Average Ratings 0 Ratings
Average Ratings 120 Ratings
Description
To compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time.
Description
Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
BI Book
Yes
CRM for SYSPRO
No
EASY Accounts Payable (SAP)
No
Epicor CRM
No
GROW with SAP
No
Google Calendar
No
Microsoft Dynamics 365
No
Microsoft Dynamics SL
No
Microsoft Excel
No
Microsoft Outlook
No
Integrations
BI Book
No
CRM for SYSPRO
Yes
EASY Accounts Payable (SAP)
Yes
Epicor CRM
Yes
GROW with SAP
Yes
Google Calendar
Yes
Microsoft Dynamics 365
Yes
Microsoft Dynamics SL
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
Pricing Details
$34.20 per month
Billed annually
Free Trial
No
Free Version
No
Pricing Details
$15.00/month/user
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Primetric
Founded
2016
Country
Poland
Website
www.primetric.com
Vendor Details
Company Name
Stilog Inc.
Founded
1991
Country
United States
Website
visual-planning.us/lp/sourceforge/
Product Features
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Gantt Chart
Alerts/Notifications
Yes
Capacity Monitoring
No
Color Coding
No
Dependency Tracking
No
Drag & Drop
Yes
Milestone Tracking
Yes
Progress Tracking
Yes
Task Management
Yes
Templates
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Project Planning
Agile Methodologies
Yes
Budget Management
Yes
Collaboration Tools
No
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
No
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
No
Dashboard
Yes
Issue Management
No
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
No
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Project Tracking
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Gantt Charts
Yes
Kanban Board
No
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Prioritization
Yes
Status Tracking
Yes
Time & Expense Tracking
Yes
Resource Management
Capacity Management
Yes
Data Visualization
No
Demand Forecasting
No
Drag & Drop
Yes
Employee Scheduling
No
Filtered Search
No
Resource Allocation
No
Skills Tracking
Yes
Utilization Management
No
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
No
Idea Management
No
KPIs
No
Modeling & Simulation
No
Roadmapping
No
Scenario Planning
Yes
Scorecards
No
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
No
Billing Rate Management
No
Expense Tracking
Yes
Invoice Processing
No
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
Yes
Mobile Time Tracking
No
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
Yes
Time per Project Reporting
No
Timesheet Management
Yes
Vacation / Leave Tracking
Yes
Product Features
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
Yes
Incident Reporting
Yes
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
No
Residential
Yes
Subcontractor Management
Yes
Timesheets
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Employee Scheduling
Appointment Management
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Employee Database
Yes
Group Scheduling
Yes
Messaging
Yes
Mobile Access
Yes
Payroll Management
No
Reporting/Analytics
Yes
Resource Management
Yes
Schedule Distribution
Yes
Scheduling
Yes
Shift Scheduling
Yes
Shift Swapping
Yes
Time Clock
Yes
Time Tracking
Yes
Vacation / Leave Tracking
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Gantt Chart
Alerts/Notifications
Yes
Capacity Monitoring
Yes
Color Coding
Yes
Dependency Tracking
Yes
Drag & Drop
Yes
Milestone Tracking
Yes
Progress Tracking
Yes
Task Management
Yes
Templates
Yes
HR Employee File Management
Access Controls
Yes
Centralized Employee Files
Yes
Dashboard
Yes
Email Notifications
Yes
Paper & Digital
Yes
Regulatory Compliance
Yes
Retention Settings
No
Search
Yes
Sharing Spaces
Yes
Signature
Yes
Kanban
Collaboration Tools
No
Dependency Tracking
Yes
KPI Monitoring
Yes
Milestone Tracking
Yes
Multi-Board
Yes
Prioritization
Yes
Project Planning
Yes
Roadmapping
Yes
Supports Scrum
Yes
Task Management
Yes
Time Tracking
Yes
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
Yes
Calibration Management
Yes
Dispatch Management
Yes
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
No
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Production Scheduling
"What If" Scenarios
Yes
Automated Scheduling
Yes
Bottleneck Optimization
Yes
Capacity Planning
Yes
Constraint Scheduling
Yes
Job Scheduling
Yes
Material Planning
Yes
Priority-Based Scheduling
Yes
Quality Control
No
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Project Planning
Agile Methodologies
Yes
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Resource Management
Capacity Management
Yes
Data Visualization
Yes
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
Yes
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
Yes
Utilization Management
Yes
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
No
Class Scheduling
Yes
Employee Scheduling
Yes
Facility Scheduling
Yes
Group Scheduling
Yes
Interview Scheduling
Yes
Meeting Room Booking
Yes
Multi-Location
Yes
Online Scheduling
Yes
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
Yes
Room Booking Management
Yes