9 min read
Proman AI assistant: org-grounded help in Projectman
Use Proman for workspace chat, form drafts, and relational proposals—always with your approval before anything is saved.
- AI
- Assistant
- Workspace
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Product guides
Documentation
Step-by-step documentation to set up your organization, configure projects, run QA, and operate CRM & support in Projectman.
15 articles
10 min read
Network person profiles and dual actors
Configure your public person profile at /network/u/[username], switch between person and organization actors for posts and follows, and understand privacy for thin or private profiles.
- Business Network
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10 min read
Network messaging, follows, and connections
Use private threads at /network/messages, manage follows and org-to-org connections in /network/my-network, and keep public discovery separate from signed-in social actions.
- Business Network
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9 min read
Industry directories and company discovery
Use /network/industries and company filters to find partners by sector; assign your industry correctly so your şirket profili appears on the right landing pages.
- Business Network
Read guide
10 min read
Network products and services catalog
Create, publish, and discover products and services across /network/products, /network/services, and each company showcase—with filters, CTAs, and optional Pro boosts.
- Business Network
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11 min read
Publish your company profile on Projectman Network
Step-by-step: complete Network onboarding, edit showcase fields, set is_public, publish products and culture, and optionally configure Network Pro SEO and boosts.
- Business Network
Read guide
11 min read
Projectman Network overview: public B2B company discovery
Learn how Projectman Network combines public company pages, product and service catalogs, industry directories, person profiles, and private messaging into one B2B business network.
- Business Network
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8 min read
Revenue insights: analytics dashboard reference
Navigate KPI cards, interactive charts, period and currency filters, drill-down to deals and invoices, and CSV export from the Revenue insights page.
- Sales
- Analytics
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8 min read
Customer portal: setup, access, and self-service
Enable portal access for CRM contacts, configure what customers see (tickets, contracts, invoices), and manage multi-customer users.
- Portal
- CRM
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9 min read
Sales pipeline and deals: setup, board, forecast, and quotes
Configure deal stages, create opportunities, use board and list views, read weighted forecast KPIs, explore Revenue insights, and convert won deals to CRM quotes.
- Sales
- Pipeline
- CRM
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7 min read
Gantt timeline, calendar, and cross-project planning
Schedule tasks with start/end dates and dependencies on the Gantt chart, scan due dates on the workspace calendar, and keep board status in sync.
- Planning
- Gantt
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11 min read
CRM & support overview
Manage customers, contracts, invoices, FX rates, portal access, and SLA-backed support tickets in one organization workspace.
- CRM
- Billing
- Support
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8 min read
Test plans, cases, and runs
Structure suites, execute runs, link cases to features, and feed QA metrics into project reports.
- QA
- Test plans
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10 min read
Projects, boards, and work items
Tasks, bugs, and features share one model across board, list, Gantt, calendar, and reports—without duplicate entry.
- Projects
- Boards
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8 min read
Getting started with Projectman
Create your organization, invite teammates, configure roles, and open your first project in under fifteen minutes.
- Onboarding
- Organization
Read guide