Capacity Planning Done Right

PlanRight is a powerful add-on for WorkflowMax and Xero Practice Manager. It makes managing workload for you and your staff a breeze.

PLAN YOUR YEAR

The year planner allows you to allocate work to staff, then plan it over the whole year. Tasks are split into ongoing (ie support), fixed (ie a GST return that must be completed in a month) and variable (flexible timing).

PLAN YOUR MONTH

The month planner allows you to prioritise work for each month. A quick glance at the capacity worm will show you exactly how much work has been planned and completed.

RECORD WORK

Your staff can easily record their progress on a task by logging time, adding notes and setting reminders. This allows you to keep track of all jobs and tasks from start to finish.