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Task & Deliverable Management 

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.

Task & Deliverable Management :

Manage the 'things that need to get done on projects'

Planifi allows managers and staff to see what needs to get done on the project and when.  Managers can break down projects into the tasks that don't exist in typical project structure from the financial system.  Managers can assign tasks from pre-defined lists that may include tasks like Quality Assurance reviews, specific packages to be delivered, or even site or client visits.  Staff can then view what they are responsible for, when it's due, and update the tasks status from in progress to complete.

Easy Plan Creation is the First Step to Success:

Breakout projects tasks to appropriate level needed to manage your projects.

Replace the ERP/Financial system structure with the tasks that managers and staff understand. Tasks can be created ad hoc or from predefined task lists

 Predefined deliverable task/lists 

Optimize your planning practice be predefining tasks lists by whatever makes sense for your organization (project type, market, service type, discipline and more).

Collaborate with staff to keep task status updated

Employees can update the status of tasks assigned to them, giving managers a real-time view of project status by task.

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.


Portfolio Views of your Projects & 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 project plans to review performance or make updates. Additionally, 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:

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