Welcome & Quick Start¶

Welcome to Planmaster! If you are new to the platform, this guide will help you understand how it works and get you up to speed in just a few minutes.

You don't need any technical background to use Planmaster. It is designed to work like a digital office that connects your job sites, warehouse, and accounts team together.

A Typical Day in Planmaster¶

Here is how different people in your company work together in Planmaster:

flowchart TD
    A["1. Project Manager starts a project<br/>Sets budget and target completion date"] --> B["2. Site Engineer checks daily tasks<br/>Updates progress and requests materials"]
    B --> C["3. Storekeeper issues materials<br/>Approves steel and cement for the site"]
    B --> D["4. Accounts team creates an invoice<br/>Sends bill to client for completed milestone"]
    D --> E["5. Client makes a payment<br/>Accounts logs the receipt into the system"]

5 Steps to Get Your Company Started¶

If your company is brand new to Planmaster, here is the easiest order to set things up:

1. Set Up Your Departments & Job Titles¶

Head over to Settings > Company Config > Departments. Add your common departments (like Engineering, Accounts, Site Operations) and designations (like Project Manager, Site Engineer, Supervisor).

2. Add Your Team Members¶

Go to Settings > Users and click New User. Add your colleagues with their work email, choose whether they are an Admin, Engineer, or General User, and give them a starting password.

3. Add Your Clients¶

Go to Clients and click New Client. Enter the company name of your clients (like Prestige Estates or L&T), their contact person, phone number, and billing address.

4. Create Your First Project¶

Go to Projects and click New. Give it a project code (like PRJ-001), choose the client you added in Step 3, enter the project budget, and assign your project manager.

5. Start Adding Tasks & Materials¶

Open your new project. Add the key stages (Milestones) and daily to-do items (Tasks). If you track materials like steel or cement, add them in the Inventory tab!

Everyday Terms Explained Simply¶

Term in Planmaster	What it Means in Plain English
Project	The job or contract your company is working on (for example: Metro Commercial Complex or Villa Construction).
Milestone	A major phase or checkpoint in a project (for example: Foundation Work, First Floor Slab, or Finishing).
Task	A specific job for an engineer or worker to do today (for example: Fix reinforcement cage or Pour concrete).
BOQ (Bill of Quantities)	Your project budget breakdown. It lists how many units of work you planned (e.g., 450 cubic meters of earthwork) and how much has been completed so far.
Invoice	The formal bill you send to your client asking for payment after finishing a stage of work.
Payment	A record of money received into your bank account from a client against an invoice.
Ledger	Your company's expense logbook. Use it to record bills, petrol receipts, municipal permit fees, or contractor advances.
Stock Transfer	Moving materials (like 10 tons of steel) from the central storage warehouse to a specific job site.