Plan folders, roles, and tags can be added easily from existing projects.

This makes adding new projects very convenient, and the settings (plan folders, roles, and tags) don’t need to be added again every time.

  • When adding a new project, just click the link “apply project settings from another project”
  • Select the desired project from the list… finished
  • The project settings can be changed again as usual later on
Project settings
Tip: Save projects as a template. Create a new project, adjust settings, and save as “_TEMPLATE-XY”, etc.
Print out manual

Is your project getting bigger and bigger?

Become a Planfred professional: Tips & tricks on how you can use Planfred even more effectively !