Resource Planning and Project Planning

An outstanding toolset for project managers, Vision Resource and Project Planning automates scheduling, resource allocation, budgeting and forecasting. Its aim is to help project mangers determine that proposed fees are accurate, that appropriate professional staff is available and allocated to projects effectively, and that projects come in on-time and on-budget. Timesheet entries and expense reports feed actuals back into the plan to provide managers with an accurate rolling forecast.

Search for employees to use on projects based on skill sets, experience and availability to connect the right people with the right projects. From the development of detailed cost proposals to the management of actual projects, managers now have a flexible project management solution that allows them to establish project plans, assign resources to tasks and develop schedules and budgets.

Vision Resource and Project Planning lets your firm plan and track opportunities so that you can analyze the opportunity pipeline and determine which projects to pursue. You can forecast the impact of potential opportunities on existing projects and, if necessary, adjust project plans and resource allocation.

As you plan project tasks, Vision Resource and Project Planning allows you to establish a work breakdown structure specific to your project. By analyzing similar, completed projects, you can make accurate estimates of the duration of tasks and use these to create a baseline project schedule. You can also establish dependencies between tasks and identify those that can be accomplished concurrently.


Develop project plans to manage all of the details of a project, including tasks, resources, budgets and forecasts.

Looking to staff a project? Turn to Vision's resource management feature, which maintains profiles of your employees' project and general schedules, education, skills, preferences and availability. By using Vision's highly customizable search algorithm, you can seek out the staff you need, based on qualifications and availability.


You supply a set of skill and availability requirements and Vision Planning tells you which employees meet your needs.


Search for resources based on skill and availability and manage resource utilization levels.

Once tasks and resources are identified, Vision Planning helps you develop direct labor and expense budgets. It automatically computes labor costs based on the number of labor hours required, multiplied by the assigned employees' labor cost rates. Then Vision Planning uses specified, organization-specific, or global overhead allocation percentages to forecast the indirect costs associated with the plan. Finally, Vision Planning uses project-specific revenue recognition to calculate projected revenue, and in turn, the project's profitability. All labor costs, overhead costs and expenses from any level of the work breakdown structure can be rolled up automatically to make it easy to see the overall effect of a change in resources or costs.

Once the project begins, Vision Planning reads actual expenditures and compares them to a baseline budget. Project managers can enter their own comparison data -- percentage of completion, estimate to complete or estimate at completion -- to determine if a project is on track. Vision Planning keeps your baseline schedule intact, but allows you to track these changes in a revised plan.