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.
Interactive Project Portfolio Management
Planifi provides portfolio reporting of projects so managers and leaders can view and update project forecasts in one screen. The interactive view allows high level group and reporting of projects by pm, office, division and more. Projects can be drilled into the phases, tasks, and even the employee level to review performance and make adjustments. Historical plan vs actual by work or month can also be shown to understand how the project is progressing against the plan
Easy Plan Creation is the First Step to Success:
Visually understand your hiring and staffing needs across disciplines, roles, offices and more.
Planifi makes it easy to understand staffing levels by resource or role type in any part of the business. Capacity and staffing needs can be sliced and diced by any level of the organization from office, division and more, and again by role or skills like manager, engineer, or whatever roles you use.
Complex financial integrations and forecasting
Planifi tightly integrates with financial ERP's, allowing leaders to have access to some of the most advanced forecasting capabilities available. From automatically using per project rates to applied escalation rates to understand project performance years in the future.
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: