About Visual Planning

Visual Planning is resource management and scheduling platform that helps companies manage their assets and day-to-day operations. The functionalities of the cloud-based software include human resource management, construction scheduling, project management, fleet management, field service scheduling, CRM and more.

Visual Planning allows users to manage projects, workloads, and budgets, allocate resources, and update graphs and reports in real time. The drag and drop feature makes it easy for users to update, manage and create their schedules.

Visual Planning displays real-time workloads and calculated metrics to measure budget vs cost, capacity vs demand, and planned vs actual results. This allows managers to anticipate overheads and bottlenecks and make informed decisions to solve problems before they actually occur.

In order to facilitate resource planning on the go, Visual Planning provides functionality for mobile devices to access the solution and manage activities remotely. It supports integration with multiple databases such as MySQL, SQL Server and Oracle, as well as data formats such as CSV files and spreadsheets.

Key benefits of Visual Planning

• A customizable scheduling solution that adapts to the customer’s requirements, processes and workflows, and can be accessed from any device.

• The user interface is based entirely on drag-and-drop interactions, colors and icons so users can easily understand the information and manage schedules.

• Provides a filtered list of options based on several criteria such as availability, skills, location, overtime, certifications, etc.

• Visual Planning can help businesses increase team productivity and share information in real time, plan all jobs, projects, and business tasks, and track capacity, cost and time.

• Allows the user to easily send information within teams via the automated SMS and email notifications, RSS feeds and more.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English, French, German, Spanish

Images

Visual Planning Cloud can be accessed on any device to manage agendas
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Visual Planning video
Visual Planning screenshot: Visual Planning screenshot: Visual Planning screenshot: Visual Planning screenshot: Visual Planning screenshot: Visual Planning screenshot: Visual Planning Cloud can be accessed on any device to manage agendas

Features

Total features of Visual Planning: 131

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Agile Methodologies
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Tracking
  • Automated Scheduling
  • Bid Management
  • Billing & Invoicing
  • Budget Management
  • Budget Tracking/Job Costing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Capacity Management
  • Change Order Management
  • Class Scheduling
  • Client Database
  • Client Portal
  • Clinical Study Management
  • Collaboration Tools
  • Commercial
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Contractor Management
  • Cost-to-Completion Tracking
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Discussions / Forums
  • Dispatch Management
  • Document Management
  • Double Data Entry
  • Drag & Drop
  • Due Date Tracking
  • EMR/EHR
  • Electronic Data Capture
  • Electronic Signature
  • Employee Activity Monitoring
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Equipment Tracking
  • Estimating
  • Facility Scheduling
  • File Sharing
  • File Storage
  • Financial Management
  • Forecasting
  • Fuel Management
  • GPS
  • Gantt/Timeline View
  • Group Scheduling
  • Idea Management
  • Incident Reporting
  • Inspection Management
  • Integrations Management
  • Inventory Management
  • Issue Management
  • Job Scheduling
  • Kanban Board
  • Live Chat
  • Maintenance Management
  • Messaging
  • Mileage Tracking
  • Milestone Tracking
  • Mobile Access
  • Multi-Location
  • Offline Access
  • Online Booking
  • Online Time Clock
  • Patient Management
  • Patient Monitoring
  • Payment Collection in the Field
  • Percent-Complete Tracking
  • Permit Management
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Tracking
  • Projections
  • Purchase Order Management
  • Quotes/Estimates
  • RFI & Submittals
  • Real Time Editing
  • Real-time Scheduling
  • Recurring Appointments
  • Remote Access/Control
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Rescheduling
  • Residential
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Risk Management
  • Room Booking
  • Route History
  • Routing
  • Schedule Distribution
  • Scheduling
  • Search/Filter
  • Service History
  • Shift Swapping
  • Skills Tracking
  • Staff Calendar
  • Subcontractor Management
  • Supplier Management
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Testing/QA Management
  • Time & Expense Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Trial Design
  • Utilization Reporting
  • VIN Lookup
  • Vacation/Leave Tracking
  • Visualization
  • Work Order Management
  • Workflow Management
  • XML / RSS

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Smartsheet

4,4
#3 Alternative to Visual Planning
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Reviews

Overall rating

4,8 /5
(19)
Value for Money
4,5/5
Features
4,6/5
Ease of Use
4,4/5
Customer Support
4,8/5

Already have Visual Planning?

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Showing 5 reviews of 19
Jesús F.
Overall rating
  • Company size: 1 001-5 000 Employees
  • Used Other for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

It is recommended to follow the activities of all work teams

Reviewed on 2018/04/20

excellent software and its use is recommended

excellent software and its use is recommended

Pros

It allows managing resources in a more efficient way and also integrating with the rest of the company's applications, it is easy to use, with a very intuitive interface, you can access system information from anywhere and at any time

Cons

Implementing a planning system is not a matter of a few days, but it is a complicated process that requires a lot of attention, so a thorough maintenance work must be carried out. At the same time, the template must be kept up-to-date in the way it is used in terms of obtaining the data and analyzing and managing them

Trevor W.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Visual Planning V7 Makes A World Of Difference

Reviewed on 2020/08/07

VP helps us to see data more clearly, allowing us to make the decisions that matter, when they...

VP helps us to see data more clearly, allowing us to make the decisions that matter, when they matter.
This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using.

Pros

Visual Planning now has a modern and sleek look and feel to it. Previous incarnations were always a little behind the times, but now it looks and feels good.
It is now easier to 'see' the key data, manage it and share it, making it highly valuable for the business and allowing us to operate efficiently and effectively.

Cons

It isn't a 2 minute setup, which won't work too well for small businesses, as it front loads some of the costs. For medium to larger businesses this won't be an issue, as they will have a ready to go tool that works for them, out of the box and the value of the configuration will far outweigh the costs of doing it wrong.

Joran C.
Overall rating
  • Industry: Telecommunications
  • Company size: 10 000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Un outil 100% adaptable

Reviewed on 2021/02/15

Nous avions besoin d’un outil permettant la planification d’événement avec un degré d’information...

Nous avions besoin d’un outil permettant la planification d’événement avec un degré d’information plus riche que ce que propose notre société. L’outil, une fois maîtriser, permet d’avoir une richesse d’information et de données et colle à la réalité du terrain.

Pros

L’app en mobilité pour les métiers d’intervention client et une interface personnalisable à la main de l’administrateur pour répondre à un besoin et une ergonomie réelle

Cons

Nécessite une formation pour s’approprier toutes les fonctionnalités

Vu D.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 501-1 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

VP - Review

Reviewed on 2020/07/21

I think it is providing value.

I think it is providing value.

Pros

The flexibility is the best feature. We can easily create views and displays and customize the software.

Cons

I would have prefer it to be less buggy.

Yves N.
Overall rating
  • Industry: Information Services
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Un produit hyper flexible

Reviewed on 2021/02/16

Pros

Il peut s adapter facilement aux besoins des clients, produit très stable.

Cons

Sa flexibilité rend la parametrisation plus difficile.

Showing 5 reviews of 19 Read all reviews

Visual Planning FAQs

Below are some frequently asked questions for Visual Planning.

Visual Planning offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

VP cloud: starting at $55/user/month (billed annually). Contact Visual Planning for more information on pricing.

We do not have any information about Visual Planning features

Visual Planning has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Visual Planning supports the following languages:

English, French, German, Spanish

Visual Planning supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Visual Planning integrates with the following applications:

Microsoft Excel, Microsoft Outlook, SAP Business One

Visual Planning offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Visual Planning.