Features
Everything a client project needs, in one calm tool
Planmoor covers the whole arc of a client engagement: the proposal, the plan, the portal the client follows, the signatures that close each milestone, and the report that goes out on Friday.
14-day free Pro trial, no card needed. Clients are always free.
The five things that make Planmoor different
- A client portal without a login. One link shows the live timeline, milestones, meetings and documents waiting for signature. Add a password if you want one.
- E-signatures bound to the plan. A milestone that needs acceptance cannot close until it is signed; a signed change request reshifts the schedule.
- A Gantt chart with critical path on every plan, including Free. Baselines and variance on Pro.
- Proposals that start the project. When the client accepts, the project is created, the deposit invoice is raised and the signed PDF is filed.
- Templates that know your region. PRINCE2 stages and a PID in the UK, PMBOK process groups in the US, IPMA in Germany.
Feature guides
- Client portal for project managementA client portal that needs no login: live timeline, milestones, meetings, documents waiting for signature and status reports, all from one link you control.Read more
- E-signatures for project sign-offGet the scope of work, change requests, milestone acceptance and UAT certificates signed online, with an audit trail. A milestone cannot close until it is signed.Read more
- Online Gantt chart with critical pathAn online Gantt chart with critical path, four dependency types, baselines and variance, drag to reschedule, and a client view that stays in sync with the plan.Read more
- Proposal software with e-signatureSend proposals clients accept and sign from a public page. Acceptance creates the project from a template, raises the deposit invoice and files the signed PDF.Read more
- Project status report softwareOne-click status and highlight reports assembled from milestones, risks, change requests and signatures, published to the client portal or sent as a PDF.Read more
Also included
Board, list, calendar and roadmap views. Four dependency types with lag. Timesheets, workload and budget tracking. Automations and approvals. Custom templates. An unmetered AI planner that drafts phases, tasks, risks and the scope of work from a brief. API, webhooks, Slack and Teams. Two-factor authentication, an audit log and white-label portals on Agency.
See what each plan includes on the pricing page, or read how Planmoor fits agencies, consultants and PRINCE2 teams.
Start your first project in five minutes
Load the sample project to see a full plan, portal and signed scope of work, then build your own from a brief. 14-day Pro trial, no card needed.