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Project templates
You can create project templates that contain all of your project stages. Then, when you are creating a quote, you simply select the template and all of the relevant stanges are automatically added to the quote.
Active quotes
Here is a list of your active quotes. To add a quote, click the plus icon at the top right of the quotes table. If you have created some project templates, selecting one will copy all of the template stages to the quote once you click the Add Quote ...
Project chat
When you create a project, a chat room specifically for that project is also created. You can access the chat rooms from any page by clicking the chat icon at the top right in the header. To tag people in a chat message (they will receive a ...
What is PlanMan?
PlanMan is a project management system aimed at the planning industry that allows you to free up time spent on administratiuve tasks, enabling more time to be spent on chargeable work. PlanMan isn't limited to project management though, it brings all ...
Navigating PlanMan
Learning a new system can sometimes be daunting. PlanMan has been designed to be simple yet effective to use, giving you the ability to focus on the task at hand. Here's a quick guide of where everything is in your account. Project Dashboard The ...