PLANIFI provides firms with software that makes it simple for Managers to Plan Projects, get Dashboards on the go in Email, and have Portfolio views to update projects & staffing on a single screen. 


A Fresh Take on Project Planning.

Resource planning is only one of your project managers’ many responsibilities; and with increasing complex design software, headspace is limited. We understand your frustration! The Visual Planning Plan tab is created for project managers and discipline leads looking for simplicity in their plan creation. Make resource planning easy for projects big and small.

Easy plan creation is the first step to success:

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.


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 complete budget and availability context. No more flipping from screen to screen.


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

Planifi automates some of the most common Manager communication topics by automatically providing staff with the information they need 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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