One essential part of project management is keeping track and storing all of the relevant documents associated with your projects. But what’s the best way to manage and access them, and how do you ensure…
Video Transcript Welcome to PlanMan. In this video I will be showing you the project live chat features. Each project automatically gets a live chat room, and any user can post messages to it. To…
Video Transcript Welcome to PlanMan. In this video, we will be going over call logs. What they are, and how to record them. Call logs are used whenever someone contacts your company, and wants someone…
The following updates were made recently: Project Submissions You can now add multiple submissions for your projects. Also, you can add the following submission types, each with their own set of fields: Representation Pre-Application Application…
The following updates were made recently: Leave Requests When you delete a leave request that is pending, you now don’t get the option to reset the units. Files You can now upload .cad files. Call…
There are a lot of things that go into a successful architectural project. However, one thing that most of us don’t think about is the invoice. If you’re in charge of invoicing for your architect’s…
The following updates were made recently: Projects Documents When you add a document to a project, and set it to be “Public”, if the client has document notifications turned on, in the email notification, it…
The following updates were made recently: Quotes When adding Quotes, the following fields have been made mandatory: Local authority Project type Project owner Enquiries Bug fix – When you have a Client with more than…
Data analysis in architecture can help you make better decisions about where to build, what type of materials to use, and how much of each material to use. But if you don’t know how to…
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