ProMan user guide
Practical chapters for getting work done in ProMan. Start at chapter one or jump to whatever you’re stuck on.
- 01
Getting started with ProMan
Sign up, verify your email, and land in your first workspace.
- 02
Your first project
Create a project from scratch or let the AI planner draft one for you.
- 03
Understanding roles
Owners, admins, managers, members, and viewers — and who can do what.
- 04
Inviting your team
Send invites, revoke pending ones, and manage seats.
- 05
Creating and managing tasks
The board, dependencies, priorities, and task fields explained.
- 06
Time tracking and timesheets
Run timers, log manual entries, and review weekly timesheets.
- 07
Submitting work for approval
Submit, review, request changes, and keep an immutable audit trail.
- 08
Collaboration: comments, feedback, RACI
Discuss without leaving the task. Keep responsibility explicit.
- 09
Teams and org structure
Group people into teams, and use teams to scope projects.
- 10
Client dashboards and public sharing
Share a read-only project view without paying for client seats.
- 11
Team Schedule: field-crew planner
Assign every engineer and guest crew member to a job, vessel, or activity — day by day. Export to Excel or PDF.