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Discipline Management and Budgeting  

Visibility into your project’s resources, schedule, and performance with a single click. Project and phase creation is automated with our Deltek Vision integration. Adding resources is as simple as search, then drag-and-drop onto the phase. You can even copy teams across phases or projects. Search resources by name or role.

Discipline Management:

Manage discipline budgets without extra project levels or 
work breakdowns

Planifi allows budgets to created for each discipline on each phase or task.  This allows discipline leaders to manage there staff and budgets within the scope of the project but without having to create additional tasks.  This also makes timesheets easier for staff.

Easy Plan Creation is the First Step to Success:

Budget by Discipline 

Project budgets can further be refined by discipline, and managed by budget and spent.

Budget & Actual by Discipline 

Project disciplines managers can understand how much their discipline has been budgeted and how much they’ve spent.

Project performance by discipline 

Look across the projects portfolio’s to understand project metrics by discipline that make easy to understand how much budget the discipline has across projects, how much it’s spent, what the discipline is planning to spend, and even understand the disciplines planned profit across projects.

Get a 360-view of your entire project portfolio. With project actuals from Deltek Vision, make changes in a single screen with a complete budget and availability context. No more flipping from screen to screen.

Import from Excel

Plan a project and staff in seconds

Excel templates can be used to to quickly and easily import project plans.

Keep Plans Up to Date and Make Changes With Context:

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