Plan” tab and clicking on the “Unprotect Editing” button.

How to activate the standard subscription from App Store?
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To activate the Standard Subscription from App Store follow the steps below:

  1. First please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account”).
  2. Also please make sure you have now on Mac the same Region (the same with Region when you purchase the application from store).
  3. Open Project Plan 365 app.
  4. Go to menu Help – Subscriptions and click the Restore Standard Subscription.
  5. Wait for the confirmation message.
How to activate the Standard subscription from Microsoft Store?
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To activate the Standard subscription from Microsoft Store, follow the steps below:

  1. Make sure you are Signed In in store with the same email address and password you used when you purchased the application.
  2. Open the Project Plan 365 app.
  3. Go to menu “Help” - “Subscriptions”.
  4. Click the “Start Standard Subscription” button.
  5. Wait for the confirmation message.
How to activate the Business Subscription from App Store?
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To activate your Business subscription from App Store, please follow the steps below:

  1. First, please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account").
  2. Also please make sure you have now on MAC the same Region (the same with Region when you purchase the application from store).
  3. Open Project Plan 365 app.
  4. Go to menu Help – Subscription and click Restore Business Subscription.
  5. Wait for the confirmation message.
How is the information organized in Assignment Information dialog?
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The information in assignment information dialog is organized in three tabs: General, Tracking and Notes.

  1. General tab: displays basic information regarding the assignment such as task, resource, work, work contour, start and finish dates, cost rate table, units, booking type, cost, assignment owner
  2. Tracking tab: displays information such as task, resource, work, actual work, actual start, actual finish, actual cost, % work complete, remaining work, cost rate table
  3. Notes tab: displays the notes for a resource assignment (in case there is any)
How can team members work together on a project?
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In order to allow multiple team members to work together on a project, they can use the Real Time Collaboration feature. To enter in Real-Time Collaboration mode, follow the steps below:

  1. First, you need to Sign In with your email and password inside Project Plan 365 app with an Editor account.
  2. Go to the menu Share – Real-Time Collaboration or click on the Real-Time Collaboration Toggle in the Quick Access Toolbar.
  3. If your file is not saved in Drive 365 cloud, you will be asked to save the file in Drive 365 and then the mpp file will be opened in Real-Time Collaboration mode.
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