Explore our FAQs
How do I get a monthly receipt?
With administrator access, you can download your paid invoices directly through your account. Visit the Menu > Account section, then select the ‘Billing’ tab to find the month and year that you would like to see.
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, as well as become eligible for up to 30% off the overall term of your choice. Please contact us for details.
Do you offer enterprise plans?
For accounts with 50+ users, we offer several tiers of enterprise-level plans. To learn more, visit our enterprise pricing page.
How much do plans cost?
We offer a number of different pricing plans for individuals, teams and the enterprise that start at just $8/user per month. See the pricing page for more details. We also have discounts available up to 30% off your account if you choose to prepay, which you can do at any time.
How does the free trial work?
Your free trial gives you immediate access to a fully-featured live account so that you can set up your projects and test out all the benefits of the product edition you selected.
If you decide you want to dis-continue using ProjectManager.com, be sure to cancel before the trial ends so your credit card 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 for the plan you selected.
You can upgrade, downgrade, or cancel any time.
Dashboards and Reporting
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 CSV formats, as well, as sending them by e-mail or viewing them on the screen.
Can I customize the dashboards?
There are many ways to customize your dashboards, starting with the types. You have the option to view project, group and portfolio dashboards. You can then customize each one by dragging and dropping the individual charts on the screen, by hiding or revealing charts or even projects to choose what to display, and even by changing the colors of each chart. You have control over how you want to display your real-time project data.
Note: Some charts also allow you to change the thresholds, controlling when a status will apply.
Can PM.com integrate with my email calendar?
There are several ways to set up calendar integrations. You can add your calendar feed (webcal) to Google Calendar or Outlook through the “Subscribe’ button on the top right of your calendar. You can also set up a Zapier integration between your ProjectManager.com tasks with another calendar program.
Can you integrate with other applications?
Yes! You can integrate with over 400 different apps. You can build custom applications against the ProjectManager.com API, and we have custom integrations enabled already with GoogleApps, Microsoft Project import, and a partnership with Zapier, where you have the ability to set up a series of triggers and supporting actions with hundreds of popular applications. Learn more about integrations.
How do I setup email alerts?
To setup email alerts for your team, ensure you are logged in as the administrator for your account. Under the "Menu" button select the "Alerts" dropdown. Individual alerts can be set by users themselves, as well, under Menu>Alerts. There is a global security setting for all users called Alerts, which can be set to ‘show own’
There, you can set up a variety of alerts that are immediate-action or regular-reminders. For example, you can set an immediate alert whenever a particular action takes place in the system, like a new project is created or a plan changed. You can also setup regular alerts for your team to receive on an ongoing basis as reminders, such as tasks due in 7 days and set the frequency such as daily, weekly or monthly.
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. 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). 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 overall project budget, click on the "Info" tab for your project.
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 MG 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.
What are risks, issues and changes?
ProjectManager.com allows you to manage risks, issues and changes within the system. These are project management terms that help to maintain visibility and control over a project’s scope.
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 actions (or requests) that may increase the scope of your project that need to be tracked carefully with your team.
When you use the Risks, Issues & Changes features in ProjectManager.com, you are essentially tracking and monitoring changes or potential changes to your project.
Which browsers are supported?
We currently support IE8, IE9, IE10, IE11, Firefox and Chrome. We also have Android and Apple mobile apps free for you to use alongside your online account. Download the apps here.
Do you have portfolio management tools?
Yes! In addition to being able to manage projects as groups, we always enable a global view of your project performance. From a list of all of your projects with select high-level details that can be edited on one screen, to a quick graphical representation of all of your projects on the dashboard, to reporting at the group level, to allocating resources over all projects, and even having a roll-up view on the roadmap, portfolio management is very easy to do using ProjectManager.com.
Can you group projects together?
Yes. And you can create a status report and dashboards for those project groups, too! To create a project group, visit the “All” tab and select the “Projects” page. Select “New Group” (the folder with the plus sign) to create a new project group. Then select the projects and use ‘move’ to select the new group in the popup. The projects will then shift to the group folder.
Then, select the Plus New Tab “+” above your toolbar which will allow you to open the group you created. Selecting the +New tab will take you to a page with 4 buttons across the top, with ‘New Project’ selected by default. If you select ‘open group’ from the banner, you get a list showing all the groups you can select. Alternatively, you can open from the "All Projects" page where you just created the group, and just right click>open on the group. From there you can see the group’s dashboard, create reports, view workload within that group, as well as manage resources and their scheduled tasks.
How do I import or export a project?
Select the "menu" button and select the import and export functions from the dropdown. By choosing "import", you will be able to import project data into your tasks page from Microsoft Project, Word or Excel, any .csv file, as well as Open Office and Google Apps.
To export, simply select the "export" option on the dropdown to export ProjectManager.com data from any page in the system into Microsoft Project, Word, Excel or .csv formats.
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 one of those options from the dropdown. 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 from the "All" Tab and within a project's info.
Resource & Workload Management
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.
How do you set up a timesheet approval process?
To set up timesheet approvals, visit the “Resources” page in the “All” tab, select a resource, and choose an approver from the dropdown menu.
When the timesheet is submitted for approval, the assigned approver will get an email letting them know that a new timesheet is ready to be reviewed. At that time, the timesheet is locked from further edits by that user. The timesheet approver can then either “accept” or “reject” the timesheet, as well as add notes about why they took that action. If rejected, the timesheet reopens for edits to the original user. If accepted, the timesheet remains locked for security. Historical timesheets can be used to generate timesheet reports, however, so your data can still be accessed in that way.
Note: All Admins retain the ability to edit locked timesheets, in case edits are required.
Do you have timesheet approvals?
