Quick start

1. Create your workspace

1. Sign up at planquora.com and confirm your email.
2. On the Workspaces page, enter a workspace name (e.g. your company or team) and click Create.
3. You become the Owner of any workspace you create — Owners can manage members, projects, and billing.

2. Start a project

Open your workspace, go to Projects, and either:

- Click New project to set it up yourself (name, methodology, dates), or

- Click New project with AI to have Planquora interview you and draft a charter, scope, and initial plan.

3. Invite your team

In your workspace, open Members, enter a colleague's email, choose a role, and send the invite.

Practitioners (Owner/Admin/Member) use a paid seat; Viewers (clients and stakeholders) are always free and unlimited.

Finding your way around

• The left sidebar switches between Workspaces, and within a workspace: Projects, Members, Billing, and AI settings.
• Inside a project, the tabs are grouped by discipline: Work, Schedule, Scope, Cost, Resources, Risk & Change, People, Reports, and AI. Click a group to open its dropdown.
• Integrations live under the Reports group (Reports → Integrations).