Visual Planning

Overview

• Overview
• Add Visual Planning to the Windows Start menu
• Explore the Visual Planning Application
• Icons throughout the application
• Upgrades to the Application
• Filter pane

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Planifi Tips & Features - Videos

• Estimating Opportunities/Pursuits in Planifi
• Visual Planning Training: Follow Along Plan
• Visual Planning Plan Tab
• Planning
• Visual Planning - Overhead Configuration Options
• Visual Planning Outlook Integration

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Getting Started

• Logging In for the First Time
• Getting Started
• Creating a new Estimate/Opportunity/Pursuit Project
• Project Roles and Responsibilities
• Guide for Principals
• Guide for Project Managers

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Using the Plan module

• Exploring and Using the Plan tab
• Exploring the Plan tab
• Search for a project and view project details
• Project Summary - Variances
• Explore and interact with the Employees pane
• Project labor expenditures and Estimate to Complete

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Using the Manage module

• Exploring the Manage tab
• Project Staffing
• Assignments
• Billing Projections
• Use schemas to customize views in the Manage module

Using the Forecast module

• Forecast tab
• Schedule tab
• Projects tab
• Capacity tab

Release Notes

• Release Notes Overview
• Release Notes - May 2019
• Release Notes - February 2019
• Release Notes - January 2019
• Release Notes - November 2018
• Release Notes - October 2018

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