Migrating to Sonderplan
Migrate from FoxOMS
Learn how to migrate your team from FoxOMS to Sonderplan
Sonderplan is the next evolution of FoxOMS, and is produced and supported by the same team behind FoxOMS.com. When creating Sonderplan we took great care to offer a seamless migration path from FoxOMS to Sonderplan.
This allows for a lot of flexibility as each User can customise the Schedule to suite their preference, however they may need guidance from Administrators or consult our User Documentation to customise the Schedule as it was in FoxOMS.
Migrating to Sonderplan
The path to migrate your team from FoxOMS to Sonderplan is to simply login to Sonderplan using the same credentials as you are using in FoxOMS. All of your data is already in Sonderplan and is also continually synchronised in both directions between FoxOMS and Sonderplan. It is even possible for some members of your team to use Sonderplan and others to continue to use FoxOMS, although we do recommend they switch to Sonderplan to take advantage of the new interface and features.Incompatibilities
Whilst the greatest of care has been taken to maintain backwards compatibility with FoxOMS, some improvements were not possible to port back to FoxOMS.Quotes & Invoices
Perhaps the most significant breaking change has been to Quotes/Invoices. The introduction of Item Groups meant that Quotes & Invoices generated in Sonderplan cannot be opened in FoxOMS. Conversely, Quotes & Invoices generated in FoxOMS must be upgraded to be able to be opened in Sonderplan. Once this upgrade has been performed, the Quote/Invoice can no longer be opened in FoxOMS.
Schedule User Preferences
Another change in Sonderplan, many Schedule view preferences have been changed from global settings (where an Administrator sets the preference, and it is applied to all Users) to individual local User Preferences (each User can customise the view to their liking).
This allows for a lot of flexibility as each User can customise the Schedule to suite their preference, however they may need guidance from Administrators or consult our User Documentation to customise the Schedule as it was in FoxOMS.
Feature Comparison
| Feature | FoxOMS | Sonderplan | Comments |
|---|---|---|---|
| User Interface (UI) | |||
| Dark Mode (Toggle) | ✘ | ✔ | |
| Installable on Desktop (PWA) | ✘ | ✔ | |
| Installable on iOS / Android (PWA) | ✘ | ✔ | |
| Single Page App (SPA) | ✘ | ✔ | |
| Live updating of Schedule across multiple tabs | ✘ | ✔ | |
| Collapsible Menu | ✘ | ✔ | |
| Sticky Datatables Headers & Columns | ✘ | ✔ | |
| User Specified Date / Time Format | ✔ | ✔ | |
| User Calendar Feeds | ✔ | ✔ | |
| User Avatar (Image) Upload | ✔ | ✔ | |
| Schedule Module | |||
| Views | |||
| Timeline Views (Day, Week, 2 Week, 3 Week, Month, 2 Month, 3 Month, 6 Month) | ✔ | ✔ | |
| Calendar Views (Day, Week, Month) | ✔ | ✔ | |
| Grid Views (Day, Week, Month) | ✔ | ✔ | |
| Horizontally Scrollable Timeline Views | ✔ | ✔ | |
| Personal Schedule (for User Resources) | ✘ | ✔ | |
| Customisable Timeline Row Height | ✔ | ✔ | |
| Customisable Timeline Zoom | ✘ | ✔ | |
| Timeline Project Scheduling View | ✘ | ✔ | |
| Timeline Y Axis Resource / Project Name Filtering | ✘ | ✔ | |
| Filtering of Bookings | ✔ | ✔ | |
