FAQ Project Plan 365

Account

Sales & Billing

How do I...?

Other

Browse by Category

Sign In/Activation issue
Subscription Info
Trial Info
Forgot password
All FAQs
How do I see when my subscription expires?
Question Link
Answer

To see when your subscription expires Sign In to our Online Portal. The expiration date can be found in Account page.

You can also see the Subscription End Date directly in out Project Plan 365 app. Go to File menu – Account – Account Information.

How do I purchase the Standard Subscription?
Question Link
Answer

In order to purchase the Standard Subscription, go to our Purchase page and click on the Buy Subscription button that is associated with the Standard Subscription. Sign In with your email and password, select the desired quantity and insert the billing info and the credit card info.

Another way to purchase the Standard Subscription is to go to Project Plan 365 Portal and Sign In with your email and password. In Account page click on the Buy Subscription button and follow the steps described above.

Also, you can purchase the Standard Subscription directly from our Project Plan 365 app. Go to File menu – Account and click the Purchase button.

How can I change the author of the project?
Question Link
Answer

In order to change the Author name, open the project file and then go to the File menu - Info - Project Information and click File Proprieties button. In the Summary tab, change the name of the Author and then click OK.

I want to change the manager name.
Question Link
Answer

In order to change the manager name, open the project file and then go to the File menu - Info - Project Information and click File Proprieties button. In the Summary tab, change the name of the Manager and then click OK.

What does the “Manage Team” functionality do?
Question Link
Answer

The “Manage Team” functionality allows the Admins of the organization to set the name, set the role, assign or remove team members. The Editors can add and view the team members’ information and the Read-Only users can only view the team members’ information that are inside the organization. 

Where I can find the File Properties dialog?


Question Link
Answer

In order to find the File Properties dialog, go to the File menu - Info - Project Information and select Advanced Properties.

How can I change the name of the project?
Question Link
Answer

You can change the name of the project by going to the File menu – Info – Project Information, and clicking on File Properties button from Project Information dialog. On the Summary tab, in the Project Name field, type the new name of the project and click OK.

How do I change the file properties for a project within the application?
Question Link
Answer

To change the files properties for a project within the application, click on File – Info – Project Information – File Properties.

What does the “File Properties” functionality do?


Question Link
Answer

The “File Properties” functionality helps you organize and finding your project easier by entering file properties for them, such as a descriptive title, a subject, a project manager, or a comment.

How do I set custom schedule for a team member?
Question Link
Answer
To add set Custom schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Custom for the Schedule field. The Set Custom Schedule dialog will be displayed, where you can set the working hours per day. Click OK in both dialogs to save the changes. Note that you must have Admin rights to perform this operation. 
Where is the project information dialog box?
Question Link
Answer

The Project Information dialog is located under the menu Project - Project Information. The Project Information dialog can be also accessed by going to the File menu – Info tab – Project Information.

How do I set full time schedule for a team member?
Question Link
Answer
To add set Full Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Full Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I set part time schedule for a team member?
Question Link
Answer
To add set Part Time schedule for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, choose Part Time for the Schedule field. Note that you must have Admin rights to perform this operation. 
How do I add time off for a team member?
Question Link
Answer
To add Time Off for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information.  In Team Member Information dialog, in the Time Off section, add the Name, Start Date and Finish date for the Time Off and press “OK”. Note that you must have Admin rights to perform this operation. 
Why can’t I customize the global settings?
Question Link
Answer
To customize the global settings for your organization you must have Admin rights. 
How do I customize the schedule for the organization team members from Project Plan 365 app?
Question Link
Answer
In order to customize the schedule for the organization team members from Project Plan 365 app, go to File menu - Account – Organization Information – Global Settings. In Schedule tab you can set the day on which the week starts, the currency used in organization project plans, the default task type, the task mode, the “Show project summary task” option, enable risk management and set the working days for your organization. 
How do I open the last file on startup?
Question Link
Answer

To open the last file on startup, please go to menu File - Options and in Advanced tab (or File – Info - Project Options - Advanced) check the “Open last file on startup” option, then click OK.

How do I rename an existing Table used by my organization?
Question Link
Answer
To rename an existing table used by your organization, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Tables tab, select the desired Table and click Rename button. Enter the new name and click OK. 
How do I rename an existing Calendar used by my organization?
Question Link
Answer
To rename an existing calendar used by your organization, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Calendars tab, select the desired Calendar and click Rename button. Enter the new name and click OK. 
How to change the work format? I want work to be displayed only in months.
Question Link
Answer

To change the work units, go to the File menu – Options (or File – Info - Project Options) and select Schedule tab. From "Work is entered in" select the desired option and then click "OK".

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

How do I copy a custom Table in Global?
Question Link
Answer
To copy a custom table in Global, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Tables tab, select the desired Table from the current project and click Copy button to copy it to Global. 
How do I copy a custom Calendar in Global?
Question Link
Answer
To copy a custom calendar in Global, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Calendars tab, select the desired Calendar from the current project and click Copy button to copy it to Global. 
How can I change the start time of my project to 7:00?
Question Link
Answer

In order to change the start time of your project, go to the File menu – Options (or File – Info - Project Options) , select the Schedule tab and in Default Start time box, type the desired time and click OK.

How do I delete a custom Table?
Question Link
Answer
To delete a custom table, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Tables tab, select the desired Table and press on Delete button. 
How do I delete a custom Calendar?
Question Link
Answer
To delete a custom calendar, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Calendars tab, select the desired Calendar and press on Delete button. 
« Previous1…4647484950…140Next »
Contact
Chat