Visual Planning connector

Use your Visual Planning data for reporting, automation and AI.

Data Panda brings your Visual Planning resources, schedules and bookings together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Visual Planning logo
About Visual Planning

A drag-and-drop planboard for people, equipment and projects.

Visual Planning is a resource management and scheduling platform built by Stilog I.S.T., a French software company that has run since 1996. You plan employees, equipment, projects and tasks on a drag-and-drop board, and view the same schedule as a Gantt chart, a Kanban board, a calendar, a dashboard or a map. The VPGo and VPPortal apps put that schedule on the phone for people in the field.

The building blocks are resources (the people, machines and cells you plan), schedules (their capacity and availability), and events or bookings (the assignments that land on the timeline), tied to projects and tasks. Construction firms, manufacturers, field-service teams, HR planners and fleet operators use it to book shared assets across a portfolio of jobs, and the customer base runs past five thousand organisations worldwide.

The board answers the day-to-day planning question well. What sits across jobs, sites and the P and L, utilisation per resource group, capacity still free next quarter, the gap between what was booked and what was billed, needs the Visual Planning data next to your ERP, CRM, HR and finance data. Our connector pulls resources, schedules, events, projects and tasks into the warehouse so those joins stop being a manual export.

What your Visual Planning data is for

What you get once Visual Planning is connected.

Utilisation and capacity reporting

Every resource on the board sitting next to its bookings, hours planned and capacity still free.

  • Scheduled hours per resource group by week and month, with utilisation rate
  • Capacity still open per skill, site and equipment type over the next quarter
  • Booked hours from the board set against billed hours from finance

Schedule and back-office automation

Bookings, projects and availability moving both ways between the board and the rest of the stack.

  • Won CRM deals opened as Visual Planning projects with the right resource pool
  • Confirmed bookings written back to finance for forecasting and invoicing
  • Leave and availability synced from HR onto resource schedules

AI workflows

Put the booking history behind AI that forecasts demand and spots conflicts.

  • Demand forecasting per resource group from past bookings and open pipeline
  • Conflict detection on double-booked resources, skill mismatch and travel time
  • Natural-language questions on capacity across sites, teams and weeks

Custom apps on your data

Small tools on Visual Planning plus internal data for the people who run the schedule.

  • Planner view: capacity, conflicts and open bookings for the week on one card
  • Resource-owner view: booked hours, leave and maintenance per person or machine
  • Sales view: which weeks still have capacity for the quote on the table
Use cases

Use cases we deliver with Visual Planning data.

A list of concrete reports, automations and AI features we have built on Visual Planning data. Pick the one that matches your situation.

Resource utilisationBooked hours against capacity per person, machine or team, rolled up daily, weekly and monthly.
Capacity still freeOpen capacity per skill, site and equipment type across the next quarter, filtered on tags.
Skill and tag matchingBookings filtered by certifications, skills and equipment tags from resource fields.
Equipment schedulingMachines, vehicles and rooms booked across jobs without copying a resource per project.
Field-service dispatchAssignments per technician and region, joined to travel time and job outcome.
Booked vs billedHours booked on the board compared to hours billed in finance, per project and client.
Conflict detectionDouble-booked resources, skill mismatches and over-allocated people surfaced early.
Demand forecastingOpen pipeline plus the shape of past projects projecting next quarter's load.
Leave and availabilityLeave from HR and unavailability windows pre-blocked on resource schedules.
Project portfolio viewAll active projects, their resource pool and deadlines on one timeline.
Fleet and mobile crewsVehicle and technician bookings set next to telematics and site locations.
Project marginRevenue per project against booked cost from the board, not from a guess.
Real business questions

Answers you will finally get.

How busy is each resource group next quarter?

Booked hours per resource group set against nominal capacity, broken out by project, client and skill, with leave and confirmed pipeline overlaid. Sales sees which weeks still take work, operations sees where people and machines are stretched, and finance sees the booked revenue behind both.

