Manage all your Projects & Staff on a single screen

Portfolio Views of you Project and Staffing

Plans change. Schedules shift. Making the right adjustments is critical to effective project management. The Visual Planning Manage tab is created for project managers and planners looking to keep their project portfolio under control and on track. Spend less time in meetings. No need to open 10 or more projects plans to review performance or make updates.  Staffing conflicts and changes can be made from a single screen with Project Financial information visible so you can see the impact changes have to project performance.

Keep plans up to date and make changes with context:

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.

Color coded projections make it easy to identify issues

  • See who’s busy and who’s not and identify bottlenecks in staffing without digging into spreadsheets.

Track your portfolio with details including fee, JTD, and plan vs. actual

  • Whether you are responsible for 3 or 20+ projects, tracking them all can be a pain. Start with the big picture and drill down to a single phase to identify problems and draft solutions in the same screen.

  • Use Planifi’s drag-and-drop tools to add resources to a project and make adjustments to the schedule.

Configurable filters eliminate clutter

  • Configure your views with various filters or simply select “My Projects” for a quick look at your current workload.


Firm-wide Analytics & Performance Metrics

Whether your firm is established or looking to grow, predictability is key to success. The Visual Planning Forecast tab is created for leadership teams looking to track performance metrics like utilization and profitability.  Planifi allows Firms to see their staffing capacity understanding hiring needs in total, by Discipline, by Role, by Office or Studio, and any combination thereof.  Firms can also see all scheduled projects and deliverables together to understand what is stopping and starting and what needs to get out the door to keep things on time.  Time to trade in those out-of-date spreadsheets for powerful insights, all visual, without custom reports.

View real-time analytics across your project portfolio:

Whether it’s one project or many, you need real-time, accurate projections to avoid surprises. Combine Planifi’s staffing and planning data with actuals from Deltek Vision in a comprehensive dashboard. Transform data into insights and beat the competition.

Get the big picture, then drill down and draft solutions all in one screen

  • Start with a portfolio view and drill down to a single projectin the same screen.

Hire with Confidence

  • Visually see month-over-month backlog vs. capacity to determine when, where, and who to hire so your firm can deliver their best work.

Visual dashboards for your next leadership retreat

  • How often have you spent the first 30 minutes of a meeting trying to find the right cell in a spreadsheet to talk about? Put Planifi up on a projector and get down to business without the shuffle.

Insights at your fingertips when that great idea strikes, no need to wait on a report

  • Planifi is always up to date and ready for you to sign in. Check variance on a specific client’s projects while you’re eating lunch. No more waiting for that report to be run and verified.

Schedules and Deliverables across your entire project portfolio

  • Compare phase ends and deliverables across all of your projects with ease. Identify bottlenecks to avoid delays and improve client satisfaction

Keep design professionals up to date:

Design Professional can get Projects Schedules, Project Deliverables Due Dates, and Staffing Assignments & Budgets in Outlook

In today's remote work environment or hybrid environment, design professionals needs to be able to get information on their own and then provide feedback when they see challenges with their schedule, budget, or have too much work or availability to do more. This is why Planifi automates some of the most common Manager communication topics by automatically providing staff with the information they need to know, what's their budget, what they've spent, and when are the Deliverables are due. Staff can see Deliverables that Manager assign to them, as well as what projects they are scheduled to work on each week, how many hours they're scheduled to work that week and their actual budget and spent for that assignment.  Managers also benefit, by having their project schedules and deliverable due dates at their finger-tips. 

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