FAQ Project Plan 365

Browse by Category

Do I need to contact support to cancel my trial?
Question Link
Answer
No. You can complete the entire cancellation or plan switch process from your portal or app by going to Account or Billing page and clicking Manage plan.
What happens after cancelling my trial?
Question Link
Answer
Once cancelled, your access to app features will end and your account will no longer be active unless another plan is selected.
Can I cancel before the trial ends to avoid charges?
Question Link
Answer
Yes. You can cancel at any time during the trial to ensure you’re not automatically charged when it ends.
Are there any benefits offered before cancellation is completed?
Question Link
Answer
Yes. During the cancellation process, you’ll be reminded of the features you’ll lose and shown an exclusive offer designed to help you continue with a better experience.
Can I change my mind during the cancellation process?
Question Link
Answer
Yes. At any step in the cancellation flow, you can choose to keep your plan instead of continuing. Just click Keep your plan or close the dialog.
Is feedback required when cancelling my trial?
Question Link
Answer
You’ll be asked to select at least one reason for cancellation. There is also an optional field where you can provide additional feedback to help us improve our services.
What if I accidentally cancel my trial — can I undo it?
Question Link
Answer
Once the cancellation process is finalized, it cannot be undone. However, you can always return to the Manage plan section and purchase a new subscription at any time.For more information, please submit a ticket to our Support Team.
Will I be notified after switching or cancelling a plan?
Question Link
Answer
Yes. After any change to your subscription, such as switching plans or cancelling your trial, you’ll receive a confirmation email with details of the action.
Where can I compare available subscription plans?
Question Link
Answer
You can compare plans by going in our Online Portal to Account or Billing page. Click on Manage plan and then Change your plan. The dialog shows each available plan with details and a Learn more link for each option.
Will I get a better deal if my trial ends but payment fails?
Question Link
Answer
Yes. If the trial ends and the system cannot process the payment, you will receive an email with a time-sensitive offer to continue your subscription at a better rate. The offer will be available for a limited time, and you can access it directly from the email.
How to manage the trial cancelation?
Question Link
Answer
To manage the trial cancelation, in our Online Portal go to Account or Billing page and click Manage plan. In the dialog, click Cancel your free trial. Select or add a reason then click on Continue to cancel during each step, on the last step click on Confirm cancellation. After completing the process, a confirmation email will be sent.Note: You can also manage the trial cancelation directly from the app by going to menu File - Account or Billing, and click Manage plan and follow the same steps as above.
How to switch my plan during the trial?
Question Link
Answer
To switch your plan, in our Online Portal go to the Account or Billing page and click on Manage plan. In the dialog that opens, click Change your plan. You’ll see the available plans, with your current one labeled as such. Click Select plan on the desired option. The change is applied instantly, and you’ll receive a confirmation email.Note: You can also switch the plan directly from the app by going to menu File - Account or Billing, and click Manage plan and follow the same steps as above.
What is the “Manage Plan” functionality?
Question Link
Answer
The Manage Plan feature allows you to easily change your subscription plan or cancel your trial directly from the Account or Billing section of your portal or app. You can compare plans, switch to a different one, or end your trial before it converts into a paid subscription.
Why has my account reverted to the trial version?
Question Link
Answer

If you have a paid Standard Subscription and you have started the Business Trial by mistake, please go to our Online Portal and in Account or Billing page, click on Manage Plan button. In the dialog that appears, click on the Change your plan button. Click on the Select plan button under Standard. Wait for the confirmation message then close it. After that your trial will be reverted to Standard.

For more information, please check the Manage Plan Online Help Article.

Why can’t I see the “Cancel Subscriptions” button?
Question Link
Answer

There are 2 possibilities why you can’t see the “Manage Plan” button:

  1. You are not the owner of the account or don’t have Admin rights.
  2. You already cancelled Auto-Renewal for your trial account.

If you have any questions about the Auto-Renewal for your trial account, please submit an online ticket with your request at our Support.

Can I experience collaborative mode during the trial period?
Question Link
Answer

In order to evaluate the real-time collaboration feature, please start a 14 days Business Trial on our Project Plan 365 Free Trial page by clicking on the “Start free trial” button. Then, Sign In with your email and password inside the Project Plan 365 app and open a file previously saved in My Projects - Drive 365 cloud service. Then, enable the Collaboration by going to menu Share – Real-Time Collaboration.

Can I only share the file after I have bought the app?
Question Link
Answer

You can Share the files also when you are in the trial period. We offer 14-Day free trial for the fully functional product.

