FAQ Project Plan 365

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How do I export the tasks to my personal calendar?
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To export the tasks to your personal calendar, follow the steps below:

  1. Go to menu Share – Export – Export to My Calendar.
  2. On the Reminder section you can select when to be notified: None, On Start or 15 minutes before.
  3. On the Items section you can select to export the tasks from the entire project (Project option), the tasks from the current view (View option) or the selected tasks (Selected option).
  4. On Details section you can select what information to export about the tasks: Task Name, Notes, Resource Names.
  5. On the Criteria section you can specify the criteria to export the tasks: No criteria, Only the future tasks (Future only option) or Milestones only.
If I uninstall the application the subscription will be erased?
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There are three possibilities:

  1. If you purchased a subscription from our website, that subscription is assigned to your email address on which you were logged in when the payment has been done. Therefore, your subscription will remain active on your email address for 1 year.
  2. If you purchased a subscription from Apple Store, that subscription is assigned to your Apple Store account. Therefore, your subscription will remain active on your App Store account for 1 year.
  3. If you purchased a subscription from Microsoft Store, that subscription is assigned to your Microsoft Store account. Therefore, your subscription will remain active on your Microsoft Store account for 1 year.
When should I use Task Sheet?
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Use the Task Sheet view to:

  1. View a list of tasks and task information quickly when you don’t need to see the information graphically over time.
  2. Review progress by comparing planned (baseline) dates and actual start and finish dates, and by checking the progress of each task.
  3. Establish sequential task dependencies by linking tasks. When you link tasks, you can see how a change in the duration of one task affects the start and finish dates of other tasks, as well as the project finish date.
  4. Assign personnel and other resources to tasks.
What is the difference between the “Font” and “Text Style” functionality?
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The Font and the Text Style functionalities serve different purposes, as presented below:

  1. Text Style: Use this functionality to format all tasks or resources in a particular category, such as summary taskscritical tasksover allocated resources, column titles, the timescale, and bar text on the Gantt Chart.
  2. Font: The Font command affects only the task you select.

Note: Individual text formatting overrides formatting applied using the Text Styles command. For example, if you use the Text Styles command to format all noncritical tasks as regular 8-point, you can use the Font command to format a selected noncritical task as 10-point italic.

I purchased the Standard subscription from Microsoft Store. How can I use this subscription on another platform or device?
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To use the Standard subscription purchased from Microsoft Store on other platforms, follow the steps below:

  1. Downloadinstall and open our application from Microsoft Store.
  2. Go to menu Help – Subscriptions.
  3. Click the Restore Standard Subscription button and wait for the confirmation message.
  4. If you don’t have a Project Plan 365 account, Sign Up here.
  5. Sign In inside the application in order to copy the subscription information from Microsoft Store to your Project 365 account.
  6. To use the subscription on other device/platform, Download and install the latest app from our website and then Sign In with your email and password inside the application (look upper right corner for Sign In button).
How to share a project file from Box?
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 There are three possibilities you can share your project with your team members:

  1. By using the “Share” option from the “Share” menu;
  2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
  3. By going to the File menu - Open - Box and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

How to share a project file from Dropbox?
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There are three possibilities you can share your project with your team members:

  1. By using the “Share” option from the “Share” menu;
  2. By clicking on the Share Project button from the Share bar that appears immediately after opening a file;
  3. By going to the File menu - Open - Dropbox and in the file picker, right click on the project you want to share and choose “Share” option;

Then, just type the E-mail address and a message and click on one of the three options available in the Share Projects with the Team Members dialog: Copy Link, Send as PDF, Send as MPP. Then, click on the Share Project button from the dialog and the E-mail will be sent to the added e-mail address.

What is the best use for calendars?
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Calendars are used in Project Plan 365 to schedule your project and to identify working times to determine when resources in your organization are available to work on tasks in your project.

Typically, calendars are assigned to resources so that the application can track when resources are available to work on tasks to which they are assigned. Take into account that you need to set up calendars for your project before you can assign them to resources.

To define unique or specific exceptions for working time and non-working time, you can create a task calendar.

