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What is Visual Planning?

Visual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.

What is Primetric?

Evaluate your strategies against actual outcomes by predicting employee availability and monitoring the time they dedicate to various projects. Gain a quick snapshot of your financial and operational health. By integrating all facets of your organization, you can reduce time spent on non-billable tasks and concentrate on what truly matters: delivering exceptional professional services to your clients. Advanced algorithms, which leverage both technical capabilities and interpersonal skills, enable you to identify available team members and effortlessly assign the most qualified individuals to current, upcoming, or potential projects with a single click. Additionally, you can forecast project phases, identify staffing gaps, and manage overall profitability effectively. By utilizing this data, you can achieve genuinely data-informed and profitable outcomes. The employee dashboard alongside predictive timesheets simplifies the process for staff to record their work, enhancing the quality of your project management. This information is invaluable for refining your project strategies. Moreover, you can project expenses for individual projects as well as for your entire enterprise. With dynamic reporting features, you can monitor all developments as they happen, ensuring you stay agile in your decision-making. This comprehensive approach not only streamlines operations but also enhances overall productivity within your organization.

Media

Media

Integrations Supported

CRM for SYSPRO
EASY Accounts Payable (SAP)
Epicor Advanced MES
Epicor CRM
GROW with SAP
Google Calendar
Microsoft Dynamics 365
Microsoft Dynamics SL
Microsoft Excel
Microsoft Outlook
Microsoft Word
NetSuite
Oracle Primavera
Quantum Control
QuickBooks Desktop Premier
QuickBooks Enterprise
SAP Business One
SYSPRO ERP
Sage CRM

Integrations Supported

BI Book

API Availability

Has API

API Availability

Has API

Pricing Information

$15.00/month/user
Free Trial Offered?

Pricing Information

$34.20 per month
Billed annually

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Stilog Inc.

Date Founded

1991

Company Location

United States

Company Website

visual-planning.us/lp/sourceforge/

Company Facts

Organization Name

Primetric

Date Founded

2016

Company Location

Poland

Company Website

www.primetric.com

Categories and Features

Construction Management

Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
Subcontractor Management
Timesheets

CRM

Calendar/Reminder System
Call Logging
Document Storage
Internal Chat Integration
Lead Scoring
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

HR Employee File Management

Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Search
Sharing Spaces
Signature

Kanban

Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Scheduling
Service History Tracking
Technician Management
Work Order Management

Production Scheduling

"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Resource Scheduling

Not specified

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Real-time Scheduling
Resource Scheduling
Room Booking Management

Subcontractor

Not specified

Categories and Features

Financial Reporting

"What If" Scenarios
Cash Management
Forecasting

Gantt Chart

Alerts/Notifications
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Professional Services Automation

Billing & Invoicing
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Project Accounting

Not specified

Project Planning

Agile Methodologies
Budget Management
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Dashboard
Milestone Tracking
Portfolio Management
Project Planning
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management

Capacity Management
Drag & Drop
Skills Tracking

Strategic Planning

Budgeting & Forecasting
Dashboard
Scenario Planning

Time and Expense

Activity Tracking
Expense Tracking
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Multiple Billing Rates
Overtime Calculation
Timesheet Management
Vacation / Leave Tracking

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