Question 1

What is a project?

Accepted Answer

A project is a connected workspace for schedules, tasks, documents, updates, collaborators, decisions, reports, and AI context.

Question 2

What is the difference between a live project and an archived project?

Accepted Answer

A live project is editable, collaborative, and used for active execution.

An archived project is read-only and preserved for history, records, search, reporting, and AI context. To edit, collaborate, or run active AI workflows, restore it to live status.

Question 3

Do archived projects count toward my plan?

Accepted Answer

Yes. Archived projects count toward your project limit because they remain searchable, reportable, stored, and available as AI context.

This helps preserve the project record and improve intelligence across future work.

Question 4

Can I delete a project?

Accepted Answer

Yes, if your role allows it.

Deleted projects are removed from project history, search, reports, storage, and AI context after permanent deletion. Because deletion removes useful history, archiving is recommended for completed work you may need later.

Question 5

Do guests count as paid users?

Accepted Answer

No. Each plan includes guest capacity so external collaborators can participate without being treated as full internal users.

Guest limits are included by plan. Larger teams can add guest bundles or move to a higher plan.

Question 6

What happens if we need more guests?

Accepted Answer

Team and Business plans can expand with guest bundles. Starter is designed for one project with limited collaboration. If you need more guests, Team is usually the better fit.

Question 7

Is AI included?

Accepted Answer

Yes. Each plan includes AI capabilities appropriate for that level. Starter includes AI recommendations. Team adds risk summaries and smart recommendations. Business adds AI search, schedule impact analysis, and AI-assisted actions. Enterprise adds portfolio AI intelligence, cross-project recommendations, and advanced AI agents.

Question 8

How does AI capacity work?

Accepted Answer

AI is included by plan. Starter includes AI Search. Team adds AI Agents. Business adds AI Recommendations. Enterprise supports Custom AI Agents and governed AI controls. Additional AI capacity is available for higher-volume usage.

Question 9

Do guests have access to AI?

Accepted Answer

No. AI features are reserved for internal users by default. Guest access is designed for collaboration, task updates, field uploads, documents, and communication.

Question 10

What counts toward storage?

Accepted Answer

Documents, drawings, images, media, comments, markups, versions, approvals, signatures, field updates, and archived project records may count toward storage. Each plan includes storage sized for that stage of usage. Additional storage is available as your project history grows.

Question 11

Can we add more storage?

Accepted Answer

Yes. Additional storage is available for larger document histories, drawings, photos, videos, and archived project records.

Question 12

Can guests upload files?

Accepted Answer

Yes. Guest uploads count toward tenant storage and may have upload limits set by the workspace admin. This helps prevent a single guest from consuming excessive storage.

Question 13

Can we add more projects without changing plans?

Accepted Answer

Team and Business plans can add project capacity where available. If your project volume, AI usage, or storage needs continue to grow, the next plan will usually provide better value.

Question 14

Do we need onboarding?

Accepted Answer

Starter and Team are designed for fast setup. Business and Enterprise can include guided onboarding, configuration, training, rollout support, and success planning.

Question 15

Can PYBK support multiple teams or business units?

Accepted Answer

Yes. Business and Enterprise plans are designed for organizations managing execution across multiple teams, workspaces, operating groups, or project portfolios.

Question 16

Is portfolio intelligence included?

Accepted Answer

Portfolio dashboard and reporting are included in Business. Portfolio AI intelligence, cross-project recommendations, and advanced AI agents are available in Enterprise.

Question 17

How secure is Playbook for storing sensitive project data?

Accepted Answer

The platform is hosted on Azure , which provides enterprise-grade security infrastructure. Playbook also offers granular security controls with customizable roles by project, ensuring the right people have the right access levels.

	Starter	Team	Business 🔥	Enterprise
Features
Projects	1	5	25	Custom
Internal users	3	10	25	Custom
Guests	5	25	100	Custom
Storage	10 GB	100 GB	500 GB	Custom
AI capacity		Expanded	High-volume	Custom
Calendar, board, and list views
Gantt view
My Actions
Chat
Notifications
Reminders			Automated
Field mobile			Advanced
Resources and guest management
Project reports	Limited
Lookahead, readiness, and blockers
Document sharing
Document requests and approvals
Document editor, markup, signatures, and versions
Portfolio dashboard and reports
AI Search
AI Agents
AI Recommendations
Custom AI Agents
Roles and permissions			Advanced	Custom
Audit logs			Advanced	Enterprise
API and integrations			Available
SSO/SAML
Support	Self-serve	Standard	Priority available	Dedicated

Pricing built around projects

Starter

Team

Business 🔥

Enterprise

Starter

Team

Business 🔥

Enterprise

Starter

Team

Business 🔥

Enterprise

Compare plans

Frequently Asked Questions

What is a project?

What is the difference between a live project and an archived project?

Do archived projects count toward my plan?

Can I delete a project?

Do guests count as paid users?