> For the complete documentation index, see [llms.txt](https://portavi.gitbook.io/portavi-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portavi.gitbook.io/portavi-docs/settings/plans-and-billing.md). # Plans and billing **Settings → Billing**, for PMO managers.
## The plans | | **Executive View** | **Starter** | **Growth** | **Scale** | **Enterprise** | | ------------------------------------------------------------------------------- | ------------------ | ----------- | ---------- | ---------- | -------------- | | Price | Free | $49/month | $149/month | $349/month | Custom | | PMO manager seats | None | 1 | 3 | 10 | Unlimited | | Manager seats | None | 5 | 20 | 60 | Unlimited | | Integrations | None | 2 | All | All | All | | Projects | None | 20 | 100 | 400 | Unlimited | | Active synced tasks | None | 2,000 | 20,000 | 80,000 | Unlimited | | Programmes & benefits | ✅ | ✅ | ✅ | ✅ | ✅ | | Portfolios & strategy Map | ❌ | ❌ | ✅ | ✅ | ✅ | | [AI](/portavi-docs/ai/ai-in-portavi.md) | ❌ | ❌ | ✅ | ✅ | ✅ | | [API access and AI tool connections](/portavi-docs/ai/connecting-ai-clients.md) | ❌ | ❌ | ❌ | ✅ | ✅ | | SSO, SLA, dedicated support | ❌ | ❌ | ❌ | ❌ | ✅ | Manager seats are a **pooled count**: project, programme and portfolio managers all draw from it. PMO managers have their own separate count. In Settings → Billing each card lists only what its plan **adds** over the one below it, so Scale's card shows its larger numbers and API access rather than repeating everything Growth already includes. Enterprise is not a card: it sits on a line beneath the three, with a Contact us button. **Executive View** is free and invite-only: an executive must be invited by a paid account. Executives never consume a seat and are never locked out. ## Your free trial Paid plans include a **14-day trial with no card required**. {% hint style="info" %} **The trial runs on Growth**, whichever plan you eventually choose. The trial is where you decide whether to buy, and Starter's limits would land during exactly that window: a third integration, a sixth manager, or portfolios all refusing before anyone has been asked to pay. {% endhint %} ## Monthly or yearly Every paid plan can be billed **monthly or yearly**, switched at the top of Settings → Billing. Yearly is shown first. **Yearly costs the equivalent of ten months rather than twelve**, a 17% saving, charged once a year: | Plan | Monthly ×12 | Yearly | | ----------- | ----------- | ---------- | | **Starter** | $588 | **$490** | | **Growth** | $1,788 | **$1,490** | | **Scale** | $4,188 | **$3,490** | The billing page shows this as it is: the twelve-month figure struck through, the real yearly price beside it, and the saving as a percentage. Nothing is rounded in your favour, and the comparison is hidden entirely rather than estimated if the two prices are not directly comparable. Prices are shown in your workspace's currency, which is set by your region. ## Portfolios and AI need Growth Portfolios, the Strategy Map and [AI](/portavi-docs/ai/ai-in-portavi.md) are Growth features. On Starter, the portfolio option in the **+ Create** menu is marked with a lock icon and creating one is refused, and the AI mark does not appear. Objectives live inside portfolios, so the **Objective** option locks alongside them. If you downgrade with portfolios already created, they are not deleted; they become locked and read-only until you upgrade again. That covers the whole portfolio: every tab on it, and the **Strategy** page, whose two tabs are both views of portfolio objectives. ## Watching your usage Settings → Billing shows your usage against each of your plan's limits (seats, integrations, projects and synced tasks) and, on plans that include it, your **AI generations this month** and, where the assistant is available, your **Assistant messages this month**. Both AI allowances are per workspace, shared across everyone in it, and reset at the start of each calendar month. ## Upgrading Select a plan in Settings → Billing, having first chosen monthly or yearly. Checkout is handled by Stripe; your card details never touch Portavi. Upgrades take effect immediately. ## When a trial expires or a payment fails The workspace becomes **read-only**. Your data is untouched and nothing is deleted; you simply cannot create or edit until billing is resolved. Executives keep their access. ## Over the limit after a downgrade If a downgrade leaves you above a limit, Portavi does not delete anything. Members beyond the seat count become read-only, and you choose who keeps an active seat. Seats are handed out PMO Managers first, then by who joined earliest. So on a plan with one PMO Manager seat and two PMO Managers, the one who joined first keeps their access and the other becomes read-only, even though nothing about the workspace itself is wrong. ## What read-only actually looks like An amber banner sits above every page saying why. Below it, one rule decides what you still see: **the figures stay, the things you would do with them do not.** * **Budget tabs and the Budgeting page** keep their headline cards and blur everything under them. The check-in prompt disappears rather than nagging about something you cannot record. * **Timelines, sprints and cadences** blur whole, and their rows stop opening. The shape of the plan is still visible; the detail behind it is not. * **Team members on Capacity** keeps its first few rows and blurs the rest. **Workload** and **What-if scenarios** are locked outright: scenarios are planning, and a read-only workspace cannot plan. * **My Focus** still lists everything waiting on you, but every button that would change something carries the lock icon and takes a PMO Manager to Billing instead. Nothing is hidden to be coy about it: the blur is what a read-only workspace looks like, and everything behind it comes back exactly as it was the moment billing is resolved or a seat frees up. ## Cancelling Cancel from Settings → Billing. You keep access until the end of the paid period, then the workspace becomes read-only. To remove your data entirely, delete the workspace.