FAQ Project Plan 365

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How do I start trial or purchase the Standard Subscription from App Store?
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To purchase the Standard Subscription from App Store, please follow the steps below:

  1. Download and install our latest Project Plan 365 application from Apple Store.
  2. Once you open the application a dialog will appear to Sign In or Create an Account.
  3. After clicking on Create Account button, select the “Standard” option from the Summary section, type in an email and password or click on any third-party option and click Continue.
  4. After Signing Up, a dialog will be displayed that presents you the 14-days trial information.
  5. Make sure the “Standard” option is selected from the Summary section and click Start Free Trial button.
  6. Insert your Apple ID and password and then click Buy.
  7. Confirm the subscription and accept the Subscription Terms.
  8. Wait for the confirmation message.
  9. Complete or skip the survey and create your first project.
How do I start trial or purchase the Business Subscription from App Store?
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To purchase the Business Subscription from App Store, please follow the steps below:

  1. Download and install our latest Project Plan 365 application from Apple Store.
  2. Once you open the application a dialog will appear to Sign In or Create an Account.
  3. After clicking on Create Account button, select the "Business" option from the Summary section, type in an email and password or click on any third-party option and click Continue.
  4. After Signing Up, a dialog will be displayed that presents you the 14-days trial information.
  5. Make sure the "Business" option is selected from the Summary section and click Start Free Trial button.
  6. Insert your Apple ID and password and then click Buy.
  7. Confirm the subscription and accept the Subscription Terms.
  8. Wait for the confirmation message.
  9. Complete or skip the survey and create your first project.
How do I start trial or purchase the Standard Editor Subscription for Project Viewer 365 from App Store?
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To purchase the Standard Editor Subscription from App Store, please follow the steps below:

  1. Download and install our latest Project Viewer 365application from App Store.
  2. Open the application.
  3. Once you open the application a dialog will appear to Sign In or Create an Account.
  4. After clicking on Create Account button, select the “Standard” option from the Summary section, type in an email and password or click on any third-party option and click Continue.
  5. After Signing Up, a dialog will be displayed that presents you the 14-days trial information.
  6. Make sure the “Standard” option is selected from the Summary section and click Start Free Trial button.
  7. Insert your Apple ID and password.
  8. Click the “Buy” button.
  9. Click the “OK” button.
  10. In the next dialog click the “Continue” button.
  11. Click the “OK” button.
  12. Wait for the confirmation message.
  13. Complete or skip the survey and create your first project.
How do I start trial or purchase the Business Editor Subscription for Project Viewer 365 from App Store?
Question Link
Answer

To purchase the Business Editor Subscription from App Store, please follow the steps below:

  1. Download and install our latest Project Viewer 365 application from App Store.
  2. Open the application.
  3. Once you open the application a dialog will appear to Sign In or Create an Account.
  4. After clicking on Create Account button, select the "Business" option from the Summary section, type in an email and password or click on any third-party option and click Continue.
  5. After Signing Up, a dialog will be displayed that presents you the 14-days trial information.
  6. Make sure the "Business" option is selected from the Summary section and click Start Free Trial button.
  7. Insert your Apple ID and password.
  8. Click the “Buy” button.
  9. Click the “OK” button.
  10. In the next dialog click the “Continue” button.
  11. Click the “OK” button.
  12. Wait for the confirmation message.
  13. Complete or skip the survey and create your first project.

What versions of MacOS is Project Viewer 365 compatible with?


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Project Viewer 365 is compatible with OS X macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma, macOS 15 Sequoia and macOS 26 Tahoe​. Please make sure you have the latest version installed.

What versions of MacOS is Project Plan 365 compatible with?


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Project Plan 365 is compatible with OS X macOS 11 Big Sur (Apple M1 and Intel), macOS 12 Monterey, macOS 13 Ventura and macOS 14 Sonoma, macOS 15 Sequoia and macOS 26 Tahoe ​and fully optimized for Apple Silicon. Please make sure you have the latest version installed.

On what platforms is Erix AI available?
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Eix AI is currently available on our Windows and Web platform.

To access the Web Platform please go to the following link: https://online.projectplan365.com/projectviewernow/tViews.aspx

Note: The Create your first project with Erix.AI functionality is available on Windows and Mac platforms.

Why after I canceled the Business Trial, I cannot revert to Business Trial?
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If you cancelled the Business Trial, you cannot revert back to the trial on your own. Please submit an online ticket with your request at our Support.

How to cancel the Business Trial Subscription and revert to Standard Subscription?


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To revert to Standard Subscription after you started the Business trial please go to our Online Portal and in Account page click on Cancel Business Trial button. After that your trial will be reverted to Standard subscription.

How can I cancel my subscription on Project Plan 365?
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To cancel your subscription from App Store please follow the instruction from Apple Support. We have no access to your account and cannot reach them on your behalf.

To cancel your subscription from Microsoft Store please follow the instruction from Microsoft Store. We have no access to your account and cannot reach them on your behalf.

