FAQ Project Plan 365
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How to insert the Leveling Delay column?
How to insert the Leveling Delay column?
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To insert the Leveling Delay column, right click on the column before which you want to insert it, and from the contextual menu choose the “Insert column…” option. Select “Leveling Delay” for the “Filed name” and click the “OK” button.
When should I use the Leveling Delay field?
When should I use the Leveling Delay field?
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Add the Leveling Delay field to a task view if you want to examine the delays to tasks caused by resource leveling.
When to use resource leveling?
When to use resource leveling?
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Use resource leveling technique to resolve resource overallocation in tasks. Project Plan 365 evaluates resource allocations and adjusts your plans so that your resources are not overallocated.
What is resource leveling?
What is resource leveling?
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Resource leveling is a technique in which start and finish dates are adjusted based on resource limitation with the goal of balancing demand for resources with the available supply.
How to Install Project Viewer 365 for Mac without Erix chatbot?
How to Install Project Viewer 365 for Mac without Erix chatbot?
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To install Project Viewer 365 for Mac without Erix chatbot use the command: sudo launchctl setenv Hous_ErixEnabled No && sudo installer -pkg " ProjectViewer_365_Mac_v.pkg" -target /.
How to Install Project Viewer 365 for Mac without any cloud integration?
How to Install Project Viewer 365 for Mac without any cloud integration?
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To install Project Viewer 365 for Mac without any cloud integration use the command: sudo launchctl setenv Hous_Clouds "None" && sudo installer -pkg "ProjectViewer_365_Mac_v.pkg" -target / .
How do I silently install Project Viewer for Mac?
How do I silently install Project Viewer for Mac?
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To silently install Project Viewer for Mac, follow the steps:
- Locate the installable file (ProjectViewer_365_Mac_v.pkg).
- Open the Terminal window.
- Locate the directory where you saved the installable file.
- Use the command sudo installer -pkg "ProjectViewer_365_Mac_v.pkg" -target / .
What are the available Erix menu options?
What are the available Erix menu options?
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The available Erix menu options are: “Help me with app functionalities”, “Show my project info”, “Help me with purchasing” and “Want to report a problem”.
What questions can Erix answer?
What questions can Erix answer?
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Erix answers to questions regarding project planning, app functionalities or purchasing the app that usually start with “What is…”, “How do I…” or “Show me…”.We recommend using the same format for a better experience and for an easier learning process for Erix.
Can you send invoice after purchase?
Can you send invoice after purchase?
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We automatically send to you the invoice attached to the confirmation order email. We send the confirmation order email on the email address you used when you placed the order. You can also download the invoice from Project Plan 365 Portal by going to “Billing” tab – “Your Orders” section and click the “Invoice” action associated with the order you are interested in. Note that only Admins can access the “Billing” tab.
Where can I find all my previous orders?
Where can I find all my previous orders?
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To see all your previous orders, please go to Project Plan 365 Portal – “Billing” tab and in the “Your Orders” section you will find all your previous orders. Note that only Admins can access the “Billing” tab.
Can I customize cost formula?
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We are sorry but at this point you cannot costumize formulas.
How to move the row for multiple tasks?
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To move multiple tasks through you project plan you can select all the tasks you want to move, right-click on any selected ID number, click "Cut" then select the row over which you want to place the tasks , righ-click on the ID number and click "Paste".
How do I change the PDF export view?
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To export a view to PDF just switch to the view you want to export and go to File menu - Export - Export to PDF.
How to see the percentage of work for each month?
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In order to see the %Work Complete for a specific month, first go to Format menu - Insert, select the %Work Complete column an click OK. Then go to Project menu - Autofilter. Click on the autofilter arrow next to the column heading of the Start column and check only the month you want. The autofilter arrow and the column name will turn in blue.
Can I link other project?
Can I link other project?
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We are sorry but, at this point, you can not link two different projects, but you can create a Master project that contains all the subprojects you need. To do so you have to go to Project menu - Subprojects and select a project from Drive 365 or your Device.
How I can manage a dependency?
How I can manage a dependency?
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You can manage the Task Dependency between two tasks in 2 ways:
1. From the Task Information Dialog, select a task, from the Task Menu click on Task Information, go to Predecessors tab, add a predecessor, select the Dependency Type and the Lag time if needed.2. In Gantt Chart double-click on the linking arrow between two tasks and from the Task Dependency dialog, select a Dependency Type and Lag time if needed.
1. From the Task Information Dialog, select a task, from the Task Menu click on Task Information, go to Predecessors tab, add a predecessor, select the Dependency Type and the Lag time if needed.2. In Gantt Chart double-click on the linking arrow between two tasks and from the Task Dependency dialog, select a Dependency Type and Lag time if needed.
What is the Critical Path Method?
What is the Critical Path Method?
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The Critical Path methodology identifies the paths of tasks most likely to impact the project completion date. This technique is used to help project managers to determine the shortest possible project duration and the level of flexibility that exists in the project. The critical path method calculates the early dates (Early Start and Early Finish), late dates (Late Start and Late Finish) and total slack.
How can I change the size of the text in the header/footer on Mac?
How can I change the size of the text in the header/footer on Mac?
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To change the Font for Header/Footer on Mac, go to File menu - Print - Page Setup and in the Header/Footer tab type the name, select it and right-click to open the contextual menu where you can find the Font options.
Can you show me a Gantt Chart demo?
Can you show me a Gantt Chart demo?
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You can read more about the Gantt Chart View in our Gantt Chart Online Article or in our All About Gantt Chart page, which also includes a video.
Is there a training course I can do offline?
Is there a training course I can do offline?
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We are sorry but at the moment we only offer Online Training Courses and these can be found in our Online Training.
How do I see dependencies?
How do I see dependencies?
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In order to see the task dependencies you need to insert the Predeccessors Column by going to the Format menu - Insert Column, select the Predeccessors field from the "Field Name" box and then click OK in order for the changes to take effect.
How can I cancel my Business subscription from Microsoft Store?
How can I cancel my Business subscription from Microsoft Store?
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To cancel the Business Subscription, please go to "Help" menu - "Subscriptions" tab and click the "Cancel Subscriptions" button. Then, follow the instructions from Microsoft Store. We have no access to your account and cannot reach them on your behalf.
How to activate the Business subscription from Microsoft Store?
How to activate the Business subscription from Microsoft Store?
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To activate your subscription please 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 Business Subscription" button.
5. Wait for the confirmation message.
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 Business Subscription" button.
5. Wait for the confirmation message.
I renew my subscription from Microsoft Store. How can I update my Project 365 account info?
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. Click the "Start Standard Subscription" button.
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.
