Integrated Organizational Budget Planning Project Planning Scrum Boards & Whiteboard diagrams
Budget Planner

Budget Planner

Allow Organizational Budget Planning using activities level bottom-up planning using Chart of Account codes

Budget Planner

Take control of your finances with streamlined budgeting, real-time tracking, and cost management.
Project Planner

Project Planner

Allow to manage projects using traditional project management and task structure.

Project Planner

Assign resources to tasks. Users report their actual work hours each week using a timesheet. Admin can correct the timesheet
Agile Planner

Agile Planner

Allow you to manage projects using Agile, Scrum, and Kanban board-style planning.

Agile Planner

Create projects and plan boards by adding columns and cards inside the columns. Move the cards across columns as things progress
Archi Planner

Archi Planner

Allow you to manage projects and create files for diagrams and business process flow

Archi Planner

Use whiteboard that can contain architecture files, business process flows, diagrams, charts, brainstorming ideas and objects

Features

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Integrated Budget & Project Solution

Online, project-based organizational budget planning, project planning with activity/task level details
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Time Saving

Eliminates Excel spreadsheets
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Real-Time

Accurate reports available at any time for any user
SaaS Solution
Current and Proposed Budget Planning
Charts of Accounts
Import and Export Data
Income and Expenses
Budget, Project, Agile & Archi Modules
Customizable
Roles-Based Access
Charts and Graphs
On-Demand Web-Based Training

Integrated SAAS modules

Click Each Tile to view feature details

  • Multiple integrated modules
  • Create project in Project Center and have it auto create linked project under other modules
  • Create projects in specific module
  • Built-in help, training
  • Organization setup with departments for granular controls
  • Define Fiscal Year using calendar year or your custom date
  • Custom fields with text, currency, dropdown to track other data
  • Real time reports, charts
  • Built-in templates to quick start planning
  • Import / Export Data 
  • Project-based budget planning with activity level details across departments
  • User roles (Admin, Budget Manager, View and others) to control who can do what in your planning
  • Budget planning for the current, proposed years and Projections
  • Automatic Projection for 12 months, 6 months, or custom projections across monthly periods 
  • Configure Chart of Account (COA) to match COA in QuickBooks or other accounting system
  • Parent / child relationship in COA 
  • Migrate data at the end of fiscal year to save data entry
  • Custom Fields / Columns to extend Projenance for other usage 
  • Import projects from Excel to kick start budget planning
  • Check-in and check out feature to allow editing
  • Real time reports, charts and comparisons
  • Integrated Project Management solutions with task level planning
  • Assign Resources to Tasks across different projects
  •  Users see their tasks under My Assignment and report progress
  • Weekly Timesheet submission
  • Allow Admin to adjust timesheet for corrections
  • Real time reports, charts and comparisons
  • Agile / Scrum / Kanban boards based planning
  • Create multiple boards in a project based on your process
  • Create cards within each board and move cards across boards to completion
  • Assign cards to users
  • Color code cards
  • Custom Fields to track other details
  • Filters and customization
  • Realtime Reports 
  • Create diagram, flow chart, business process diagram or whiteboard style ideas
  • Plan multiple whiteboards in a project
  • Import templates
  • Export diagrams, process chart and other artifacts created

Grab now the low price deal for new customers

Starter

Per user per month, billed annually

$ 8.99 Month
  • 3 users minimum
  • Role Based Access
  • Project and Activities
  • Current & Proposed Budgets
  • Allocation Over Period
  • Default Chart of Accounts
  • Income / Expense
  • All modules (Budget, Project, Agile, Archi) with one price

Pro

Per user per month, billed annually

$ 12.99 Month
  • 3 users minimum
  • Everything in Starter Package
  • Import Projects
  • Departments Security
  • Import Chart of Accounts
  • Real-time Reports

Business

Per user per month, billed annually

$ 24.99 Month
  • 3 users minimum
  • Everything in Pro Package
  • Customize Roles
  • Export Data
  • On-Boarding Guidance
  • Priority Support

CPA Firm / Accountant

Per user per month, billed annually

$ 29.99 Month
  • 2 users minimum
  • Everything in Biz Package
  • Create your project budget
  • Manage customer Budget
  • Priority Support