How can I print the Gantt Chart to view all bars in Gantt?
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In order to obtain better printed projects and to make all the Gantt bars visible in your print, we advise to make sure that in the Page Setup dialog, in Timescale you have selected the desired dates between which to print your project.

Also, for better results, you can customize the way the time period over which your projects extends according to your needs by going to Format -> Timescale. You can show the entire Gantt in a contracted or expanded version in order to show as much of the tasks you want.

After you customized the Timescale you can go to the menu File - Print.

Can I apply a zoom in/zoom out in Task Usage view?
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You can apply a zoom in/zoom out in Task Usage 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.

Can I apply a zoom in/zoom out in Resource Usage view?
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You can apply a zoom in/zoom out in Resource Usage 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.

I cannot see the Project Plan 365 folder on my iOS device.
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If you don’t see Project Plan 365 folder in On my [Device] section, it means that you have no projects saved in Project Plan 365.Use these steps to view projects created with Project Plan 356 in Files app:

  1. Open Project Plan 365.
  2. Create a new file or open an existing one from a cloud location.
  3. Make the desired changes to the project, if needed.
  4. Go to File - Save as - Device, enter a name for your file and press Save.
  5. Open Files app. Now, in “On my [device]” section you should see a folder called Project Plan 365 and inside this folder the file you just saved.
Why has my account reverted to the trial version?
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If you have a paid Standard Subscription and you have started the Business Trial by mistake please follow these steps:

  1. Go to Online Portal.
  2. Sign In with your email and password.
  3. Then, in Account page, click on Cancel Subscription button.
  4. Sign Out and back Sign In inside application with your email and password or close and reopen the application.

You can also cancel the subscription directly from the application by clicking the Cancel Subscription button from the File menu - Account tab.

If I copy a task will it copy all its data?
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When you copy a task, the following information about it will be copied: task name, duration, work, cost, start and finish dates, constraints, task calendar, task mode, task type, assigned resources, %complete, %work complete, notes, actual duration, remaining duration, actual cost, remaining cost, actual work, remaining work, baseline start, baseline finish, baseline work, hyperlink, address and subaddress.There are more possibilities to copy a task:

  1. Click Copy option from Task tab.
  2. Press CTRL+C / Command+C
  3. Select Copy Task from contextual menu after you right click on a task.

In order to paste a task, select the rows where you want to paste the selection and click Paste.

How to change a view in a Split Window?
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To change a view in Split Window, follow the steps below:

  1. Click anywhere in the top or bottom view.
  2. On the View Bar, click the view that you want to appear in the bottom pane.
  3. If you want to use a view that is not on the View Bar, click on More Views button, select the view and press on Apply button.

Example: When you select any task in the top view and the Resource Usage view is in the bottom pane, the bottom pane shows the resources assigned to the tasks selected in the top pane, along with information about those resources. The resource information shown pertains to all assigned tasks for each resource, not just to the tasks selected in the top pane..

I followed the steps to fix the DPI problem and it isn’t solved.
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If the problem isn’t resolved after this fix, follow the steps below:

  1. Press on Windows Key and type: Change Display Settings.
  2. Notice the text: "A custom scale factor is set” and then click on “Advanced Scaling Settings”.
  3. See the value set on custom scaling, then go back to the previous screen.
  4. Click on “Turn off custom scaling and sign out”.
  5. Sign In and open again Change Display Settings and select Change the size of text, apps and other items.
  6. Select the value you had on custom scaling or the most close to it.

If the application is too blurry, press on Windows Key and type: Change Display Settings -> Then select 100%. 

How do I copy a task or resource?
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There are more possibilities to copy the row corresponding to a task or resource:

  1. Use the Copy option under Task menu.
  2. Use CTRL+C / Command+C combination on your keyboard.
  3. Select Copy Task or Copy Resource from the contextual menu after you right click on a task/resource ID.

After you copied the entire row, you must use the Paste command to copy the task or resource in another destination location from your project. To perform this, you have several possibilities:

  1. Use CTRL+V / Command+V combination on your keyboard.
  2. Slick on Paste option from the Task menu.
  3. Select Paste option from the contextual menu after you right click on a task/resource ID.
How do I assign resources to tasks in Gantt Chart view?
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To assign resources to tasks in Gantt Chart view, you can import the existing team members from your organization or to add other resources.

