Visual Planning Review

Visual Planning is a cloud-based resource planning and management platform that helps companies manage their resources and daily operations. Features include human resource management, construction planning, project and fleet management, field service, a CRM and more. It allows users to organize projects, workloads and budgets, allocate resources, and update charts and reports in real time. The drag-and-drop selection feature makes it easy for users to update, manage and create their own schedules.
Visual Planning displays real-time workloads and calculated metrics to measure budget versus cost, capacity versus demand, and planned versus actual results. This enables managers to anticipate overhead and make informed decisions to solve problems before they occur.

VISUAL PLANNING – TUTORIAL

VISUAL PLANNING – FEATURES

• Create comprehensive scheduling displays to keep track of every detail on the job site.
• Access up-to-date information remotely from the job site.
• Monitor progress on each project.
• Manage crews, equipment and facilities assigned to each site and get instant visibility into their availability.
• Create and maintain your customer, supplier and subcontractor database.
• Manage your subcontractors and suppliers efficiently based on cost, capacity and skills.
• Integrate the solution with your existing IT systems: ERP, CRM and quoting applications.
• Gain access to your programs from anywhere on mobile devices (tablets or smartphones)
• Generate accurate, customized reports for optimal tracking of your hours and expenses.
• Update your activities in real time to show when completed or delayed.
• Get email or SMS notifications for any schedule changes.
• Share information among connected users using instant collaboration features (chatrooms, forums).
• Save valuable time for better profitability.
• An improved asset tracking.