Subscriptions

Subscription Web Options

Online Help > Subscription Web Options

The Subscriptions functionality allows a user to unlock additional functionalities for Project Plan 365 for Web, to better match his project planning needs. In this sense, a user has the possibility to start a free trial for Project Plan 365 for Web in either Advanced Viewer or Complete Editor mode, or to buy a subscription for Advanced Viewer or Complete Editor for Project Plan 365 for Web. Thus, the user can either has a trial or paid subscription for Advanced View-Only or Complete Editor mode of Project Plan 365 for Web. Based on the type of subscription the user has purchased, the application can be in either Advanced View-Only or Complete Editor mode. Therefore, there are four types of available subscriptions: free trial (for Advanced View-Only and Complete Editor mode), and paid (for Advanced View-Only and Complete Editor mode).

Each subscription, whether it is of free trial or paid mode, has associated a start and end date, which dictates the moment in time when a subscription may expire. A free trial subscription has a period of 30 days, whilst a paid subscription lasts one year, and it can be renewed annually. Thus, the status of a subscription can be either active or expired.

Please note that in order to start a trial or to buy a subscription, a user needs to have an account on www.projectplan365.com website, and it is required to sign in with his account within Project Plan 365 for Web. At the first time when opening the application, when the user has not signed in or when his account is not associated with any subscription, Project Plan 365 for Web is in Free Viewer mode. In this case, the application is locked and most of its functionalities cannot be accessed.

Once a user started a trial, he can no longer start another trial. To start another trial, you must Sign Out and use another account to sign in the application.

The subscription functionality brings the concept of universal platform subscription (UPS), such that once a user purchased a subscription for Project Plan 365, he can use it across several platforms on which Project Plan 365 is available such as: Windows, Mac, iOS (tablet and phone), Android (tablet and phone). Therefore, the user does not need to purchase multiple subscriptions in order to use Project Plan 365 application on different platforms.

In the following it will be described the possible scenarios that may arise as part of the UPS flow.

At the beginning, when no trial was started or no subscription was bought, Project Plan 365 for Web is in Free Viewer mode, and most of the functionalities cannot be accessed (i.e. a lock indicator will be shown next to the functionalities that are not available in Free Viewer mode).

