View License Manager Terms and Usage

The License Manager console provides easy access for viewing license terms and usage.

To view the License Manager console

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click License Manager in the left Navigator. The License Manager console opens in the right pane.

The License Manager displays the following blocks:

Each block has the following information:

To view the License Terms window

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click License Manager in the left Navigator. The License Manager console displays in the right pane.

    The Site Administrator will be able to edit the license terms and view the audit log for the users by clicking the Settings icon (gear menu).

    The Site Administrator when editing the user count will have to put a combined number for active named users. The Site Administrator will also be able to edit the Portal Users and Earned Value Management Users counts.

    • The General tab displays your company’s current license terms. This tab is read-only, and managed by the Site Administrator.
    • The Notifications tab allows you to schedule regular usage checks, and configure thresholds for notifying you when you are getting close to license term limits.

      Note: If you exceed license limits while adding or importing users, then:

      • While adding company or partner company users, if license limits have been reached, a warning message will appear. You may receive this warning message if:
      • The license limit for active named users has been reached, but not the overage limits. Any new users will be counted against the overage limits.
      • The license limits for both active named users and overage have been reached. You will be able to add new user records, but will not be able to activate them without adjusting your current license limits, or deactivating other users.
      • If you are adding partner company users to the company workspace or a project or shell, you can add the users, but will not be able to activate them.
      • If you are importing users (via XML or CSV), and the license limits are reached, any user records that would exceed the limit will not be created, and you will receive an error message informing you of the number of user records that could not be created.
      • In addition, if your license limits have been reached, you will not be able to activate any currently inactive users.


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Last Published Friday, April 9, 2021