Which plan is right for me?
Question Link
Answer

To find what is the best plan for you, please go to our Purchase page and see the features included in each plan. We also offer 14-day free trial for the fully functional product for both Standard and Business plan in order to evaluate our tool without putting a credit card on record.
If you need help in choosing the right plan for you, please contact our Support Team: https://www.projectplan365.com/newticket/index

How do I Sign Up with a Microsoft account?
Question Link
Answer

To Sign Up with a Microsoft account, go to our Sign Up page and click on the Sign Up with Microsoft button. Insert your email address and password. You will receive an email with details about your account. Now you have a 14 days Standard free trial.

I've Signed In/Signed Up inside the application but it says I need to upgrade.
Question Link
Answer

The reason why you are asked to upgrade is because when you Signed Up to Project Plan 365 you probably didn’t add billing information and didn’t actually start a Standard or Business Trial. To start a 14-day free trial please add your card information. Click here to learn more about how to start a Standard Trial or a Business Trial. You can always cancel Auto-Renewal so you wouldn’t be charged when the trial period expires.

How do I Sign Up with a LinkedIn account?
Question Link
Answer

To Sign Up with an LinkedIn account, go to our Create Account page and click on the LinkedIn icon button. Insert your email address and password. You will receive an email with details about your account.

Once your account was created, you will be redirected to the Billing page. Fill in all the required information and a valid credit card number then click on the “Start trial” or click on Google Pay/Apple Pay option and confirm the payment for your 14-day Standard/Business Trial to start.

Note: Please know that you won’t be charged during the 14-day free trial. Your card will be automatically debited for the number of assigned subscriptions during your trial period only if you don’t cancel Auto-Renewal before your trial expires.

The subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

How do I Sign Up with a Microsoft Work account?
Question Link
Answer

To Sign Up with an Microsoft Work account, go to our Create Account page and click on the Microsoft icon button. Insert your email address and password. You will receive an email with details about your account.

Once your account was created, you will be redirected to the Billing page. Fill in all the required information and a valid credit card number then click on the “Start trial” button or click on Google Pay/Apple Pay option and confirm the payment for your 14-day Standard/Business Trial to start.

Note: Please know that you won’t be charged during the 14-day free trial. Your card will be automatically debited for the number of assigned subscriptions during your trial period only if you don’t cancel Auto-Renewal before your trial expires.

The subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

How do I Sign Up with a Google account?
Question Link
Answer

To Sign Up with a Google account, go to our Create Account page and click on the Google icon button. Insert your email address and password. You will receive an email with details about your account.

Once your account was created, you will be redirected to the Billing page. Fill in all the required information and a valid credit card number then click on the “Start trial” button or click on Google Pay/Apple Pay option and confirm the payment for your 14-day Standard/Business Trial to start.

Note: Please know that you won’t be charged during the 14-day free trial. Your card will be automatically debited for the number of assigned subscriptions during your trial period only if you don’t cancel Auto-Renewal before your trial expires.

The subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

How do I Sign Up with an Apple account?
Question Link
Answer

To Sign Up with an Apple account, go to our  Create Account page and click on the Apple icon button. Insert your Apple ID and password. Wait for the two-factor authentication code. Insert the code. Afterwards, choose if you want to Share or Hide your email. If you choose the Hide My Email option, we suggest you share with us a real/valid email for better user experience. You will receive an email with details about your account.

Once your account was created, you will be redirected to the Billing page. Fill in all the required information and a valid credit card number then click on the “Start trial” button or click on Google Pay/Apple Pay option and confirm the payment for your 14-day Standard/Business Trial to start.

Note: Please know that you won’t be charged during the 14-day free trial. Your card will be automatically debited for the number of assigned subscriptions during your trial period only if you don’t cancel Auto-Renewal before your trial expires.

The subscription period will automatically renew unless you turn it off no later than 48 hours before the end of the current period. To cancel automatic renewal or manage your subscriptions, read the Cancel Subscription online help article.

How can I use Master project and subprojects feature on MPP files?
Question Link
Answer

In order to use the Master Project and Subprojects feature, you need to upgrade to business trial from Online Portal if you do not have a Business Subscription.

For more information about how to Upgrade to Business trial, please follow the steps in the Start 14-days Business Trial online help article.

Then, save your projects to your Business Drive 365 folder or to your local device. After all your projects were saved on Drive 365 or local device, you can create a master plan by adding the subprojects from menu Project - Subproject - Drive 365 or Computer.

Contact Chat