System Updates

February 2022 Updates

February 2022 updates to PlanMan including quotes, enquiries, permission groups and reports.

The following updates were made recently:

Quotes

When adding Quotes, the following fields have been made mandatory:

  • Local authority
  • Project type
  • Project owner

Enquiries

Bug fix – When you have a Client with more than one email address set and you are viewing an Enquiry set to that Client, you can now update the Enquiry as expected.

Permission Groups

On the main Permission Groups page, there is now a count of how many users are in each Permission Group.

Reports

New report added for Projects to list all Project Stages that have not been set to Completed where the Project has.

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