PlanMan help
Getting started
Find your way around, add users and manage day-to-day work.
What is PlanMan?
Understand how clients, quotes, projects, stages and invoices fit together in PlanMan.
Navigating PlanMan
Find your dashboard, records, account settings and everyday shortcuts in PlanMan.
System Requirements
Prepare your browser for PlanMan and troubleshoot display or sign-in problems.
User Management
Add staff accounts, assign permission groups and manage personal sign-in settings.
Managing Leave Requests
Submit leave requests, approve them and keep staff leave balances consistent.
User Notifications
Choose account notifications and understand where to look for them.
Call Logs
Record a call or other contact and assign follow-up to a colleague.
Workflows
Choose stages for your workflow and complete them with optional time recording.
Sick Days
View sickness records and, with management permission, add, correct or delete them.
Project Dashboard
Review your assigned work, understand your billing figures and targets, and find completed work to invoice.
Global Dashboard
Check company-wide projects, quotes, unpaid invoices, reminders and calendar dates from the Global Dashboard.
Development Roadmap
Read product feedback, check an item's status and submit a feature suggestion.
Account Details
Update your own name, email, password, notification preferences and shortcuts.
Search your PlanMan records
Use the header search to find company records and filter the returned results.
Two-factor authentication
Set up an authenticator for your account, confirm the setup and remove it when changing devices.