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Planful

Planful

Overview

What is Planful?

Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.

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Recent Reviews

Planful is NOT painful

10 out of 10
December 13, 2023
Planful is currently used by our Technology Group, an overhead department in the company. Additionally, Kiewit Business Services, another …
Continue reading
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 45 features
  • Management Reporting (99)
    9.1
    91%
  • Management reporting (102)
    9.1
    91%
  • Financial budgeting (105)
    9.0
    90%
  • Forecasting (98)
    8.7
    87%

Reviewer Pros & Cons

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Pricing

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N/A
Unavailable

What is Planful?

Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

109 people also want pricing

Alternatives Pricing

What is Kepion Planning?

Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver…

What is OnPlan?

Spreadsheets are widely used for planning because of their flexibility and familiarity. With OnPlan, users get access to visualization capabilities, integrations, and collaboration features, in a solution designed to give the run-of-the-mill spreadsheet model more power. OnPlan integrates with…

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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

7.8
Avg 8.1

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

7.9
Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

7.5
Avg 8.2

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

6.3
Avg 7.7

Access Control and Security

Access control means being able to determine who has access to which data.

9.1
Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

7.4
Avg 8.0

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8.7
Avg 8.3

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

7.6
Avg 8.1

Financial Reporting and Compliance

Financial statements and regulatory filings

8.1
Avg 8.3

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

7.2
Avg 8.0

Integration

Ability to integrate with external applications.

7.8
Avg 8.3
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Product Details

What is Planful?

Planful offers end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. The vendor states Planful's more than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.

STRUCTURED PLANNING Structured Planning with Planful automates labor-intensive planning activities in a cloud-based platform – to give the finance team control, consistency, and confidence in corporate financial plans, budgets, and forecasts.

DYNAMIC PLANNING Dynamic Planning with Planful enables flexible, high-frequency, data-driven planning, modeling, and decision-making so users in every corner of the organization can analyze, plan, and make confident decisions at the speed of business.

FINANCIAL CLOSE & CONSOLIDATION Financial Close & Consolidation with Planful empowers finance to accelerate month-end close and reporting cycles by automating data aggregation, journal entries, intercompany eliminations, minority interest, entity consolidation, currency conversion, and financial reporting.

FINANCIAL REPORTING Reporting with Planful provides a library of reporting formats and delivery options, enabling finance and business users to produce a wide range of interactive financial and management reports leveraging one source of truth.

WORKFORCE PLANNING Planful helps users to tackle workforce planning using accurate and current data from across the business. By simplifying and automating time-consuming tasks and building alignment across departments, users have more time to create a stronger people strategy.

PLANFUL FOR MARKETING Planful’s marketing solution, formerly known as Plannuh, is used to measure marketing at every level of the plan for full visibility and team efficiency. To protect the marketing budget, Planful for Marketing helps marketers build, measure, execute and improve with clarity.

Planful Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Predictive Analytics

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Planful Screenshots

Screenshot of Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of Capacity Planning TemplateScreenshot of Integrations

Planful Videos

Planful Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesWe have customers in 90 countries
Supported LanguagesEnglish

Frequently Asked Questions

Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.

Workday Adaptive Planning, Anaplan, and Oracle Hyperion are common alternatives for Planful.

Reviewers rate Single Sign-On (SSO) highest, with a score of 9.9.

The most common users of Planful are from Mid-sized Companies (51-1,000 employees).

Planful Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)25%
Enterprises (more than 500 employees)65%
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Comparisons

