App Configuration

Project Plan 365 is easily configurable from the Administration page that can be accessed at the location: http://ServerName/ProjectPlan365/Admin/

Administration page can be accessed from Start → All Programs → Housatonic → Housatonic Project Plan 365 for Web Administration

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The Administration page is split in eight tabs as follows:

General- In this tab you may configure:

Automatically Load Subproject Files
If this option is checked, the subproject files will be loaded without user interaction when master project is loaded. For this, the subprojects files must be already uploaded on server from a previous visualization and the master project must be opened by accessing the link from previous visualization.

For example, the master project is opened, uploaded on server with master_1.mpp name, then the subprojects are opened and uploaded with s1_1.mpp, s2_1.mpp, s3_1.mpp. In order to automatically upload subprojects, the master project must be accessed by the following link: http://HPP/Views.aspx?mppfile=master_1.mpp
 

Use Print Optimization
Allows to generate for print only a number of pages set by Default Print Pages setting. In order to increase speed for printing, a number of pages will initially be printed. If option is unchecked, all pages are selected.
This option is checked by default.
 

Maximum Concurrent Print Jobs
Maximum Print jobs that are handled at one time by Project Plan 365 Print engine. For better performance, this setting is set to 2 by default.
 

Default Pages per Print Job
Maximum number of pages printed by default when Use Print Optimization option is checked.
 

Company Header
The text set here will appear in header section of the printed page, above the header from project file. This can be used in order to identify documents printed by Project Plan 365.
By default is empty and no additional text will appear on header.
 

Company Footer
The text set here will appear in footer section of the printed page, above the footer from project file. This can be used in order to identify documents printed by Project Plan 365.
By default is empty and no additional text will appear on footer.
 

Session Use Timeout
Use Session Timeout to expire session after a period of time. This option will enable/disable the Session Timeout feature specific to browsers. If checked, after a period of inactivity in browser window, the server will terminate session to avoid misusage.
 

Session Timeout
Sets the number of minutes in which the session will expire. After the set number of inactivity minutes on Project Plan 365 application browser window, the session will expire and the project viewed will not be available anymore.
By default is set to 30 minutes.
 

Application URL
Sets the URL property to point to your website, machine name or IP address. The URL entered here represents the actual URL of the Project Plan 365 application. This will be entered automatically after installing and will be checked to correspond with the actual URL. Not setting this correctly may generate errors related to files location on server.
 

Exit redirect
URL that will be redirected to when clicking on Exit link from Project Plan 365 application. It can be the company website or a “Thank You” page (thanks.aspx)
 

View- In this tab you may configure:

Use Pagination
Split tasks and resources in pages for fast display. This option is recommended for large projects where it can take a while to load all the tasks or resources from a view. If this option is checked, tasks and resources will be split in pages for fast display in browser and only one page will be displayed at one moment. Navigation through pages can be done from ”Go To” menu or toolbar button, where a list of pages will appear and you can select the one you want to display. This split in pages will have effect only on view in browser, and will be applied in case of print and page setup.
 

Maximum tasks displayed per page
Number of tasks to be displayed in one page. If Use Pagination option is enabled, this setting will set how many tasks will be displayed in one page. Recommended value is around 100, but the value can be adjusted accordingly to server capabilities or desired visualization speed correlated to number of displayed tasks
 

Maximum resources displayed per page
Number of resources to be displayed in one page. If Use Pagination option is enabled, this setting will set how many resources will be displayed in one page. Recommended value is around 100, but the value can be adjusted accordingly to server capabilities or desired visualization speed correlated to number of displayed resources
 

Show Bar Format
Yes/No option to display bar format. Bar Format set to enabled results in a (tracking) Gantt view that is very similar to the way MS Project looks like. This causes a decrease in speed. Bar Format set to disabled results in a (tracking) Gantt view where all the tasks are drawn using the MS Project bar format defaults. The speed is noticeably better.
 

Show Title
Yes/No option to display the Project title on top. If this option is checked, the Project title appears on top of Project Plan 365 , above the menu and toolbar. This option is checked by default.
 

Show Menu
Yes/No option to display the Project Plan 365 Menu. If this option is unchecked, the application menu will not be displayed. Since the menu options are available also on toolbar, this option can be taken into consideration to maximize the project display area. This option is checked by default.
 

Show Toolbar
Yes/No option to display the Project Plan 365 Toolbar. If this option is unchecked, the application toolbars will not be displayed. Since the toolbar options are available also on menu, this option can be taken into consideration to maximize the project display area. This option is checked by default.
 

Show View bar
Yes/No option to display the Project Plan 365 View bar. If this option is unchecked, the View bar (the window on left containing views icons) will not be displayed. Since the Views are available also on View menu, this option can be taken into consideration to maximize the project display area. This option is checked by default.
 

