FAQ Project Plan 365

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What fields are available in “My Tasks” table?
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The following fields are available in My Tasks table: Task Name, Finish, % complete and Project.
With what subscription type is the “My Tasks” functionality available?
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The My Tasks feature is available only with a Business Subscription.
What does the “My Tasks” functionality do?
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The "My Tasks" implementation allows you to view all tasks assigned to you and your team members across various projects saved in the Drive365 cloud location.

What type of subscription do I need to be able to create a Scheduled Report?
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You are allowed to create Scheduled Reports with both Standard and Business subscriptions. Please note that with the Standard subscription you are allowed to create only one Scheduled Report and with the Business Subscription you are allowed to create unlimited Scheduled Reports.

Note: With a Standard Subscription you are only allowed to select predefined Global Reports, the Enterprise Reports are available only with a Business Subscription.

How can I send feedback?
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To share your feedback with us, please go to our Feedback Page.
Where is respect the links button?
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We are sorry but, at this point, we do not support the "Respect the Links" functionality in our app.
Where is the Task Inspector?
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We are sorry but, at this point, we do not support the Task Inspector functionality in our app.
How to remove the project summary task?
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To remove the Summary task for your project, click on File - Options – Advanced (or File – Info - Project Options -Advanced). Uncheck the "Show project summary task" option and then click OK.
Where do I find more detail on the "Split" task function?
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For more information, please check our Split Task online help article.
Is it possible to make a renew just for 3 months?
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At this time we provide only annual subscriptions.

What versions of MacOS is Project Plan 365 compatible with?


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Project Plan 365 is compatible with OS X macOS 10.15 Catalina, macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey and macOS 13 Ventura. Please make sure you have the latest version installed.

What versions of MacOS is Project Viewer 365 compatible with?


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Project Viewer 365 is compatible with OS X macOS 10.15 Catalina, macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey and macOS 13 Ventura. Please make sure you have the latest version installed.

How to download a project created with ChatGPT in MPP format?
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To download a project plan created by ChatGPT in MPP format, Follow the steps below:

  1. Install "Project Plan 365 Assistant" extension to your browser (Chrome/Edge) from Chrome Web Store or Microsoft Edge Add-ons;
  2. Go to Chat GPT page: https://chat.openai.com/;
  3. Ask Chat GPT to create a project on the desired subject, for example: “Create a kitchen renovation project.”;
  4. If the project is not in table format, you first have to ask ChatGPT to format the text by clicking on Download as MS Project Plan (MPP) button;
  5. In the pop-up message that appears, click on Format Textbutton;
  6. When Chat GPT finishes generating the project in table format, click again on Download as MS Project Plan (MPP) button;
  7. The created project will be downloaded on the local device and can then be opened in the local Project Plan 365 application.

Note: You can ask ChatGPT to make changes in the project like: add/remove columns, set project start/finish dates, assign resources etc., or you can apply the changes in the Project Plan 365 Application and save the project to any storage location.

Do you offer a demo of the app?
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We offer a one-on-one demo of Project Plan 365 to walk you through the basic functionalities of the tool and show you how it can help streamline your projects. Plus, we'll answer any questions you have along the way. If you are interested in a demo of Project Plan 365, please submit a ticket at our Support Team.
How to change the duration of the project?
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It is not possible to change the duration of the entire project. The project duration is calculated by Project Plan 365 sum of the durations of all its subtasks. In order to see the total project duration, please insert the Project Summary Task by going to menu File - Options and in Advanced tab check the Show project summary option.
Why am I receiving a Project Status Report?
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When you save a project file in Drive 365 for the first time, a default Project Status Report is automatically scheduled with weekly delivery.To edit the report, go to the Reports page in our Online Portal or, in the app, go to menu Report – Scheduled Reports.
Can I add multiple Visual Reports in the same Scheduled Report?
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You can add only one Visual Report per Scheduled Report.
Can I edit a Visual Report used in a Scheduled Report?
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To edit a Visual Report used in a Scheduled Report, in the app, go to menu Reports – Visual Reports – select the desired report – click OK– in the Designer page make the desired changes – then save the project by going to menu File – Save.Note: To learn more about how to edit visual reports go to the Visual Reports Online Help Article.
What are the predefined Visual Reports I can add in a Scheduled Report?
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You can add the following predefined Visual Reports in a Scheduled Report:
  • Project Status - displays the overall status of the project, including the percentage complete, duration, and cost.
  • Upcoming Tasks - displays tasks that are scheduled to start in the next week or two.
  • Critical Tasks - displays tasks that are critical to the project's success.
  • Late Tasks - displays tasks that are overdue.
  • Task Cost Overview - displays the total cost of tasks in the project, broken down by resource and task
  • Milestone - displays project milestones and their associated tasks.
  • Resource Overview - displays resource assignments and their workloads.
  • Burndown Report - displays the progress of tasks over time
  • S-Curve Report - displays the progress of costs or work over time
  • Project Goals - displays the project goals and objectives
What Visual Reports can I add in a Scheduled Report?
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The predefined Visual Reports are available to be added in the Scheduled Reports by default. You can also add any custom Visual Report created inside the application that are copied in the Global Settings. To learn more, go to the Visual Reports Online Help Article.Tip: To copy a custom Visual Report in the Global Settings, go to menu File – Account – Organization Information – Global Settings – Organizer tab Reports tab select the desired report – click Copy then click OK.
How will I receive my Scheduled Report?
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Based on the entered email addresses and the set delivery time, you will receive an email with the Scheduled Report attached as a PDF document.
On what platform does Project Plan 365 supports alerts when setting incorrect task dependency?
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The Task Succession Alerts functionality is currently available on the Mac and Windows platforms.

Help me get started.
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To get to know our app better, you can check our 5 minutes Kick Start YouTube Video.You will also find a lot of other video tutorials on most of our app’s functionalities on our YouTube Channel.Please know that we also provide a free Online Training on our website. In our Online Training you can find articles as well as video tutorials on how to use all of our app’s functionalities.
What email address is my account under?
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If you need help in finding your account information, please submit a ticket at Contact Support.
How to convert text to uppercase?
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At this point, we do not support the "Change Case" functionality.
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