PPM Express Help Center

What do you need help with?

How to change PPM Express subscription plan

In this article, we will review how to change the current subscription plan to a different one.

Please note: If you decide to cancel or change the Annual plan for Monthly or from Monthly to Annual plan or change your plan to the Enterprise before the renewal date, the payment is not refundable.

To change the current plan from Monthly Product/Portfolio/Project/Resource/Demand and Innovation Management to Annual or from Annual Product/Portfolio/Project/Resource/Demand and Innovation Management to Monthly, perform the following:

1. Open the Billing Settings page.

2. Select the plan you need by clicking the Buy Now button. Before you buy the plan you can use the Compare Plans button to see how the plans differ and which plan works better for you. 

3. In the window that appears, provide the following information:

  • User Seats: set the number of User Seats that you would like to add to your subscription. 
  • Team Member Seats: set the number of Team Member Seats that you would like to add to your subscription. 

Please note: For Project Management and Resource Management plans, only User license type is available. 

The total price section will display the amount charged monthly from your credit/debit card as you provide payment details. 

As you are ready with the selection, click Proceed

4. Follow the steps in the Billing Operations window. 

5. The licensing plan will be changed to a new one and charged every month or year accordingly (depending on the plan selected, monthly or annual). 

If you would like to change the plan from Annual or Monthly to Enterprise, click the 'Contact us' button on the Enterprise plan on the Billing Settings page. This way, you will contact our Sales Team, and they will change your subscription to the Enterprise. 



Was this article helpful?

Table of contents

    Back To Top