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.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

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

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

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Visual Planning Software - Visual Planning Cloud can be accessed on any device to manage agendas
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Visual Planning Software - 1 Visual Planning Software - 2 Visual Planning Software - 3 Visual Planning Software - 4 Visual Planning Software - 5 Visual Planning Software - 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 Software
  • Asset Tracking Software
  • Automated Scheduling
  • Bid Management
  • Billing & Invoicing
  • Budget Management
  • Budget Tracking/Job Costing
  • CRM Software
  • 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 Software
  • Content Management System (CMS) Software
  • Contract/License Management
  • Contractor Management Software
  • Cost-to-Completion Tracking
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Discussions / Forums
  • Dispatch Management
  • Document Management Software
  • Double Data Entry
  • Drag & Drop
  • Due Date Tracking
  • EMR/EHR
  • Electronic Data Capture Software
  • Electronic Signature
  • Employee Activity Monitoring
  • Employee Database
  • Employee Management
  • Employee Scheduling Software
  • Equipment Tracking
  • Estimating
  • Facility Scheduling
  • File Sharing Software
  • File Storage
  • Financial Management Software
  • Forecasting
  • Fuel Management Software
  • GPS
  • Gantt/Timeline View
  • Group Scheduling
  • Idea Management Software
  • Incident Reporting
  • Inspection Management
  • Integrations Management
  • Inventory Management Software
  • Issue Management
  • Job Scheduling
  • Kanban Board
  • Live Chat Software
  • Maintenance Management Software
  • Messaging
  • Mileage Tracking
  • Milestone Tracking
  • Mobile Access
  • Multi-Location
  • Offline Access
  • Online Booking
  • Online Time Clock
  • Patient Management Software
  • Patient Monitoring
  • Payment Collection in the Field
  • Percent-Complete Tracking
  • Permit Management
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Management Software
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Tracking Software
  • 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 Software
  • Resource Request
  • Resource Scheduling
  • Risk Management Software
  • Room Booking
  • Route History
  • Routing
  • Schedule Distribution
  • Scheduling Software
  • Search/Filter
  • Service History
  • Shift Swapping
  • Skills Tracking
  • Staff Calendar
  • Subcontractor Management
  • Supplier Management
  • Task Management Software
  • 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 Software
  • XML / RSS

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Quickbase

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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 Software
4.8/5

Already have Visual Planning?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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

Overall rating

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

It is recommended to follow the activities of all work teams

Reviewed on 20/04/2018

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 Software
  • Likelihood to recommend 10.0 /10

Visual Planning V7 Makes A World Of Difference

Reviewed on 07/08/2020

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.

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 Software
  • Likelihood to recommend 7.0 /10

VP - Review

Reviewed on 21/07/2020

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.

Marisa W.
Overall rating
  • Industry: Computer & Network Security
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

VP is a good product, but the employees make it great

Reviewed on 29/09/2020

Pros

[SENSITIVE CONTENT HIDDEN] made the purchasing and implementation of VP for our company easy and enjoyable. They're both extremely knowledgeable on their assigned topics, and helped facilitate the building and implementation of VP into our company with ease. VP is a huge step up from our prior method of tracking/calendars.

Cons

It has MANY layers. While it is a good thing, so an outsider/average user it can be confusing or intimidating.

Dave H.
Overall rating
  • Industry: Machinery
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

A powerful, flexible solution for scheduling and tracking

Reviewed on 21/07/2020

Visual Planning has had a huge impact on our ability to schedule. What used to be in numerous...

Visual Planning has had a huge impact on our ability to schedule. What used to be in numerous sharepoint sites, excel spreadsheets and access databases are now in one tool with true multi-user access. Our team is extremely happy with what we have been able to do with Visual Planning. The use continues to grow as more and more people see the capability.

Pros

Visual Planning is a great solution for us for two reasons:
1) It is extremely flexible and customizable. No matter how complex your scheduling is, Visual Planning can be set up to do it. Multiple level scheduling, custom data fields and forms, powerful linking and data relationships, event reporting and dashboards are all possible with Visual Planning.
2) The visual interface. We have extremely complex scheduling requirements. We need see multiple pieces of equipment, their locations, their associated tests, manpower and auxillary equipment all in one place. Visual Planning is only solution out there with that capability. It lets us readily see what is going on with our schedule *and* easily modify and change things while seeing the implications.

Cons

The only downside to Visual Planning is that is is so powerful, sometimes there is a bit of a learning curve. With that said, the Visual Planning team is a great help in creating interfaces and layouts that are useful and helpful.

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:

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 Software, Phone Support, Chat

Related categories

See all software categories found for Visual Planning.