FAQ Project Plan 365

Browse by Category

Can I still view and print app project files after the trial period expires?
Question Link
Answer

After your trial expires, you need to purchase a subscription in order to use the application.

Is Project Plan 365 free or do I have to pay?
Question Link
Answer

You can use our application for free only by starting the 30-days free trial. After that, you need to purchase the Standard or the Business Subscription from our website in order to be able to use the application.

Is there a free version that I can use?
Question Link
Answer

You can use our application in Free Read-Only mode in our web application: https://online.projectplan365.com/projectviewernow/tViews.aspx

After I buy the Business package from the website will I receive a license key?
Question Link
Answer

After you buy the Business Subscription you will have the subscription assigned to the email address on which you were logged in when the payment has been done. In order to use the purchased subscription, you need to Sign In with your email and password inside Project Plan 365 app (in Store and Web apps, looks for the Sign In button in the top right corner or go to menu File - Account - click on Sign In).

Can I skip the app survey?
Question Link
Answer
You can skip the app survey by clicking on the Skip button during any question.
What is an app survey?
Question Link
Answer
An app survey in Project Plan 365 is a feedback tool designed to collect user opinions, preferences, and suggestions about the app's features, functionality, and overall user experience to improve future updates and enhancements.
How do I Sign Up with a third-party login?
Question Link
Answer

To Sign Up with a third party login, go to our Create Account page and click on one of the following buttons: Sign Up with AppleSign Up with GoogleSign Up with Microsoft Work AccountSign Up with LinkedIn. 

How do I Sign Up if I did not download the product?


Question Link
Answer

To Sign Up if you didn’t download the product, go to our Create Account page and insert your email and password or Sign Up with a third-party account (Apple, Google, Microsoft or LinkedIn). 

How do I create an account on Project Plan 365?
Question Link
Answer

To create an account, you need to access the Create Account page.

Insert your email and password or Sign Up with a third-party login.

How do I Sign In with Microsoft inside Project Plan 365 application?
Question Link
Answer

In order to Sign In with your Microsoft account inside Project Plan 365 application, open the application and in the Sign In dialog that is prompted, click on the “Sign In with Microsoft” button. A pop-up dialog will appear where you need to type your Microsoft email address and password and click on the “Sign In” button.

I don’t see an option for Sign In inside Project Plan 365.
Question Link
Answer

Please make sure you downloaded and installed our latest application from our website or Microsoft/Apple Store. In our website application the Sign In dialog will be prompted while in the Store apps, on the top right corner, you should see the Sign In button. Or you can also go to the backstage menu File - Account and click the Sign In button.

How to use Project Plan 365 app over different platforms and devices?
Question Link
Answer

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 (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

I just signed up, how can I start using the software now?
Question Link
Answer

Please Sign In with your email and password inside the Project Plan 365 app (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File – Account and click the Sign In button).

Where is the license/registration key?
Question Link
Answer

If you have bought a subscription from our website and inside the application it still states you are still in trial or Free Read-Only mode, please Sign In with your email and password inside the Project Plan 365 app. (in Sore and Web apps, look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

How to Sign In inside Project Plan 365 application?
Question Link
Answer

To Sign In inside Project Plan 365, open the application and in the Sign In dialog that is prompted, insert your Project Plan 365 email address and password or Sign In with a third-party account (Apple, Google, Microsoft, LinkedIn).

How to scroll though conversation starters?
Question Link
Answer
To scroll through conversation starters, hover the cursor over the Conversation Starters section and use the mouse or touchpad scroll.
Can I ask Erix AI questions about email generating queries?
Question Link
Answer
You can ask Erix AI questions about email generating queries, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about email generating queries (e.g., Generate an email about project status.)NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about cash flow and budget?
Question Link
Answer
You can ask Erix AI questions about cash flow and budget, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about cash flow and budget (e.g., What is the total cost for tasks scheduled this week?)NoteClick here to view what questions are supported by Erix AI.
Can I ask Erix AI questions about resource usage?
Question Link
Answer
You can ask Erix AI questions about resource usage, first open the desired project. Click on the Chat with Erix button then click on the Try Erix AI Preview! button. Either click on a conversation starter from the center section or type in a question about resource usage (e.g., What tasks is [resource_name] working on?)Note: Erix AI can show only 5 resources/tasks per answer, to see the full list of resources, ask Erix AI to show them by typing in “Show next tasks” and press Enter.NoteClick here to view what questions are supported by Erix AI.
What types of questions can Erix AI answer to?
Question Link
Answer

Erix AI can answer to questions about:

  1. Project Status;
  2. Task Status;
  3. Resource Status;
  4. Resource Usage;
  5. Cash Flow and Budget;
  6. Email Generating Queries;
  7. Project Management Help & FAQs.

Note: Click on the above categories to view what questions are supported by Erix AI.

How do I use the Bubble View?
Question Link
Answer

Bubble View is available for all your projects, you just have to access it from the left side View Bar. Once you clicked on Bubble View button, you will see the default Bubble View, which will open on Status group.

How to open a folder in Google Drive picker?
Question Link
Answer
To open a folder in Google Drive picker, simply double click on the folder name.
How to navigate back in Google Drive picker?
Question Link
Answer
To navigate back to Google Drive picker, use the path bar by clicking on the previous folder name in the path.
How to share a project file from Google Drive?
Question Link
Answer

There are two 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.

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 sort the files and folders Google Drive?
Question Link
Answer

To sort files in a different order, click one of the column headings in the file picker or by clicking on the sort icon and select the criteria. For example, click Name to sort by file name. Click the column heading again to sort in the reverse order. Or click on the Sort icon and select the desired criteria.

Contact Chat