Visual Planning

Visual Planning is a project management tool that helps coordinate projects and resource schedules with calendars and rules. Its used mainly by small businesses across roles such as administrative and consulting in industries like accounting, healthcare, and design. Standout gains are clear visuals and customization, though setup and advanced options take time. Its VPAutomation features and webhooks add auto-scheduling and real-time data exchange.

Visual Planning belongs to the Clinical Trial Management, CRM, Calendar, Collaboration, Construction Management, Construction Scheduling, Employee Scheduling, Field Service Management, Fleet Management, Manufacturing, Production Scheduling, Project Management, Project Planning, Remote Work, Resource Management, Scheduling, Subcontractor category.

Visual Planning offers features such as Audit Trail, Data Import/Export, Document Management, Electronic Data Capture, Patient Monitoring, Workflow Management, Contact Management, Email Management, Reporting/Analytics, Task Management, Calendar Management, Calendar Sync, Collaboration Tools, Scheduling, Access Controls/Permissions, Mobile Access, Budget Tracking, Change Order Management, Multiple Projects, Project Management, Subcontractor Management, Gantt/Timeline View, Job Scheduling, Project Scheduling, Rescheduling, Task Scheduling, Timesheet Management, Alerts/Notifications, Employee Database, Employee Management, Schedule Distribution, Billing & Invoicing, Customizable Forms, Dispatch Management, Quotes/Estimates, Service History, Work Order Management, Incident Reporting, Inspection Management, Inventory Management, Maintenance Management, Mileage Tracking, Route Optimization, Compliance Management, Financial Management, Production Scheduling, Production Tracking, Purchase Order Management, Traceability, Automated Scheduling, Bills of Material, Capacity Planning, Order Management, Production Management, Prioritization, Project Planning/Scheduling, Reporting/Project Tracking, Time & Expense Tracking, Due Date Tracking, Kanban Board, Progress Tracking, Resource Management, Template Management, Communication Management, Live Chat, Meeting Management, Capacity Management, Forecasting, Project Planning, Resource Scheduling, Availability Management, Booking Management, Online Booking, Real-time Scheduling, Bid Management, Cost Estimating, Customizable Reports, Project Time Tracking, Project Tracking.

Yes, Visual Planning offers a free trial.