Group your co-consultants
into disciplines so it's easier when adding them to projects.
Click on one to edit it, click on the red bin icon to delete it.
Not all companies do everything in-house. Add co-consultants to projects when you have to outsource work then track their involvelemt throughout the project lifecycle. Disciplines Group your co-consultants by discipline so when you are adding one to ...
This page lists all of your active projects. Click on the project number to view/edit a project. Project Details The project details page is split into various tabs : Project Details Tab This tab lists all the project details. If you enter a ...
When you send "Communications" (basically emails) to clients, they will be listed here. Click on the date to view the email. If the email was from the client, the Send Reply button will be active. Click on that to reply to them.
To set your company details, go to "Setup > Company Details". The following fields are available: Login Sub-domain Use this to set the sub-domain of your account. Whatever you enter here is what your account will be accessible from. For example, if ...
What do I need to be able to use PlanMan? PlanMan is a cloud application that is accessed using your web browser. Just use one of the browsers supported by PlanMan and you are ready to go. There isn;t really any minimum hardware specification like ...