Compare plans and upgrade

Onplana has six plan tiers, and each one includes everything below it.

• Free: core work management, projects, tasks, and views, plus the full AI assistant (chat, plan and report generation, Run with Agent) with a one-time AI token bonus. Once the bonus is spent you buy AI credit or upgrade.
• Starter: adds reusable project templates.
• Pro: adds Gantt charts, sprints and backlog, custom fields, automations and workflows, time tracking, resource capacity planning, intake forms, the permission matrix, dashboards, whiteboards, wikis, and web part pages.
• Business: adds portfolios, goals and OKRs, webhooks, integrations, custom roles, and the advanced AI features.
• Enterprise: adds the governance pipeline, SSO and SCIM, audit logs, IP allowlist, project classification, change control, scenario planning, and dashboard templates.
• Enterprise Plus: self-hosted deployment, customer-managed encryption keys, and unlimited AI. Contact sales.

Prices are not repeated here because they change. The current per-seat rates and the full feature matrix are on the pricing page, and the steps to actually switch are in Upgrade below.

Plan limits

Features are only half the picture. Each tier also caps how much you can put in the workspace, and on Free those caps usually matter more than the feature list:

Plan	Members	Projects	Storage	Published apps
Free	5	2	300 MB	1
Starter	25	25	5 GB	3
Pro	100	200	50 GB	10
Business	1,000	Unlimited	500 GB	25
Enterprise	Unlimited	Unlimited	1 TB	100
Enterprise Plus	Unlimited	Unlimited	Unlimited	Unlimited

If you are choosing between Free and Starter, the two-project ceiling is usually the deciding factor rather than templates.

Monthly vs annual

Every paid plan bills per seat, monthly or annually. Annual billing is discounted by up to 20% against the same plan paid month by month. The exact saving varies a little by tier, because the annual per-seat rate is rounded to a whole dollar, so check the figure on the pricing page or the Billing tab rather than assuming a flat 20%.

You pick the interval with the toggle on the Billing tab, and you can see which interval an existing subscription uses in the same place.

How storage works

The storage figures above are a single organization-wide pool, not a per-user allowance. Every member’s files draw from the same total.

It counts the files your team actually stores in Onplana, meaning documents uploaded to libraries (project, proposal, and organization Workspace) and task attachments. Linked files that live in Google Drive, OneDrive, Box, or Dropbox do not count, and neither does the hosting for published Build apps.

You can see current usage, with a documents-versus-attachments breakdown, on the Billing tab of Organization Settings. When usage crosses 80% of the cap, Owners and Admins get a warning email, sent at most once a week so it does not become noise.

Note

Hitting the cap only blocks actions that add new bytes: file uploads, task attachments, document saves, file copies from connected providers, and recycle-bin restores. Nothing is ever deleted, and everything already stored stays readable and downloadable. Free up space by deleting files you no longer need (quota is released immediately; the recycle bin retains them for restore until it is emptied or expires) or upgrade for more room.

If your organization needs more than the Enterprise 1 TB allowance, contact sales. Per-organization allowances can be raised on Enterprise agreements without changing plans.

Upgrade

Tip

Only the organization Owner can change the plan. If you are an Admin or a member, the Billing tab is read-only for you, so send this page to whoever owns your workspace. You can check who that is in Organization Settings under People.

1. Open Organization Settings and go to the Billing tab (Owner only).

2. Choose monthly or annual with the interval toggle.

3. Pick the plan and complete the checkout. Features unlock as soon as payment goes through.

Note

Tax is calculated automatically at checkout from your billing address, so the listed per-seat price excludes any applicable VAT or sales tax.

If your organization already buys software through Microsoft, you can subscribe through the Microsoft commercial marketplace instead and have Onplana billed on your existing Microsoft invoice. See Buy through Microsoft Marketplace.

What happens when you downgrade

Downgrading is deliberately careful, because lower tiers lock features your data may live in.

1. Review the impact. Before anything changes, Onplana shows exactly which features you will lose and how many records each one holds.
2. Export what you need. Compliance-critical records can be downloaded as CSV directly from the review step.
3. Confirm explicitly. The downgrade requires a typed confirmation.

After the downgrade, the features you lost enter a 30-day read-only grace window. You can still see and export that data, but not change it. Owners also get an email confirming the date the window closes. When it does, those sections of the app are hidden. Nothing is deleted, and upgrading later restores live access to everything exactly as it was.

Caution

Storage is the one limit that can be over the line the moment you downgrade, because your existing files do not shrink to fit the new cap. You keep every file and can still read and download them, but uploads stay blocked until usage is back under the lower cap. The impact review flags this before you confirm.

Choosing a tier

• Let the ceiling you reach first pick the tier. Teams are usually moved by projects, members, or storage rather than by one feature, and the limits table shows which one arrives soonest for you.
• Upgrade ahead of a known need, not after. Hitting a feature lock in the middle of a sprint or a month-end close is disruptive, and the unlock is instant either way.
• Match the interval to how settled you are. Annual is cheaper per seat, monthly costs slightly more and stays easy to change, and you can move from monthly to annual later without changing tier.
• Check the pricing page rather than assuming a tier. Feature to tier assignments shift occasionally as plans evolve, and the pricing page always reflects the current mapping.

Onplana licenses per seat, the same shape as Microsoft Project, Asana, Jira, ClickUp, and Smartsheet, so a seat count carries over directly when you migrate. Two things differ and are worth knowing: guest seats are partly free on every paid tier, and storage is pooled across the organization rather than allocated per user.

FAQs

Who can change the plan? Only the organization Owner. Admins can review the downgrade impact and export data from it, but cannot change the subscription.

Can I switch from monthly to annual without changing tier? Yes. Pick the same plan with the annual toggle on the Billing tab.

Will a downgrade delete our data? No. Records behind locked features are preserved and become read-only for 30 days, then hidden until you upgrade again.

How are seats counted? Billable seats are your members minus a per-plan free guest allowance. See Manage seats and guests.

Is storage per user or per workspace? Per workspace. All members share one organization-wide pool, from 300 MB on Free up to 1 TB on Enterprise. There is no per-user quota.

Troubleshooting

An upgrade has not unlocked its features. Unlocking is immediate on payment, so this is almost always a stale page. Refresh the browser.

The annual price does not match the monthly list price. Expected. Annual billing is 20% off, and the Billing tab shows the discounted per-seat rate with a “billed annually” note.

The downgrade impact review is slow. It counts records across every affected feature, so large organizations take longer. Let it finish rather than reloading, which starts the count again.

The Billing tab is read-only for an Admin. By design. Plan changes are Owner only; see the first FAQ above.

The tax at checkout looks wrong. Tax is derived from the billing address on file. Correct the address and the amount recalculates.

Related

• Manage seats and guests, how billable seats and the free guest allowance are counted
• Change your plan or billing cycle, switching interval or tier on an existing subscription
• Buy through Microsoft Marketplace, subscribing on your Microsoft invoice
• Understand your AI token budget, how the one-time bonus scales with tier
• Read audit logs, where plan changes are recorded