Team Plan

Team Plan is a professional pre-sales-forecasting, estimation, quoting and pipeline planning tool for consultancies, agencies, and engineering teams. 

It combines advanced Gantt scheduling with Monte-Carlo estimation, team workload forecasting, quoting, and AI-powered task generation—everything needed to plan and deliver complex projects with confidence.

Estimate With Confidence
• Three-point PERT estimation (optimistic, likely, pessimistic)
• Critical-path analysis with automatic slack calculation
• AI-powered task generation from requirements (Apple Intelligence)
• Import PDF documents and let AI convert and summarise them into tasks
• Highly customisable PDF exports of your estimates

Visual Scheduling
• Interactive Gantt charts with interactive bars for scheduling
• At-a-glance capacity planning
• Resource heatmaps showing availability and overload
• Automatic regional holiday calendars
• Capacity forecasting and bench-time prediction

Team Management
• Track utilisation, availability, and capacity
• Manage non-billable time (leave, sickness, training, admin etc)
• Multi-project allocation dashboards
• Role and capability profiling
• Customisable working hours

Quoting
• Multi-version quotes with visual diff comparison
• Role-based rates and tax support
• Manage multiple rate-cards for flexible pricing
• Override rates or apply discounts at a granular level
• Beautiful, customisable PDF exports
• Export to Excel for detailed cost breakdowns

AI-Powered
• On-device AI using Apple Intelligence—fast, private, and secure

Seamless Workflows
• Convert estimates → quotes → projects with one click
• No double-entry and no copy-paste
• All modules stay in sync automatically

Flexible Notes
• Rich Text or Markdown notes with tables, links, and drag-and-drop images
• Freehand canvas with shapes, sticky notes, and pen tools
• Export any text note or canvas to PDF
• Lightweight template engine with variable substitution for quickly creating structured notes
• Smart links to clients, projects, quotes, and estimates
• Global Quick Note window to create a note from anywhere in the app and link to any record

Searching & Tagging
• Powerful tag system integrated across quotes, estimates, projects, notes, and people
• Track skills, certifications, and capabilities via tags
• Categorise work by industry, technology, client, and more
• Real-time search with token filters and intelligent suggestions
• Explore all tags using the interactive Tag Cloud for fast discovery of case studies, reference material, or the right people
• Lightning-fast results across the entire workspace
• App Intents bring you powerful Spotlight integration and Shortcuts support

Your Data. Your Choice.
• Full JSON data backup, restore, and sharing
• Export individual items or your entire workspace
• iCloud sync across your Macs
• Works fully offline
• One-time purchase—no subscription

Import / Export / Share
• Generate customisable PDFs for estimates, quotes, notes, and canvases
• Export Markdown and Canvas notes as shareable PDFs
• Full JSON import/export for complete data control

Designed for macOS with a modern UI, keyboard shortcuts, dark mode support, and Apple Silicon performance.