People
#1
Appointments
#22
Documents
#2
Projects
#5
Invoices
#4
Contracts
#6
Websites (CMS)
#21
Inventories
#12

Office activities

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VisionR has a number of modules for small and medium enterprises. You can use the application on your own installation of VisionR or directly online over internet on the server machines of Plan-Vision or one of it's partners.

Office activities
Module Short description
People / Contacts

This module provides functionalities to manage people and companies with contact details. Allows organizing persons in departments as well as assigning them a specific function within the managed enterprises. Company contacts for customers, vendors, manufacturers etc. are managed with multiple addresses, contact persons, bank accounts etc.

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Appointments

There is a complete overview of all activities of the employees or external contractors in this module. Activities on projects generate an overview of the appointments of a person. A calendar view (daily, weekly, monthly, yearly) helps organise working in team. Automatic reminder per e-mail notifies about coming events.

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Documents

This module helps you organize your documents. All types of documents can be uploaded and saved in a virtual file system on the web server. You can bind your uploaded documents in all other modules. Different user roles have access only to the folders and files they are supposed to see. By linking images you can visualize your buildings, inventory, spaces etc.

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Projects

This module allows managing details on various project types. Project participants can be single persons, project teams or companies. Each participant is notified per e-mail on project status changes according to his role in the project. Project tasks and milestones are visible in a project calendar.

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Invoices

This module is used to manage incoming and outgoing invoices. All payments can be documented. E-mail reports and notifications helps control payment targets. Linking invoices to orders and contracts is helpful for better management of income and expenses.

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Contracts

This module provides extensive tools for managing different types of contracts (leasing, maintenance, cleaning contracts etc.). There are built-in procedures for automatic contract renewal, visual and e-mail reporting etc. There is a complete overview over contract costs, activities (daily, weekly, monthly, yearly). The module can be both used to manage existing contracts or to plan and optimise your costs.

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Websites (CMS)

VisionR implements a content management system of its own. It can work with articles, connect them with hierarchical structure of menus and edit them as plain HTML text or by the integrated WYSIWYG editor. The CMS module provides support for templates, CSS styling and dynamic scripting and delivery of arbitrary VisionR managed data assets. It also supports HTML snippets (widgets) within.

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Inventories

This module is used to manage inventory items. A standard set of inventory types (inventory groups) can be extended according to the customer's needs. Items are linked to workplace and space management. Data sheets can be attached for additional information. Image galleries provide better visualisation of the managed inventory items.

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