How do I transfer a Project from a 'Trial' account to a Premium account?

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Overview & background

 

If you are in the process of transferring individual paying accounts to a central paying account, then you may need to manually transfer your project(s) to the centralized paying account. You may also need to transfer your project from the Trial account to a Premium account if you are the owner of a project on a Trial Plan and have been invited to a Premium account. 

Tip: Refer to the Account management & pricing main article for related topics.

 

When to transfer a project to your paying account

 

Your project says "Trial Plan" rather than "Business", "Pro" or "Enterprise" even though you have a paying account. 

Trial_plan.png

 

Note: When a project is transferred to an account, all users on the project are added to the main account. Ensure that the correct people are on the project before transferring project ownership.

 

How to transfer a project to your paying account

 

Step 1:

Check your permission levels

a) Account status: Belong to the account as an Account User, Account Manager or Account Owner. If this is not the case, you can ask someone in the organization to add you. Account Project Users cannot transfer projects to your account.


You can view the 'Account' statuses from the 'People' tab on the Fieldwire main dashboard (see below).

People_tab_web.png

 

b) Project status: Make sure you're a Project Admin. 

 

Note: You can view the Project permission statuses on the Project 'People' tab (see below)

People___1234_Main_Street.png


Tip: Keep in mind that Account User, Account Manager or Account Owner are a different permission set than the Project Admin, Project Member or Project Follower.

Note: This article is on the Project People page so it is related to the Project Admin, Project Member or Project Follower permission levels.

  

Step 2:

Open the pertinent Project

 

Confirm_project_name.png

 

Step 3:

Click 'Transfer to my...' in the upper right corner of your screen

 

Transfer_to_your_plan.png

 

The project will then be covered by your paid Pro, Business or Enterprise account and you will be the project owner.

 

More information

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