After saving your first file to My Projects – Drive 365 you can open it using the File - Open - My Projects – Drive 365 menu option, or you can access it from your Recent Projects list. In the Open from Drive 365 dialog there are several ways to open a file:

1. 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.

The My Projects – Drive365 dialog can be also accessed from File menu – Home tab – Projects button.

A baseline is a static copy of plan data that’s compared with actual and current data. It refers to a set of data about project that represents state before the work actually began.

Baselines helps to compare actual vs. planned. Baseline schedule means taking a copy of your schedule and set aside for comparison later on. A baseline is a snapshot/a picture of your project at a particular moment in time.

Baseline is a copy of the final approved schedule. It is the target to aim. As much is possible, the baseline should remain the same throughout the project.

If you purchased the Standard subscription, to start 30 days Business Trial, please Sign In with your email and password in Project Plan 365 Portal and in Account page click on the Start 30 days Business Trial button.

After this, you can invite other Team Members to join your organization in Team page and you can insert the Business Name in Account page.

In order to use the Business Trial features, download and install our latest application from our Download page. Then, each team member needs to Sign In with his email and password inside Project Plan 365 app.

You can apply a zoom in/zoom out in Gantt Chart view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

To apply Promotional Codes when renewing a subscription, follow the steps below:

1. Go to our Project Plan 365 Portal Page and Sign In with your Owner account.
2. In Account page click on the Renew Subscriptions button.
3. Select the number of subscriptions that you want to renew, click on Enter Promotional Code label, type a valid promotional code and click on Apply Code button.
4. Make sure the promotional code has been applied.
5. Edit the billing info, then click on the Place Order button.

Note that you can renew a number greater or equal to the number of assigned Editor subscriptions.

In order to change the font size for all of your task, you can use the Text Styles option available in Format menu. In order to do that, follow the steps below:

1. Go to the Format menu – Text Styles.
2. From Items to Change make sure you select All.
3. Change the size from the Size section and press OK.

After that, go to the File menu – Print - Print and select the Save to PDF option from the PDF drop-down in the lower left corner of the dialog.Another way to export you project to .PDF is to use the Export to PDF option available in Share menu – Export – Export to PDF.

You can apply a zoom in/zoom out in Tracking Gantt view by going to the Project menu - Zoom. In this way, you can zoom out to get a bigger picture of your project’s tasks by displaying Years and Months and you can zoom in to see the exact start and finish dates for your project’s tasks by changing the timescale to Weeks and Days.

You can change the duration of a task by resizing it. In order to do that, follow the steps below:

1. Move your mouse the end portion of the bar and you should notice a specific icon of the mouse.
2. Hold down the mouse and move the virtually displayed taskbar to the right if you want to increase the duration of the task, or to the left if you want to shorten the duration of your task.
3. Release the mouse when you are satisfied to the resulted duration of your task or length of its corresponding taskbar.

Also you can change the duration of the tasks by typing another value in the duration cell for the desired tasks.

At this point we don’t automatically calculate the %complete planned. As a workaround you can create a custom field of type Text and insert there the %complete planned.

In order to see the planned finish date for a task vs the actual finish date, please set a baseline by going to menu Project-Set Baseline.

After this, if you encounter some delays on tasks, please change the Start/Finish dates in the Gantt Chart view. These dates will be the actual start and finish dates. The planned dates can be seen in the Baseline Start and Baseline Finish fields.

The application allows you to open Microsoft® Project files (mpp) that contain subprojects. If the opened project plan includes subprojects, a specific graphical indicator will be shown in the Indicators column.

An indicator will tell that the task next to it is an inserted project (also called a subproject).

The inserted project appears as a summary task in the master project.To upload subprojects, click on the plus sign (+) corresponding to each subproject and you will be asked to locate the subproject on your disk. Then the subproject will be instantly viewed.

The Tracking Gantt view displays task information in two panels:

1. Panel 1 - displays the task information as a sheet and includes details about start and finish task dates, resources assigned to them or % complete. The following columns are usually referred: Id, Indicators, Name, Duration, Start, Finish, Predecessors, Resource Names, Percent Complete.
2. Panel 2 - displays the Gantt bar representation of the tasks, chart showing a baseline and scheduled Gantt bars for each task.

In order to insert a custom field in a view, follow the steps below:

1. Click on the column header for the column that you want to appear in the right side of the custom field.
2. Go to menu Format - Insert Column.
3. Select the desired custom field and how do you want the column to be aligned in Align Data and Align Title boxes.
4. Type a width for the column in Width box.

If you want the column header text to wrap to multiple lines if the column is too narrow to display it on one line, select the Header Text Wrapping check box. Clear this check box if you want the header to only be displayed on one line.

Here are the steps to open and save a project called sample.mpp from your organization’s sharepoint:

1. Go to menu File-Open and click SharePoint.
2. Select SharePoint Site.
3. Enter url for site. Is should be {sharepoint_url}/sites/{team_name}
4. Enter your credentials.
5. Navigate in Documents\General.
6. Select the project.

After that, the project can be saved from menu File – Save or command + s shortcut. If you need to save a new project, you need to go to menu File – Save As – SharePoint – SharePoint Site, navigate in Documents\General, enter project name and press Save.

