Selecting/changing a Tracker subscription plan

To upgrade or downgrade your Tracker account, or change credit card information, you must be the account’s owner.

Here’s how to select or change a Tracker plan

Selecting a new plan for the first time

1. After signing in, click Accounts under your username, at the top right of Tracker.

2. Click Manage Account to go to Plans & Billing.

3. On the Plans & Billing page, you’ll find a list of the paid subscription plans available under Select plan details section, with options to choose either annual or monthly billing (selecting annual will save the equivalent of two months per year).

4. After choosing the desired plan, scroll down to the Enter billing details section to enter your credit card information and related billing details.

5. If your organization is tax exempt, click the Register tax exempt status option to access the fields you’ll need to upload your tax exemption certificate.

6. Scroll down to the Additional information (optional) section to enter voluntary information such as a separate billing email address or additional notes to be placed on your billing receipts.

7. Select Complete Your Purchase.

Changing an existing plan

1. After signing in, click Accounts under your username, at the top right of Tracker.

2. Click Manage Account to go to Plans & Billing.

3. Under Plan Details, expand the Plan section by clicking EDIT on the right.

4. If the plan selected doesn’t cover your current collaborator and projects needs, you will see the message “Your account has too many collaborators/projects to qualify for this plan”. If you need help reducing your collaborators, please see Reducing the number of collaborators.

5. Once you’ve select the desired plan that covers your current needs, please click UPDATE on the right.

Downgrading your account

If downgrading your account, you will first need to make sure that the number of projects and the number of collaborators will fit within the limits of the new plan. We suggest archiving a project so it no longer applies to plan limits. If the project members are not in any private, unarchived projects in the account, they no longer apply to plan limits either. If an account is downgraded, no credit is issued for any previous payments made and we don’t offer refunds. For this reason, we advise waiting until just before a payment is due to downgrade. That said, if you just missed the end of your billing period to cancel or have another situation where a refund would be appropriate, please email us at support@pivotaltracker.com.