In this article, we will review the Billing settings page and PPM Express available plans.
Billing settings page overview
The Billing page allows selecting the PPM Express plan, paying for it at once, or contacting Support Team for the invoice, and reviewing subscription information. All changes to the current plan are also performed via the Billing settings page.
PPM Express tenant is registered once the first user from Office 365/GSuite tenant or private email account signs up. Such a user is granted Administrate app permissions by default and receives access to all components and features provided in PPM Express.
When the first user signs up to PPM Express and creates the tenant for the organization, a trial license will be applied automatically according to the selected plan. It will be valid for 30 days and will include the following number of user/team member seats:
- Projects plan includes 5 users (by default when a trial is registered); no team members are included in the plan.
- To request a trial of the Projects Unlimited plan, please use the Contact Us button. Projects Unlimited plan allows selecting any number of users.
- Enterprise plan includes 5 users, 25 team members (by default when a trial is registered). After the trial period, it is possible to buy additional user/team member seats or select the unlimited option.
- To request a trial of the Enterprise Ultra plan, please use the Contact Us button. When the trial is issued, it includes 5 users and 25 team members by default but can be set higher if communicated to the Sales team. After the trial period, it is possible to buy additional user/team member seats or select the unlimited option.
After 30 days of a trial period on the Projects/Projects Unlimited plans, the PPM Express Administrator can only access the Billing settings page if the plan was not selected and paid. For the Enterprise plans, there is a grace period of 7 days for users to continue using PPM Express functionality.
As the required number of user seats of each type is purchased, users may log in to PPM Express. The users from the same Office 365/GSuite tenant registering in PPM Express will receive access to the same PPM Express tenant, which was initially created by the first user, if there are free user seats within this PPM Express tenant.
As users register in PPM Express, Team Member licenses will be assigned first. As all Team Member seats are issued, User licenses will be assigned to the next users who are further registering in PPM Express. When users are registered in PPM Express, the PPM Express Administrator can change the license type and assign the licenses and permissions as required.
As the license is issued, users can be added to PPM Express. Users who are added to PPM Express may have two types of licenses:
- User- users with this license may have a full set of PPM Express permissions. By default, users with the User license have manage resources permissions and permissions to view all Projects, programs, and portfolios, and edit Projects, Programs, and Portfolios they own. The default set of permissions may be changed by the PPM Express administrator who also defines the permission level for each user with the User license type on the People Management page.
- Team Member - users with a Team Member license have read permissions and view all PPM Express Portfolios, Programs and Projects by default. Using 'Collaborate on' permission, the PPM Express administrator can grant Team Members permission to edit PPM Express tasks. On the People Management page, the PPM Express administrator may define what Portfolios, Programs and/or Projects exactly these users have permissions to review and/or edit tasks for.
To add more users to PPM Express, it is required to obtain a license for the number of users you would like to add to PPM Express. For this purpose, open the settings from the gear button and select the Billing option. On the Billing page, click the Buy Now or Contact Us button, depending on your plan.
To manage the Billing details users should have Manage Billing permissions. By default, only the first user who registered a PPM Express tenant and has Administrate app permissions will have Manage Billing permissions. This user may grant Manage Billing permissions to other users with a User license type, as required.
Billing settings page includes Subscription information and Available plans.
Subscription information section includes:
- Current Subscription section;
- Renewal Date section: shows the date when the next payment will occur;
- User Seats section: shows the number of users with a User type of license. The first number will show the number of User licenses that are already assigned to PPM Express users, the second number is the total number of available User licenses;
- Payment section: shows payment details (amount to be paid according to the selected plan).
Two options are available under the Subscription information section: Manage Billing Details and Delete Account.
The Manage Billing Details button opens the Manage Subscriptions window, where billing information can be updated if needed (only for the Projects Plan purchased from PPM Express directly). It includes:
- Account Information;
- Billing and Shipping address;
- Payment Methods;
- Billing History.
If you select the Projects Unlimited or Enterprise/Enterprise Ultra plans, the manage option will not be available as all payment details information, and changes will be managed via the Sales Team.
Delete Account button is available for users with Administrate app permission only, and it allows deleting the whole PPM Express tenant, including all information within the tenant, all Portfolios, Programs, Projects, Resources/Users, as well as billing information.
PPM Express available plans
PPM Express provides four plans for selection: Projects Plan, Projects Ulrta Plan, Enterprise Plan, Enterprise Ultra Plan. For detailed information about the functionality that each plan includes please refer to the PPM Express Subscription plans article.
PPM Express Projects plan is for customers who want flexibility and prefer to pay for licenses every month. The payment will be processed automatically every month from a credit/debit card provided in the Billing&Shipping information and Payment details of the Billing Operations window.
PPM Express Projects Unlimited/Enterprise/Enterprise Ultra plans are for organizations that need enterprise features and/or a large number of users (over 30 users). Customers can buy these plans by contacting the Sales Team by clicking the Contact Us button and sending all the details to the Sales Team, you will receive a payment order.
For PPM Express Enterprise/Enterprise Ultra plans, there will be a grace period.
If the required amount is not paid before the end of the grace period, users can log in to PPM Express, but PPM Express functionality will no longer be available for the users. Only PPM Express users with Administrate app permissions will have access to the PPM Express Billing Settings page and can select the plan or contact our Sales Team to pay for the plan.
As the required amount is paid, users can use the full PPM Express functionality again.