PlanRight provides the following User roles, they are found and set in the Users page under the Settings menu. Standard: Standard users have acce...

There are three sync modes. This is set in the XPM/WFM tab on the Settings page. - Off: No data is sync'ed from WFM/XPM to PlanRight. - Manua...

There are five possible values for Task Type and each affects how the task is treated by PlanRight. Fixed: Tasks that have to be done at a pa...

PlanRight has a list of 10 statuses that a task can go through. Planned Called In Ready to Start In Progress Queries with Client Ready for Revi...

Currently, the job statuses we have available are the following: Current: Jobs that are open in WFM. Unallocated: Jobs that are current but don&...

Tasks will be displayed with the following colours: Planned: Dark Blue Planned (Priority): Light Blue In progress: Faded Blue ...

Start Date  The set start date of a job or task in Workflow Max/Xero Practice Manager. It is used when rolling over jobs in PlanRight. Planned...

Weekly Planning Mode Estimated Hours/Budgeted Hours This is the estimated amount of time a task takes to be completed. A task's estimated hou...