FAQ


We know you have questions. We 've compiled some quick answers here.

1How to get a free trial?

PlanMill offers a 14-day free trial, which is easy to activate. Just select a product, click "Try 14 days" and fill in your contact details. We will contact you for details and set you up in 1-2 business days.

After a successful trial period you can continue using the same PlanMill environment for production use.

To begin your trial using Desktop or Mobile device, simply go to the url sent to you in the activation email and sign in with the provided username and password.

The quickest way to grasp the features of PlanMill is through a live demo. If you need assistance, please contact us, we are happy to help.

2Which is the right product for us?
PlanMill ERP

All-in-one solution for professional service business

  • ERP is specially built to focus on professional services (either hourly-rated or fixed-price services).
  • “Flagship” product, which is used by most of our customers in SME sector.
  • Includes all available modules of PlanMill except Absences and Appraisals. Integrations available for several Financial Connectors and e-invoicing solutions.


    PlanMill CRM
    Start small and grow later to full ERP

  • Includes company and contact register and campaigns for marketing and basic follow up of sales pipeline with opportunities.
  • Suits small Start up companies which have only a little of actual sales yet, but just a huge need to manage prospects and contact them with campaigns.
  • Doesn’t contain any information about projects or time reporting or invoicing.

  • PlanMill PROJECT

    Perfect for project and time tracking, for invoicing get ERP

  • Excellent for task management, scheduling, time and expense reporting.
  • Use it together with PlanMill Absence.
  • Includes basic company and contact register. Doesn’t include sales or marketing functions or invoicing functions.
  • Good for companies with focus on internal research and development or other internal or public sector funded projects.
  • 3Cloud or on-premise installation?

    PlanMill Cloud — Our IT environment
    PlanMill Cloud customers receive all the benefits of hosted applications including regular upgrades and maintenance with the added flexibility to migrate from a hosted service to an On-Premise solution any time. With PlanMill Cloud, we can get you up and running very quickly.

    PlanMill On-Premise — Your IT environment

    For customers who would like to have all their PlanMill information managed by IT managers behind their own firewall, we offer PlanMill On-Premise - a deployment option that requires our team to install the system to your servers.

    4How can data be transferred to another system?

    Users can transfer data from list views and reports by “Export to” function. Report data can also be transferred as CSV files with chosen column separator.

    It is also possible to order PlanMill Return Your Data Pack -service or use our available integrations.

    5How can I get my PlanMill system up and running?

    A 10-question “PlanMill Scope Points” assess how to get your system up and running with all the bells and whistles you require.

    With the scope points, we´ll recommend the most suitable deployment model:

    “PlanMill Quick Start" — Default features make life easy; we love reading user guides.

    “PlanMill Continuous Improvement" — One user story at a time and then some more if we find out we really need it.

    "PlanMill Re-design Project" — Waterfall meets Agile – big plans but delivered by user stories so we can start using the system as early as possible.

    6Which options PlanMill provides for user authentication?

    Customer is in responsible for activating and inactivating the users, choosing the right role for user and ensuring, that there’s a valid email address (or other methods) in user’s settings for returning forgotten password.

    Connection between browser and PlanMill is always created using SSL/TLS secured HTTPS connection.

    PlanMill supports four different ways to authenticate. The default is username or email saved in user’s settings and password.

    You can choose authentication service or IP based restrictions as add-on:
  • Google oAuth, where user authenticates with Google mail using Google’s authentication service.
  • LDAPS, where user authenticates to company’s own LDAP service (e.g. AD) using secured connection.
  • IP-based Restriction Setup Pack: For customers, who need special information security, it is possible to restrict the IP addresses allowed in the system.
  • 7How are backups dealt in PlanMill?

    We take care of databases and attachments automatically with backups and attachments in Cloud service. Users don’t have to create their own backups either handle any physical backups.

    Daily backup copy contains all changes made during the day and full backup is taken every Saturday.

    Additionally the information in database server is continuously mirrored to another server, which is physically located in different data center.

    The database is up to date in daily changes at least for six (6) days. The data is mirrored with application servers, ensuring that the attachment and invoicing documents are always in real time in two different servers.

    Add-ons
    PlanMill Return Your Data Pack is for ensuring your data regularly or just once:

    PlanMill can provide the customer with data and attachments as a single case or regularly repeated in one specific day per month. Check more info in service description.

    8Where is the system’s data physically located?

    The servers reserved for PlanMill Cloud service are hosted by reliable data center and cloud service provider DataCenter Finland, which is located in Finland.

    9How are the updates in PlanMill handled?

    We publish minor changes, orders, fixes and additional features from every 1 to 3 weeks, and larger updates from every 6 to 12 weeks. Updates are aimed to be done without service break.

    When PlanMill is updated, we ensure that customisations won’t break because of the update.

    10How are access rights handled in PlanMill?

    Access rights are defined by user roles. Permissions for roles can be easily customized.

    Users gain their access rights from the user role they are using.

    11Which integrations are available?

    Users can for example export data to Excel. It is also possible for users to import some of their own data.

    Add-ons for importing and exporting data:

    PlanMill offers a lot of interfaces for transferring data.

    Depending on user’s system and needs, e.g. customers, projects, products, invoices, accounting information, reported hours and absences.

    There’s available interfaces to finance systems via PlanMill Finance Connector:

  • eFina
  • Microsoft Dynamics NAV (Finvoice + SFTP)
  • Netvisor
  • Netsuite
  • Procountor
  • Talenom
  • Tikon
  • Wintime
  • Factoring for Danske & Nordea
  • E-invoice Sender

  • More information about add-ons.
    12Which interfaces PlanMill offers for customized integrations?

    PlanMill Open API is a REST interface, which allows to create, change, delete or get data between PlanMill and another system. Using REST requires programming skills from customer or from third party. Details can be seen here.

    Files can be exported from PlanMill as e.g. CSV or XML files, for a backup or to another system. Files can be exported manually by the user in PlanMill UI or automatically transferred to customer’s servers using e.g. SFTP service.

    File transfers are always customer specific, ask for a work estimate!

    If files are transferred to another system which we do not yet have an integration, we will need to see the interface description of the system in order to give a quote and feasibility assessment.

    13Do you have a discount policy?
    If you have more than 25 users, please contact our sales and ask for a quote.
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