Profile settings
You can find here the Profile settings menu:
Participant list
One of the main benefits is sharing the project with all the participants in it. You can find here how to use this tool in uplan.
Edit Profile
In this part you can add your personal details:
- Profile picture
This will be your profile picture, which will appear here:
Like this:
- Personal details
Here you can add your personal details, which are:
Participant list
One of the main benefits is sharing the project with all the participants in it. You can find here how to use this tool in uplan.
Edit Profile
In this part you can add your personal details:
- Profile picture
This will be your profile picture, which will appear here:
Like this:
- Personal details
Here you can add your personal details, which are:
When entering your VAT number, it's important to use the correct format.
Below, you can find some examples.
Payment settings
Here you can see your subscription's details. For more information, click here
Quote settings
Here you can upload or change the logo, that you can display in your offers, such as your company logo
Manufacturer discounts
In the quoting process, it is often necessary to apply different discounts to different products. Here you can find a detailed description.
Preferred icon set
Currently, you can work with two types of icon sets in uplan.
The uplan icon set includes universally recognizable and easily interpretable symbols that are familiar to the general public.
The standard icon set contains standardized drawings and symbols for specific functions. This is particularly useful because professionals will definitely recognize these symbols, as they are widely used in the technical field all over the world.
Password
You can change your password at any time for security reasons or reset it if you forget it. Here you can find the description of the process.
Account actions
Deleting your profile from uplan will result in your information being removed from our system.
Please note this action cannot be undone!
Service fee settings
One of the very useful features in uplan is work time calculation. You can find all the information about it here.
In this section, you can set your hourly fees for labor cost calculation at the Profile level.
Everything you set up here in the Profile settings will be the default setting in every project you create. If you wish to override the default setting in a project, you can do so in the Project settings.