Navigating PlanMan

Your dashboard brings together the work most relevant to you. The page you see after signing in depends on the Dashboard selected on your user record: Project Dashboard or Global Dashboard.

Find your way around

Use the navigation menu to open clients, enquiries, quotes, projects and finances. Reports, leave management and setup options appear according to your permissions. On a smaller screen, open the menu using its toggle. Use the search control in the header to find records, then open a result to continue working.

Open your name/profile area and choose the Account details user icon to update your own account, notification preferences and shortcuts. These personal settings are separate from Setup > Users, where an administrator manages staff records.

Get help or contact support

Use the question-mark icon at the top right to open Help & support. Search the help articles or choose a suggested guide for the page you are using. On a project, the suggestions also follow the tab you have open. Select an article to read it inside the panel. Use Back to articles to return to your results, or View in help centre to open the full page in another tab.

Choose Contact support to send a request. Enter a subject and describe what you tried and what happened. Replies go to your account email address. Your current page address, company details and PlanMan version are included automatically. The form shows a ticket number after the request is accepted. If delivery cannot be confirmed, follow the message in the panel before sending another request.

Use the Project Dashboard

The Project Dashboard brings together your assigned stages, projects, outstanding quotes, reminders and calendar. Its financial card can show personal billing or either of your saved monthly targets. Use View uninvoiced work to find completed stage work awaiting an invoice.

Read Project Dashboard for the cards, billing calculations and day-to-day actions.

Use the Global Dashboard

The Global Dashboard shows a wider company view of live projects, outstanding quotes, unpaid invoices, reminders and calendar dates. Open it from Dashboards > Global Dashboard. Permissions still determine which records and actions you can use.

Read Global Dashboard for the figures and filters, including how its billing calculation differs from the personal view.

For personal settings, see Account Details. For finding saved records, see Search your PlanMan records.

Make common actions easier

Choose the shortcuts you need under Account Details > Shortcuts, then click Update Account. Available choices include adding clients, enquiries, projects, quotes, invoices, expenses, leave requests, call logs and time logs. Shortcuts provide quicker access; the underlying action still depends on your permissions.