General & Getting Started
Q: How does ProjectManager differ from other software options?
A: ProjectManager is a comprehensive, award-winning project management software built for teams across all industries such as construction, manufacturing, professional services, and more.
ProjectManager is affordable and powerful enough for simple or enterprise-level projects and includes one of the industry's leading Gantt charts in the industry. We offer multiple project views (including Gantt, Board, List, Calendar, and Sheet), built-in resource tracking, automation, recurring tasks, and much more. Our pricing page outlines all of our features, price points and edition options.
Q: How can I change my plan?
A: You can upgrade, downgrade, or switch between paid plans at any time. Changes to annual plans may be subject to prorated adjustments. Please email sales@projectmanager.com or visit our pricing page for additional information.
Q: How can I cancel my plan?
A: You can cancel your account directly from the software by clicking on your avatar in the bottom left-hand corner. Navigate to Account > Billing and click the "Cancel Account" button in the bottom right-hand corner. Note: Canceling your account will end access to your projects and data at the close of your current billing period. If you have additional questions about cancellation, email support@projectmanager.com.
Q: How do I change between light and dark modes?
A: To change modes, simply navigate to your Account menu and click "Enable Light Mode" or "Enable Dark Mode" depending on your preferences.
Q: How can I download the mobile app?
A: Our mobile app lets you manage tasks, update projects, and track progress from anywhere. Please visit either Google Play or the App Store to download it!
Q: How secure is ProjectManager?
A: ProjectManager uses a multi-tiered security framework to protect your data integrity, confidentiality, infrastructure, and network stability. We follow industry compliance best practices, enforce them through internal processes, and conduct regular security audits to stay current with evolving standards. You can read more about our robust security here and download the whitepaper.
Q: How do I contact support?
A: Our support team is always here to help! Please email support@projectmanager.com and someone will be happy to assist you.
Q: What does "Global Admin" mean?
A: The Global Admin is the highest-permission role in ProjectManager. This role can manage all users, configure account-wide settings, control security permissions, and access all projects. Only one Global Admin can exist per account at a time. To transfer the Global Admin role, the current Global Admin must reassign it from Account Settings.
Project & Task Management
Q: How can I hide project views?
A: Across the top of the software, you'll see small icons that represent our project views. Simply click the "+" button and uncheck the project views that you'd like to hide.
Q: How does ProjectManager work with Microsoft Project Files (MPP files)?
A: Microsoft Project files (MPP files) were not designed to be shared outside of Microsoft Project, and the proprietary format is not natively compatible with Mac users. ProjectManager makes it easy to import these files so your hard work isn't lost.
To import your MPP file:
- Select the Gantt view and click Import in the menu bar.
- In the pop-up window that appears, select the MPP file you want to import.
- Click Next to begin the import.
- Choose whether to add the file to a new or an existing project.
- Close the pop-up and start working with your imported data.
Q: How can I print the Gantt chart?
A: To print the Gantt, click the print button on the Gantt ribbon to the right of the Export button. For detailed step-by-step instructions, see here.
Q: How do I set a recurring task?
A: You can turn a task into a recurring task by updating the recurrence settings in the task card. The recurrence option is located under the task name, between the due date and priority fields. Click it to open the recurrence pop-up, where you can set how often the task repeats.
Q: How many custom templates can I create?
A: Users on Business and Enterprise plans can create unlimited custom templates. Custom templates offer greater flexibility and tailored structure compared to the pre-built templates available to all users.
Q: Who can access the custom templates that I create?
A: Any user in the account can access the custom template. However, only users with permission to "create and edit important project information" can save new custom templates.
Team & Resource Management
Q: How can I remove a large volume of resources quickly?
A: To quickly remove a large volume of resources, we recommend copying your project and saving it as a custom template — then use that template to start a new project without the unwanted resources. For example, if you need to adjust working days, save your project as a custom template and create a new project with the updated working-day settings.
Q: How do guest licenses work?
A: Guest licenses provide read-only access to project stakeholders who don't need a full ProjectManager license.
Guests will have read-only access to project plans, project status, milestones and dashboards, keeping them informed on project progress. Guests will not be able to collaborate on a project or complete tasks; however, they will be able to access pertinent details and insights.
Q: How do I invite my team into the software?
A: You can invite team members in two ways: click New > Invite in the main navigation menu, or use the keyboard shortcut Command + I (Mac) / Ctrl + I (Windows). You can also go to the Team page and click the Invite People button. You may invite one or multiple users at once.
Q: How do I submit a timesheet for approval?
A: Timesheets are available on the Business plan and above. To submit a timesheet, complete your time entries and click the Submit button. Admins can then review and approve timesheets directly in the software. If a timesheet is declined, it is returned to the user for corrections and resubmission. Submitted timesheets are locked for editing until declined by an approver, at which point they become editable again for corrections.
Q: How do I export or import a timesheet?
A: To export a timesheet, click the down arrow icon in the upper right corner of the Timesheets page. To import a timesheet, click the up arrow icon in the same location. Learn more about importing timesheets.
Q: How do I add or remove users from my account?
A: You can change the number of people on your team by logging into your account and navigating to the Manage Users page. If you add or remove users, your next invoice will reflect the updated price. Note that billing adjustments may vary depending on whether you are on a monthly or annual plan.
