Tomsplanner

Tom's Planner offers robust collaboration tools for managing schedules through real-time editing capabilities. This comprehensive overview explores the platform's features, including collaboration tools, export options, integration capabilities, and account management systems, helping users understand how to effectively manage their teams and projects.

Overview

Tom's Planner provides essential collaboration tools for managing schedules, offering real-time editing capabilities within the platform. Project managers and team members can work together on schedules through a paid subscription, with read and write access controlled via the account management system. The platform leverages email support for user queries, with all support communications directed to support@tomsplanner.com.

Collaboration Features

The software enables team collaboration through an intuitive interface that supports multiple access levels. Project managers can create and share schedules across their teams, while individual team members work on specific tasks within the same project timeline. Invitation emails allow seamless user addition to collaborative projects, with clear permissions assigned based on account type.

Export and Import Options

Tom's Planner offers extensive export capabilities, supporting a wide range of file formats suitable for various use cases. Users can export schedules to Microsoft Project, Excel, CVS, PDF, and image files (with limitations for basic accounts). The platform also supports JSON for local backups and development purposes, while advanced users can leverage CSV for data interoperability between applications.

Integration and Customization

The software integrates with popular calendar systems like Google Calendar and Outlook, allowing users to export and import calendar data easily. The platform supports image file exports for sharing charts and reports, with additional features for creating professional-looking schedule presentations. Personalized branding is available through paid accounts, enabling users to display their company logos on all generated charts.

Account Management

Tom's Planner operates on a subscription model with monthly billing cycles, offering both free and paid account options. Personal users have access to unlimited projects through the free tier, while professional users enjoy expanded features with monthly subscription costs. The platform manages account upgrades and downgrades through its subscription management system, with payment processing handled by FastSpring.

Security and Access

All users receive basic security features including file format support and data protection mechanisms. Paid accounts enable local schedule storage and offline access for sensitive information, while the platform maintains strict security protocols for data transmission and storage. Team management functions allow administrators to control access levels, with features for managing team structures and account permissions.

Key Features

Tom's Planner facilitates collaborative scheduling through an intuitive online environment. Project managers work on multiple schedules using paid accounts, while team members collaborate on individual tasks within the same project timeline. The platform handles user invitations via email, assigning permissions based on account type (read for team members, read/write for project managers).

The software supports a variety of file formats for schedule export, including MS Project, Excel, CVS, PDF, and image files (limited to unlimited account users). Paid accounts enable local schedule storage and offline access for sensitive information. Additional features include schedule embedding capabilities for websites and project blogs, with support for Mac right-click functionality (please refer to additional instructions for optimal performance).

The platform requires a yearly subscription, with VAT excluded from the pricing structure. Account management functions allow administrators to control access levels, including the ability to set default logos for new Gantt charts and manage team structures through features like Team Charts, Save Changes, Re-enable Account, and Cancel Account. Payment processing is handled by FastSpring.

Collaboration and Sharing

Tom's Planner facilitates collaboration through its online scheduling environment, allowing users to work on schedules in real-time with team members. Project managers who require the ability to create and share multiple schedules hold paid accounts, which enable both read and write access to collaborative projects. Team members operate with free personal accounts, restricted to read-only access for individual tasks within shared projects.

The platform manages user invitations through email, maintaining strict permission levels based on account type. Project managers control access levels for each collaborator, with read/write permissions granted for schedule modification. Team members receive read-only access to project schedules, ensuring data integrity and security during the collaboration process.

The software supports multiple access options for shared schedules, including the ability to set default permissions for new team members. Team managers can assign specific roles and permissions to team members, creating a structured environment for schedule management. The platform includes features for managing team structures, such as Team Charts, Save Changes, Re-enable Account, and Cancel Account functionality, all controlled through the account management system.

Export and Integration

The platform supports a variety of file formats for schedule export, including MS Project, Excel, CVS, PDF, and image files (limited to unlimited account users). Paid accounts enable local schedule storage and offline access for sensitive information.

Additional features include schedule embedding capabilities for websites and project blogs, with support for Mac right-click functionality. For development and data backup purposes, the platform also supports JSON import and export, allowing users to create local backups or maintain data compatibility between applications.

Import Capabilities

CSV Import: Import CSV files from other applications directly into Tom's Planner.

Google Calendar: Export Google calendars to a zip file format for import into the platform.

Calendar/mac & Outlook: Export calendar data to .ics/.ical files for direct import into Apple Calendar or Outlook schedules.

Export Capabilities

Microsoft Project: Generate XML files for integration with Microsoft Project 2003 and later versions.

Excel: Export schedules to spreadsheets that can be opened with modern spreadsheet applications.

CSV Export: Save schedule data to CSV format for import into other applications.

JSON Export: Use JSON files for local backup purposes or development integrations.

PDF: Best format for printing and wall display of schedule data.

Account Management Integration

Tom's Planner manages user collaboration through email invitations, maintaining strict permission levels based on account type. Project managers can create and share multiple schedules, while team members receive read-only access to individual tasks within shared projects.

Account settings allow administrators to set default logos for new Gantt charts and manage team structures through features like Team Charts, Save Changes, Re-enable Account, and Cancel Account functionality. FastSpring processes all subscription payments, offering both monthly and yearly subscription options with VAT exclusions.

Account Management

Tom's Planner requires a subscription for full functionality, offering both monthly and yearly payment options. Personal accounts start at $9.95 per month for unlimited project management, while professional accounts cost $19.95 per month for expanded features. The platform automatically renews subscriptions on a yearly basis unless cancelled, with users receiving email confirmation of their subscription status.

Account upgrades and downgrades are managed through the platform's subscription management system, allowing users to switch between personal and professional tiers as needed. All subscription payments process through FastSpring, with VAT excluded from pricing. Invoices and subscription details are available in the account settings, and users can link their accounts through Google or Facebook authentication without providing password access.

Team Management

The platform manages team structures through a combination of account permissions and role assignments. Project managers operate with paid accounts, enabling them to create and share multiple schedules while controlling access levels for team members. Team members use free personal accounts with read-only access to individual tasks within shared projects.

Administrators can set default logos for new Gantt charts and manage team structures through features like Team Charts, Save Changes, Re-enable Account, and Cancel Account. These management functions help maintain an organized collaborative environment while providing flexibility for team organization.