To upgrade to Business Subscription, follow the steps below:

1. Go to Project Plan 365 Portal and Sign In with your email and password.
2. In Account page click on the Upgrade to Business button.
3. Click on the Upgrade to Business Now button.
4. You are redirected to a page where you enter your Credit Card information.

You can also upgrade to Business Subscription directly form our Project Plan 365 app. Go to File menu – Account – Purchase and click the Upgrade to Business button.Note: When you upgrade from Standard to Business Subscription, the end date for the Business Subscription will be automatically calculated.

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 to print the active view of the current project.
5. Your selected printer is shown at the top of the Print dialog box.
6. Select the printer from the list and press OK.
7. Type the number of copies.
8. Select the range you desire and click Print.​

Before printing your project, we advise you to:

1. Pick the view you want.
2. Format the view.
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 to print the active view of the current project.
5. Your selected printer is shown at the top of the Print dialog box.
6. Select the printer from the list and press OK.
7. Type the number of copies.
8. Select the range you desire and click Print. ​

A Finish date can be calculated or entered. If you do not type a finish date, application calculates it based on such things as relationships, calendars, and the scheduling method.

If resources are assigned, Project Plan 365 also considers the resource calendar and assignment units. If you type a finish date, will be set automatically a Finish No Earlier Than constraint and uses the date you type as the constraint date.

Example: You need to filter for all finish dates scheduled after March. You filter on the Finish field to see only those tasks scheduled with a finish date beyond March 31.

To change the quantity for your subscriptions, follow the steps below:

1. Sign In with your email and password in our Portal page.
2. In Billing tab, click on the Change Quantity button.
3. A pop-up dialog will appear where you have to select the desired quantity and then click on the Change Quantity button.

Clicking on More option from the quantity dropdown, will redirect you to Purchase Project Plan 365 One Year Subscription page from where you will need to select the quantity before clicking on the Place Order button.Note that you cannot choose a quantity less than the number of assigned Editor roles in your team.

In order to hide the completed tasks, you can apply an Autofilter. In order to do that, follow the steps below:

1. Go to the Project menu and click on Autofilter option.
2. Click on the autofilter arrow next to the % complete column heading and uncheck 100% value.
3. All the completed tasks will be hidden and only the tasks that are in progress will be displayed.

Another way is to apply the Incomplete Tasks filter which will show only the tasks that are in progress and will hide the ones that are completed. In order to apply the Incomplete Tasks filter, go to the Project menu – Filter – Incomplete tasks.

ACWP represents the cost incurred for work performed until status date (or today date if status date not set).By default, how and when ACWP is calculated depends on the assigned resources’ Standard Rate, Overtime Rate, Per Use Cost, and Cost accrual settings in the Resource Information dialog box, as well as the actual work reported, fixed costs for tasks, and the status date or today’s date.Project Plan 365 can calculate ACWP even if you do not have resources assigned. In this case, the calculations are based on progress (percentage of completion or actual work) and fixed costs to date for the task.

If you don’t want the Quick Access Toolbar to be displayed in its current location, you can move it to the other location. If you find that the default location next to Toolbar view name list is too far from your work area to be convenient, you might want to move it closer to your work area.

Therefore, if you want to maximize the work area, you might want to keep the Quick Access Toolbar in its default location. Click on the down arrow button in the top of the ribbon, then select Place Quick Access Toolbar below the Ribbon or Minimize the Ribbon.

To add resources in your project using the Resource Sheet view, you can:

1. Import the existing team members from your organization;
2. Add other resources.

To import the existing team members from your organization, in Resource Sheet view, click on a cell in Resource Name column. A dropdown list will appear with resources that are part of your organization, but are not yet imported in your project.To add another resource that is not a team member yet, simply insert his name in Resource Name field. Later on, you can invite that specific resource into your organization by clicking on the Add Team Member button.

To open a project from Project Server, go to File menu - Open - Project Server/Online - Open from Project Server. Enter Server URL then enter windows credentials like domain\Username and password. If you are authenticated inserting your username and password won’t be necessary. Once the connection is established a list of available projects will be displayed.There are several ways to open a project from the Project Server 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.

To add progress to a task in your project directly from the Gantt Chart, follow the steps below:

1. Locate in the right side chart of a Gantt view its corresponding taskbar.
2. Place the mouse to the start portion of the taskbar, when you will notice that the mouse indicator changes to a specific icon.
3. To indicate progress for a task, hold down the mouse and drag to the right the gray displayed bar inside the task bar to increase the value for the % complete field.
4. Release the mouse when you are satisfied with the entered progress.
5. The % complete corresponding to the task is represented by a darker and thinner bar inside the bar of the task.

To assign a team member to your organization, follow the steps below:

1. Sign In with your email and password in our Project Plan 365 Portal.
2. Go to Team page and insert the user’s email address, set the name, role, admin, division and schedule.
3. 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.

Note that you must have Admin rights to perform this operation.You can also add a team member to your organization directly from our app. Go to Team menu – Add Member and in Team dialog click Add New Member button.