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About

Forecast the availability of your people and track the time they spend on projects to compare your plans with reality. Understand your operational and financial performance at a glance. Bring every part of your business under one roof to accelerate non-billed tasks and focus on what matters most: providing your clients with high-quality professional services. See who’s available, and schedule most suitable people to existing, planned or tentative projects with a single click, thanks to a smart algorithm based on tech & soft skills matrix. Estimate project’s phases, report vacancies, and manage project profitability. Deliver truly data-driven and profitable results. Help employees log their work faster with predictive timesheets and employee dashboard. And then use this data to improve your project. Estimate costs for an individual project and for your entire business. Track all the changes in real-time on dynamic reports.

About

SOPlanning is an online planning tool for your projects and resources. You can create tasks for your collaborators or allow them to access the planning and have a complete view of your activity, by project or by a person. Any type of activity can be a concern, any business needs planning! Many filters and views are available to see what you want, and you can define rights that will allow your employees to access only the tasks you want. Test our free demo for 30 days, this will let you validate whether the display of SOPlanning meets your needs, our team is at your disposal to answer your questions. Unlike a classic agenda (google agenda or outlook), SO Planning allows you to have real staff management on the internet via your computer or your phone. You can work by service, and organize your project very simply. Managing schedules in multiple teams is thus easy, a global dashboard helps you visualize the complete schedule of your project.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Resource, finance and project management software dedicated to small and medium-sized IT companies

Audience

All types of companies needing a team planning solution to improve team productivity

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$34.20 per month
Billed annually
Free Version
Free Trial

Pricing

20$ per month for 5 users pack
Price per package of users :
Price for 5 / 15 / unlimited users, simplified accounting/invoicing.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.6 / 5
ease 4.6 / 5
features 4.1 / 5
design 4.0 / 5
support 3.3 / 5

Pros & Cons from Real Users

Pros

  • Easy to use. Easy to customize. Easy to install. Based on well known basics (apache, mysql, php). User just needs a browser, no other software required. Makes it possible to use on different platforms (not limited to Windows) Project is alive, constant development. Existing support.
  • Runs locally on own server. Good support. Flexible design. Possible to enter your own holidays. No user cap. If you want a feature, you can make it yourself, or pitch your suggestions to the developers.
  • Soplanning was simple to setup for our team and it provided a very good start to plan and to see what others had planned for the weeks to come.
  • It's simple to use and reliable. I enjoy it. The design is a bit has been but it's not a problem. I find it easy to read.
  • I like the global overview of the resources and on which project they are allocated. It replaces efficiently an Excel spreadsheet to manage my consulting resources and to track who is currently available for a new mission. PHP + Mysql is easy to install.

Cons

  • Recently the team has fixed some bugs shortly after release of a version by replacing some files under the same release number. That behaviour is difficult to track. Would be more professional to publish even small fixes as a new release number.
  • Some bugs persist. Design is moderate, room for improvement.
  • The user interface was efficient but not that "modern" from a style perspective.
  • I don't know who is the contact if i need help. But it's only when upgrading application.
  • Some actions are still complex to perform or tedious.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Primetric
Founded: 2016
Poland
www.primetric.com

Company Information

SOPlanning
Founded: 2010
France
www.soplanning.org

Alternatives

Alternatives

Jira

Jira

Atlassian

Categories

Categories

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management Features

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Strategic Planning Features

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Tracking Features

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Project Portfolio Management Features

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

BI Book
Google Calendar
Microsoft Outlook

Integrations

BI Book
Google Calendar
Microsoft Outlook
Claim Primetric and update features and information
Claim Primetric and update features and information
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