All Help Articles

  • Navigation Menus

    Menu StructureThe navigation menu uses a tiered structure to keep your data and workflows organized. Depending on per...

  • Quick Nav

    Quick Nav in the menu bar is the easiest way to jump between pages in PlanX. The Quick Nav finds any item (for exampl...

  • View, Group, Sort, and Filter Widgets

    PlanX uses common widgets for controlling views, grouping, sorting, and filtering on all pages. This allows for a uni...

  • API Documentation

    The PlanX API allows access to your organizations data for use in external systems. This enables reporting, internal ...

  • MPO User Roles

    Permissions associated with each user roleThe following user roles are available in PlanX for MPO's. Each role has sp...

  • A&E User Roles

    Permissions associated with each user roleThe following user roles are available in PlanX. Each role has specific per...

  • Project Rates

    Project RatesEntering and using project rates Project rates are one of the most important and powerful features avail...

  • Management Tab

    Managing project scope, schedule, and budgetThe management tab gives access to all project information including the ...

  • Rates Examples

    Examples of how the rates table can be used Simple Loaded/Billing Rate Cost Plus Fixed Fee  Rates Changed Mid-Project...

  • Base Rate

    Understanding the base rate valueThe base rate is the only column in the rates table that is shown automatically and ...

  • Timesheets

    Filling out and submitting your timesheetClick on your username at the top right corner then click on “My Timesheet”....

  • Creating Pursuits and Projects

    Using the main navigation menu, open the Pursuits or Projects page. At the top there will be a blue button that says ...

  • My Account and User Settings

    The My Account page allows you to edit your profile, update your password, and adjust user settings. User settings a...

  • Map Interactions

    Creating and editing map shapesMaps can be edited from the detail page of any project. The map typically located on t...

  • Documents

    Using document uploads and linksDocuments are retained with the project and accessible to anyone with appropriate per...

  • License Agreement

    Understanding our end user license agreement (EULA) The EULA provides the following protections to the user: Guarant...

  • Bookmarks

    Bookmarks are a convenient way to identify projects you are most interested in and easily find them on pages. Bookmar...