In this article, we will review the Billing settings page and PPM Express available plans.
The Billing page allows selecting the PPM Express plan, paying for it at once, or contacting the 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 provides three plans for selection: Once, Enterprise Plan, and Enterprise Ultra Plan. For detailed information about the functionality that each plan includes, please refer to the PPM Express Subscription plans article.
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 unlimited users and team members (by default when a trial is registered).
After 30 days of a trial period on the Once plan, 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.
Users from the same Office 365/G Suite tenant who register in PPM Express will receive access to the same PPM Express tenant that the first user initially created.
As users register in PPM Express, Team Member licenses will be assigned. If required, the PPM Express Administrator can change the license type and assign permissions as required.
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.
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. It includes:
- Account Information;
- Billing and Shipping address;
- Payment Methods;
- Billing History.
If you select the 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.
