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Understand Planner premium trials and license assignments

Within your organization's account, your users might have a Microsoft 365 E3 or E5 license that provides them with access to Microsoft Planner. These users can access Planner either through the web, or through Teams. As your users explore the benefits of Planner, they might discover that they want more advanced work management capabilities. By signing up for a premium 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 for premium features

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 Planner and Project Plan 3. Project Plan 3 includes features like task history, advanced dependencies, custom calendars, timeline (Gantt) view, sprints, custom fields, team workload, and managing goals. Once the trial starts, users can access these features within the Planner app in Teams, new Planner Web (rolling out)or with Project for the Web (https://project.microsoft.com). Review the Project for the web service description to see all the features that the trial will include.

During the trial period, your users can explore all the functionalities offered by the trial license 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.

Approve license requests

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. 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.

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.

Screenshot of a selected individual request for a license and the request information pane.

More admin controls

  • 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: 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 and manage it accordingly.

Other resources

Add users and assign licenses in Microsoft 365 - Microsoft 365 admin | Microsoft Learn

Remove Microsoft 365 licenses from user accounts with PowerShell - Microsoft 365 Enterprise | Microsoft Learn

Project for the web get started guide for administrators - Project for the web | Microsoft Learn