FAQ Project Plan 365

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Any team member can enter in exclusive or real-time collaboration mode?
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Only the Editors can enter in Real-Time Collaboration mode. Read-Only team members are not able to open files on Drive 365 in either Exclusive or Real-Time Collaboration mode.
What is Real-Time Collaboration feature?
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Real-Time Collaboration (rTc) is a feature of Project Plan 365's Business (PMO) Plan that allows multiple users to collaborate in real-time with each other while constructing or updating a project plan stored on Drive 365. For example, a project plan can be set up to allow team members to update their own % completes, thus freeing up the plan owner to do other work.
What does the “Create New Project” functionality do?
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The “Create New Project” functionality allows you to create a new project from Project Plan 365 Portal,  using our web application.
On what platforms can I move tasks in Team Planner view?
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You can move tasks in Team Planner view on Project Plan 365 for Windows, Mac and iOS.
Can I upload a subproject from the local device?
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At this point, you can upload a subproject from the local device only on Project Plan 365 for Windows, Mac and iOS. In order to upload a file from the local device, go to menu Project - Subproject - Computer.

How do I change the Date Display Format for bars in Gantt Chart?
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To change the Date Display Format for bars in Gantt Chart, using the Gantt Chart view, go to menu Format – Layout and select a date format in the Date Format box then click on the OK button.

How do I change the appearance of link lines between Gantt bars?
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To change the appearance of link lines between Gantt Chart bars, using the Gantt Chart view, go to menu Format – Layout and select the desired type of link line, then click on the OK button.

What does the “Layout” functionality do?
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The “Layout” functionality allows the user to modify the Gantt Chart in several ways to make it easier to review. You can adjust the height of bars, the link design between bars, modify the date format of the bars, roll-up tasks so that a projection of the subtasks on Gantt Chart bar is displayed at the summary task.

How can I view all my Business projects?
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In order to view all projects from your organization, you need to go to our Online Portal and click on the "Projects". You will see the list with all the business projects that were saved in My Projects - Drive 365 folder.

If my trial expired and I bought the subscription afterwards, will I lose data?
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If your trial expires you won't lose your saved data. You will have access to your files after you purchase a Standard or a Business Subscription from our website.

How can I edit the task?
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In order to use the full editor features, please download and install our Project Plan 365 app. Sign Up in our Project Plan 365 Portal in order to start a 30 days Standard Trial Subscription. Then, Sign in with your email and password inside Project Plan 365 app (look upper right corner for Sign in button)

What are the permissions for each role?


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Please read this article: Business Roles.

How do I Sign Up if I did not download the product?


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To Sign Up if you didn’t download the product, go to our Sign Up page and insert your email and password or Sign Up with a third-party account (Apple, Google, Microsoft or LinkedIn).

How do I create an account on Project Plan 365?
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To create an account you need to access the Sign Up page. 

Insert your email and password or Sign Up with a third-party login.

How can I Sign In on iOS device?
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Go to the backstage menu Account on your iOS device. Click on the Sign In button and enter your email and password.

How can I install the application on other device or platform?
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​If you purchased the subscription from our website, please download and install our latest application from this link: https://www.projectplan365.com/download/.

Then, Sign In with your email and password inside the application (look upper right corner for Sign In button).

The application blocks when I click on Sign In button.
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Looks like your firewall settings are preventing our app to connect to our server to activate and that's why the app blocks when you click on Sign In button.  Or maybe you connect with a VPN and that may cause the issue.​​ If you are using the application on OS X Yosemite, please submit a ticket about your issue at our Support Team.

Can I use the application without internet?
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You need to Sign In just the first time using the internet connection in order to activate the subscription, then you can use the application without internet​.

I don’t see an option for Sign In inside Project Plan 365.
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​Please make sure you downloaded and installed our latest application from our website or Microsoft/Apple Store. On the top right corner, you should see the Sign In button.

Why are the options in the resource menu grayed out?
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If the resource tabs from the Resource menu are grayed out, you need to select the Resource Sheet View from the View menu and then go to the Resources menu.

When I assign a team member to my organization, will he/she receive an email?
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When you assign a team member to your business, if he/she has an account on our website, he/she will receive an email to join your Business. If the assigned team member doesn't have an account, the user receives a link inside the email to set the password for his new account.​​

I cannot see the Gantt Chart view.


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In order to use the Gantt Chart view, go to menu View - Gant Chart. Please know that the Gantt Chart view is the default view for the new projects.

Is Project Plan 365 free or do I have to pay?
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You can use our application in free read-only mode and you can open and view the .mpp files. If you want to advanced features for editing, saving and sharing files, you need to purchase the Standard or the Business Subscription from our website. 

I can't use the Free Viewer mode without the tool showing me the window to Start the Free Trial.
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When using Project Viewer 365 in free viewer mode, please make sure you are in Gantt Chart, Resource Sheet or Task Sheet view as only these 3 views are free.

Is there a free version that I can use?
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You can use our application in Free Read-Only mode in our web application or installing the application on your local device: https://www.projectplan365.com/download/ 

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