Project Based Budget Planning and Management

Projenance Budget Planner

Projenance Budget Planner is Softvative’s SAAS (Software As a Service) solution that allows project and activity based budget planning and management for companies. Projenance Budget Planner helps companies of different sizes and different industries to manage current and proposed budgets using just the browser.

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Features

Budgeting Solution

Online, secure project-based budget planning with activity-level details

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 Year Budget Planning

Charts of Accounts

Import and Export Data

Income and Expenses

Secure

Customizable

Roles-Based Access

On-Boarding Support

On-Demand Web-Based Training

Budget Planner SAAS solution

Following are different features of Projenance Budget Planner SAAS solution.

  • Project-based budget planning with activity level details
  • Budget planning for the current year and proposed year
  •  SAAS (Software As a Service) solution. No need to set up servers or IT infrastructure
  • Import projects from Excel to kick start budget planning
  • Customer branding
  • Licensing based on per user per month model
  • Check-in and check out feature to allow editing
  • Save draft vs publish options
  • Centralized consolidated data with real time reports
  • User Login
  • Role-based access control
  • Company-wide vs department-level access
  • Granular permissions and roles
  • Import existing Chart of Accounts to set up as structure
  • Use existing roles like Org Admin, Department Owner, Budget Planner and Budget Viewer.
  • Flexibility to customize roles with permissions controls to suit your different scenarios
  • Define Income and expense for each row in chart of account
  • Define Restricted VS unrestricted
  • Define parent and child relationship
  • Reports to show aggregate data by restrictions or by department with income / expense
  • Import / Export project level and activity level data
  • Assign owner for each activity within a project
  • Plan and manage current year’s budget
  • Plan for next year / proposed budget
  • Amount allocation to months based on 12 months (equal distribution) or manual method
  • Quick setup
  • On-boarding support and project management
  • On-demand web based training
  • Support for issues (based on SLA)

Grab now the low price deal

Starter

Per user per month, billed annually

$ 10.99 Month
  • 3 users minimum
  • Role Based Access
  • Project and Activities
  • Current and Proposed Budgets
  • Allocation Over Period
  • Default Chart of Accounts
  • Income / Expense Categorization

Pro

Per user per month, billed annually

$ 17.99 Month
  • 3 users minimum
  • Everything in Starter Package
  • Import and Export Projects
  • Create Departments for 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
  • On-Boarding Guidance
  • Priority Support

CPA Firm / Accountant

Per user per month, billed annually

$ 35.99 Month
  • 2 users minimum
  • Everything in Biz Package
  • Create your project budget
  • Manage customer Organizations
  • Priority Support