Visual Planning is more than just overseeing projects, scheduling field teams, managing production timelines, or streamlining manufacturing operations—it’s a flexible, all-in-one platform built to support a wide range of business needs. From simple task coordination to complex, multi-layered workflows, VP adapts to how you work and brings structure, visibility, and efficiency to every part of your operation.
VP gives you complete visibility into your projects, teams, equipment, machines, work orders, and operations—helping you coordinate every aspect of your business with confidence. Whether you're managing job sites, dispatching field crews, or overseeing production lines, our platform keeps everything and everyone connected. Collaborate across departments, adjust schedules on the fly, and keep work moving forward—on any device, from anywhere.
Thousands of companies trust VP to simplify how they manage people, projects, equipment, and operations. Get your free custom demo today.
Learn more

Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning.
Project and Program Management
• Gantt with drag-and-drop scheduling and role-adapted layouts
• Project creation via templates, with Excel and MS Project import
• Program roll-ups, sub-project hierarchy, dependency management
• Phase-gate visibility and critical chain
Portfolio and Resource Management
• Idea and demand management with approval workflows and scoring models
• Portfolio simulation, project ranking, and what-if scenario planning
• Resource and capacity management, including request and commitment workflows
• Budget and cost management with time-distributed costs and forecasting
Adaptive Workflow
• No-code, configurable workflows applied to any object in the platform
• Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side
• Admins adapt workflows to organizational processes without IT support
Collaboration and Reporting
• Native Microsoft Teams integration for logging time, updating work items, and managing tasks
• Self-service dashboards, native Power BI connector, and PowerPoint export
• Risk, issue, and change tracking alongside document management
AI Capabilities
• AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description
• AI-assisted risk identification based on project data and historical patterns
• AI-assisted resource matching based on availability, role fit, and cost
• Conversational assistant in Teams for timesheet and work item updates
Deployment
• Typical implementation time of 8 to 12 weeks with no-code setup
• Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance
• More than 500 organizations and 350,000 users across 100+ countries
Learn more
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry?
Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports.
- All your metrics can be reported from one place
- Monitor field tech success, identify trends, and make data-backed decisions
- Attach photos, videos and PDFs easily to invoices and quotes.
- From service to projects and everything in between
Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop".
BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
Learn more