Planifi

Planifi is a visual planning software designed specifically for architects, engineers, and design professionals. This software solution aims to assist businesses of all sizes in managing projects efficiently. According to the vendor, Planifi offers a range of key features that can enhance resource planning, portfolio management, analytics, and communication.

Key Features

Easy Plan Creation: According to the vendor, Planifi simplifies the process of planning and managing resources for projects of any scale. Users can utilize the comprehensive search function to find suitable resources and check their availability. The software provides project summary details, including fee, plan vs. actual, and EAC. Additionally, Planifi offers drag-and-drop tools for adding resources and adjusting schedules, allowing users to track team performance and identify key contributors.

Portfolio Views: Planifi helps businesses keep their project portfolios under control and on track. The software offers color-coded projections to identify staffing bottlenecks, while providing detailed information such as fee, JTD, and plan vs. actual for effective portfolio tracking. Users can easily manage resources and adjust schedules using the intuitive drag-and-drop tools. Furthermore, Planifi offers configurable filters to eliminate clutter and enhance productivity.

Firm-wide Analytics: Planifi provides real-time analytics across the entire project portfolio, enabling users to gain valuable insights. According to the vendor, users can drill down from the portfolio view to single projects for detailed analysis. The software allows users to visualize month-over-month backlog vs. capacity, facilitating informed hiring decisions. Planifi also offers visual dashboards, which the vendor suggests can be useful for leadership retreats. These dashboards provide instant insights without the need to wait for reports and allow users to compare schedules and deliverables across the entire project portfolio.

Inform: Planifi offers design professionals the ability to access project schedules, deliverable due dates, and staffing assignments & budgets directly in Outlook. According to the vendor, this feature automates common manager communication topics, streamlining processes. Staff members can easily view their assignments, budgets, and deliverables, while managers have project schedules and deliverable due dates readily available.

Flexible Workflow Support: Planifi is designed to support a variety of firm workflows, providing flexibility in planning and managing projects and resources. The software enables discipline budgeting and management within project and staffing plans. Staff members can make staffing requests that require approval from managers, ensuring a smooth workflow. Additionally, if permitted, staff can manage their own weekly schedules, providing them with greater autonomy and flexibility.