FAQs Sales & Billing

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FAQ › Category: Sales & Billing
Can I use the Business subscription on Windows Server?
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Yes, you can use the Business subscription purchased from our website on Windows Server by signing in with your email and password inside the Project Plan 365 application (look upper right corner for the Sign In button).
Can I use the Standard subscription on Windows Server?
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Yes, you can use the Standard subscription purchased from our website on Windows Server by signing in with your email and password inside the Project Plan 365 application (look upper right corner for the Sign In button).

The students have free access to your software?
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We are providing eligible institutions with a licensing scheme for Project Plan 365 that provides PM students with a free license to use while studying or gaining certification. For more information, please submit a ticket to our [Support Team](https://www.projectplan365.com/newticket/index)
How do I remove my credit card information?
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To remove your credit card information, please go Project Plan 365 Portal - “Billing” tab and click the “Edit Payment Information” button. Remove the credit card information and click on the“Save Payment Information” button. In the dialog that appears click on the "Remove Card Information" button.
What are the differences between the Standard and the Business Subscription?
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Compared to Standard Subscription, the Business Subscription adds some extra features like:

1. Master project and subprojects
2. Risk Management
3. Real-Time Collaboration
4. Visual Reports
5. Custom Views
6. Export to My Calendar
7. Global Settings
8. Manage Divisions
9. Resource Leveling
10. Restrict Project Editing

How can I purchase a Business subscription?
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In order to purchase the Business Subscription, follow the steps below:

  1. Go to our Purchase page.
  2. Click on the Buy Subscription button that is associated with the Business Subscription.
  3. Sign In with your email and password, select the desired quantity and insert the billing info and the credit card info.
  4. Click the Place Order button,

Another way to purchase the Business Subscription is to go to Project Plan 365 Portal and Sign In with your email and password. In Account page click on the Buy Subscription button and follow the steps described above.

I renew my subscription from Microsoft Store. How can I update my Project 365 account info?
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For the data from your account to be updated after you renew your subscription please follow the steps below:

  1. Make sure you downloaded and installed our latest application from Microsoft Store.
  2. Open application.
  3. Go to menu Help - Subscriptions.
  4. Press on Restore Standard Subscription.
  5. Wait for the confirmation message.
  6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from Microsoft Store to your Project 365 account.
I renew my business subscription from App Store. How can I update my Project 365 account info?
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If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

  1. Make sure you downloaded and installed our latest application from App Store.
  2. Open application.
  3. Go to menu “Help” – “Subscriptions”.
  4. Press on “Restore Business Subscription”.
  5. Wait for the confirmation message.
  6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from App Store to your Project 365 account.
I renew my standard subscription from App Store. How can I update my Project 365 account info?
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If you have renewed your subscription and the data has not been updated into the application please follow the steps below:

  1. Make sure you downloaded and installed our latest application from App Store.
  2. Open the application.
  3. Go to menu “Help” – “Subscriptions”.
  4. Click on “Restore Standard Subscription”.
  5. Wait for the confirmation message.
  6. Sign In with your Project 365 email and password inside the application in order to transfer the subscription information from App Store to your Project 365 account.

 

How to use Project Plan 365 app over different platforms and devices?
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In order to use Project Plan 365 on multiple platforms (macOS, iOS, Windows, Android) you should purchase the Standard/Business Subscription from our website. You can purchase the Standard/Business Subscription from our Purchase page.Download and install our latest app from the Download page. In order to use the purchased subscription, just Sign In with your email and password inside the Project Plan 365 app (look upper right corner for Sign In button or go to the backstage menu File - Account and click the Sign In button).

How to activate the standard subscription from App Store?
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To activate the Standard Subscription from App Store follow the steps below:

  1. First please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account”).
  2. Also please make sure you have now on Mac the same Region (the same with Region when you purchase the application from store).
  3. Open Project Plan 365 app.
  4. Go to menu Help – Subscriptions and click the Restore Standard Subscription.
  5. Wait for the confirmation message.
How to activate the Standard subscription from Microsoft Store?
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To activate the Standard subscription from Microsoft Store, follow the steps below:

  1. Make sure you are Signed In in store with the same email address and password you used when you purchased the application.
  2. Open the Project Plan 365 app.
  3. Go to menu “Help” - “Subscriptions”.
  4. Click the “Start Standard Subscription” button.
  5. Wait for the confirmation message.
How to activate the Business Subscription from App Store?
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To activate your Business subscription from App Store, please follow the steps below:

  1. First, please check if you are Signed In on App Store with the account used to buy the subscription (to find this info, open App Store, click on Store and see what’s on “View My Account").
  2. Also please make sure you have now on MAC the same Region (the same with Region when you purchase the application from store).
  3. Open Project Plan 365 app.
  4. Go to menu Help – Subscription and click Restore Business Subscription.
  5. Wait for the confirmation message.
How do I apply Promotional Codes when renewing a subscription?
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To apply Promotional Codes when renewing a subscription, follow the steps below:

  1. Go to our Project Plan 365 Portal Page and Sign In with your Owner account.
  2. In Account page click on the Renew Subscriptions button.
  3. Select the number of subscriptions that you want to renew, click on Enter Promotional Code label, type a valid promotional code and click on Apply Code button.
  4. Make sure the promotional code has been applied.
  5. Edit the billing info, then click on the Place Order button.

Note that you can renew a number greater or equal to the number of assigned Editor subscriptions.

How do I upgrade to Business Subscription?
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To upgrade to Business Subscription, follow the steps below:

  1. Go to Project Plan 365 Portal and Sign In with your email and password.
  2. In Account page click on the Upgrade to Business button.
  3. Click on the Upgrade to Business Now button.
  4. You are redirected to a page where you enter your Credit Card information.