What did we book but never bill?

Hours booked on the Visual Planning board joined to what finance actually invoiced, per project and client, with the gap ranked. Project managers see the leakage before the month closes, instead of finding out when the invoice comes back short of the work that ran.

Who and what can we still book this week?

Per resource and resource group: booked hours, leave and remaining capacity for the next two to four weeks, filtered by skill tag, site or equipment type. Sales answers the customer the same hour instead of waiting for the planner to come back from a site visit.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Booked hours from Visual Planning feed forecast, work-in-progress and project margin reports next to the actuals from the books. Booked-versus-billed rests on what the board holds, not on a month-end export chased down per project.

For sales leaders

Account managers see remaining capacity per skill, site or equipment type before they commit a delivery date, and won deals create the right project shape in Visual Planning without a hand-off ticket.

For operations

Planners and resource owners get a board that talks back: leave from HR and won deals from sales arrive on the timeline, and the cleaned booking data flows on to finance. The board stops being the only place the schedule lives.

Ideas

What you can automate with Visual Planning.

Pair with Salesforce

Turn Salesforce opportunities into Visual Planning projects

Won opportunities in Salesforce open the matching project in Visual Planning with the right resource pool, deadline and fields prefilled. Account managers see booked hours and remaining capacity per resource group on the opportunity, so a delivery date rests on the board instead of a guess.

Pair with Exact Online

Feed Exact Online project margin from Visual Planning bookings

Booked hours from Visual Planning, valued at the right rate per resource, feed Exact Online project administration and work-in-progress lines next to the billed revenue. Project margin reports stop waiting on month-end timesheets before the picture is real, and booked-versus-billed is visible per project.

Pair with Odoo

Sync Odoo jobs and tasks with the Visual Planning board

Sales orders and project tasks in Odoo open the matching bookings in Visual Planning, and confirmed schedules flow back so Odoo shows who is assigned and when. Teams that run quoting, invoicing and stock in Odoo keep the resource picture on the board without keying the same job twice.

Pair with Officient

Block Officient leave and availability on resource schedules

Approved leave and availability from Officient pre-block the matching resources in Visual Planning, so a planner never books someone who is off. The board and the HR record hold the same availability, and capacity reporting counts the days people are actually there.

Pair with TraxGo

Put TraxGo fleet data next to Visual Planning bookings

Vehicle location and trip data from TraxGo sits next to the technician and vehicle bookings in Visual Planning, so dispatch sees where the crew actually is against where the board says they should be. Travel time and site arrival become numbers behind the schedule instead of a phone call.

Pair with Microsoft Teams

Push Visual Planning schedule alerts into Teams

Booking conflicts, over-allocated resources and shifted project deadlines are posted in the right Microsoft Teams channel for the planner, project manager or resource owner. The conflict surfaces the day the board moves, not at the next weekly review.

Want more information about this connector?

I'm interested in this connector
Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Visual Planning data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Visual Planning to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Visual Planning connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which Visual Planning objects does the connector pull?

Resources (the people, machines and cells you plan), their schedules and capacity, and the events or bookings that land on the timeline, tied to projects and tasks. The custom fields you hang off resources and events come across too, so the warehouse holds the same structure the board shows and reports can filter on the same tags and skills.

How does the connector reach Visual Planning?

Visual Planning is documented as offering REST and SOAP APIs for integration with ERP, office tools and custom applications, with access authenticated by an API key generated in the admin area. The connector reads through that API, so it works against your own Visual Planning instance without a manual export from the board.

Can we rebuild the board's utilisation views in the warehouse?

Yes. The board tracks booked hours per resource per period against capacity, and the connector lands those alongside leave and availability. Utilisation and open capacity can be rebuilt in the warehouse and joined to project, client, finance and CRM data, which is what most teams want once they report beyond a single planboard view.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Visual Planning setup and the systems around it. Together we pick the first thing worth building.