Merge Resources
This setting is telling Resource Usage View whether to merge the Resources with the same name. If this option is checked, the resources with the same name are displayed as one, with cumulated values.
 

Number Of Weeks Displayed
The number of detail weeks displayed in Resource Usage - value may range between 1 and 4. Navigation through weeks displayed is made through horizontal scrollbar and through set of weeks by links displayed above the view. By default this setting is set to 2 weeks.
 

Display Current Date Week
This Yes/No setting is telling Resource Usage View whether to display the current server date week for details. If this option is checked, when opening the Resource Usage view the current server week will be displayed. If this option is unchecked, the first week of the project is displayed. This option is unchecked by default.
 

Show Unassigned Filter Resource Name
This setting is telling Resource Usage View whether to display or not the Unassigned groups when using FilterResourceName parameter. If this option is checked, when filtering in Resource Usage view, the Unassigned groups will appear also. This option is checked by default.
 

Use Hierarchical Display
This setting is telling Resource Usage View whether to use or not hierarchical display for tasks. The hierarchical display for tasks means that tasks displayed for a resource will be structured as in task view, with summaries.
 

Email - In this tab you may configure Email settings

The email settings are used by the Send by email engine. To use this service you have to enter both SMTP Server (i.e. smtp.company.com) and Sender Address (i.e. user@company.com);

The email body represent the content of the email on which to attach the PDF document.


 

Menus - In this tab you may configure which menus are available to the users. Notice that the menus marked as Hide will be actually disabled.

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 Example: How to remove Open Google Drive from File /Open menu

            Step 1: Open Administration page http://ServerName/ProjectPlan365/Admin/

Step 2: Under Menus tab in Show list locate the File-Google Drive option

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Step 3: Select File – Google Drive options and press Hide button, the selected options will be moved in Hide list

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Step 4: Press Apply button

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Step 5: In Attention dialog press OK

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Step 6: Open application; if application was open please refresh application for the changes to take effect.

Step 7: Google Drive options was removed from File → Open menu

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Appearance - In this tab you may configure:

Default Language
The administrator may set the default language that the application will use to display the information. The users will be able to change this setting independently within Project Plan 365 Application from the Select Language menu.
 

Theme
The administrator may set the default theme that the application will use; the users will be able to change this setting independently within Project Plan 365 Application from the Format/Appearance menu.
 

Show link on top
The administrator may set whether the current link is displayed or not on top of the application.

 

MPP Folders Path - In this tab you may configure the shared folders that the users may access to open MPP files. You may add several types of location, but always include full path to the folder you want to share to your users. Several examples are:

C:\MyPath\MPPFiles

\\SERVER\C\MyPath\MPPFiles

file://C:/MyPath/MPPFiles

Notice however that trying to share a folder from another computer requires authentication. To set up proper rights for the Project Plan 365 application so it will be able to access the folders and files from another computer, you have to modify in your Web.Config file the identity attribute from:

<identity impersonate="false" />

to:

<identity impersonate="true" userName="youruser" password="yourpassword" />

  

ODBC - Project Plan 365 Application is able to open any Data Source Name that points to valid Project Repository Databases. A valid Project Repository Database is a database created from within Microsoft Project, by using the Save in ODBC functionality. In this tab you may configure which System DSN should be available to the users. Click on Display only allowed System DSN and then use Show/Hide options to move the DSN from one section to the other. In this way, the administrator may allow access only to those DSN specified in this page.

 

SharePoint

This SharePoint user needs minimum "Reader" rights to the SharePoint websites and full control rights to the following two folders: \\Program Files\Viewer Central Inc.\Project_Viewer_Server_2010 and \\Windows\Microsoft.Net. The SharePoint user added at this step allows full integration between the Project Plan 365 viewer and your SharePoint websites that contains the MS Project document library files. This user will "ask" SharePoint in behalf of Project Plan 365 viewer for SharePoint "Reader" access to the SharePoint site. To complete the SharePoint integration you need to import the Project Plan 365 Part into your SharePoint sites. In order to do that you should follow the step by step Project Plan 365 Part configuration from the Housatonic Project Plan Web Product guide document.

Troubleshooting

 If you receive an error when you try to add the SharePoint user name and password you need to follow these manual steps:

1. Open in Notepad \Program Files\Housatonic\ProjectPlan365Web\Web.config file

2. Locate the <impersonate> line

3. Add/edit the following information:

impersonate= "true" userName=”your user” password=”your password”

4. Make sure the above user has “reader” rights in your SharePoint sites and full control rights to the following folders on your server:

Program Files \ Housatonic \ ProjectPlan365Web and Windows \ Microsoft.Net \ Framework

 

For more information download the Project Plan 365 Web product guide from our support website section at https://www.projectplan365.com/