Latest Update: 4-21-2026

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.

Inside the Manny chat input, there is an icon in the bottom left of the dialogue box. Selecting it lets you pick any activity, task, group, or milestone from the canvas view and attach it directly to your question, no need to type out names manually.

This is especially useful for targeted questions, like asking Manny to explain the risk to a specific milestone or compare two activities.

You can open Manny directly from any activity, task, milestone, or group in the Canvas, Table, or Gantt views. Right-click any element to open the context menu and select "Ask Manny about this Element." This opens the Manny panel with that element already loaded as context, along with suggested prompts specific to it.

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.

You can copy any Manny response and paste it directly into an email, document, or other tool. Any hyperlinks included in the response are preserved when copied, making it easy for colleagues with Planera access to navigate directly to the referenced activities.

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

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 add specific activities to my question instead of typing their names?
Yes. Use the context picker icon in the bottom left of the chat input to select any activity, task, group, or milestone directly from the canvas.

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.