Visual Planning Features

Visual Planning

Resource management, scheduling, & planning software

4.82/5 (19 reviews)

Visual Planning Feature Summary

  • Action Item Tracking
  • Approval Process Control
  • Asset Tracking
  • Assignment Management
  • Benefits Realization
  • Billing & Chargeback Tracking
  • Billing & Invoicing
  • Budget Management
  • Bug Tracking
  • Call Center Management
  • Change Management
  • Change Orders
  • Class Scheduling
  • Client Management
  • Collaboration
  • Contract Management
  • Cost-to-Completion Tracking
  • Customer Database
  • Dependency Management
  • Dispatch Management
  • Document / Photo Management
  • Document Management
  • Electronic Signature
  • Email Integration
  • Employee Scheduling
  • Equipment Management
  • Facility Scheduling
  • File Sharing
  • Gantt Charts
  • Group Scheduling
  • IT / Software Projects
  • Incident Reporting
  • Inventory Control
  • Issue Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Meeting Management
  • Meeting Room Booking
  • Milestone Tracking
  • Mobile Access
  • Multi-Location
  • Percent-Complete Tracking
  • Personnel Planning
  • Planning Calendar
  • Portfolio Management
  • Preventive Maintenance
  • Prioritization
  • Progress Tracking
  • Project Estimating
  • Project Financials
  • Project Planning
  • Project Templates
  • Project Workflow
  • Quotes / Estimates
  • Requirements Management
  • Residential
  • Resource Management
  • Resource Scheduling
  • Risk Management
  • Routing
  • Scheduling
  • Service History Tracking
  • Status Tracking
  • Subcontractor Management
  • Supplier Management
  • Supports Agile
  • Supports Kanban
  • Supports Waterfall
  • Task Management
  • Technician Management
  • Testing / QA Management
  • Time & Expense Tracking
  • Time Management
  • Time Tracking
  • Timesheets
  • Warranty / Service Management
  • Work Order Management

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Mobile apps

iOS App


1 review

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


23 reviews

Visual Planning Feature Reviews

15 reviewers had the following to say about Visual Planning's features:

Sarah Jones

Using this software is easy to use, and a huge time saver for us.

2016-06-08

With this system we have been able to collate real time information on the allocation of resources, as well as the progress of staff through their training programme.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dave Hoffman

A powerful, flexible solution for scheduling and tracking

2020-07-21

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

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.

Cons

With that said, the Visual Planning team is a great help in creating interfaces and layouts that are useful and helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Alexandra Rivera

Absolutely Exceptional tool to have!

2018-03-30

Pros

But we decided to purchase a software to rely on and make our lives easier. And so it did.

Cons

We really don't have any thing negative to say but this has helped us incredibly and recommend it for everybody who needs a little help with the Project Management.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jesús Fernández

It is recommended to follow the activities of all work teams

2018-04-20

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

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Vikram Badnal

VP review

2020-09-29

Our clients are happy in using this app to schedule officers in shifts and track their attendance.

Pros

Easy implementation of the forms, views and points system.

Cons

1. Implementation of SSO, doesn't differentiate the username and SSO identifier, both are coupled with username and if SSO identifier will be 36 digit alphanumeric and unique value, we need to use the same as username which makes the transactional logging history with gibberish 36 digit value and users will not make to identify who modified the record actually. 2. Using of OAuth for O365

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathleen Nguyen

visual planning

2020-03-18

Pros

easy scheduling planner from when I worked at haagen dazs, knew the time of other coworkers, also would inform me an hour before work to get ready early, helps to connect with coworkers

Cons

I enjoy seeing how organized and easy it is to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Cartwright

Exceeded Expectations

2016-05-19

The ability to update the production plan in real time and assess delay impact upon tight delivery schedules, has been of enormous benefit to our business.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jesse Yeh

visual planning

2020-03-25

Pros

Very flexible, it is helpful in a concise order.

Cons

Planning system takes time, but it is a complicated process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Trevor Wood

Visual Planning V7 Makes A World Of Difference

2020-08-07

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Marisa Woytek

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

2020-09-29

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cordaro Vargas

Exemplary Service and Product All the Way Around

2016-05-27

Pros

The seamless integration with my entire company.

Cons

What I like least about it, is that if you have a lot of constraints, visual planning will lag. It is understandable though. Have thousands of calculations, even the greatest of the great will eventually lag too.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering Visual Planning

There are so many software's out there. I can only suggest you go with Visual Planning because its tailor made to your specifications. Its a choice really. A choice to use the "ok guys" or the guys who will go above and beyond to make your experience the best. Visual Planning does just that.

Source: Software Advice
Helpful?   Yes   No
Read more
Vu Dang

VP - Review

2020-07-21

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Windy Priliantining

Okay-ish

2019-05-15

Pros

So far, I liked the drag and drop feature. Even my business partner who is not a computer savvy likes this program.

Cons

I'm not going to complain about this application as we just use it for one week now

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joran Cappuccio

Un outil 100% adaptable

2021-02-15

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
JP Lavoie

Great planning tool

2020-07-29

We have a lot of projects to manage and equipment as well. VP really helps make it all work together without the complexity of other tools

Pros

It is also really easy to use.

Cons

Wish the connection to the server in VPdesk was a little faster. Also, there are a few things I would like the software to do but it can't. These were passed on to your team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more