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Setting Up Your Profile in Next Generation Planner

Your profile is where you manage your account details and how Prokurio looks for you. This is your personal setup, separate from organization-wide defaults, and it won’t change much day to day.


  • In the top-left icon rail, click the gear icon to open Settings.Next Gen Settings Icon
  • Click Open under Profile.Next Gen Settings Profile

What You Can Configure

  • Name & email: Your first name, last name, email, and display name. Your email is your sign-in and can’t be changed here.
  • Preferences: Your name in portfolio, date format, and office location.
  • Contact details: Your address, city, country, state/province, ZIP/postal code, and phone number.
  • Homepage: Toggle which IP types (Patent, Trademark, Madrid, Hague, Domain, Recordal, Design) appear on your homepage, and whether the fee upload widget shows there.
  • Budgeting tools: Toggle which budgeting tool sits on your launchpad, for Patents and Trademarks. Design budgeting is handled within the patent tools.
  • Forecast setup: Add default email recipients who are pre-selected whenever you send a forecast. Only people in your organization can be added.
  • Click Save changes once you’re done, or Cancel to discard your edits.
  • Under Password, click Change password to have a secure reset link emailed to you.Next Gen Settings Profile 2Next Gen Settings Profile 3

If you need any additional assistance, please contact us at support@prokurio.com, and we’ll get you the answers you need!