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Features

WHY PROJENANCE?

SAVES TIME

• Continuous forecasting with real-time reports provides accuracy and consistency in your budgeting process

• Instantaneous consolidation of data eliminates Excel spreadsheets and allows for current financial processes

• Eliminate stress with a flexible, easy-to-use online SaaS solution

SUPPORT

• Convenient, on-demand, live training to accelerate your budgeting process

• Strong on-boarding support and partnership from the day you sign-up

SECURE

• Extensive security controls with user-level access to give you peace of mind

• Separate logins for each user with check-in and check-out features

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

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
Order Subscription

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
Order Subscription

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
Order Subscription

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
Order Subscription

Projenance provides cloud-based management consulting and project solutions.

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