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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Open Plan, a vital component of our PPM suite, boasts sophisticated project scheduling capabilities that encompass multi-project analysis, critical path planning, resource management, and risk assessment, all designed to enhance the quality of plans and schedules. Its advanced functionalities help pinpoint quality concerns while ensuring adherence to both industry and corporate standards and best practices. Users can effortlessly create, manage, validate, and sustain project plans and schedules, while also capturing progress and updating forecasts with ease. By utilizing robust controls, teams can validate logic, assess quality, and align with industry best practices, organizational policies, and federal regulations. Efficiently review, allocate, and manage resources and budgets to optimize performance and reduce risks effectively. The tool streamlines planning through quick data input, thorough analysis, and comprehensive reporting on project statuses and forecasts. Moreover, automated quality checks and logic evaluations offer immediate feedback during the scheduling process, enhancing overall efficiency. By employing both industry-standard guidelines and customizable validation rules, Open Plan ensures compliance and facilitates smooth project execution. Ultimately, this powerful tool not only maximizes project outcomes but also fosters a culture of continuous improvement within organizations.

Description

Begin by gathering all the potential opportunities present in your sales or project pipeline, which should encompass essential information such as the account manager, pricing, duration, and likelihood of sale. Once you have compiled these details, initiate your project by preparing a budget and moving forward with execution! Next, focus on the client dashboard to set revenue targets and monitor sales performance effectively. Ensure you update client information regularly, establish specific revenue goals for each account, and analyze the trends that contribute to both your successes and setbacks in winning projects. Now, it’s time to identify and categorize all the resources required for your project into distinct areas and tasks. As you do so, revise your budget accordingly and maintain a historical record of various budget versions for reference. Lastly, organize your work schedule based on the allocated budget, as maintaining alignment between planning and budget is crucial. By effectively planning production and defining milestones in a collaborative environment, you can enhance team efficiency and ensure that all elements of the project are well-structured and organized for success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

InEight

Integrations

InEight

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$13.90 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deltek

Country

United States

Website

www.deltek.com/en/products/project-and-portfolio-management/open-plan

Vendor Details

Company Name

Wethod

Website

www.wethod.com

Product Features

Project Portfolio Management

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

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Portfolio Management

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

Alternatives

Alternatives

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