Find updates about grants management.
Store/track all client data, notes, activities & programs
This section helps managing donations and donor profiles
Create/manage online forms & share with your clients
Worklog, Scheduling, and Attendance
Record time & manage your schedule
Updates and FAQ's
Find updates and most frequently asked questions.
Learn about software integrations with PlanStreet
Videos, Demos for all the case management features
Review cases, schedule meetings & share documents
This section helps you manage workers in your organization
Get information on PlanStreet's additional features
Learn to configure and update system settings
- Updates and FAQ's Find information on the latest additions / updates to PlanStreet as well as view some of the most frequently asked qu...
- Case Management Provides your organization with one central location to store and track all client data. This includes things like co...
- Online Forms Folder creation, moving documents, name, rename, or how to delete. HIPAA security standard compliance ensures that yo...
- System Administration Allows system administrator to set up back-end of the system and perform basic system configuration.
- Donor Management
- Grants Mangement In this section, learn how to create, delete, and edit grants, sort grant data, and how to precisely allocate grant m...
- Client Portal
- Worker Management This section provides access to the customers.
- Case Financials Financial forecasting helps with accurate cost and revenue estimates. Gantt charts track actual cost and track budget...
- Worklog, Scheduling, and Attendance Time tracking software is used to record worked hours for billing, payroll or operations. In general, they capture ti...
- Additional Features Get information on PlanStreet's additional features
- Integrations PlanStreet has open APIs which makes it a easier to integrate with any enterprise application.
- Video Library