Get started introduction for power users
Getting started overview for a power user who is setting up PlanMill. Follow the steps below to get everything ready for your organization.
Step 1: Create or import accounts (All plans)
Accounts are typically potential customers, suppliers, partners or existing customers. New accounts can be created manually or existing accounts can be imported from a CSV file.
Step 2: Create or import users (ERP, Project)
Users are the employees who use PlanMill to manage and schedule their work time, requests, tasks as well as competences and performance appraisals. Users require a capacity calendar which is used for determining work day lengths, balance calculation and resource planning.
Step 3: Create Project and tasks (ERP, Project)
Projects are used for managing the whole delivery process with tasks, resource planning and time reports.
Step 4: Time reports (ERP, Project)
For internal work time tracking as well as for invoicing billable hours.
- Different ways to report time
- How to provide time reports with clock time
- Time report rounding accuracy
- How to lock time periods
Step 5: Manage Products (CRM, ERP)
Define your products and services for the process from sales to invoicing.
Step 6: Opportunities (CRM, ERP)
Contact PlanMill Customer Care if you require other than the default sales stages.
Step 7: Manage general settings (All plans)
Some settings can be set by the power user and some changes need to be requested from the PlanMill Customer Care. Check different settings below.