“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
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