FAQ Project Plan 365

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What information does the Organizer contain?
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What information does the Organizer contain?
How can I highlight the cells?
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To highlight cells, go to menu File - Options - Advanced tab (or FileInfo - Project Options - Advanced) - Check Show Highlight.

What does “Global” mean in Organizer tab?
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The global template is a special template that is associated with every project file.
How to change the duration format?
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To change the duration units, go to the File menu – Options (or FileInfo - Project Options) and select Schedule tab. From "Duration is entered in" select the desired option and then click "OK".

To change the abbreviations for duration units, go to the File menu - Options and select Advanced tab (or FileInfo - Project Options - Advanced). From "View Options for time units" select the desired option and then click "OK".

What does “Organizer” mean?
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The Organizer dialog can be used to view, copy, rename and delete elements from Global in the current file. 
How to change the date format?
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The date format is based on what region you set on your machine. However, to the set of date formats retrieved for the current language, some other standard formats that do not change when region is changed, are added for an easier use. These standard formats are available on Windows, Mac and Web platforms.

If you are on Mac, to change the region, please go to System Preferences - Language & Region and select another region and language. Then, please restart your machine.

On our web application, the date format depends on the language set inside the application.

To change the date format, please go to menu File - Options and in the General Settings tab, select the desired Date Format.To change the date format, please go to menu File - Options (or FileInfo - Project Options) and in the General Settings tab, select the desired Date Format.

How to add a project description?
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You can add a description for your project in the Comments box. In order to do that, go to the File menu - Options dialog (or FileInfo - Project Options). Select the Project Info tab and add your description in the Comments box and then click OK.

How to total up the duration?
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In order to see the total project duration, please insert the Project Summary Task by going to menu File - Options (or FileInfo - Project Options) and in Advanced tab check the Show project summary option.

How to show the project summary task?
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To see the Summary task for your project, click on File - OptionsAdvanced (or FileInfo - Project Options -Advanced). Make sure the "Show project summary task" is selected and then click OK.

How do I rename a project?
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In order to rename a project, go to menu File - Options - Project Info (or go to FileInfo - Project Options - Project Info) and insert the new name on Project Name field.

How do I delete a holiday for my organization from app?
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To delete a holiday from your organization project plans from Project Plan 365 app, go to File menu – Account – Organization Information and click the Global Settings button. In Global Settings dialog - Holidays tab select a holiday and click the Delete Holiday button. To save the changes, click on OK and the changes will be applied to the projects for all organization members. 
How can I access the Options dialog?
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To access the Options dialog, go to menu File-Options. Or go to FileInfo and click Project Options.

How do I add a yearly holiday for my organization from app?
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To add a holiday to your organization project plans from Project Plan 365 app, go to File menu – Account – Organization Information and click the Global Settings button. In Global Settings dialog select the Holidays tab and set holiday’s Name, Start Date, End Date and select Yes to the Yearly option. To save the changes, click on OK and the changes will be applied to the projects for all organization members and the holiday will repeat yearly. 
How do I add a holiday for my organization from app?
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To add a holiday to your organization project plans from Project Plan 365 app, go to File menu – Account – Organization Information and click the Global Settings button. In the Global Settings dialog select Holidays tab and set holiday’s Name, Start Date, End Date and Yearly option. To save the holiday, click on OK and the changes will be applied to the projects for all organization members. 
How do I save a Master Project file?
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In order to save a Master Project file, go to menu File - Save. In the dialog that appears click:

1. "Yes" to Save just in Master Project file

2. "Yes to All" to also save the changes in subprojects

The Master Projects can be also saved in a Division. For more information, please read the Manage Divisions funk.

How do I customize the schedule for an organization team member from Online Portal?
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In order to customize the schedule for an organization team member from Online Portal, go to Team – Schedule and from the drop-down select Custom. A dialog will be displayed where you can set the Number of working hours per day. Click on Set Schedule for the changes to be applied. 
How do I add a holiday for my organization from Online Portal?
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To add a holiday to your organization project plans from Online Portal, go to Options tab and click on Add New Holiday. A dialog will be displayed that allows you to set holiday’s Name, Start Date, End Date and Yearly option. To save the holiday, click on Add Holiday and the changes will be applied to the projects for all organization members. 
Can I export my dashboard?
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In order to export your Dashboard, enter File - Export - Export Dashboard.

Are the set global settings from Online Portal applied in the application?
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Any customization from Online Portal will be automatically applied to the projects for all organization members. For example, if you set the Show project summary task to Yes from Online PortalOptions tab, the project summary task will be displayed in each organization project. 
What global settings can be set directly from Online Portal?
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From Online Portal you can set the following Project settings: 
  • Week start day
  • Currency
  • Default task type
  • Default task mode
  • Holidays
  • Show project summary
  • Risk management
  • Working days
  • Divisions
And the following Resource settings: 
  • Schedule – Full time, part-time, custom
  • Custom schedule – Number of working hours per day

Is the real-time collaboration feature available only for the Business Subscription or also with the Standard Subscription?


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The real-time collaboration mode is possible only with the Business Subscription. Each team member that wants to collaborate needs to have the Editor role in organization and must have access to that project (if the project belongs to a division).

Is the “Global Settings” feature available for Standard Subscription?
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The Global Settings feature is available only for Business Subscription. If you have a Standard Subscription and you want to use this feature, you must upgrade to Business Plan
What does the “Global Settings” functionality do?
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The Global Settings functionality allows you to easily change the default settings for new projects for all organization members. 
How do I sort the organization divisions by their names?
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To sort divisions in a different order, click the Name column heading in the Divisions dialog. Click the column heading again to sort in the reverse order.
How can I delete a calendar from my project?
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You can delete a calendar from your organization projects by going to the File menu – Account Organization Information and clicking Global Settings option. A dialog will appear in which you have to click on the Organizer tab and then on the Calendars tab. After that, choose the calendar you want to delete from Global and click the Delete button.

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