FAQ Project Plan 365

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What is the difference between the Owner and an Editor in a team?
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The owner of the organization is the only team member that can Purchase or Renew Subscriptions. He is the only one that can change the Business Name.
What is the difference between Free Read-Only and Read Only role?
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Once you install the application it comes in Free Read-Only role. The difference between these two roles is that with a Read-Only role you have an account on our website and you are part of a team. Also, a Read-Only account has access to files saved in My Projects – Drive 365.
How do I Sign Up with a third-party login?
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To Sign Up with a third party login, go to our Sign Up page and click on one of the following buttons: Sign Up with Apple, Sign Up with Google, Sign Up with Microsoft Work Account, Sign Up with LinkedIn.
What does the “Sign In to Project Plan 365” functionality do?
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The “Sign In to Project Plan 365” functionality allows you to Sign In with your email and password in our Project Plan 365 Portal and to activate the purchased subscription inside the Project Plan 365 app.
How to Sign In to Project Plan 365 Portal?
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To Sign In to Project Plan 365 Portal, go to our Online Portal and Sign In with your email and password or Sign In with a third-party account.
What does the “Sign Up” functionality do?
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The “Sign Up” functionality allows you to create an account on our website and start a trial to evaluate our Project Plan 365 app.
What is the difference between Sign In and Sign Up with a third-party login?
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There’s no difference between Sign In and Sign Up with a third party login. When you Sign In/Sign Up with a third-party login, if you don’t have an existing account on our website, we automatically create one. 
Any project can be shared with other team members?
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Only the projects that are saved in a cloud service can be shared with other team members. When you click on Share button, if the project isn’t save to the cloud, the application will redirect you to save the project in My Projects - Drive 365 cloud service.
Can I only share the file after I have bought the app?
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You can Share the files also when you are in the trial period. We offer 30-Day free trial for the fully functional product.
Why do I need to set the password for my account?
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Because you Sign Up with a third-party account, in our database you don’t have a password set to your account. After you set the password to your account, next time you can simply Sign In with your email and password in Project Plan 365 Portal without a third-party account.
What does the “Set Password” functionality do?
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Once you Sign Up with a third-party account in our Project Plan 365 Portal, you don’t have a specific password in our database. The “Set Password” functionality allows you to set a password for your account.
What does the “Restore Subscription” functionality do?
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The “Restore Subscription” functionality allows you to update your subscription information inside Project Plan 365 app.
On what platforms can I import team members from Resource Sheet view?
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You can import team members from Resource Sheet view only on Windows, Mac, iOS and web application.
How do I distinguish if a resource is already a team member or not?
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To distinguish if a resource is already a team member, look at the Indicators column in Resource Sheet view. A specific icon will appear for resources that are already part of your team.
How do I group resources in Resource Sheet view?
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To group the resources in Resource Sheet view, please go to menu Project - Group. 
How do I sort the resources in Resource Sheet view?
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To sort the resources in Resource Sheet view, go to menu Project - Sort.
How do I apply a filter in Resource Sheet view?
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In Resource Sheet view, you can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Sheet view displays the information as defined by that filter's criteria. The default filter is the All Resources filter. To apply a filter, go to menu Project - Filter.
How do I apply a different table in Resource Sheet view?
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The Resource Sheet view displays categories of information about the resources, arranged in tables. The default table for the Resource Sheet view is the Entry table, but you can select any of the resource tables to display information about the project's resources by going to menu Project - Tables.
How do I customize or format the Resource Sheet view?
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To make the Resource Sheet view fit your needs exactly, you can customize it. To customize the Resource Sheet view, you can:

1. Change the information that is displayed.
2. Change the columns order
3. Format individual information to pay attention to it. For example, you can apply bold formatting to a higher-than-expected cost and assign a different font to an overallocated resource.
4. Format a category information to distinguish that type of information. For example, you can format all overallocated resources as italic text and increase the size of all column headings.
5. Create a combination view for the Resource Sheet view to display additional information about the resources in the Resource Sheet view or about the tasks to which those resources are assigned.
How do I use the Resource Sheet View?
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In order to use the Resource Sheet view, go to menu View - Resource Sheet. 
What kind of resources can I add in Resource Sheet view?
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A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project. In Resource Sheet view you can add resources of type work, material and cost.
What is the Resource Sheet view?
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The Resource Sheet view displays resource information in a sheet format, in which you can view information about each resource. Such information includes the payment rate, the number of work-hours assigned, and the planned (baseline) and actual cost.
What does the “Renew Standard Subscription” functionality do?
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The “Renew Standard Subscription” allows the owner of the organization to renew all the Standard Subscriptions.
Can I renew a smaller number of subscriptions?
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You cannot renew a smaller number of subscriptions than the existing number of Editors in your organization. If you want to renew a smaller number of subscriptions, change the role for some Editors to Read-Only.
What does the “Renew Business Subscription” functionality do?
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The “Renew Business Subscription” allows the owner of the organization to renew all the Business Subscriptions.
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