PQM – FAQ and Troubleshooting

PQM – FAQ and Troubleshooting

This article collects common questions and troubleshooting steps for PQM installation, tasks, calendar, customer panel, email automation, reports, updates and modules.

I do not see the PQM menu after installation

Check whether the plugin is active and whether the current user has administrator permissions. If the menu still does not appear, clear WordPress cache and check PHP error logs.

Tasks do not appear in the calendar

Common reasons include missing task date, status filters, browser cache or JavaScript errors. Check task dates, status configuration and browser console errors.

Calendar status colors are wrong

Check status color settings and clear cache. If the plugin was recently updated, make sure the browser is loading the latest JavaScript files.

The customer receives two emails

WooCommerce and PQM may both be sending notifications, or two PQM triggers may react to the same event. Check WooCommerce emails, PQM new-task trigger, status-change trigger and the email queue.

The customer panel shows too much data

Review visibility settings and the panel template. Customer-facing views should not show internal costs, margins, private staff notes or production know-how.

The customer panel shows nothing

Check whether the correct shortcode is used. For PQM Free, this documentation uses:

[procuma]

For PQM Pro, confirm the exact shortcode in your Pro settings. Also check whether the page is published and whether the test task has the required customer identification data.

Reports show incorrect data

Reports depend on task data. Check date range, statuses, cancelled tasks, completed tasks, costs and revenue fields. Margin reports require both revenue and cost data.

Loss tasks are missing

Check margin thresholds and whether tasks have valid cost and revenue data. A task without cost data may not be classified correctly.

PQM Pro update does not show an icon

The custom updater must provide the icons field in update data. If it does not, WordPress may display a gray placeholder square. After fixing the updater, clear the update_plugins transient.

A module does not show updates

Check whether the module is installed as a separate plugin, whether the license includes the module, and whether the update server returns a version newer than the installed version.

A module does not start

The module may require the main PQM plugin or a specific PQM Pro version. Check module requirements, PHP version and error logs.

Email delivery does not work

Check WordPress mail configuration, SMTP plugin settings, SMTP logs and spam folder. If messages are queued, check whether WP-Cron or the queue processor is running.

Something stopped working after an update

  1. Clear WordPress and browser cache.
  2. Check PHP error logs.
  3. Check browser JavaScript console.
  4. Temporarily disable JavaScript minification/cache plugins.
  5. Check module compatibility with the installed PQM version.
  6. If this is production, restore a backup and test the update on staging.

How to report a problem

A useful support report should include:

  • WordPress version,
  • PHP version,
  • PQM version,
  • active PQM modules,
  • steps to reproduce the issue,
  • screenshot,
  • error log excerpt,
  • information whether the issue happens on staging, production or both.

Most PQM issues can be diagnosed quickly when the exact version, active modules, affected screen and error log message are available.