Product Features	Free Read-Only	Standard Subscription	Business Subscription
New Project
Create New Project		✔	✔
Global Settings			✔
New Blank Project	✔	✔	✔
New from Existing Project	✔	✔	✔
New from Template	✔	✔	✔
Options dialog	✔	✔	✔
Set Project Start Date	✔	✔	✔
Open Project
Folder Explorer	✔	✔	✔
Open from BaseCamp	✔	✔	✔
Open from Box	✔	✔	✔
Open from Dropbox	✔	✔	✔
Open from My Projects - Drive 365		✔	✔
Open from Email Attachment	✔	✔	✔
Open from Google Drive	✔	✔	✔
Open from Local Device	✔	✔	✔
Open from OneDrive	✔	✔	✔
Open OneDrive for Business	✔	✔	✔
Open from Project Server	✔	✔	✔
Open from Project Online	✔	✔	✔
Open from SharePoint Online	✔	✔	✔
Open from SharePoint Task List	✔	✔	✔
Open from URL	✔	✔	✔
Open MPP from other Web Applications	✔	✔	✔
Open Recent Files	✔	✔	✔
Open Sample Project	✔	✔	✔
Open XML	✔	✔	✔
Save Project
Auto Save		✔	✔
Save		✔	✔
Save As		✔	✔
Warning Messages on Save		✔	✔
Save Password Protected Files		✔	✔
Import/Export
Import from Excel or CSV	✔	✔	✔
Import from XML	✔	✔	✔
Import from Smartsheet	✔	✔	✔
Import from XMind	✔	✔	✔
Import from MindManager	✔	✔	✔
Export to CSV	✔	✔	✔
Export to Image	✔	✔	✔
Export to MPP		✔	✔
Export to My Calendar			✔
Export to PDF	✔	✔	✔
Export to PowerPoint	✔	✔	✔
Export to XML	✔	✔	✔
Supported formats
earlier 2007	✔	✔	✔
2010	✔	✔	✔
2013	✔	✔	✔
2016	✔	✔	✔
Share
Share		✔	✔
Enabling MPP for Real-Time Collaboration			✔
Tasks
Copy	✔	✔	✔
Cut		✔	✔
Delete Multiple Tasks	✔	✔	✔
Delete Task		✔	✔
Find	✔	✔	✔
Insert Multiple Tasks	✔	✔	✔
Insert Recurring Task	✔	✔	✔
Insert Task	✔	✔	✔
Link Unlink Tasks	✔	✔	✔
Manual Tasks	✔	✔	✔
My Tasks			✔
Null Tasks or Blank Rows	✔	✔	✔
Paste	✔	✔	✔
Replace	✔	✔	✔
Select	✔	✔	✔
Set Milestones	✔	✔	✔
Set Task Duration	✔	✔	✔
Set Task Mode	✔	✔	✔
Set Task Type	✔	✔	✔
Split Task	✔	✔	✔
Task Information	✔	✔	✔
Task Notes	✔	✔	✔
Task Notification	✔	✔	✔
Undo Redo	✔	✔	✔
Team
Assign Resource	✔	✔	✔
Delete Resource	✔	✔	✔
Enter Pay Rates for Resources	✔	✔	✔
Insert Multiple Resources	✔	✔	✔
Insert Resource	✔	✔	✔
Resource Information	✔	✔	✔
Resource Leveling			✔
Resource Merge		✔	✔
Resource Notes	✔	✔	✔
Resource Overallocation	✔	✔	✔
Manage Team Members		✔	✔
Set Resource Units	✔	✔	✔
Set the Amount of Work That People Perform on Tasks	✔	✔	✔
Summary Assignments	✔	✔	✔
Restrict Project Editing			✔
Print
Page Setup	✔	✔	✔
Print for Web	✔	✔	✔
Print Preview	✔	✔	✔
Reports
Budget Report	✔	✔	✔
Burndown Report			✔
Cash Flow Report	✔	✔	✔
Compare	✔	✔	✔
Completed Tasks Report	✔	✔	✔
Critical Tasks Report	✔	✔	✔
Custom Reports	✔	✔	✔
Dashboard	✔	✔	✔
Earned Value Report	✔	✔	✔
Milestones Report	✔	✔	✔
Overallocated Resources Report	✔	✔	✔
Overbudget Resources Report	✔	✔	✔
Overbudget Tasks Report	✔	✔	✔
Project Summary Report	✔	✔	✔
Resource Material Report	✔	✔	✔
Resource Usage Report	✔	✔	✔
Resource Work Report	✔	✔	✔
Risk Management			✔
S-Curve Report			✔
Should Have Started Tasks Report	✔	✔	✔
Splipping Tasks Report	✔	✔	✔
Statistics	✔	✔	✔
Task Usage Report	✔	✔	✔
Tasks in Progress Report	✔	✔	✔
Tasks Starting Soon Report	✔	✔	✔
Task Report	✔	✔	✔
To Do List Report	✔	✔	✔
Top Level Tasks Report	✔	✔	✔
Unstarted Tasks Report	✔	✔	✔
User Activity	✔	✔	✔
Who Does What Report	✔	✔	✔
Who Does What When Report	✔	✔	✔
Working Days Report	✔	✔	✔
Project Tracking
Assignments Filters	✔	✔	✔
Autofilter	✔	✔
Computed Fields	✔	✔	✔
Costs Filters	✔	✔	✔
