Latest Update: 6-9-2026

Manny is Planera's AI scheduling assistant, a Critical Path Method (CPM) expert natively embedded in your project. Ask Manny plain-English questions about your schedule and get quick, accurate answers. Manny can also generate reports, surface risks, and run "what if" scenarios.

Note: The same icon also gives you access to support, help articles, and the learning center. When clicked, choose Manny to chat, or Get Help for support resources.

On the Home page, alongside the existing comments activity stream, there is a Manny Chats tab. This shows a complete history of all Manny chats you've had across any schedule, all in one place, without needing to open individual projects.

Clicking any chat in this list takes you directly back to the schedule it belongs to and reopens that specific chat, so you can pick up where you left off.

If the schedule is stale: Manny will display a warning alongside your response to let you know the answer may not reflect the latest schedule data. Always run the schedule before asking Manny questions.

Returning to an older chat: Manny will indicate if the schedule has changed since that conversation was active. Start a new chat to get answers based on the current schedule.

You can also click the Retry icon that appears when hovering at the bottom of an earlier response.

When you open a new Manny chat, the empty state shows several suggested prompts curated by the Planera team to help you get started. Click any prompt to load it into the chat input, where you can edit it before sending. This is a great starting point if you're not sure what to ask or want to explore what Manny can do.

Note: If your company has created company specific prompts, you will not see the Planera provided prompts

After Manny responds, it surfaces suggested follow-up questions as clickable options. Click any suggestion to send it as your next question.

Manny's responses are often useful outside of Planera. You can copy any Manny response and paste it directly into an email, document, or other tool.

You can also:

Hyperlinks in a response are preserved when you copy or download it, so colleagues with Planera access can click straight through to the referenced activities.

When Manny returns a table or list of activities, you can apply those results directly as a filter in Planera.

Manny can read the notes and comments attached to activities in your schedule. If you use notes to track blockers, reminders, or alerts, ask Manny to find them and pull them into one list.

For example, you might add a note flagging a blocker, such as an unresolved RFI, or a reminder to check in with a subcontractor four weeks before an activity starts. Ask Manny something like "Look through the comments and notes in this project and create a list of alerts, reminders, and blockers."

Manny returns every activity that has a note, including:

Each item links back to its activity, and you can apply the results as a project filter to quickly find activities with notes.

Note: Manny can read notes and comments but cannot add or edit them.

What is Manny?

Manny is Planera's in-app AI scheduling assistant. It helps you create schedules, understand what's happening in your project, and detect and react to problems, all through plain-English questions.

What does Manny do?

Manny lets you ask natural-language questions about your schedule and get instant answers. You can use it to perform detailed schedule analysis, run "what if" scenario planning, and generate custom reports, making complex scheduling information accessible to everyone on your team.

Is Manny available in all schedules?

Yes. Manny works in both master schedules and field schedules, as long as both Manny and field schedules are enabled for your organization.

How is Manny different from Planera Support or the Help Center?

Manny is contextually aware of your specific project, so it can answer detailed, project-specific questions like "which activities are driving delays" or "what's planned for tomorrow." Planera Support and the Help Center cover general product guidance; Manny answers questions about your actual schedule data.

Does Manny keep track of what I've already asked?

Yes. Your full chat history is saved and accessible from the drawer icon in the top left of the Manny panel. Chats are organized by schedule version, so you can pick up where you left off at any time.

Can I copy or share Manny's answers with others?

Yes. You can copy any Manny response and paste it into an email, document, or other tool. You can also download responses as a PDF. Any hyperlinks in the response are preserved when copied or downloaded, so colleagues with Planera access can navigate directly to the referenced activities.

Can Manny export or generate reports from conversations?

Yes. Manny can generate reports directly from your schedule data. Copy and paste the results into any external tool to easily share them with your team or stakeholders.

Can Manny help me find or filter activities?

Yes. When Manny returns a list or table of activities, you can apply those results directly as a filter in Planera, making it easy to isolate the specific activities you want to focus on.

How do I open Manny?
Click the Manny icon in the bottom right corner of any project page. If the panel shows support options, select Manny from the menu.

Can I have multiple Manny conversations going at once?
You can have many chats in your history, but Manny processes one question at a time per chat. Use the + New Chat button to start separate conversations for different topics.

What happens if I navigate away while Manny is answering?
Manny continues processing in the background. Return to the Manny panel when you're ready, a chime will sound when the response is complete. Note: Refreshing your browser tab, navigating away from Planera to another webpage, or logging out/back in will cause Manny to stop processing.

Why does my chat show a "stale schedule" warning?
This means the schedule has been updated since the chat was opened or last active. Start a new chat to get answers based on the current schedule data.

Can I share Manny responses with teammates who don't have Planera access?
You can copy and paste responses into any external tool. Hyperlinks in the response are preserved, but teammates will need Planera access to follow those links.

Can Manny see the notes on my activities?

Yes. Manny can read the notes attached to activities. Ask it to compile your notes into a list of blockers, reminders, and alerts.

Can Manny add or edit notes for me?

Not yet. Manny can read notes but cannot create or change them. That capability is on the roadmap.

How do I get a list of all my blockers and reminders?

Ask Manny to look through the notes and comments in your project and create a list of alerts, reminders, and blockers. Manny returns each activity with a note, the note type, the note text, and you can apply the list as a project filter.