You can upgrade your portal at any time, and the location of the Upgrade button may vary depending on your subscription status. Before moving ahead, it’s important to know the two products you can upgrade to:
Centralize your project data.
Securely store, manage, and collaborate on all project information in one centralized platform. Upgrade to CDE if your priority is documentation control, versioning, file management, and streamlined communication across project teams.
Plan, execute, and monitor your construction projects from start to finish.
Upgrade to PM if you want advanced project planning, task management, scheduling, and real-time progress tracking to keep your projects on schedule.
This guide will walk you through the upgrade process based on these different states.
If your subscription is not activated, paused, or expired:
The Upgrade button will appear immediately after you log in, making it easy to reactivate or upgrade your plan.
If you are currently on an active trial:
The Upgrade button will be visible in the header of your Portal.
Select the products you wish to subscribe to based on your organization's needs.
This step determines the configuration of your subscription. Click Next to go to the Order Summary.
