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jenzamora authored Sep 18, 2024
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---
title: "Understand Planner trials and license assignments for administrators"
title: "Understand Planner trials and license assignments"
description: "Learn about 30-day user trials of Planner and how to assign licenses."
author: jenzamora
ms.author: jenz
Expand All @@ -12,36 +12,36 @@ ms.localizationpriority: medium
audience: Admin
---

# Understand Planner trials and license assignments for administrators
# Understand Planner trials and license assignments

Within your organization's account, your users may have a Microsoft 365 E3 or E5 license that provides them with access to [Microsoft Planner](https://www.microsoft.com/microsoft-365/business/task-management-software). These users can access Planner either through the web (https://planner.cloud.microsoft), or through [the newly updated application in Microsoft Teams called Planner](https://teams.microsoft.com/l/app/com.microsoft.teamspace.tab.planner?source=app-details-dialog). As users explore the benefits of Planner, they might discover that they want more advanced work management capabilities. Signing up for a trial allows users to experience Planner's premium features for 30 days.
Within your organization's account, your users might have a Microsoft 365 E3 or E5 license that provides them with access to [Microsoft Planner](https://www.microsoft.com/microsoft-365/business/task-management-software). These users can access Planner either through the [web](https://planner.cloud.microsoft), or through [the newly updated application in Microsoft Teams called Planner](https://teams.microsoft.com/l/app/com.microsoft.teamspace.tab.planner?source=app-details-dialog). As your users explore the benefits of Planner, they might discover that they want more advanced work management capabilities. By signing up for a trial, they can experience Planner's premium features for 30 days. As an admin, you can manage and approve license requests in your organization.

## 30-day trial of premium features
## 30-day trial for premium features

When users follow the prompts to enable a 30-day trial, they're provided access to all the features and functionality in a license for Project Plan 3. Project Plan 3 includes task history, advanced dependencies, custom calendars, timeline (Gantt) view, sprints, custom fields, team workload, managing goal. Once the trial starts, users can access these features within the Planner app in Teams, or with Project for the Web (https://project.microsoft.com).
When your users follow the prompts to enable a 30-day trial, they're provided access to all the features and functionality in a license for Project Plan 3. Project Plan 3 includes task history, advanced dependencies, custom calendars, timeline (Gantt) view, sprints, custom fields, team workload, and managing goal. Once the trial starts, users can access these features within the Planner app in Teams, or with Project for the Web (https://project.microsoft.com).

> [!IMPORTANT]
> Copilot in the Planner app in Teams (preview) is beginning to roll out. When your organization receives this product update, your users can use this Copilot functionality in their 30-day trial or with your organization's license of Project Plan 3 or Plan 5.
> Microsoft 365 Copilot in Planner (preview) is beginning to roll out. When your organization receives this product update, your users can use this Copilot functionality in their 30-day trial or with your organization's license of Project Plan 3 or Plan 5.
During the trial period, users can explore the full range of functionalities offered by the plan, receiving insights into how it can benefit their workflow and project management tasks. At the end of the 30-day trial period, the user can send a request to their Microsoft 365 administrator for a premium license.
During the trial period, your users can explore all the functionalities offered by the plan and gain insights into how it can benefit their workflow and project management tasks. At the end of the 30-day trial, they can request a premium license from their Microsoft 365 administrator.

## Administrator approval of a license request
## Approve license requests

As an administrator, you can manage license assignments within your organization. You have options to manage the incoming license requests following the 30-day trial, including:
As an admin, you can manage license assignments within your organization. You have options to manage the incoming license requests following the 30-day trial, including:

- **Process individual license requests**: When a user requests a license, you receive a notification in the Microsoft 365 Admin Center (MAC). You can accept or deny these requests individually using the **Licenses** tab located under **Billing**. Within the **Requests** tab, you can see all the submitted requests, and assign the licenses one at a time or in bulk.
- **Process individual license requests**: When a user requests a license, you receive a notification in the Microsoft 365 Admin Center. You can accept or deny these requests individually using the **Licenses** tab located under **Billing**. Within the **Requests** tab, you can see all the submitted requests and assign the licenses either one at a time or in bulk.

:::image type="content" source="media/project-license-requests.png" alt-text="Screenshot of a list of license requests that can be processed individually or in bulk.":::

- **Select the license to assign**: Select a request and then choose from an available license via the drop-down menu under **Select a product**. You can see the number of available licenses, so you can manage these requests by plan.

:::image type="content" source="media/project-plan-3-license-approval.png" alt-text="Screenshot of a selected individual request for a license and the request information pane.":::

## More controls for the administrator
## More admin controls

- **Monitor product usage**: After a user starts a trial, you can track product usage metrics within the MAC to determine which users can benefit most from a permanent license.
- **Monitor product usage**: After a user starts a trial, you can track product usage metrics within the Microsoft 365 Admin Center to determine which users can benefit most from a permanent license.

- **Enable or disable license requests**: Within the MAC, you can enable or disable the option for people in your organization to request a license. This gives you control over who can access the trial and when.
- **Enable or disable license requests**: To control who can access the trial and when, you can use the Microsoft 365 Admin Center, you can turn the option for people in your organization to request a license on or off.

- **Self-service purchases**: Users can opt to purchase a license independently. While you can't assign or unassign licenses for these purchases, [you can take over the subscription](/microsoft-365/commerce/subscriptions/manage-self-service-purchases-admins?view=o365-worldwide#take-over-a-self-service-purchase-or-trial-subscription&preserve-view=true) and manage it accordingly.

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