PLANIFI provides firms with software that makes it simple for Managers to Plan Projects and have Portfolio views to update all their projects & staffing on a single screen.  Using the Schedule Managers entered Forecasts for Backlog, Billing or Revenue are created and may be edited as needed or exported to Excel.  Firms can also capture percent complete and track historical Earned Value period over period.

For Finance :

Planifi Financial Projections :

A Fresh Take on Financial Projections

Planifi Financial Projections is a schedule-driven forecasting solution that empowers A/E leadership teams by improving visibility and predictability in your firm’s financial future. Eliminate risk, improve efficiency, and make more informed strategic decisions. Leverage these benefits to identify cash flow issues, reduce unwanted surprises, and increase profitability.

Eliminate Spreadsheet Risk

  • NO MORE formula errors, faulty conversions, or costly typos

  • Create a single go-to source for schedules and projections

  • Never forecast more dollars that what’s available to earn or invoice

Recover time and dollars

  • Cut administrative time in half or more

  • Eliminate collecting, verifying, and consolidating of spreadsheets

  • Your firm is burning billable hours on tedious manual entry

  • Create a schedule and remaining dollars are automatically spread month-by-month

  • PMs simply review rather than re-enter and re-key

Accelerate Decision-making

  • Establish accountability while also providing easier ways to update

  • Don’t let them hide behind admins, see who isn’t updating their numbers on time

  • Integrated with Deltek Financials

  • See real-time numbers rather than waiting on reports and out-of-date spreadsheet

Earned Value

PLANIFI has one of the most comprehensive Earned Value solutions available

With Planifi's earned value firms both capture current Earned Value and chart historical earned value progress.  With advanced Earned Value metrics project managers, analysts, and firm leadership can evaluate current project status using Schedule Performance Indicators (SPI), Cost Performance Indicators (CPI), and To Complete Performance Indicators (TcPI).

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