Yes! Our timesheet approval process is designed to simplify and secure the timesheet process. When a new timesheet is entered, it can be saved or submitted for approval to an assigned approver. Once it has been submitted for approval, it is locked from any updates.
How do you enter timesheets?
Timesheets (for timesheet users only) are captured by adding actual effort on the Project Tasks page (as a column), on the My Tasks page, or under the “Time” page in your My Home tab. On this page, you can also copy last week’s time, when you do the same tasks week-to-week, as well as submit your timesheet for approval to your manager.
Timesheets can also be populated with tasks assigned over that period – using "Auto-fill" time can also be added on the mobile as Actual Effort, and a timesheet is created when you add Actual effort anywhere in the system. Actual Effort can also be added via the mobile app.
Note: non-timesheet users can also add actual effort, but it doesn’t create a timesheet entry.
How do I re-allocate tasks for my resources?
From the workload tab, you can see your resources workload across your projects and project groups at a glance. It is color-coded so you can easily see who is over or under-allocated on a given day. From that page, you can drilldown to view each resources’ tasks and reassign those tasks to other team members, as well as easily readjust an individual’s planned effort on a given task per day.
How do I allocate hours to my resources?
In the Menu, select Calendar to open your resource tab and set their working hours. You can set part time or full time hours for your resources, as well as working and non-working days. You can assign new tasks directly on the Gantt page or reassign existing tasks from other resources, from the workload popup. You can assign new tasks to resources in the mobile. You can also allocate time directly on the workload page.
Note: If you set Default Planned Effort, then hours are allocated to resources automatically when they are assigned to tasks.
How can I manage my resources effectively?
ProjectManager.com is designed for seamless project and resource management. There are several ways you can manage resources throughout the product. You can manage your team’s workload under the workload tab. You can schedule and update your team’s tasks through the Gantt. You can monitor your resource allocation in real time on the Dashboard and on the fly from our mobile apps. You can also track your team’s time by using the timesheet feature, which includes a timesheet approvals process for seamless work management across your project teams.
Do you offer single sign on integration?
We partnered with OneLogin to provide single sign-on solutions for all users. The OneLogin SSO service supports organizations looking to implement two-factor authentication, a more secure process for validating and verifying identity. We also support SSO through Google Apps for Work.
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. You can also access this from your MyHome>Settings page or by going to our login page and clicking “Reset Password”.
Can you adjust who has access to specific projects and areas of the tool?
Yes! You have complete control over who sees what in ProjectManager.com. In the Menu dropdown, select “Security” to adjust a whole range of different access levels for individual roles. Features security is role-based, and all users are assigned a role. Project access, by contrast, is user-based. Client-level users are always restricted to read-only mode on pages and do not have edit rights.
Is my data secure and reliable?
Keeping our customers’ data secure is core to our product development and testing processes, our customer service practices and our vetting of technology partners. Our system has an average uptime availability of 99.99% with premium Tier 1 bandwidth, and is stored in a highly secure, facility manned 24/7/365. Learn more about our hosting and security.
Task Management & Scheduling
How does the baseline work?
We offer a fully functioning single baseline feature. The baseline is a point of reference – showing a snapshot of the entire plan at a selected time. The baseline data displays with the task information and their associated data eg. Planned start, planned finish dates at the time the baseline was taken. This can then be used to show performance of the project by comparing variance. The baseline can be updated/overwritten at any time. We also have a project variance report to view this information as a whole.
How do I split the effort on a task?
Our tool now uses default planned effort when assigning tasks, and resources will be assigned at their default planned effort. If multiple resources have the same default planned effort, the system defaults to a 50-50% allocation, but you can control the percent allocation to change that easily.
You can edit default planned effort during assignment; by default the system will allocate a resource's planned effort, but that can be overwritten in the popup when assigning the resource. So if their default planned effort is 4 hours, you can change this to 8 when assigning tasks directly on the Workload tab.
Note: Hours associated with the resource are directly driven from their default planned effort (or global default planned effort). The allocation will be calculated from the portion of the task that the resource has for a max of 100% for an individual task. The allocation can still be edited in the task information panel as below, once the resources have been assigned.
Is the Gantt chart interactive?
We pioneered the online, interactive Gantt chart. With our drag and drop scheduling feature, you can easily change deadlines and dependencies.
The interactive Gantt means you can also collaborate with your team. You can add comments and attach different file types right on the Gantt task line, so all your project files and discussions stay right where you need them.
The Gantt also features a dedicated task panel for an expanded view of each task’s activity and files.
Finally, you can also customize your Gantt with colors and fonts to visualize your work just the way you want.
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 feel you need to view, consult your account administrator.
Note: Security is not project level. User access is at the account level (role-based).
How do I assign user access to a project?
There are multiple ways to add users to projects. You can edit project access at any time by adding or removing users within a project, or view a single user and update their access across all projects.
- Admin users will always have access to all projects.
- Users can be created on project import (and assigned to the project automatically).
Is there a minimum number of users required?
Depending on your ProjectManager.com edition, there are a minimum number of licenses per edition, however some of our plans do offer unlimited client-level users. Please see our pricing page for a detailed view of our plans and user plus client licenses.
What is the difference between a licensed user and a client user?
A licensed user is one who has full access to the account. You can add licensed users to your account from the "Users" page under Menu>Users. A client user is an unpaid user who you grant certain read-only access rights to. You can customize their access under the Menu>Free Clients (for project access/login details) and Menu>Security>Client (for feature access).
How do I add or remove users?
To add or remove users, you need to be logged in as an Administrator for your account. Go to the users page Menu>Users, to add new users. There you can assign user logins to your colleagues as you wish. You can increase and decrease the number of users in your account as well as add or remove users at any time. You can also adjust your license tier from the Account page Menu>Account>Licenses.