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.

Results include rate, availability, and skills

  • Planifi’s comprehensive search makes it easy to find the right resources to get the job done alongside availability.

Project Summary details include fee, plan vs. actual, and EAC

  • Stay informed with complete fee and labor available details, updated real-time as you add resources to the job.

As simple as drag-and-drop

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

Track team performance and identify key contributors

  • View assigned resources alongside budgeted hours and individual plan vs. actual


Integrated Project Management

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. Need we say more?

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.

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.

As simple as drag-and-drop

  • 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. 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

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