What is PlanMan?

PlanMan keeps the records used to manage planning work together: enquiries, clients, quotes, projects, time, expenses and invoices. A project brings together its stages, owners, dates, documents and communications.

A typical starting point

1. Ask an administrator to check Company Details, including the company address, currency, VAT settings and document footers.
2. Set up users and their permission groups. Available menu items and actions depend on access.
3. Create project types, local authorities and project templates that match the work your team does.
4. Add a client and prepare a quote, or create a project directly when a quote is not needed.
5. Allocate stages to users, record work and update stage progress. When fee earning stages are completed, they can be selected for invoicing.

Finding your work

The Project Dashboard focuses on a user's projects, stages and work. The Global Dashboard gives a wider view of projects, quotes and invoices. An administrator can choose a user's default dashboard in their user record.

Clients have a separate portal for the information and actions made available to them, such as viewing quotes and invoices. Adding a staff user is different from giving a client portal access.

Start with a small set of records and check the resulting quote or invoice before introducing the rest of your team. Subscription limits are account-specific; the Users page checks the number of active users against your account allowance.