August 2026 Update – Version 2.1.5
Version 2.1.5 adds separate view-only permissions for quotes, invoices and reports, so you can choose what each member of your team can see.
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System Updates
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July 2026 Update – Version 2.0.0
Version 2.0.0 adds local time zones, co-consultant quote requests with temporary file access, and light, dark or automatic display themes.
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July 2025 Updates
July 2025 PlanMan updates add project calendar sync, enquiry archiving, call log sorting and API endpoints for clients and enquiries.
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April 2025 Updates
April 2025 PlanMan updates add XLSM file imports and correct the decision shown for appeals in the submissions report.
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Introducing the PlanMan Mobile App: Project Management On the Go
Use PlanMan on iOS or Android to check projects, upload files, manage clients and send invoices. The mobile app is included in your subscription.
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June 2024 Updates
The following updates were made recently: Permissions New permission added, “Edit Co-consultants”. Users Added new user fields which are included in the Performance Report: Projects You can now send a Client Exit Email when you…
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May 2024 Updates
The following updates were made recently: Co-consultants You can now set multiple disciplines for your co-consultants. Projects When viewing the project stages tab, the page length is now set to 50 records per page. When…
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January 2024 Updates
January 2024 PlanMan updates add multiple enquiry uploads, sick days on dashboards, submission report changes and a public feature roadmap.
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June 2023 updates
June 2023 PlanMan updates include a Building Regulations Fee field, client postcode lookup, employment dates and the Fee Earner Forecast report.
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April 2023 Updates
April 2023 PlanMan updates include file visibility controls, project stage totals, a Split submission decision and dashboard forecast fixes.
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February 2023 Updates
February 2023 PlanMan updates cover dashboard figures, project call logs, submission filters, leave requests and expanded global search.
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September 2022 updates
September 2022 PlanMan updates include client portal leave notices, multiple enquiry file uploads, quote archiving and workflow totals.
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