There are various notifications you can set so that you receive an email when certain things happen in PlanMan.
To set your notifications, click on your name at the top left of any page, then click the user icon.
You can set the following notifications:
- Project assigned to me
- Client response to quote
- Document attached to project
- Pending expense claim
- Enquiry form submitted
- Enquiry assigned to me
- Pending leave request
- Quote stage assigned to me
Adding users To add users, go to "Setup > Users" then click on the plus icon at the top right above the table. Permission Groups Permission groups allow you to set which users are able to perform which actions in PlanMan, such as add, edit and delete ...
User time recording report
To report on the time logged against your project stages by your users, run this report. Select the date range you want to report on, then click the "Run Report" button. Click the download button at the top right of the table to export the report. ...
Managing leave requests
Leave requests allow you to track staff leave requests and to see how much leave any staff member has left throughout the year. To see staff leave requests, click the "Leave Requests" link on the navigation menu. To view/approve/decline a request, ...
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 ...
Expenses allow your staff members (users) to be able to claim for expenses. Click on the expense date to view/approve/delete the expense claim. Adding Expense Claims Click on the blue "Add Expense" button at the bottom left of any page and enter the ...