| Public Holidays are shown on Timeline Views | ✘ | ✔ | |
| Booking Preview Window | ✔ | ✔ | |
| Switch Between Schedules | ✔ | ✔ | |
| Switchable Booking Colors (Resource, Project, Status) | ✔ | ✔ | |
| Bookings | |||
| Multi Resource Bookings | ✔ | ✔ | |
| Resource Clash Detection | ✔ | ✔ | |
| Booking Assignable Project, Client & Status | ✔ | ✔ | |
| Create new Project / Client from Booking | ✔ | ✔ | |
| Booking Custom Fields | ✔ | ✔ | |
| Booking Notes | ✔ | ✔ | |
| Repeat Bookings | ✔ | ✔ | |
| Advanced Repeat Bookings - Apply changes to single, future or all repeats | ✘ | ✔ | |
| Booking Print | ✔ | ✔ | |
| Booking Link Copy | ✔ | ✔ | |
| Copy / Paste / Cut Bookings | ✔ | ✔ | |
| Booking Drag Confirmation Dialog | ✔ | ✔ | |
| Booking Edit Protection (Booking Locks) | ✔ | ✔ | |
| Booking File Attachments | ✘ | ✔ | File upload attachments was discontinued in FoxOMS on the 1st of August 2024. Please upload via Sonderplan |
| Realtime Schedule Updates | ✔ | ✔ | |
| Load Region Specific Public Holidays | ✔ | ✔ | |
| Assign Billable Items on Bookings | ✔ | ✔ | |
| Assign Resource Rates on Bookings | ✘ | ✔ | |
| Convert bookings to quotes & invoices | ✔ | ✔ | |
| Exports | |||
| Schedule PDF Export | ✔ | ✔ | |
| Schedule Excel Export | ✔ | ✔ | |
| Bookings Module | |||
| Edit Booking directly from Booking Preview Modal | ✘ | ✔ | |
| Bookings List (Datatable) | |||
| Selectable Booking Columns | ✔ | ✔ | |
| Booking Filters (Name, Date Range, Projects, Clients, Resources, Statuses) | ✔ | ✔ | |
| Savable Booking Filters | ✘ | ✔ | |
| Bulk Booking Change Status | ✘ | ✔ | |
| Bulk Delete Booking | ✘ | ✔ | |
| Export Bookings Table to Excel | ✔ | ✔ | |
| Export Bookings Table to CSV | ✔ | ✔ | |
| Export Bookings Table to Clipboard | ✘ | ✔ | |
| Export Bookings Table to PDF | ✔ | ✂ | |
| Projects Module | |||
| Projects List (Datatable) | |||
| Selectable Project Columns | ✔ | ✔ | |
| Project Filters (Name, Date Range, Clients, Parent Folder, Status) | ✘ | ✔ | |
| Savable Project Filters | ✘ | ✔ | |
| Bulk Project Change Status | ✘ | ✔ | |
| Clone Project | ✔ | ✘ | ETA July 2025 |
| Bulk Delete Project | ✘ | ✔ | |
| Export Projects Table to CSV | ✔ | ✔ | |
| Export Projects Table to Clipboard | ✘ | ✔ | |
| Export Projects Table to Excel | ✔ | ✂ | |
| Export Projects Table to PDF | ✔ | ✂ | |
| Project View | |||
| Automatic Project Code Creation | ✔ | ✔ | |
| Assignable Project Color, Code, Client, Parent Folder and Notes | ✔ | ✔ | |
| Project Custom Fields | ✔ | ✔ | |
| Project Notes | ✔ | ✔ | |
| Project History | ✘ | ✔ | |
| Project Date Range | ✔ | ✔ | |
| Project PhasesNew Feature | ✘ | ✔ | |
| Project MilestonesNew Feature | ✘ | ✔ | |
| Project Bookings Table | ✔ | ✔ | |
| Project File Attachments | ✘ | ✔ | File upload attachments was discontinued in FoxOMS on the 1st of August 2024. Please upload via Sonderplan |
| Project Messages | ✔ | ✂ | |
| Project Add / Remove Team Members | ✔ | ✔ | |
| Project Team Member Role Titles | ✔ | ✘ | ETA July 2025 |
| Project Visibility Control | ✔ | ✔ | |
| Project Calendar Feeds | ✔ | ✔ | |
| Project Sales Overview | ✔ | ✘ | ETA July 2025 |
| Contacts Module | |||
| Contacts List (Datatable) | |||
| Separate Contacts Module (no Admin Access Required) | ✘ | ✔ | |
| People and Organizations are shown on a single screen | ✘ | ✔ | |
