PLANIFI offers Schedule based Billing and Revenue Projection's and configurable Dashboards available via Email or Website.  Firms can also capture percent complete for Earned Value or Revenue Geneation.

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  • See real-time numbers rather than waiting on reports and out-of-date spreadsheet

Planifi Dashboards & Earned Value Capture :

Configurable Dashboards Managers can receive in Email or view on a Website

Design Professionals are often too busy to run reports or visit dashboards, but they still need real-time information. Planifi sends easily understood dashboards with the metrics or KPI's you choose to your project managers on schedule you choose.  Additionally it's often challenging to get Percent Complete status updated, now you can provide a single web page for Managers to review project Metrics and update the percent complete that the firm can use to capture Earned Value and generate Revenue.

Get Real-time information into Managers hands.

  • Next to 0 training required

  • Intuitive and configurable Metrics and Labels

  • No extra steps or software to install for managers

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Get more current project status from Manager entered Percent Complete

  • Single web page for Managers to update all project's percent complete

  • Capture Earned Value

  • Generate Revenue from Percent Complete


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