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How to Understand Project and Answer Allocation

Learn how projects are counted and what happens with overages

Written by Louis Lloyd-Besson

Article Summary

Track your project usage against your plan's annual allocation. Projects count toward your yearly limit based on your subscription plan (Scale: 24/year, Accelerate: 50/year, Enterprise: custom). Overages are automatically billed at plan-specific rates. All plans include unlimited AI answers.


Estimated Time

1 minute


Prerequisites

  • Active AutoRFP subscription

  • Admin permissions (to view project count)

  • Understanding of your current plan type


Step-by-Step Instructions

Step 1: View Project Usage

  1. Log in to your AutoRFP Dashboard.

  2. Review the Projects Used counter displayed on the main dashboard.

  3. Compare usage against your plan's annual project limit:

    • Scale Plan: 24 projects per year

    • Accelerate Plan: 50 projects per year

    • Enterprise Plan: Custom project limit


Step 2: Monitor Usage Throughout the Year

  1. Check dashboard regularly to track projects remaining.

  2. Plan project creation strategically throughout the year.

  3. Contact support if approaching your annual limit.


🙋🏽 What Counts as a Project?

A project is created when you:

  • Upload RFP or questionnaire documents

  • Create a new project from web portal

  • Import requirements for AI response generation

Each project counts as one toward your annual allocation, regardless of:

  • Project size or number of requirements

  • Completion status

  • Whether responses are approved or exported

Please note: Projects that were used during your POC trial period are not counted towards your annual project allocation.


📆 When does my project count reset?

Your project allocation operates on an annual reset cycle.

  • Reset Timing: Projects reset each year on your subscription renewal date.

  • Allocation Renewal: A new annual project allocation becomes available at the start of every billing year.

  • Example: If your subscription renews on January 1st, your project count will reset on that date - providing a fresh allocation for the new year.


💡 Tips & Best Practices

  • Check Projects Used counter on dashboard weekly

  • Plan ahead for high-volume RFP seasons (fiscal year-end, budget cycles)

  • Use project analysis feature to screen opportunities before committing projects


✋🏼 Common Mistakes to Avoid

  • Not monitoring project usage throughout the year - surprise when limit reached

  • Creating multiple projects for related questionnaires instead of combining - wastes allocation

  • Assuming AI answer usage is limited - all plans include unlimited answers


Need Help?

💬 Live Chat: Available in-app

📚 Learning Centre: learn.autorfp.ai/en

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