PlanRight Limited

Where to start - using PlanRight for the first time 8

• Introduction - where to start?
• Signing up and logging in with Xero
• Setting up your first PlanRight trial
• How to navigate through PlanRight
• Guide to picking your first sync mode

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Getting started - using your Schedule 4

• Schedule Introduction
• Planning jobs and assign tasks on the Schedule
• Task data deep dive - how do tasks work?
• Understanding Schedule capacity

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

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How does the PlanRight sync work? 1

• WorkflowMax/Xero Practice Manager Sync

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 tasks page 1

• Using the tasks page

Updating Tasks & Logging Time 8

• The Edit Task Modal
• Logging Time
• Updating Task Status
• Adding Reminders
• Adding Notes

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Cheat sheet 6

• Connecting to WorkflowMax/Xero Practice Manager
• Setting up your team
• Planning a job
• Setting up groups
• Solving capacity problems

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Introduction 5

• Welcome to PlanRight
• Resellers and Implementation Partners
• Understanding PlanRight Terminology
• Subscription Options & Pricing
• Terms And Conditions

Personal Information and Privacy Notice 2

• Introduction & Your Consent
• Your Data

PlanRight Terminology 8

• User Roles
• WFM/XPM Sync Modes
• Task Types
• Task Statuses
• Job Statuses

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Weekly Planner Overview 6

• Planning a Job
• Drag and Drop to Assign
• Quickly Drill into Jobs
• Entering Effort
• Total Hours Allocated

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Scheduling 5

• Schedule
• Planning down to the hour
• Capacity Indicators
• Viewing Client Jobs & Tasks
• Filters & View Options

Tasks 1

• Tasks page

Monthly Planner Overview 3

• Monthly Planner Overview
• View Monthly Capacity
• View Yearly Capacity

Task Management 1

• View Allocated Tasks

The Planner page 1

• Unscheduled Work

Staff 2

• Team Capacity
• Reassign Tasks Between Staff

Managing Client Work 2

• Editing Client Tasks
• Assigning Staff

Working with Leads 3

• Setting up Lead Imports
• Scheduling Leads
• Logging time against Leads

Forecast 3

• Using the forecast page
• Allocate hours to staff from forecast
• Fee forecast

Timesheets 1

• Viewing Your Timesheets

Working with Groups 4

• Setting up Groups
• Create a Group
• Adding Staff to Groups
• Scheduling with Groups

Organisation Settings 4

• General Settings
• Plan Settings
• Notifications
• Allocating Task Colours

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

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 Overview 4

• How to create an API Key
• Staff API
• API End Points
• Connect to iCal Feed

About PlanRight 17

• 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?

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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?

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