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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Open Plan, a vital component of our PPM suite, boasts sophisticated project scheduling capabilities that encompass multi-project analysis, critical path planning, resource management, and risk assessment, all designed to enhance the quality of plans and schedules. Its advanced functionalities help pinpoint quality concerns while ensuring adherence to both industry and corporate standards and best practices. Users can effortlessly create, manage, validate, and sustain project plans and schedules, while also capturing progress and updating forecasts with ease. By utilizing robust controls, teams can validate logic, assess quality, and align with industry best practices, organizational policies, and federal regulations. Efficiently review, allocate, and manage resources and budgets to optimize performance and reduce risks effectively. The tool streamlines planning through quick data input, thorough analysis, and comprehensive reporting on project statuses and forecasts. Moreover, automated quality checks and logic evaluations offer immediate feedback during the scheduling process, enhancing overall efficiency. By employing both industry-standard guidelines and customizable validation rules, Open Plan ensures compliance and facilitates smooth project execution. Ultimately, this powerful tool not only maximizes project outcomes but also fosters a culture of continuous improvement within organizations.

Description

Begin by gathering all the potential opportunities present in your sales or project pipeline, which should encompass essential information such as the account manager, pricing, duration, and likelihood of sale. Once you have compiled these details, initiate your project by preparing a budget and moving forward with execution! Next, focus on the client dashboard to set revenue targets and monitor sales performance effectively. Ensure you update client information regularly, establish specific revenue goals for each account, and analyze the trends that contribute to both your successes and setbacks in winning projects. Now, it’s time to identify and categorize all the resources required for your project into distinct areas and tasks. As you do so, revise your budget accordingly and maintain a historical record of various budget versions for reference. Lastly, organize your work schedule based on the allocated budget, as maintaining alignment between planning and budget is crucial. By effectively planning production and defining milestones in a collaborative environment, you can enhance team efficiency and ensure that all elements of the project are well-structured and organized for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

InEight Yes 

Integrations

InEight No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$13.90 per user, per month
14 days free trial
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Deltek

Country

United States

Website

www.deltek.com/en/products/project-and-portfolio-management/open-plan

Vendor Details

Company Name

Wethod

Website

www.wethod.com

Product Features

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

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