Frequently Asked Questions

Billing

1. How does the free trial work?

To make things simple, the free trial process gives you an actual live account upfront, so that you can start managing your projects online. If you don’t want to continue using ProjectManager.com, just cancel before the trial ends and you won’t be charged. We’ll email you 5 days before your trial ends to remind you. Otherwise, monthly billing will commence on day 31. It’s free risk because you can upgrade, downgrade, or cancel any time.

2. How much does it cost?

On the pricing page we have different editions available, with pricing plans that start at just $25/user per month. We also have discounts available if you choose to prepay your account, which you can do at any time. See the pricing page for details.

3. What are the payment options?

By default an account is billed via credit card on a monthly billing cycle. Alternatively you can pay annually in 1, 2, or 3 year terms via credit card, wire transfer, PayPal or check. Please contact us for details.

4. How do I get a monthly receipt?

Simply contact us and we will send you a receipt each month for your payment. We are glad to help.

Users

5. How do I add or remove users?

To add or remove users, you need to be logged in as the Administrator for your account. First, check that you have signed up for a sufficient user volume. Click the “Menu” button in the top left corner and select “Account”. Increase the number of users as you wish and click ok. Then click the menu button again and select “Users”. There you can assign user logins to your colleagues as you wish. Note that you can increase and decrease the number of users in your account as well as add or remove users at any time.

6. How do I change my password?

To change your password, click the “menu” button on the top left corner and select “password” in the bottom of the list. There, you can change the password for your account quickly and easily.

7. How do I track the cost of resources?

Login and click the “All” tab and then select “Resources”. There, you can select a resource and enter their “default hourly rate”. This rate will be used to calculate the cost of that resource across any projects where they have tasks assigned.

Security

8. Is the solution secure and reliable?

We have one of the most reliable and secure offerings on the market. The system is available 99.99% of the time, with scheduled downtime in the middle of the night once a month for each of our major upgrades. We have customers that are very security conscious (e.g. the “US Department of Defense”, the “United Nations” and NASA) and have passed all relevant security checks to take these clients on board so we are sure that we will meet your needs. Learn more about hosting and security.

9. How do I assign user access to a project?

As part of the process of creating new project, you have the ability to choose which users have access to that project data. You can select or deselect users as you wish from the list of those available in your account. After creating the project, open it and click on the “info” tab at the top. Then on the right-hand side, you will see the list of all users who currently have access. You can change this to meet your needs.

10. Why can’t I add a task?

As a user, you have certain rights and privileges which have been assigned to you from the administrator for your account. One of those rights is the ability to be able to edit the tasks page including the adding, changing or deleting of individual tasks. If you need to create a new tasks for your project and you are currently unable to, then speak to the administrator for your account and ask for access.

11. Why can’t I see something my colleagues can?

When the administrator for your account sets up access for the project, they may assign different access levels to different people in your team. If your colleagues can access a particular page, feature or data item that you are unable to, then ask your administrator for access.

Projects

12. How do I create, delete or rename a project?

The easiest way to create, delete or rename projects is to click on the “menu” button in the top left corner and select the options and the resultant drop down. The option “new” will allow you to create a new project, “rename” will allow you to rename an existing project and “delete” will allow you to delete a project immediately. You can alternatively perform the same functions on the “All” / “Projects” page.

13. How do I import or export a project?

The easiest way to import and export a project is to click the “menu” button and select the import and export functions. By choosing “import”, you will be able to import project data into your tasks page from any application including Microsoft Word, Excel and Project as well as Open Office and Google Apps. Likewise, you can also click the “export” option if you wish to export data from any page in the system into Microsoft Word, Excel Project format.

Misc

14. Which browsers are supported?

We currently support all of the newer browsers such as IE8, IE9, IE10, Firefox and Chrome. The system performs fastest in Chrome, by up to 10 times! We also support Safari on the iPad and even have our own mobile Apple app free for you to use alongside your online account. Download the app here.

15. What are risks, issues and changes?

ProjectManager.com allows you to manage risks, issues and changes within the system. A “risk” is defined as a future event which may impact on the ability of it to deliver your project on time. The difference between a risk and an issue is that a risk is a possible future event, whereas an issue is something that is taking place right now. “Changes” are completely different. They are events which take place which threatened to increase the scope of your project that need to be tracked carefully to ensure you don’t run overtime. They are typically change requests from customers for new deliverables that were not agreed to at the start of the project.

16. What types of files can I upload?

ProjectManager.com currently handles all of the world’s most commonly used file types for documents, audio, video and design files. You can upload files up to 250 megs each and download them as you wish. If you find that it does not support a file type you need, then please contact us and we will add it for you.

17. Can I customize the dashboards?

The system includes project, group and portfolio dashboards. You can customise each dashboard in the following ways. First, you can click and drag the charts around the screen as you wish. Second, you can close any chart and add new charts to the dashboard. Third, you can click the small settings icon in the top right to change the projects that are included within your dashboard. In the future, we will allow you to choose the thresholds for each chart so that you can determine how projects are graded and their colour schemes.

18. How do I setup email alerts?

To setup e-mail alerts for your team, ensure you are logged in as the administrator for your account and then click the “menu” button in the top left corner. Select “alerts”. There, you can setup two types of alerts. You can set immediate alerts for whenever a particular action takes place in the system. You can also setup regular alerts for your team to receive on a frequent basis.

19. How do I run reports?

To run project reports, login and click the “All” tab at the top and select the “Reports” tab. On this page, you can select a report type on the left and then customize the data to be included in the report within the form provided. You can run most reports to PDF, Microsoft Excel and Word formats as well as sending them by e-mail or viewing them on the screen.

20. How are costs tracked?

ProjectManager.com tracks a variety of different types of costs to allow you to calculate the overall expense of your project on the fly. First, the “Expenses” page allows you to enter one-off cost items that you would usually complete an expense form for internally (like lunch with a client) and get signed off by your manager. Second, on the tasks page you can add the “planned costs” and “actual cost” columns to track miscellaneous costs that are related to your tasks. Third, on the resources page you can assign an hourly cost to each resource so that the system will calculate the total cost of time spent by the resource in undertaking tasks. These three cost types will be automatically summarized and displayed on the “Cost” chart on the dashboard. Note: To set the project budget, click on the “info” tab for your project.

21. How do I split the effort on a task?

When you assign multiple resources to a task, the system automatically splits the effort evenly (e.g. a 50% allocation to 2 resources assigned to the same task). However you can change this allocation if you wish. Click the “Settings” button on the Task menu bar at the top. Then tick “Show Task info”. Then in the panel at the bottom, click the “Resources” tab and you’ll see the % allocation to each task. There, you can click to change one resource to 60% and the other resource to 40% for instance.

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