PlanMeeBusiness Management System

Complete user documentation for managing projects, employees, clients, and finances

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View Modules

🤖

AI Assistant

Intelligent conversational interface powered by Claude AI for data analysis, insights, and automation.

📋

Jobs & Projects

Comprehensive project management with employee assignments, work hours tracking, accommodations, and budget monitoring.

✅

Tickets & Tasks

Kanban-style task tracking with time logging, comments, templates, recurring tickets, and labels.

👥

Employee Management

Complete HR system with certifications, contracts, questionnaires, work categories, and job assignments.

🏢

Client Relations

Manage client information, contacts, documents, and relationship history.

💰

Financial Reports

Track costs and profits with multi-currency support, charts, and detailed analytics.

🧾

Invoices

Generate and manage invoices linked to projects and financial records.

⏰

Work Hours

Detailed time tracking with automatic wage calculations and adjustments.

💼

Deals Pipeline

Sales opportunity tracking with visual Kanban board, activities, and attachments.

📆

Calendar & Attendance

Unified calendar with absence tracking for vacation, sick leave, and events.

📄

Documents & Reports

File manager, contract documents, internal reports, and collaborative document management.

💬

Collaboration

Real-time chat, whiteboard for visual collaboration, and company announcements.

🏦

Bank Statements

Import bank statements, match transactions with financial entries, and reconcile accounts.

🔔

Notifications

Real-time notification center with configurable preferences for tickets, jobs, and system events.

💳

Subscriptions

Manage your PlanMee plan, billing, usage monitoring, and payment methods via Stripe.

Quick Links by User Role

👔 For Project Managers

👤 For HR / Employee Management

💵 For Finance / Accounting

📈 For Sales / Business Development

⚙️ For Administrators

Key System Features

Module	Key Capabilities
AI Assistant	Natural language queries, financial analysis, project intelligence, semantic search
Jobs	Project management, employee assignments, accommodations, budget tracking
Tickets	Kanban boards, templates, recurring tickets, labels, subtasks
Employees	HR records, certifications, contracts, questionnaires, work categories
Clients	Contact management, document storage, relationship tracking
Financial Reports	Cost/profit tracking, multi-currency, charts, approval workflow
Bank Statements	Import, transaction matching, reconciliation
Deals	Sales pipeline, activities tracking, deal-to-job conversion
Documents	File manager, contract documents, internal reports
Collaboration	Chat, whiteboard, announcements, notifications
Administration	KPI dashboard, audit log, user management, access control, companies, system configuration
Account	Subscriptions, billing, GDPR compliance

What's Covered

This documentation covers all PlanMee modules:

AI & Intelligence - AI Assistant with Claude AI integration
Project Management - Jobs, Tickets, Deals
People Management - Employees, Clients
Financial - Reports, Bank Statements, Invoices, Work Hours, Receipts
Documents - File Manager, Certificates, Contract Documents, Reports
Organization - Calendar, Attendance, Inventory, Notifications
Collaboration - Chat, Whiteboard, Announcements
Administration - KPI Dashboard, Audit Log, User Management, Access Control, Companies, System Configuration
Account & Billing - Subscriptions, GDPR / Data Protection, User Profile

Need Help?

Check the relevant module documentation • Use the search feature • Contact your system administrator

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