To assign an existing team member from your organization to a task, in Gantt Chart view, click on the down arrow in Resource Names field and select from the list the resources marked with an icon.

To add another resource that is not a team member yet, simply insert his name in Resource Names field. Later on, you can invite that specific resource into your organization by going to menu Team – Import Team.

How do I import a resource pool from a .mpp file into my project?
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Unfortunately we do not support importing a resource pool from an .MPP file at the moment.There are 2 ways to import the resources from your .MPP file in our tool:

  1. Import the resources in our Online Portal. To achieve this, open the .MPP file with the resource pool and go to Team-Import Team. Check the resources you want to import, insert their email address and assign the role: Editor or Read-Only. We recommend this option since you can later use these resources in all projects. For more info, please read the Manage Team Members article.
  2. And the second way is to copy and paste the resource into the existing project.
How do I create a dashboard file?
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Before creating a Dashboard, you need to make sure that your projects are uniform:

  1. Resources shared across multiple projects must be identical in all projects (Name, Calendar, Max. Units, Std. RateCost / Use,**** etc.) in order to be correctly aggregated.
  2. All included projects must have the same calendar options.
  3. Work must be entered in the same unit type in all projects (and selected as Work Unit in the New Dashboard dialog).
  4. All projects should have the same currency (and selected as dashboard Currency in the New Dashboard dialog). If a different currency is selected, no conversion will be performed.

Go to menu Report – Dashboard – Select the desired settings – click Save.

How do I add an attachment to my project?
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In our application you can only add hyperlinks with attachements from your local device or from a cloud.In order to add a hyperlink to a task, you need to apply first the Hyperlink table from the menu Project - Table. Then you can change the Hyperlink Address field as below:

  1. For a file from local device, in Hyperlink Address field insert the path to the file like this: file:///C:/Users/UserName/Desktop/PDFName.pdf
  2. For a file from cloud or web address, in Hyperlink Address field insert the path to the file like this: https://docs.google.com

In Hyperlink field add the name of your file.

How do I print my project in Project Plan for Web?
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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/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. Using the Page Setup option you can choose how much of the project to print( print the whole project or pick date and page ranges).
  7. Set other printing options, like the number of copies, page orientation and paper size, then press OK.​
The task I selected doesn't move when I click one of the outline buttons. What's happening?
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If you are unable to indent or outdent your tasks:

  1. You may be trying to outdent the first-level task. Tasks at the first outline level cannot be outdented. Indent those tasks that you want to include as subtasks to the first-level summary task.
  2. You may be trying to indent or outdent assignments, not tasks. The Resource Usage and Task Usage views display task and resource assignments with indentations similar to those of subtasks. Although assignments may be shown or hidden along with subtasks, they cannot be indented or outdented.
  3. You may be working in a view that doesn’t use the outline buttons Outline buttons (such as Outdent or Indent ) work only in the Gantt Chart, Task Sheet, or Tracking Gantt views.
How do I remove the text for all bars, including critical bars?
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In order to remove the text from your task bars/critical task bars, please follow the steps below:

  1. Go to the Project menu – Critical Path;
  2. Go to the Format menu – Bar Styles;
  3. Scroll into the list and click on “Critical Path” name text;
  4. Click on “Text” tab and remove “Resource Names”;
  5. Click on “Task” field from the list and go again to “Text” tab and remove “Resource Names”;
  6. Click on “Milestone” field from the list and go again to “Text” tab and remove “Finish”.
  7. Click on “OK” button inside the “Bar Styles” dialog for changes to take effect.
How can I use Master project and subprojects feature on MPP files?
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In order to use the Master Project and Subprojects feature, you need to upgrade to business trial from Online Portal if you do not have a Business Subscription.

For more information about how to Upgrade to Business trial, please follow the steps in the Start 30-days Business Trial online help article.

Then, save your projects to your Business Drive 365 folder or to your local device. After all your projects were saved on Drive 365 or local device, you can create a master plan by adding the subprojects from menu Project - Subproject - Drive 365 or Computer.

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