FAQ Project Plan 365

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How do I export the Cash Flow report?
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To export the Cash Flow report, go to menu Report - Costs - select the Cash Flow 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 Budget report?
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To export the Budget report, go to menu Report – Costs – select the Budget 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 add resources for a task?
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There are 3 ways to assign resources to a task:

1. Using the Resource Name column - just write or select the resource/resources you want to add. Set the units or the number of items.
2. Using Task Information - Resource tab - select resources and write or select the resource/resources you want to add. Set the units or the number of items.
3. Using menu Team - Assign. Right click on a task in the grid and select Assign then select your resource and click on the Assign button.

What does SNLT mean?
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SNLT comes from Start No Later Than and is a semi-flexible constraint type. SNLT schedules the task to start on or before a specified date. Use this constraint to ensure that a task does not start after a specified date.
I am not able to change the constraint type of a manual task.
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The Constraints Type and the Constraint Date boxes are grayed out for Manual Tasks. Manual Tasks have the main purpose to not have its Start, Finish dates and Duration modified by the Planner. For this reason, manual tasks should not have any kind of constraints. 

How do I change the constraint to a task?
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To see what constraint a task has select the given task and click on Task - Task Information - Advanced. Constraint information is in the Constraint type and Constraint date boxes. 

What are the Constraint types?
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Constraints can be Flexible, Semi-flexible, and Inflexible. 

What are “Constraints”?
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Task constraints are a feature that alter when your tasks will appear on the schedule. Constraints offer you more choice when it comes to automated scheduling as you can tweak your task dates based on additional information. 

Do I need to purchase a subscription for each user?
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You need to purchase a subscription for each user that needs to edit the file (each Editor in your organization). For Read-Only team members, you don’t need to purchase a subscription. Please note that it is forbidden for multiple users to use the same account.

How can I reset my password?


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If you forgot your password for your account, go to our Forgot Password page and insert your email address. You will receive a code on your email. Insert the code and the new password for your account.

Does the Subproject’s Wbs reflect the WBS numbering flow in the master or does the Subproject retain its Wbs numbering?
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The subproject will retain the WBS numbering. Only the Summary Subproject Task will have a calculated WBS based on his position in Master Project.
Please give me more information about Drive 365.
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My Projects-Drive 365 is a feature that allow users to seamlessly store their MPP files to a personal folder without creating a cloud storage account.
What is an Email Attachment?
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An Email Attachment is a computer file sent along with an email message.
What is a Share Link?
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A Share Link is an URL of your project. This is the reason why the project needs to be saved on a cloud storage platform in order to be able to generate it.
How do I see who else is viewing the project at the same time in Real-Time Collaboration?
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The list of users who are in real-time collaboration mode at the same time is shown above the grid.

How can I change the collaboration timeout?
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You can customize the inactivity period before the file in real-time collaboration mode closes. In order to do that, go to the File menu and select Options. Select the Advanced tab and from General Options, customize the Collaboration Timeout as you desire. For changes to take effect, click OK. The minimum value for the collaboration timeout option is 5 minutes and the maximum is 120 minutes.

Why is my restore subscription button grayed out?
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If the Restore Subscription button is grayed out it means that the subscription from App Store has already been restored.
I purchased Complete Editor subscription from App Store. How can I use this subscription on other platform or device?
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If you have bought your subscription from App Store and want to use it on other devices please make sure you downloaded and installed our latest application from App Store.
1. Open the application.
2. Go to menu Help-Subscriptions.
3. Press on Restore Complete Editor Subscription.
4. Wait for the confirmation message.
5. If you don’t have a Project Plan 365 account, Sign Up on our Online Portal page.
6. Sign In with your email and password inside the application in order to copy the subscription information from App Store to your Project 365 account.
7. Then, if you want to use the subscription on other device or platform you need to download and install on that device the latest app from our Download page.
8. Then Sign In with your email and password inside Project Plan 365 application (look upper right corner for Sign In button). 

How much does a subscription cost?
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You can find the cost for Standard/Business Subscription in our Purchase page.

Do you have the edit functionality?
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You can edit mpp files using our editor tool https://www.projectplan365.com/download/.
Why I cannot purchase from Microsoft Store?
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If you cannot purchase from Microsoft Store please download and install our latest application from our website: Download Project Plan 365. Then proceed with the purchase from our website directly: Purchase Project Plan 365.

What subscription do I need to edit and save the file?
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To edit and save .mpp files you can purchase the Standard Subscription or the Business Subscription from our Purchase page.

What is the cost of the software in Canadian Dollars?
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The Project Plan 365 costs are in US dollars and the costs can be found at https://www.projectplan365.com/purchase/.
What happens if I assign a user twice on the same subscription?
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You cannot assign a user twice on the same subscription.

What does the “CO-TERM” functionality do?
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The “CO-TERM” functionality automatically calculates the finish date for your subscriptions in order to have for all the purchased subscriptions the same expiration date.
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