| Selectable Contact Columns | ✔ | ✔ | |
| Contacts have assignable emails, phone numbers, address and notes | ✔ | ✔ | |
| Initiate Email and Phone call contact buttons | ✘ | ✔ | |
| Contacts Custom Fields | ✔ | ✔ | |
| Contact Person Assignable to Organization | ✔ | ✔ | |
| View members of an organization from Contact Editor | ✘ | ✔ | |
| Filter and Search Contacts Table | ✘ | ✔ | |
| Savable Contact Filters | ✘ | ✘ | ETA July 2025 |
| Contact Excel / CSV Import | ✘ | ✘ | ETA July 2025 |
| Export Contacts Table to CSV | ✔ | ✔ | |
| Export Contacts Table to Clipbard | ✘ | ✔ | |
| Export Contacts Table to Excel | ✔ | ✂ | |
| Export Contacts Table to PDF | ✔ | ✂ | |
| Sales Module | |||
| List Quotes and Invoices | ✔ | ✔ | |
| Create Quotes and Invoices | ✔ | ✔ | |
| Send Quotes and Invoices via Email | ✔ | ✔ | |
| Export Quotes / Invoices to PDF | ✔ | ✔ | |
| Export Quotes / Invoices to Excel | ✔ | ✘ | ETA July 2025 |
| Quotes & Invoices support grouping of items | ✘ | ✔ | |
| Reports Module | |||
| Booking Timeline Report | ✔ | ✘ | ETA July 2025 |
| Booking Resources Totals Report | ✔ | ✘ | ETA July 2025 |
| Booking Projects Totals Report | ✔ | ✔ | New project costs report located within each project |
| Booking Clients Totals Report | ✔ | ✘ | ETA July 2025 |
| Sales Timeline Report | ✔ | ✘ | ETA July 2025 |
| Project Profit / Loss Report | ✘ | ✔ | |
| Admin Module | |||
| Resources | |||
| Create / Edit / Delete Resources & Resource Groups | ✔ | ✔ | |
| Re-order Resources / Resource Groups | ✔ | ✔ | |
| Resource Calendar Feeds | ✔ | ✔ | |
| Selectable Resource Columns | ✔ | ✔ | |
| Filter and Search Resource Table | ✔ | ✔ | |
| Export Resource Table to CSV | ✔ | ✔ | |
| Export Resource Table to Clipboard | ✘ | ✔ | |
| Export Resource Table to Excel | ✔ | ✂ | |
| Schedules / Workspaces | |||
| Create / Edit / Delete Workspaces | ✔ | ✔ | |
| Workspace Hours (First Hour / Last Hour) | ✔ | ✔ | |
| Work Week (Weekend Definition) | ✔ | ✔ | |
| Sunday / Monday Week Start | ✔ | ✔ | |
| Public Holiday Region | ✔ | ✔ | |
| Scroll to Time | ✔ | ✂ | |
| Booking Time Step (Snapping) | ✔ | ✔ | Moved to Workspace preferences |
| Bookings Fill Entire Cell | ✔ | ✂ | |
| Re-order Workspaces | ✔ | ✔ | |
| Workspace Calendar Feeds | ✔ | ✔ | |
| Selectable Workspace Columns | ✔ | ✔ | |
| Filter and Search Workspace Table | ✔ | ✔ | |
| Export Workspace Table to CSV | ✘ | ✔ | |
| Export Workspace Table to Clipboard | ✘ | ✔ | |
| Users & Groups | |||
| Assign / Un-assign contacts to Users | ✔ | ✔ | |
| Reset User Password | ✔ | ✔ | |
| Selectable User / Group Columns | ✔ | ✔ | |
| User / Group Filtering & Search | ✔ | ✔ | |
| Active User Sessions List | ✘ | ✔ | |
| Rate Schemes | |||
| Create / Edit / Delete Rate Schemes | ✔ | ✔ | Replaced with resource rates & services |
| Filter and Search Rate Scheme Table | ✘ | ✔ | |
| Billable Items | |||
| Create / Edit / Delete Billable Items | ✔ | ✔ | |
| Filter and Search Rate Billable Items Table | ✘ | ✔ | |
| Add “Buy” cost to Billable Items | ✘ | ✔ | |
| Set “Currency” on Billable Items | ✘ | ✔ | |
| Defined multiple taxes on Billable Items | ✘ | ✔ | |
| Custom Fields | |||
| Create / Edit / Delete Custom Fields | ✔ | ✔ | |
| Filter and Search Custom Fields Table | ✘ | ✔ | |
