Project planning

verview and control for every project.

With Project Planning in OutSmart you always have insight into the progress and planning of your projects. Where work orders are often spread over several employees and days, Project Planning brings everything together in one visual planning board. Start and end dates, activities and assigned employees are presented clearly so you keep control of the planning.

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OutSmart Project Planning is a visual scheduling tool for field service companies managing multi-day or multi-phase projects. It displays project timelines, technician allocation, and task dependencies on a Gantt-style board — so project managers can plan capacity across weeks and months, spot conflicts before they occur, and keep complex projects on schedule.

Manual project scheduling vs. OutSmart Project Planning

Topic Without OutSmart With OutSmart
Timeline view Drawn in Excel or PowerPoint — not connected to live jobs Visual Gantt board linked to actual work orders and team capacity
Capacity planning Estimated — no view of what else the team is doing Live capacity view per technician across all projects and service jobs
Conflict detection Discovered when someone is double-booked on the day Conflicts visible in advance — resolve before they cause delays
Plan updates Manual redraw every time something changes Drag-and-drop reschedule — timeline updates in real time
Team communication Email or meeting to share the updated plan All changes visible to the team immediately in the app
Multi-project view Separate tabs or files per project — no combined overview All active projects on one board — resource load visible across all
 

Easily plan larger projects

The planning board works like a Gantt chart: you see for each project and activity the lead time and can easily move things when something changes. This allows you to monitor realistic deadlines and deploy capacity optimally. You therefore steer not only on daily tasks but also on the bigger picture.

Project Planning is ideal for organisations with long or complex projects, such as construction, installations or maintenance processes. You maintain overview, prevent surprises and can communicate clearly with your team and customers about the status of the project.

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Practical example

A construction company schedules the renovation of an office building in OutSmart. The project consists of multiple phases – foundation, construction, installations and finishing. In the Gantt chart they see exactly which activities can run in parallel and where capacity needs to be shifted if there is a delay.

Benefits
  • Visual planning board – overview per project, activity and phase
  • Always insight – see immediately what is running and what is behind
  • Flexible – easily move planning when changes occur
  • Professional – steer on deadlines and communicate clearly
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3232784

Work orders per year

5172

Customers trust OutSmart

14
+

Years of experience

We constantly had to create work orders manually with pen and paper. By providing a clear digital system with many options, along with an excellent helpdesk that assists with everything, even the smallest questions, Outsmart has helped us.

Thomas Loos, Display4all

We used to lose work orders now and then, which made tracking time a challenge. With the easy digital entry of work orders, it's much simpler for the technician to manage the administration. Having 100% accurate work orders has definitely cut our administrative time in half.

Pascal Hanenbergh, Hanenberg Techniek

Frequently asked questions about OutSmart Project Planning

Field service project planning software provides a visual timeline view of multi-day or multi-phase projects, showing technician allocation, task sequencing, and deadlines alongside daily service capacity. OutSmart Project Planning replaces static Gantt charts with a live board connected to your real work orders and team schedule.

The daily planning board manages individual job assignments day by day. Project Planning gives a longer-horizon view — weeks or months — of how project work is distributed across the team alongside regular service jobs. It helps managers plan capacity without overloading technicians.

Yes. The project planning view shows all active projects on a single board. Managers can see which technicians are committed to which project phases during which weeks, identify resource bottlenecks, and adjust scheduling before conflicts affect delivery.

Yes. Tasks and work order blocks on the project planning board can be moved by dragging them to a new date or technician. The linked work orders update automatically, and the team sees the change in their mobile app immediately.

Yes. OutSmart shows registered absences, holidays, and existing job commitments per technician in the planning view. This prevents the common mistake of assigning project work to someone who is already fully booked or on leave.

Project timeline visibility for external parties depends on your portal configuration. Within OutSmart, the project manager and internal team have a full view. For client-facing updates, project progress reports can be generated and shared on demand.

All hours and materials registered against project work orders flow to the billing module. Whether you invoice per milestone, per phase, or at project completion, OutSmart has the accurate cost data ready — no manual gathering or estimation required.

Try OutSmart completely free for 14 days!