In the project list, the most important projects can now be ranked at the top using a favorite star, in order to maintain an overview even with longer lists. In addition, search and filtering have been improved, the status of the upload notifier is displayed directly and the project owner … Continue reading
With Planfred TASKS, all to-dos of a construction project can be recorded , assigned and processed in a documented manner . Easily manage your defects , clarifications , plan changes , documentation and everything else that needs to be done. The new app for iOS and Android makes recording tasks … Continue reading
From now on it is possible to insert the own company logo as an image into the signature. This makes it easier to assign Planfred emails to a sender. This is how it works: Edit the signature template in the user account Drag the desired logo (png, jpg with max. … Continue reading
“Multi-Edit” allows you to quickly edit the properties of multiple plans or documents at once . With just a few clicks, plan folders, authors, tags or top categories of different plans can be changed simultaneously. To the instructions “Change the properties of several plans at once” The “Multi-Import” facilitates the … Continue reading
Apply settings from the last plan We integrated this feature immediately after a customer approached us with this great idea. If you create a lot of new plans, you save a lot of clicks, because you can now take over the settings from the last plan (such as plan folder, … Continue reading
From now on, plans of projects with multiple objects can be optimally structured by assigning them to an additional top category. An Example for top categories: Object A Object B Object C All objects Thus, all plans of a component can be filtered with one click and after downloading they … Continue reading
With Planfred, you can now simultaneously import multiple project participants from an existing project into a new one. The new multi-import feature transfers all the relevant details, user rights and roles at the same time – saving time and effort! This is how it works: Click on “Import participants from … Continue reading
Plans and documents sent by e-mail as well as their recipients are now displayed in lists. Each recipient who clicks “download” in an e-mail is marked green in the activities display. In this way, you always have a good overview of who received what at which time. We've also simplified … Continue reading
This is how it works: select the desired participant in the Participants tab on your computer click the Export contact data button - a window with QR code will open take your smartphone and scan the QR code with the photo app (or a QR code scanner) save and you're … Continue reading
There are two equivalent options for doing this. You can either use the Create new plan button to open detailed plan view and activate Use settings from latest plan , or right click directly on the desired plan in the plan list and then select Use plan as template . The properties can … Continue reading