Troubleshooting and FAQ

Find your problem below. Each answer says why it happens and what to do. If you are still stuck, email hello@projectcapex.com.

I don't see a module

A module can be missing from a project's menu for one of these reasons:

It is hidden in this project. A project manager or admin can switch modules off in Project administration, Modules in this project. Hidden modules leave the menu for everyone on the project, and their data is kept. If you follow a direct link, the page says This module is hidden in this project.
Your plan does not include it. The Team plan has the core modules only: plan, RAID and governance. Budget, resources, scope, documents, testing, training, cutover, data migration, dashboards, status reports, dependencies and Agents need Professional, Enterprise or a personal plan. The page then says Available on Professional. See Plans and pricing.
You are not on that project. Unless you own the company or are a company Admin, you only see projects whose team you are on. Ask a project admin to add you.

Your role decides what you can change, not which modules you see. Roles apply on every plan, so a button that is off on Team is off on Professional too. If a module opens but its buttons are off, check your role in Roles and permissions.

An invited person didn't get the email

Check spam
Ask them to look in their spam or junk folder. New people get the ProjectCAPEX invite email. People who already have an account get a "You've been added" email.
Resend it
On the Team tab, or in Company admin, Team and roles, select Resend invitation next to their Pending row. You can resend to the same person once every 10 minutes.
Share the link
If the email can't be sent, the confirmation says "Saved. We couldn't send the email; share the link instead". Select Copy link and send it yourself. They can also just sign up or sign in with the invited address.

AI buttons are greyed out or show a lock

AI needs every one of these. The message next to the button tells you which one is missing:

AI works when

The company's plan includes AI and is active
The company has not turned off AI for its projects
Your role can use AI: Admin, Project manager, or the company owner
Use AI is on in your Settings, AI
Agents and project updates is on, for agents and the assistant
A key for an allowed provider is saved on this device

"AI agents are part of the Professional plan": the company needs a plan that includes AI.
"AI is turned off by [company] for its projects": only a company admin can change this, in Company admin, AI.
"Your role cannot run AI agents": ask a project admin about your role.
"Turn on AI in your settings": select Open Settings, AI.
"Add your AI key in Settings, AI": you have not saved a key on this device yet. Keys do not follow you between devices.

The Cutover and Gate Readiness agents use rules, not AI, and still work. See AI settings and your own key.

The demo says something is not available

"Not available in the demo" next to a button: some actions are off in the demo, such as inviting people, adding a company, uploading documents, requesting signatures and changing plans.
"The demo is being set up": the demo cannot start just now. Try again later.
"Sign out to start the demo": you are signed in with your own account in this browser. Sign out, or use another browser.
"The bot check did not pass": select Try again.

See The demo workspace.

Google's button opens a small pop-up window. If your browser blocks pop-ups for app.projectcapex.com, nothing seems to happen. Allow pop-ups for the site and try again, or sign in with your email and password. See Sign-in options.

The reset email didn't arrive

Check spam
Look in your spam or junk folder for an email from ProjectCAPEX <hello@projectcapex.com>.
Check the address
The page shows the same message whether or not an account exists, so make sure you typed the address you signed up with.
Wait, then try again
If nothing arrives in a few minutes, request a new link. Reset links work once and for a limited time.

Figures don't match my currency

Each programme keeps its own currency. The portfolio adds programmes up in the company's reporting currency, using the company rates an admin entered in Company admin, Currency. ProjectCAPEX does not fetch live market rates.

Converted totals say "Converted at company rates as of" the oldest rate date they use. An old date means an old rate.
A programme in a currency with no rate stays out of the portfolio totals until an admin adds one.
Changing the reporting currency recalculates or clears the rates.

See Reporting currency and rates.

The mic doesn't work or hears nothing

Allow the microphone for app.projectcapex.com in your browser's site settings.
If speech is set to Off, type only, the mic is hidden. Change it in Settings, AI.
With On this device, download the speech model first. See Voice and dictation.