Log in, Main Screen, and Virtual Walkthrough

Access your PlanGuru account securely from any device with an internet connection.

Steps to log in:

💡 Forgot your password?
Click the "Forgot password" link and enter your email. You’ll receive instructions on how to reset your password.

Haven’t signed up yet?

Once logged in, you’ll land on the Home page. This is your launchpad for managing your profile, Companies and Scenarios.

What you’ll see:

Edit Profile & Preferences: User & Account Settings where you can edit your name, update your password, manage subscription plans (e.g., switch from Monthly to Annual).
Company Workspace: Create a new company or choose from existing ones.

After selecting a Company, you can manage your planning work through Projects and Scenarios.

To open a scenario:

You can also create new projects and scenarios directly from this screen.

🎥 Want a deeper dive into creating Companies, Projects, and Scenarios?
Check out our Creating Companies, Projects & Scenarios video tutorial

PlanGuru offers interactive, guided walkthroughs to help you navigate and learn features in real-time.

Look for these helpful buttons:

Take a Tour: Usually in the top-right corner of a screen
Question Marks (?): Click them to launch tooltips or initiate step-by-step tours

If you don’t see any guides on your screen:

Click the question mark icon at the bottom-right of the screen to open the walkthrough menu.
Search for specific features
Track your onboarding tasks

We’re here for you. If you have any questions or need personalized support:

📩 Submit a support ticket

Our team is always happy to help you get the most out of your PlanGuru experience.

This article will walk you through how to log into the PlanGuru App, navigate the Home screen, and use built-in virtual walkthroughs to help you get started.