FAQ Project Plan 365

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How do I export the Who Does What When report?
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To export the Who Does What When report, go to menu Report – Assignments – select the Who Does What When report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Unstarted Tasks report?
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To Export the Unstarted Tasks report, go to menu Report – Current Activities – select the Unstarted Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Top-Level Tasks report?
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To Export the Top-Level Tasks report, go on Reports – Overview - select the Top-Level Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the To Do List report?
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To Export the To Do List report, go on Reports – Assignments – select the To Do List report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Tasks Starting Soon report?
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To export the Tasks Starting Soon report, go to menu Report – Current Activities -  select Tasks Starting Soon report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Tasks in Progress report?
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To export the Tasks in Progress report, go to menu Report – Current Activities - select the Tasks in Progress report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Task Usage report?
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To export the Task Usage report, go to menu Report - Workload - select the Task Usage report - click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Task report?
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To export the Task report, go to menu Report – Custom – select the Task report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How to enable the spell check feature on Windows?
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The spell check feature on Windows is enabled by default. If the spell check feature is disabled, please go to the menu File - Options and in Advanced tab, make sure that the "Check Spelling" box is checked.

How do I spell check on Project Plan 365 for Mac?
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The spell check feature on Mac is enabled by default. If the spell check feature is disabled, please go to the menu In order to enable the spell check feature on Mac, go to File - Options and on Advanced tab enable Check Spelling.

How do I export the Slipping Tasks report?
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To export the Slipping Tasks report, go to menu Report – Current Activities – select the Slipping Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Should Have Started Tasks report?
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To export the Should Have Started Tasks report, go on Reports – Current Activities – select the Should Have Started Tasks report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How can I generate a link for my project?
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First, you need to Sign In with your email and password inside Project Plan 365 application. You can get a link to your project only if it is saved on a cloud platform by clicking menu Team Share - Share or menu File – Share. Viewing and updating the project require authentication on the cloud platforms or SharePoint, respectively, and permissions need to be granted there, otherwise, the application will warn the team members that they do not have enough rights to view/update the MPP file. 

How do I export the S-Curve report?
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To Export the S-Curve report, go to Report – Visual Reports – select the S-Curve report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Resource Work report?
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To export the Resource Work report, go to menu Report – Custom – select the Resource Work report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Resource Usage report?
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To export the Resource Usage report, go to menu Report – Workload - select the Resource Usage report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I add notes to a resource?
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There are 3 ways to add a note to a resource:
1. In Resource Sheet view click on the desired resource and go to Team – Notes.
2. Double click on ID cell associated with the desired resource in Resource Sheet view.
3. Insert the Notes field inside your table.

How do I export the Resource Material report?
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To export the Resource Material report, go to menu Report - Custom - select the Resource Material report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

Where can I set Initials for my resource?
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​To set Initials for your resource click on the desired resource - Team menu tab - Information - General - Initials.

Can I set for my resource a code?
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​To set a code for your resource click on the desired resource - Team menu tab - Information - General - Code.​​

What are the best uses for the Resource Sheet?
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You should use the Resource Sheet view when you want to:

1. View resource information.

2. Enter and edit resource information.

3. Compare a resource's planned costs and work against actual costs and work.

4. View the number of work-hours assigned to each resource.

5. View resource costs.

6. Evaluate the effectiveness of a person on the project.

7. Review the number of work-hours assigned to each resource.

8. Review resource costs.

Where can I see the date when the pay rate takes effect for a resource?
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Information regarding resource's rates, including the standard rate, overtime rate, any per-use cost, and the date when the pay rate takes effect can be found by clicking the desired resource - Team menu - Information - Cost.

How do I use Resource Information?
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In order to open Resource Information dialog, go on Resource Sheet view select a resource then go on Team menu – Information or double click on resource name cell or right-click the resource and select Resource Information.

How do I export the Project Summary report?
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In order to export the Project Summary report, go to Report – Overview - select the Project Summary report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

How do I export the Overbudget Tasks report?
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To export the Overbudget Tasks report, go to menu Report - Costs - select the Overbudget Tasks report - click Export - select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save.

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