System Updates

April 2023 Updates

April 2023 PlanMan updates include file visibility controls, project stage totals, a Split submission decision and dashboard forecast fixes.

The following updates were made recently:

Notifications

Bug fix: When an enquiry is assigned to you, the email’s subject does not now contain “ENEN”.

Submissions

A new decision option was added – “Split”.

Projects

The Stages tab now displays the total in the table footer.

Dashboard/Stage Forecast

Bug fix: The dashboard forecast figure is now the same as the total at the bottom of the Project Stage Forecast report table.

Workflows

When you click the Workflows link and select a user, the heading at the top of the table now says “User Workflow” instead of “Project Stage Forecast”.

Documents

When viewing a project or a client’s “Files” tab, there is now a switch to change a file to “Public” or “Not Public” easily.

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