Current Activities Filters	✔	✔	✔
Custom Fields	✔	✔	✔
Edit fields	✔	✔	✔
Go To	✔	✔	✔
Group	✔	✔	✔
Outline Tasks into Subtasks and Summary Tasks (Indent/Outdent)	✔	✔	✔
Overview Filters	✔	✔	✔
Project Fields	✔	✔	✔
Project Information	✔	✔	✔
Project Online Fields	✔	✔	✔
Save Fields	✔	✔	✔
Scroll To	✔	✔	✔
Set Status Date	✔	✔	✔
Sort	✔	✔	✔
Tables	✔	✔	✔
View Outline Levels	✔	✔	✔
Zoom	✔	✔	✔
Scheduling
Master project and subprojects			✔
Apply Constraints	✔	✔	✔
Deadlines	✔	✔	✔
Baseline	✔	✔	✔
Calculation Duration, Start and Finish	✔	✔	✔
Change task scheduling options defaults for days, weeks, and months	✔	✔	✔
Change working days	✔	✔	✔
Critical Path	✔	✔	✔
Early Start and Early Finish fields	✔	✔	✔
Inactive tasks	✔	✔	✔
Late Start and Late Finish fields	✔	✔	✔
Lead and Lag times	✔	✔	✔
Max Units	✔	✔	✔
Project Plan 365 Scheduling Engine	✔	✔	✔
Project Tracking	✔	✔	✔
Assignments Peak Units	✔	✔	✔
Set Start Finish date hours	✔	✔	✔
Set the scheduling units for duration	✔	✔	✔
Move Project	✔	✔	✔
Slack calculation	✔	✔	✔
Standard Time Phase data	✔	✔	✔
Percent Complete	✔	✔	✔
Calendar
Base Calendars	✔	✔	✔
Schedule Calendar	✔	✔	✔
Project Calendars	✔	✔	✔
Set a Calendar to a Task	✔	✔	✔
Set Resource Calendar	✔	✔	✔
Languages and impact on Project Plan 365 calendars	✔	✔	✔
Format
Currency	✔	✔	✔
Date Format	✔	✔	✔
Language	✔	✔	✔
Advanced Options	✔	✔	✔
Properties	✔	✔
Timescale	✔	✔	✔
Bar	✔	✔	✔
Bar Styles	✔	✔	✔
Font Text Style	✔	✔	✔
Full Screen	✔	✔
Gantt Chart Actions	✔	✔	✔
Gantt Chart Style	✔	✔	✔
Insert/Hide/Move Column	✔	✔	✔
Keyboard Shortcuts for Web	✔	✔	✔
Layout	✔	✔	✔
Move Row	✔	✔	✔
Scroll Bar	✔	✔	✔
Split Window	✔	✔	✔
View Bar	✔	✔	✔
Views
Bubble View	✔	✔	✔
Custom Views	✔	✔	✔
Resource Usage	✔	✔	✔
Resource Form	✔	✔	✔
Resource Graph	✔	✔	✔
Assignment Information	✔	✔	✔
Calendar View	✔	✔	✔
Gantt Chart	✔	✔	✔
More Views	✔	✔	✔
Network Diagram	✔	✔	✔
Resource Sheet	✔	✔	✔
Task Sheet	✔	✔	✔
Task Usage	✔	✔	✔
Task Form	✔	✔	✔
Team Planner	✔	✔	✔
Timeline	✔	✔	✔
Toolbar view name list	✔	✔	✔
Tracking Gantt	✔	✔	✔
Other Features
Erix Chatbot	✔	✔	✔
Erix AI		✔	✔
Compatibility of Project Plan 365 with Microsoft Project	✔	✔	✔
Close	✔	✔	✔
Exit	✔	✔	✔
EULA	✔	✔	✔
Help	✔	✔	✔
Subscription Web Options	✔	✔	✔
Online Training	✔	✔	✔
Free Viewer	✔	✔	✔
Project Plan 365 Assistant Browser Extension	✔	✔	✔
Cost
Cost Resources	✔	✔	✔
Cost Tracking	✔	✔	✔
Installation
Download	✔	✔	✔
About	✔	✔	✔
Install Project Plan 365 for Web	✔	✔	✔
System Requirements	✔	✔	✔
Account
Sign Up to Project Plan 365	✔	✔	✔
Sign In to Project Plan 365	✔	✔	✔
Start 30-Day Standard Trial	✔	✔	✔
Start 30-Day Business Trial	✔	✔	✔
Standard/Business Roles	✔	✔	✔
Change Business Name	✔	✔	✔
Cancel Subscription	✔	✔	✔
Forgot Password	✔	✔	✔
Change Password	✔	✔	✔
Set Password	✔	✔	✔
View All the Projects from Drive 365	✔	✔	✔
Restore Subscription	✔	✔	✔
Sales & Billing
Purchase Standard Subscription	✔	✔	✔
Purchase Business Subscription	✔	✔	✔
Renew Standard Subscription	✔	✔	✔
Renew Business Subscription	✔	✔	✔
CO-TERM	✔	✔	✔
Reseller Info	✔	✔	✔

Related	Subscription iPhone Options	Subscription Mac Options	Subscription Windows Options	Subscription iPad Options	Subscription Android Options
Platform	Windows	Mac	iOS	Web	Android
Platform				✔
Product	Project Plan 365
Article ID	187
Date	10/16/2024

Subscription Web Options

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