Zoho Projects: Automation Credits

Automation Credits

Automation in Zoho Projects simplifies project management by automating repetitive and rule based work processes in projects, tasks, time logs or user management. It enables real time updates, monitored deadlines, and timely user notification.
In Zoho Projects, using the Automation functionality, users can create Workflow Rules, Macro Rules, and Blueprints. Each automation, whether project's or task's, time log's or user's, utilises a credit to be executed. The number of credit allotted to a portal varies from plan to plan.

Credits as per subscription plan:
Earlier, automation actions were supported only in Enterprise plan. Now with credits, it will be available for all plans. Below are the Credits availability details as per each plan.

Free
Premium
Enterprise
Ultimate
Automation Credits (workflow rules, macro rules, blueprint, webhooks, schedule function and custom functions)
50 credits/ month
500 credits/ month
50000 credits/ month
500000 credits/ month
Notes
The credit limit for each plan is a combined limit for all Automation action. It includes workflow rules, macro rules, blueprint, webhooks, schedule function, and custom functions across all modules. However, it does not include Zoho Flow Actions.
The credits reset every month based on UTC (Coordinated Universal Time). Admins or users can set threshold for credits to receive notifications.
Notes
In case of exhausted credits, users can wait for the monthly credit reset or upgrade their plan. Unused credits do not get carried forward to the upcoming month credit balance.

View Credits

Credits details can be viewed from the Credits page in Setup.
  1. Click the  icon on the top right side of the screen.
  2. Select Automation, then Credits under it and select Automation Credits tab. Credits usage, availability details, and reset date can be viewed on the Manage Credits tab. The Notification tab can be used to set credit usage notification.


Additional Credits for Automation
Ultimate plan users can opt for additional automation credits to execute automation rules when their monthly free credits are exhausted. The charges are $2 per 1000 used credits/month. The additional charges only get included in the invoice when they sum up to $100.

For instance, if a user adds 15000 additional credits in a month, and uses only 10000, the charges will be $20 for 10000 used credits but the amount will not get added to the monthly invoice. Only when the amount reaches $100, it gets added to the current monthly invoice to be charged.
Notes
  1. Unused Credits do not get charged in the invoice but show up in the balance for unused credits.
  2. Free, Premium or Enterprise plan users, need to upgrade their plan to avail extra automation credits. Ultimate plan users can add additional credits in addition to monthly free credits from the Automation Credits page in Set up.
  3. Additional used credits will be charged from 31st May as and when the charges sum up to $100.

Add Additional Credits

  1. Navigate to Set up > Automation > Credits > Automation Credits > Manage Credits.
  2. Enter the number of additional credits you want to add, in the Additional Credits field.
  3. Click Update.

Set Notification

  1. On Automation Credits page go to Notification tab.
  2. Select the Notification Type, Email or In Product.
  3. Add Notification Recipients.
  4. Set a Credit threshold percentage for notification. Multiple Threshold value between 50 and 100 can be added.
  5. Click Update.