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About Plan

Plan brings together all of your teams, calendars, projects, tools, and documents in a single location. Plan automates work life so you and your team may work less and accomplish more. It's part calendar, half project manager. Plan is similar to a personal assistant at work. It intelligently organizes projects and tasks across all of your team's platforms, including calendar, email, JIRA, Zendesk, Salesforce, and Github. Plan is a better method to manage your Google Drive files than a list of thousands of documents that are unsorted and read-only. Simply set due dates to tasks, and then drag them from the agenda view to the calendar with ease. Your lists, like the rest of the world, are likely to change as well. Lists that you no longer want visible in the sidebar can now be archived. Agile Methodologies, Collaboration Tools, Gantt/Timeline View, Kanban Board, Milestone Tracking, Time & Expense Tracking, and Traditional Methodologies are some of Plan's features.

Screenshots & Videos

Plan screenshot

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    94%
  • Reviews
    67%
  • Momentum
    63%
  • Popularity
    71%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (iOS)
  • Desktop App (Windows)

Organization Types Supported

  • All (Small, Medium, Large)
  • Individuals

API Support

  • NA

Modes of Support

  • 24/7 (Live rep), Online

Plan Features

Project Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    94%

Unique Features

Idea Management

Facility to receive insights from internal and external stakeholders

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Standard Features

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Budget Management

Analyzing financial information to ensure all operations are within budget

Plan Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 06/08/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Plan Pricing.

Plan Alternatives

View All Plan Alternatives

Plan Reviews

User Rating

4/5 (Based on 2 Ratings)

Ratings Distribution

  • Excellent

    0%
  • Very Good

    100%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

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Review Summary

Plan integrates seamlessly with QuickBooks Online and Xero, enabling effortless expense tracking and improving financial visibility. Users praise its user-friendly interface and the ability to manage projects and tasks efficiently. However, some reviewers have expressed concerns regarding occasional glitches and limited customization options. Overall, Plan is a solid choice for small businesses seeking a user-friendly and feature-rich project management tool with robust integrations and financial management capabilities.

Pros

  • Easy to use: Plan offers a userfriendly interface and intuitive navigation, making it simple for users to get started and manage their projects.
  • Customizable templates: Plan provides a wide range of customizable templates that cater to different project and team needs, saving time and effort in project setup.
  • Powerful collaboration tools: Plan facilitates seamless collaboration among team members with features like realtime updates, shared calendars, and document sharing, enhancing teamwork and productivity.

Cons

  • Limited integrations: Plan's integration options may be limited compared to other project management tools, potentially restricting connectivity with other applications and tools that users might rely on.
  • Occasional bugs and glitches: Some users have reported experiencing occasional bugs and glitches within Plan, which can be frustrating and disrupt productivity.
  • Pricing can be a concern for some: Plan's pricing structure might not be suitable for all businesses or individuals, especially those with limited budgets or specific requirements.

AI-Generated from the text of User Reviews

Plan Screenshots

Plan FAQs

What is Plan used for?

Plan is Project Management Software. Plan offers the following functionalities:

  • Timeline View
  • Project Templates
  • Idea Management
  • Kanban Board
  • Time & Expense Tracking
  • Task Management
  • Status Tracking
  • Resource Management
  • Requirement Management
  • Project Planning
  • Portfolio Management
  • Percent-Complete Tracking
  • Milestone Tracking

Learn more about Plan features.

What are the top alternatives for Plan?

Does Plan provide API?

No, Plan does not provide API.

Plan Contact

Vendor Details

San Francisco, CA Founded : 2015

Contact Details

Not available

https://getplan.co/

Social Media Handles

Grid Report for Plan

Customers

Buzzfeed
Uber
J.P.Morgan
Twitter
Slack

Plan Integrations

Disclaimer

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