You can also upgrade to Business Subscription directly form our Project Plan 365 app. Go to File menu – Account – Purchase and click the Upgrade to Business button.Note: When you upgrade from Standard to Business Subscription, the end date for the Business Subscription will be automatically calculated.

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 the Get Started dialog will appear. Click on the Start your free 30 days Trial Now button.
  3. A dialog will be displayed that presents you the Project Plan 365 Subscription Plans.
  4. Click the Start Business Subscription button.
  5. Insert your Apple ID and password and then click Buy.
  6. Confirm the subscription and accept the Subscription Terms.
  7. Wait for the confirmation message.
  8. In the Sign Up to Project Plan 365 dialog, insert your email and password or Sign Up with a third party account.
  9. Click the Sign Up to Project Plan 365 button.
How do I purchase the Business Subscription directly from the application?
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In order to purchase the Business Subscription directly from our application, follow the steps below:

  1. Sign In in our application with your Business trial account or Business Trial Expired account.
  2. Click on the “Buy” button from the “Business Trial Subscription Expires in… days” bar or go to File menu – Account and click the Purchase button.
  3. A dialog will appear where you have to choose what subscription you want to buy - select Business.
  4. Select the desired quantity and insert the Billing info, the Credit card info.
  5. Click on Place Order button.
If I uninstall the application the subscription will be erased?
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There are three possibilities:

  1. If you purchased a subscription from our website, that subscription is assigned to your email address on which you were logged in when the payment has been done. Therefore, your subscription will remain active on your email address for 1 year.
  2. If you purchased a subscription from Apple Store, that subscription is assigned to your Apple Store account. Therefore, your subscription will remain active on your App Store account for 1 year.
  3. If you purchased a subscription from Microsoft Store, that subscription is assigned to your Microsoft Store account. Therefore, your subscription will remain active on your Microsoft Store account for 1 year.
I purchased the Standard subscription from Microsoft Store. How can I use this subscription on another platform or device?
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To use the Standard subscription purchased from Microsoft Store on other platforms, follow the steps below:

  1. Downloadinstall and open our application from Microsoft Store.
  2. Go to menu Help – Subscriptions.
  3. Click the Restore Standard Subscription button and wait for the confirmation message.
  4. If you don’t have a Project Plan 365 account, Sign Up here.
  5. Sign In inside the application in order to copy the subscription information from Microsoft Store to your Project 365 account.
  6. To use the subscription on other device/platform, Download and install the latest app from our website and then Sign In with your email and password inside the application (look upper right corner for Sign In button).
How do I purchase the Standard Subscription directly from the application?
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In order to purchase the Standard Subscription directly from our application, follow the steps below:

  1. Sign In in our application with your Standard Trial account or Standard Trial Expired account.
  2. Click on the Buy button from the Standard Trial Subscription Expires in… days bar or go to File menu – Account and click the Purchase button.
  3. Click on the Buy Subscription button associated with the Standard subscription.
  4. Select the desired quantity and insert the Billing Info and the Credit Card Info.
  5. Click on Place Order button.
Why has my account reverted to the trial version?
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If you have a paid Standard Subscription and you have started the Business Trial by mistake please follow these steps:

  1. Go to Online Portal.
  2. Sign In with your email and password.
  3. Then, in Account page, click on Cancel Subscription button.
  4. Sign Out and back Sign In inside application with your email and password or close and reopen the application.

You can also cancel the subscription directly from the application by clicking the Cancel Subscription button from the File menu - Account tab.

How do I renew the Business Subscription directly from the application?
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Subscriptions will automatically renew if the Auto-Renewal is enabled.

If the Auto-Renewal is disabled, you can manually renew the Business subscription directly from our Project Plan 365 application by going to File menu – Account – Purchase and click the Renew Subscriptions button. A pop-up dialog will appear. Select the number of subscriptions that you want to renew, edit the billing info, then click the Place Order button.

For more information, read the Renew Business Subscription online help article.

How do I renew the Standard Subscription directly from the application?
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Subscriptions will automatically renew if the Auto-Renewal is enabled.

If the Auto-Renewal is disabled, you can manually renew the Standard subscription directly from our Project Plan 365 application by going to File menu – Account – Purchase and click the Renew Subscriptions button.

A pop-up dialog will appear. Select the number of subscriptions that you want to renew, edit the billing info, then click the Place Order button.For more information, read the Renew Standard Subscription online help article.

How do I apply a Promotional Code for Business Subscription?
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To apply a promotional code, follow the steps below:

  1. Go to our Purchase page and click on the “Buy Subscription” button that is associated with the Business Subscription.
  2. Sign In with your email and password.
  3. In the Order Info Page select the desired quantity and click on „Enter Promotional Code” label.
  4. Then insert a valid Promotional Code an click the „Apply Code” button.
  5. Make sure the promotional code has been applied.
  6. Insert the billing info and credit card info then click on the “Place Order” button.

For more information, read the Purchase Business Subscription online help article.

How do I stop the next renewal?
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There are three possibilities:

  1. If you purchased a subscription from our website and you want to cancel the auto-renewal, please follow the steps from the Cancel Subscription
  2. If you purchased a subscription from App Store and you want to cancel the auto-renewal, you will need to follow the steps from Apple Support as we have no control over your apple account.
  3. If you purchased a subscription from Microsoft Store and you want to cancel the auto-renewal, you will need to follow the steps from Microsoft Store as we have no control over your Microsoft account.
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