| Re-order Custom Fields | ✔ | ✔ | |
| Rest Hooks (Web hooks) | |||
| Create / Edit / Delete Web Hooks | ✘ | ✔ | |
| Filter and Search Web Hooks Table | ✘ | ✔ | |
| API Clients | |||
| Create / Delete API Clients | ✔ | ✔ | |
| Filter and Search API Clients Table | ✘ | ✔ | |
| Module Settings -> Schedule -> Global Schedule Settings | |||
| Real time Schedule Updates | ✔ | ✔ | Automatically enabled in Sonderplan |
| Booking Edit Protection (Booking Locks) | ✔ | ✔ | Automatically enabled in Sonderplan |
| Required Resources Option | ✔ | ✔ | |
| Required Status Option | ✔ | ✔ | |
| Required Project Option | ✘ | ✔ | |
| Required Client Option | ✘ | ✔ | |
| Show Week Numbers Option | ✔ | ✔ | |
| Disable Clash Detection by Booked Resources | ✔ | ✔ | |
| Disable Clash Detection by Booking Status | ✔ | ✔ | |
| Confirm Booking Changes when moving a booking | ✔ | ✔ | Automatically enabled in Sonderplan |
| Booking Color Priority by Resource Type | ✔ | ✘ | ETA July 2025 |
| Bookings linked to Private Projects are viewable to all users | ✔ | ✂ | Bookings linked to private projects are obfuscated to users without project access |
| Bookings can only be edited by owners and administrators | ✔ | ✔ | |
| Booking Label Template | ✔ | ✔ | Moved to Workspace preferences |
| Booking Cell Sort Option | ✔ | ✔ | |
| Enable / Disable Booking Notifications for all Users | ✔ | ✔ | |
| BCC Administrators on all Booking Notifications | ✔ | ✔ | |
| Calendar views load bookings from all Schedules | ✔ | ✂ | |
| Calendar Subscription importNew Feature | ✘ | ✔ | |
| Module Settings -> Schedule -> Booking Statuses | |||
| Create / Edit / Delete Booking Statuses | ✔ | ✔ | Moved to Schedule -> Booking Statuses |
| Module Settings -> Project -> Project Settings | |||
| Next Project Code Value | ✔ | ✔ | Moved to Project -> Global Project Settings |
| Enable Project Notifications Option | ✔ | ✔ | Moved to Project -> Global Project Settings |
| Module Settings -> Project -> Project Roles | |||
| Create / Edit / Delete Project Roles | ✔ | ✘ | ETA September 2025 |
| Module Settings -> Project -> Manage Projects | |||
| Project Ordering | ✔ | ✂ | Custom ordering is deprecated in Sonderplan |
| Module Settings -> Sales -> Invoice Quote Settings | |||
| Contact Details | ✔ | ✔ | |
| Quote / Invoice Terms | ✔ | ✔ | |
| Reply to Email Address / Include Sender Options | ✔ | ✔ | |
| Enable Invoice Item Groups | ✔ | ✔ | Automatically enabled in Sonderplan |
| Default Currency | ✔ | ✔ | |
| Tax Name / Tax Rate | ✔ | ✔ | |
| Allow multiple taxes to be defined | ✘ | ✔ | |
| Quote / Invoice Prefix | ✔ | ✔ | |
| Next Invoice / Quote Number | ✔ | ✔ | |
| Module Settings -> Sales -> Email Templates | |||
| Quote / Invoice Email Templates | ✔ | ✔ | |
| Module Settings -> Sales -> Quote / Invoice Templates | |||
| Create / Edit / Delete Quote & Invoice Templates | ✔ | ✔ | |
| Module Settings -> SAML SSO -> SAML Single Sign On (SSO) Settings | |||
| Enable SAML SSO with third party identity provider | ✔ | ✔ | Moved to System Settings in Sonderplan |
| System Settings | |||
| Set Company Name | ✔ | ✔ | |
| Upload Company Logos | ✔ | ✂ | |
| Set User Account Defaults | ✔ | ✔ | Moved to Admin -> User / Groups page in Sonderplan |
| Set Client View Mode | ✔ | ✂ |