FAQ Project Plan 365

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How to manage the trial cancelation?
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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?
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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?
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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?
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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?
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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.

Why after I canceled the Business Trial, I cannot revert to Business Trial?
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If you cancelled the Business Trial, you can change the plan back to Business by going 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 Business. Wait for the confirmation message then close it. After that your trial will be reverted to Business.

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

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 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.

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 subscription renewal options”. A dialog will be displayed where you can click the “Stop Auto-Renewal” button, then to enter a reason why you want to stop the Auto-Renewal and click the “Stop Auto-Renewal” button again. You will receive a confirmation email of canceling the Auto-Renewal.

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

Can I experience collaborative mode during the trial period?
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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?
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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?
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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?
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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.
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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?
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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?
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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?
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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?
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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?
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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.

I just started a Standard trial. Can I use the trial period on a Windows Server?
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Yes, you can use the Standard trial on Windows Server by signing in with your email and password inside the Project Plan 365 application.

I just started a Business trial. Can I use the trial period on a Windows Server?
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Yes, you can use the Business trial on Windows Server by signing in with your email and password inside the Project Plan 365 application.

Do I need to start a trial or purchase a subscription to open a shared .mpp file?
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It is not required for new users to start a trial or purchase a subscription in order to open a shared .mpp file. They can open it in our Web application.

Will I be charged after the 14-days free trial will expire?
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If you don't cancel the auto-renewal during the trial period, you will be automatically charged for the number of subscriptions added during the trial period, after it expires. If you want to cancel the Auto-Renewal, please follow the steps from the Cancel Subscription Online Help Article.
How to start a Business Trial using Apple Pay?
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To start the Business Trial using Apple Pay, 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 Business Subscription option from the Summary panel, then click on the “Continue” button. Once you created your account, click on the Apple Pay option, confirm the payment by clicking on the Pay button for your 14-day Standard 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 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 to start a Business Trial using Google Pay?
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To start the Business Trial using Google Pay, 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 Business Subscription option from the Summary panel, then click on the “Continue” button. Once you created your account, click on the Google Pay option, confirm the payment by clicking on the Pay button for your 14-day Standard 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 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 many users can I add in my team while in Business Trial Subscription?
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If you previously purchased the Standard Subscription and started a Business Trial Subscription, you can assign the same amount of Editors in your team as the quantity of purchased subscriptions. You can assign as many Read-Only users as you need. If you didn’t purchased any subscription yet, you can assign as many team members as you need in your team.

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.

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