AI-Powered Planning Assistant for Smarter Operations
Find information, automate actions, and update your schedule — without leaving the interface.
Visual Planning's AI gives users fast access to scheduling data, automates routine actions, and simplifies data management. With VPPilot, you interact with your planning environment through a conversational interface — asking questions, retrieving information, and triggering actions directly from the chat.
An intelligent assistant trained on your planning data
Unlike a generic AI assistant, VPilot doesn't work in a vacuum. It is connected to your projects, resources, documents, and planning history. Ask a question, and it retrieves the answer from where it actually exists: your Visual Planning environment.
Find information across all your documents
VPilot can search the contents of documents stored in VPDocumentum (procedures, contracts, specifications, meeting minutes, and more). It locates the most relevant passages, summarizes them, and provides accurate answers without ever making up information.
✓ What is the approval process for this type of project?
✓ What are the delivery deadline clauses in this contract?
✓ Summarize the minutes from the latest project meeting.
Query your schedule as naturally as you would ask a colleague
VPilot understands your questions in plain language—no forms, no complex filters. It queries your data in real time through the Visual Planning API and returns accurate information directly from your environment.
✓ Resource availability on a specific date
✓ Team workload for a project
✓ Progress status of an activity or milestone
You decide what the AI can see and do
VPilot only accesses the data you explicitly authorize. Administrators define permissions by user, document, and action. Your planning data always remains within your own environment and is never used to train external AI models.
✓ Restrict VPilot access to selected resources
✓ Configurable RAG activation by VPDocumentum document categories
✓ Configurable MCP server activation for selected methods only
This approach allows you to leverage AI while maintaining full control over your organization's sensitive information.
Built for Every Role in the Organization
Leadership and Managers
✓ Access key information instantly without running manual reports
✓ Get a synthesized view of operational data on demand
✓ Make faster decisions with less time spent searching
Resource Planners
✓ Search project and resource information in seconds
✓ Update scheduling data without navigating multiple screens
✓ Simplify daily planning operations
Operations Teams
✓ Retrieve relevant information quickly from any device
✓ Complete data entries with AI assistance
✓ Reduce administrative tasks that pull focus from operational work
Operations Managers
✓ Access field and operational information in real time
✓ Analyze operational data without manual extraction
✓ Improve activity coordination with faster information access
Explore Other Visual Planning Features
Gantt Chart Views
Plan projects and track task dependencies with Gantt charts connected to resource management.
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Kanban Boards
Organize tasks and visualize workflow progression at every stage of the process.
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Geolocation
Supervise field teams and visualize resource locations on an interactive map.
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AI Planning Assistant
Analyze scheduling data and improve decision-making with VPPilot.
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Automated Scheduling
Optimize activity planning with VPAutomation's automated sequencing and scenario simulation.
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Dashboards and Reporting
Analyze projects and resources with customizable dashboards and real-time reports
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AI Planning Assistant
Frequently Asked Questions
What is VPPilot?
VPPilot is the AI assistant built into Visual Planning. It lets users interact with their scheduling environment through a natural language chat — searching for information, performing simple actions, and completing data entries directly from the interface without complex navigation or manual queries.
What data can VPPilot analyze?
VPPilot analyzes only the data and documents it is authorized to access based on permissions configured by the administrator. It can search project information, retrieve user data, and identify details linked to specific activities — within the defined permission scope.
Can VPPilot make changes to data in Visual Planning?
Yes, within the limits of configured permissions. VPPilot can perform simple actions such as updating user information, changing a date, or completing form fields. Administrators define precisely which actions are authorized for each user profile.
How is data security maintained with VPPilot?
VPPilot operates only within its authorized data scope. Administrators control which documents are accessible, which data sets can be analyzed, and which actions are permitted for each user role. The AI cannot access information outside its configured permission boundaries.
Is VPPilot available to all Visual Planning users?
VPPilot availability and scope are configured by administrators. They define which user profiles have access and what each role is permitted to do — from leadership and resource planners to operations teams and managers.
What is the difference between VPPilot and VPAutomation?
VPPilot is a conversational assistant — it responds to user questions and performs actions on demand through a chat interface. VPAutomation is a scheduling automation engine — it generates optimized schedules automatically based on pre-configured rules and constraints. The two features are complementary and can be used together within the same Visual Planning environment.
Your Data Is Already There. VPPilot Helps You Find It, Update It, and Act on It — in Seconds.
See how Visual Planning's AI simplifies the daily work of every team in your organization.