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Knowledge base
ABOUT PLANRIGHT
Introduction
4
Welcome to PlanRight
Resellers and Implementation Partners
Understanding PlanRight Terminology
Subscription Options & Pricing
Personal Information and Privacy Notice
2
Introduction & Your Consent
Your Data
GETTING STARTED GUIDE
Overview
3
Getting Started Contents
Pick Your Planning Mode
Connecting to WorkflowMax/Xero Practice Manager
Pick your planning mode
3
Pick your planning mode
Weekly Planning Mode
Monthly Planning Mode
Connecting to WorkflowMax/Xero Practice Manager.
9
How to connect to WorkflowMax/Xero Practice Manager
Plan in PlanRight
Plan in WorkflowMax
The First Sync
Sync Modes
See all 9 articles
Setting up your team
4
How to get to the user page
The user page
How to change working hours and days
How to edit expected productivity
Planning a job
4
Planning a job
How to allocate tasks to staff
Using the schedule view
Recommended job set up in WFM
Setting up groups
1
Setting up groups
Using groups
2
Using groups to see your capacity
Using groups to plan jobs
Solving capacity problems
4
Solving capacity problems
Extending the deadline
Giving the task to someone else
Splitting a task between staff members
Using the task list
1
Using the task list
Updating Tasks & Logging Time
8
The Edit Task Modal
Logging Time
Updating Task Status
Adding Reminders
Adding Notes
See all 8 articles
Capacity colour codes in PlanRight
1
Understanding colour codes
Forecast
3
Using the forecast tab
Allocate hours to staff from forecast
Fee forecast
Cheat sheet
5
Connecting to WorkflowMax/Xero Practice Manager
Setting up your team
Planning a job
Setting up groups
Solving capacity problems
Weekly Planner
Weekly Planner Overview
6
Planning a Job
Drag and Drop to Assign
Quickly Drill into Jobs
Entering Effort
Total Hours Allocated
See all 6 articles
The Dashboard
5
The Dashboard
Schedule
Staff
Capacity Indicators
Filters & View Options
Job Scheduling
1
Overview
Working with Groups
4
Setting up Groups
Create a Group
Adding Staff to Groups
Scheduling with Groups
Planning down to the hour
1
Planning down to the hour
Updating a Task (Old)
0
Filters (to go into dashboard page when finished)
0
Monthly Planner
Capacity Bar
1
View Monthly Capacity
Monthly Planner Overview
1
Monthly Planner Overview
Task List
1
View Allocated Tasks
Updating Tasks (old)
0
Year Planner
1
View Yearly Capacity
Scheduling Tasks
1
Unscheduled Work
Jobs
The Jobs List
1
Viewing Client Jobs & Tasks
Managing Client Work
2
Editing Client Tasks
Assigning Staff
Working with Leads
3
Setting up Lead Imports
Scheduling Leads
Logging time against Leads
Timesheets
Weekly Timesheets
1
Viewing Your Timesheets
Staff
Team Capacity
1
Team Capacity
Reassign Tasks Between Staff
1
Reassign Tasks Between Staff
Settings
Organisation Settings
3
General Settings
Plan Settings
Notifications
XPM/WFM Settings
3
Xero Practice Manager / Workflow Max
Sync Mode
Sync
Users
3
Inviting Users
Manage Users
Set Staff Capacity
Task Defaults
1
Task Defaults
Premium Features
Skill groups
2
Skills matrix - skill groups
Using skill groups to plan jobs
Job Rollover
1
Duplicating Jobs with Bulk Job Rollover
Booking Feature
1
How to add a booking
API
API Overview
4
How to create an API Key
Staff API
API End Points
Connect to iCal Feed
API EndPoints
0
FAQ
About PlanRight
13
Who is PlanRight for?
Can I use PlanRight if I don't currently use Workflowmax or Xero practice manager?
Do I have to input my credit card to trial?
How long is my trial?
Can I get a trial extension?
See all 13 articles
Scheduling
5
Can I plan by day?
Does PlanRight schedule by jobs?
How do capacity calculations work?
Can I create new tasks directly on the PR schedule?
How do I block out annual leave/public holidays?
Sync
7
How do I connect Workflowmax/Xero Practice Manager to PlanRight?
What are the differences between the sync options?
How long does the initial sync take?
How often does the automatic sync happen?
How does the timesheet syncing work?
See all 7 articles