REQUEST DEMO

PlanPro Spring 2026 Updates: add-on modules, archiving, questionnaire templates

In spring 2026, PlanPro received several updates that help organizations better structure information, keep dashboards organized, and simplify collaboration.

Key enhancements include new add-on modules, activity archiving, unique record URLs, improved bulk actions, questionnaire templates, and more flexible user permissions. Below is an overview of the main changes by module.

New Feature: Add-On Modules

PlanPro now allows the main administrator to create new add-on modules according to the organization’s needs. This makes it possible to manage data in PlanPro that does not fit into the usual categories of strategy, metrics, action plans, risks, or activities.

For example, add-on modules can be used to manage assets, services, processes, procurements, contracts, or other important organizational datasets. Each module can be named according to the organization’s needs.

Add-on modules help structure data more effectively and, if needed, restrict visibility so that each user only sees the information relevant to their work. The result is a clearer overview and more targeted data management according to organizational or user group needs. The modules are integrated with PlanPro’s overall structure and can be used together with strategy, risk, action plan, and activity frameworks.

With add-on modules, you can:

  • create new modules based on your organization’s workflows
  • consolidate important data into a unified environment
  • reduce irrelevant information shown to users
  • link information across domains with strategy, risks, and activities
  • make PlanPro more flexible for different departments and user groups

Updates in the Activities Views Module

  •  Activities can now have different annual summaries for each year. If an activity is linked to performance reviews, the form will display the summary corresponding to the evaluated period.
  • On the activity card, key related information (e.g., description or expected outcome) can now be displayed at the top in the main data section.
  • In the activity list view, you can now open the full hierarchy (main and sub-activities) with a single click from any activity record. In contrast, the detailed view shows only the selected activity and its sub-activities.
  • The activity list view can now display all risks related to activities.
  • Bulk actions now allow changing the responsible person, and the system will automatically add them to the team if they were not previously included.
  • You can now choose whether bulk-action notifications are sent only to the responsible person or to all team members.
  • Limited access rights for activities (eye icon) have been improved so that viewing and editing rights depend both on user permissions and on whether the user is responsible within related structures or modules.
  • Activities can now be archived to keep dashboards clean and up to date.
  • Additional budget-related columns have been added to the activity list view: booked revenue, booked cost, booked investments, revenue balance, cost balance, investment balance, etc.

Updates in Structure, Strategy, Metrics, Action Plans, and Risk Modules

  • New bulk actions have been added across modules. It is now possible to send bulk email notifications to both responsible persons and team members. Records can also be archived and restored from the archive.
  • In strategy, metrics, action plans, risks, budget, and partners modules, each record now has a unique URL, allowing direct linking to specific entries. To copy a link, double-click the record ID.
  • Risk formulas in the risk module have been improved. It is now possible to flexibly configure impact sizes, probabilities, and risk-class-based formulas, statuses, and impact types.
  • In the full strategy view, risks associated with strategy records are now visible. This helps assess strategy execution more effectively by showing risks alongside objectives and activities.
  • Users no longer need to navigate separately to the activities module to add related activities; they can now create activities directly from module forms.

Updates in the Conversations Module

  • PlanPro has accumulated many good examples over time, including development and performance reviews, probationary period interviews, satisfaction and engagement surveys, remote work risk assessments, competency evaluations, 360-degree feedback, and other questionnaires. These sample questionnaires (questionnaire templates) are now available in the software. Organizations can use a template as a basis and adapt the wording of questions to their needs.
  • A job group filter has been added to conversation reports to enable more precise analysis of results.
  • Permissions for survey reports have been improved. Survey senders can now view reports and summaries of the questionnaires they have sent themselves. This provides better visibility for employees who are not HR professionals but are responsible for conducting surveys.
  • Email notifications can now be sent directly from the system, for example, when changing an interviewer, extending deadlines, or making other updates.

Other Improvements

  • Notification management now includes additional options, allowing the main administrator to define which notifications are received for activity-related changes (e.g., status, priority, type, evaluation changes).
  • Reports now include additional filtering options for strategy and action plan sections based on type and status. It is also now possible to extract data only for specific form types.
  • User permissions have been improved. Admins can now define, per module, which modules user groups are allowed to manage and which modules allow viewing records unrelated to the user.
  • Updates to underlying platforms and third-party software components.
  • Added support for PHP 8.5.

If you are looking for the right software to take the management of your organization’s internal processes, development reviews, or satisfaction surveys to the next level, be sure to request a PlanPro software demo.

Schedule a demo

Follow us on social media:

Ask for a free demo!

Please fill in the contact form and we will contact you.

I am interested in:

Read more about the privacy policy – HERE

Ask for a free demo!

Please fill in the contact form and we will contact you.

I am interested in:

Read more about the privacy policy – HERE
Reelika Ristolainen, PlanPro kliendihaldur-konsultant

Tarkvara võimalusi tutvustab Sulle
Reelika Ristolainen, kliendihaldur-tootekonsultant

REQUEST DEMO