Planifi Web

Planning

• Video: Introduction to Planning
• Estimates
• Plan a Project
• Planifi Getting started Guide Web

Plan Features

• Add/Create a Favorite Team (Group of Employees)
• Adjust schedules on multiple phases or tasks
• AI Assignment Builder
• Changing Project Schedules
• Copying Plans
• Excel Import

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Updates

• PLANIFI 2025 Q1 first half Update
• PLANIFI 2025 Q3 Update
• Planifi 2024 Q4 Updates

Projects Tab

• Forecasted Revenue
• Project Grid Overview
• Add Employees to a Project
• Editing Schema/Views
• Project Schedule Overview

Employee Tab

• Employee Skills
• Employee Grid Overview
• Assign a Project to an Employee
• Capacity View

General

• Planifi Earned Value & Earned Value Metrics
• Outlook Integration
• Discipline Management
• Saved filters and saved options
• Adjust Profile & Defaults

Deliverables, Tasks, or Milestones

• Tasks, Deliverables, or Milestones

Billing/Revenue Tab

• Billing/Revenue Forecast

Forecast Burn/Effort Vs Billing/Revenue

• Forecast Chart of Burn/Planned Spend vs Billing/Revenue
• Forecast Grid of Burn/Planned Spend vs Billing/Revenue