If you started a trial on our website and you don’t want to be charged when it expires, please go in our Online Portal and in Account page click on the Manage Plan button. In the dialog that appears, click on Cancel your free trial button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

You can also cancel Auto-Renewal for the trial period from the Billing page, in the “Subscription Information” section click the Manage Plan button. In the dialog that appears, click on Cancel your free trial button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

Please note that if you don’t cancel your trial before it expires you will be automatically charged for the number of subscriptions you assigned in the trial period. 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.

If you purchased a subscription from our website and you want to cancel the Auto-Renewal, go to Project Plan 365 Portal, click the “Billing” tab and in the “Subscription Information” section click the “Manage plan”. In the dialog that appears, click on Cancel your plan button. Select a reason or type one in then click on the Continue to cancel button for the next 3 steps. Click on Confirm Cancelation button. You will receive a confirmation email of cancelling the Auto-Renewal.

Note that if you cancel the Auto-Renewal, you will have to manually renew the subscriptions to avoid service interruption.

How to manage the subscription cancelation?
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To manage the subscription cancelation, in our Online Portal go to Billing page and click Manage plan. In the dialog, click Cancel your plan. 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 subscription cancelation directly from the app by going to menu File - Billing, click Manage plan and follow the same steps as above.
Can I switch my plan during the annual subscription?
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You can upgrade to the Business Subscription while having a purchased Standard Subscription, however you cannot reverse back to the Standard Subscription until it expires.
How do I start a 14-Day Standard Trial?
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To start the Standard Trial, please go to our Project Plan 365 Free Trial page and click on the “Start free trial” button. Type your email address and a password, select the Standard Subscription option from the Summary panel, then click on the “Continue” button. Once you created your account, fill in all the required information and add 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 Trial to start. In Account and Billing pages you will see the details about the Standard Trial. After this, you can invite other Team Members to join your organization in Team Members page.

In order to use the Standard Trial features, download and install our latest application from our Download page. Then, each team member needs to Sign In with his email and password inside Project Plan 365 app.

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 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.

Why can't I get a refund if I’ve already filed a dispute with my bank?
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Once a dispute or chargeback is initiated with your bank, the case is handled directly between the bank and our payment processor. At that point, we are no longer permitted to issue a refund or take independent action on your account while the dispute is under review. This is a security and compliance measure enforced by the banking and card network systems.
If I skip the create with Erix.AI step, can I access it again?
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At this moment, if the Create with Erix.AI step is skipped, it cannot be accessed again as it is available only when first signing up and starting a trial.
Can I ask Erix.AI to make changes in the project after I have already saved it?
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At this moment, you cannot ask Erix.AI to make changes to the project that has already been saved. Adjustments to the project can be made only during the 3 attempts in the Erix.AI chat box.
Can I create more projects with Erix.AI after I have already created one?
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At this moment, creating a project with Erix.AI is available only once when first starting a trial.
How many times can Erix.AI regenerate the project?
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You will have 3 attempts to regenerate the WBS created by Erix.AI. If you are still not satisfied with the result, click on the Start from blank button after the 3rd attempt and a blank project will be opened on Gantt Chart.
How to create a new project using Erix.AI?
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To create a new project using Erix.AI, follow the steps below:
  1. In our app, click on Create Account button - type in an email address and password or select a third-party option – select the payment option – click Start Trial.
  2. Return to the app – complete or skip the survey – in the Welcome dialog, click on the Create New Project button.
  3. Click on Create with Erix.AI button.
  4. In the Erix.AI chat box type in a Project Name – select a Start Date – type in a Description of what the project is for and any other preferences.
  5. Click on Generate Project button.
  6. Erix.AI will generate a WBS based on your description.
  7. If you are not satisfied with the generated WBS, click on No, I want to generate a new one button – add or modify the project details and click Generate Project.
  8. If you are satisfied with the generated WBS click on Yes, save this project!
  9. Erix.AI will save the project to Drive 365 and open it on Gantt Chart View.
Can Erix AI create a project?
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You can create a project from scratch with Erix.AI when first creating an account and starting a trial. After completing the app survey, you will be able to select to create a new project using Erix.AI.

What happens if I create an account but don't start a trial?
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If you create an account but don't start a trial, your account will be inactive. In order to use the application, you need to start a Standard Trial or a Business Trial.Note: If you do not start a trial after signing up, you will receive an email reminder from us to activate your account. Simply click on the Activate Account button from the email, select the desired payment method and click the Start Trial button.
Does Project Plan 365 for Mac run on Apple Silicone?
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Project Plan 365 runs natively on Apple Silicon (M1, M2, M3).​​​
Do I need to re-enter payment details when switching plans?
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No. If you’re still in your trial, no payment is collected. Your payment method will be charged only when the trial ends and the subscription starts.
Can I switch plans more than once during the trial?
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Yes. As long as you’re still in the trial period, you can change your plan at any time using the Manage plan dialog.
Where do I find the “Manage plan” option?
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You can find the Manage plan button in the Account or Billing tabs in our Online Portal, or in the Account/Billing section from File menu in the app.
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