This section guides project managers on various aspects of Traditional (Gantt chart) and Agile.
Provides with one central location to store and track all client data. This includes case notes,Activities and Programs.
Record worked hours for billing, payroll or operations.Capture time spent on assigned tasks for payroll.
Financial forecasting helps with accurate cost and revenue estimates.
Allocating and managing the resources to maximize efficiency and used effectivley on time and to budget.
Manage your tasks, help with the estimation and scheduling, track dependencies, resources and milestones.
Manage all projects in an Organization from high level perspective and prioritize Project Plans.
Manages all types of documents and files throughout the company.
This section provide you the video links for all the activities you can perform with PlanStreet.
Schedule an appointment on your calendar, send automatic notifications with employees in multiple locations.
Manages Customer's Contract value , Actual Revenue and Budget.
This section guides you to integrate PlanStreet with Quickbooks, Microsoft Teams and Microsoft Outlook
- Case Management Provides your organization with one central location to store and track all client data. This includes things like co...
- Project Financials Financial forecasting helps with accurate cost and revenue estimates. Gantt charts track actual cost and track budget...
- Time Tracking Time tracking software is used to record worked hours for billing, payroll or operations. In general, they capture ti...
- Administration Allows system administrator to set up back-end of the system and perform basic system configuration.
- Project Management This section guides project managers on various aspects of Traditional (Gantt chart) and Agile (Sprint board) projects.
- Resource Management Centralized resource allocation assists in meeting resource demand across the project portfolio and ensures optimized...
- Documents Folder creation, moving documents, name, rename, or how to delete. HIPAA security standard compliance ensures that yo...
- Customer Engagement This section provides access to the customers.
- Integrations PlanStreet has open APIs which makes it a easier to integrate with any enterprise application.
- Video Library
- My Schedule
- Employee Task Management This section provides four drag-and-drop status categories—To Do, In Progress, Done, and Flagged—from which project m...
- Project Portfolio Management (PPM) Our Agile Project Portfolio Management (PPM) platform lets you see the big picture while also showing you the individ...