What is PlanRight?
PlanRight is a powerful add-on designed to enhance capacity planning for businesses using WorkFlowMax by BlueRock or Xero Practice Manager. It offers full visibility over all projects, tasks, and team allocations, enabling users to see who has capacity and who is overbooked in real time. With bold graphics, multiple filters, and intuitive drag-and-drop management, PlanRight simplifies scheduling and future-planning, helping businesses scale their offerings, improve service, and increase profitability.
The tool adapts quickly to changing plans, such as staff illness or shifting project timelines, allowing teams to reconfigure capacity and react instantly. PlanRight improves communication by providing an instant snapshot of allocated work, eliminating the need for additional emails about workflow plans. It is suitable for businesses across various sectors, including accounting, architecture, technology, and trades.
Features
- Full Visibility: Provides an instant view over all projects, tasks allocated to each person, and their progress.
- Real-time Insights: See exactly who has capacity and who is overbooked instantly.
- Adaptable: Plans can be updated and recalibrated quickly to accommodate changes.
- Simple Drag-and-Drop: Bold graphics and easy-to-use drag-and-drop scheduling.
- Efficient Scheduling: Dashboard shows who has capacity on a daily, weekly, or monthly basis.
- Improved Communication: Team members log in to see an instant snapshot of allocated work.
- Weekly Planning: Plan and visualize up to six weeks, with heat map capacity graphs.
- Monthly Planning: Split tasks into ongoing, fixed, and variable categories for yearly planning.
- Progress Planning: Staff can record progress by logging time, adding notes, and setting reminders.
Use Cases
- Capacity planning for accounting firms using WorkFlowMax or XPM.
- Resource scheduling for architectural practices.
- Project management for technology companies.
- Workflow management for trade businesses.
- Staff allocation and workload balancing.
- Long-term workforce planning and forecasting.
FAQs
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Who is PlanRight for?
PlanRight is ideal for anyone using WorkflowMax by BlueRock or Xero Practice Manager who wants to schedule staff, view capacity, and make real-time resourcing decisions. It is used by businesses in accounting, architecture, technology, and trades. -
Can I use PlanRight if I don't use WorkFlowMax or Xero Practice Manager?
No. PlanRight is designed to sync job and task data only from WorkFlowMax by BlueRock or Xero Practice Manager. -
Is there a limit to how many staff can be managed in PlanRight?
You can schedule 1 to 150 staff in PlanRight. Contact support if you need to schedule more than that. -
Does PlanRight have a mobile app?
No, but it is cross-browser friendly and can be viewed on mobile browsers. -
Do I have to input my credit card details for the free trial?
No. The 14-day trial is absolutely free, and you will not be asked for credit card details during the trial period.
