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 traditional software, but as with all browser based applications, a modern computer with a fast CPU and 4GB+ of RAM will enable a smoother and more responsive experience.
For access to PlanMan on the move, you can use a Smartphone and the system will automatically adapt to the size of the device's screen.
Modern browsers are safer, faster and more reliable, and will provide a better user experience when using PlanMan. We support the following modern browsers:
- The latest version of Google Chrome, Firefox, Microsoft Edge and Safari, all of which automatically update themselves when a new browser version is available.
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 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 ...
Enquiries are for when someone (can be a client or a new customer) wants to request something from you, for example a quote. There 3 ways to get enquiries into the system: Built-in Online Form Your PlanMan account comes with a built-in enquiries ...
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 ...
To add users, go to "Setup > Users" then click the plus icon at the top right above the table. The permissions of your users are controlled by permission groups. User Dashboards There are two dashboards that you can set for your users. Project ...