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
The following improvements are already available: Open preview for PDF files directly in the browser: Open via right click in the plan list or in the plan detail by clicking on the blue link No more unsaved changes : Planfred marks unsaved changes and prevents them from being lost 2-factor … Continue reading
Planfred extends the right-click menu with powerful edit functions and thus increases the ease of use. Many properties such as changing the plan folder or adding tags can now be edited directly in the list view without opening the plan detail. With direct list editing of plans and documents you … Continue reading
Document approval now also enables inspection of minutes, invoices, requests for bids, etc. to be completed easily using Planfred. In this case, the straightforward approach offered by the Plan approval feature for documents is used. In contrast to plans, document approvals may be requested by all participants; approval permission is … Continue reading
At long last, the time has come. Planfred now also supports you in cross-language construction projects. When creating a project, the desired language is selected. Thus all plan folders, roles and tags are displayed in the selected language and all e-mails are sent uniformly in the defined project language. The … Continue reading
Improved overview in projects with parallel running approval processes. The most important information about the approval is now able to be accessed in the plan list. The display of the detail display has also been improved so that even complex approvals remain clearly laid-out. This accelerates administration of parallel running … Continue reading
If multiple plans are sent or downloaded using Planfred, each participant may not decide for themself how the data is structured in the download folder. Whether this is indicated with a preceding plan number or as a list with original file names, anything is possible. The familiar download structure By … Continue reading