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Easy to use, easy to learn.

Get up and running quickly. Each stand-alone tutorial is short and to-the-point, so that you can enjoy the whole series, or just focus on your topic of interest.

10 - Reports
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01 - Introduction

01 - Introduction

05:39
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02 - Creating a Project

02 - Creating a Project

07:53
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03 - Stakeholders

03 - Stakeholders

04:37
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04 - Requirements

04 - Requirements

04:24
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  • How do I turn on Cloud Services for a project?
    Ensure you have Project EMC2 version 3.1 or later and follow these steps to purchase and use Cloud Services with your projects. On the Settings page (gear icon), click the "Get from the Microsoft Store" button and complete the purchase. If the expiration date does not update after the purchase, wait a few minutes and then click the Refresh button. Open the project from the Portfolio or Archive page. On the Overview tab, choose the Settings tab. Turn the Cloud Services switch ON. Your license will be verified and the expiration date will also display. Finally, choose the Cloud Services options you'd like to use with the project (e.g. User Verification, In-use Warnings), and be sure to save the project. Note - You only need a single purchase. Then you can enable Cloud Services on all of your projects.
  • How do I make Gmail my default email client for sending reports?
    In Google Chrome, click the More button (three dots) near the top right corner of the browser, then click Settings. On the left, click Privacy and security, then click Site Settings. Click Additional permissions. Click Protocol Handlers, and make sure Sites can ask to become default handlers for protocols is toggled on. Open Gmail in Chrome. In the address bar, click the double-diamond Service Handler icon. When prompted to Allow mail.google.com to open all email links?, select Allow, then click Done. In Windows, select Start and type Default apps. Select Default apps from the suggestions. Under Email, if Chrome is not listed, select the app that is listed to be presented with a list of email apps installed on your computer, then select Chrome. In Project EMC2, click the Send button on the Report Preview page. Chrome will start Gmail with a pre-populated subject, recipients, and further instructions in the body. Follow the instructions to complete and send the report.
  • How can I change the format of calendars and dates in Project EMC2?
    These can be changed in the Windows Settings application. For Windows 10: Click the Start button and type "Settings." Choose the Settings app from the Start menu. Click "Region." Choose your Regional Format. Click the "Change data formats" link. Select the "First day of the week," "Short date," and "Long date" formats. Close the Settings app. Restart Project EMC2. For Windows 11: Click the Start button and type "Settings." Choose the Settings app from the Start menu. Click "Time and Language." Click "Language and Region." Click "Regional Format." Click the "Change Formats." Select the "First day of the week," "Short date," and "Long date" formats. Close the Settings app. Restart Project EMC2.
  • When I paste report content into the New Outlook application, it loses formatting.
    If your pasted report loses color and text formatting when using the "New Outlook" email application, try one of these two workarounds: Revert to the "old Outlook" by turning OFF the switch in the upper right corner of the New Outlook application, or In the New Outlook application, place your cursor in the email body and click the Paste button on the toolbar. When the dialog appears, choose the "Paste Anyway" option.
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