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Reviews and Ratings

(208)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
December 13, 2023

Planful is NOT painful

Score 10 out of 10
Vetted Review
Verified User
Planful is currently used by our Technology Group, an overhead department in the company. Additionally, Kiewit Business Services, another overhead department utilizes the tool. We have other departments that have observed how easy Planful is to use and how successful we have been with meeting our budget, and they have asked for information on how to utilize it as well. We use Planful for workforce planning, budgeting, forecasting, and reporting. Kiewit's use of this program is unique in the sense that we do not use Planful for income statements and balance sheets or for any manufacturing or international currency needs. As an overhead department, we do not utilize all of its features.
  • Workforce planning is amazing. We can personalize each record, and updating is very simple.
  • The ability to have a rolling forecast is very useful for us in an overhead department. It enables us to pull up information on what we are forecasting for company IT costs for the upcoming years.
  • The flexibility of the program and the reporting has been extremely helpful for us.
  • They customer service is 2nd to NONE!
  • Their willingness to improve their tool based on feedback from business user groups, customer advisory boards and their planful engage program is absolutely amazing.
  • Dashboards need improvements. It would be nice to have a VIEW ONLY ability to push a dashboard to select users at the top level of finances for the group.
  • Dated Hierarchies are cumbersome and not as helpful as they could be. There is so much opportunity with dated hierarchies, especially during re-organizations and budgeting.
I am constantly talking about Planful and the benefits of using the system. I have been on numerous calls for Planful with possible clients, and I am always honest about how well the program works and how happy we are. Planful is flexible, and when changes are needed to our environment, Planful developers are always happy to help and walk us through all necessary scenarios.
Budgeting, Planning, and Forecasting (5)
80%
8.0
Long-term financial planning
100%
10.0
Financial budgeting
100%
10.0
Forecasting
100%
10.0
Scenario modeling
N/A
N/A
Management reporting
100%
10.0
Consolidation and Close (7)
57.142857142857146%
5.7
Financial data consolidation
100%
10.0
Journal entries and reports
100%
10.0
Multi-currency management
N/A
N/A
Intercompany Eliminations
N/A
N/A
Minority Ownership
N/A
N/A
Local and consolidated reporting
100%
10.0
Detailed Audit Trails
100%
10.0
Financial Reporting and Compliance (4)
75%
7.5
Financial Statement Reporting
N/A
N/A
Management Reporting
100%
10.0
Excel-based Reporting
100%
10.0
Automated board and financial reporting
100%
10.0
Analytics and Reporting (5)
N/A
N/A
Personalized dashboards
N/A
N/A
Color-coded scorecards
N/A
N/A
KPIs
N/A
N/A
Cost and profitability analysis
N/A
N/A
Key Performance Indicator setting
N/A
N/A
Integration (3)
33.333333333333336%
3.3
Flat file integration
N/A
N/A
Excel data integration
N/A
N/A
Direct links to 3rd-party data sources
100%
10.0
BI Standard Reporting (3)
33.333333333333336%
3.3
Pixel Perfect reports
N/A
N/A
Customizable dashboards
N/A
N/A
Report Formatting Templates
100%
10.0
Ad-hoc Reporting (3)
100%
10.0
Drill-down analysis
100%
10.0
Formatting capabilities
100%
10.0
Report sharing and collaboration
100%
10.0
Report Output and Scheduling (4)
50%
5.0
Publish to Web
N/A
N/A
Publish to PDF
N/A
N/A
Report Versioning
100%
10.0
Report Delivery Scheduling
100%
10.0
Data Discovery and Visualization (2)
N/A
N/A
Pre-built visualization formats (heatmaps, scatter plots etc.)
N/A
N/A
Predictive Analytics
N/A
N/A
Access Control and Security (4)
75%
7.5
Multi-User Support (named login)
N/A
N/A
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Single Sign-On (SSO)
100%
10.0
Mobile Capabilities (2)
100%
10.0
Responsive Design for Web Access
100%
10.0
Dashboard / Report / Visualization Interactivity on Mobile
100%
10.0
  • Planful has enabled us to come in closer to our budget number than ever before.
  • The first year we used Planful (then Host Analytics), we were approximately 7.5% under budget. We were able to close out 2020 within .01% of our budget.
  • Planful gives our money managers all of their budgeting, forecasting, and workforce planning needs right at their finger tips.
  • Planful enables our managers to manage their financials closer and better than ever before.
I was able to set up our hierarchies to mirror what our home office accounting department requires/uses. This gave me the ability to easily export a dynamic report that I created and literally email it to accounting when they request forecast updates from our department. Also, having the ability to push financials and workforce planning out to our managers on a regular basis, pushing them to review variances, etc. without the need for excel side spreadsheets has made my job as IT Controller so much easier and has also given our users a peace of mind when using the tool.
Unfortunately, the tool doesn't make it up to our CFO office, as we are just an overhead department using it to track our operational expenses. But I will add that our department has been UNDER budget every year since using Planful, and being an overhead department, it is essential that we are under budget and not at risk of reducing revenue by creating additional overhead.
We have automated reports we use weekly, bi-weekly, and monthly. We do not use Planful it is the truest and fullest ability for financial planning holistically for income statements, balance sheets, etc. as we are an Overhead department. We also use Planful for all Workforce planning in structured planning. This has helped us tremendously and allows us to budget and forecast using actual payroll numbers.
Dynamic reports are so easy to create. When we first began using Planful it was challenging, but now that we've used the program for a few years, Planful continually improves the capabilities and it has enabled us to continue to do better and better. Dynamic reports are very easy. I think dashboards could improve some. I think it would be helpful to have the ability to set up an enterprise dashboard that all users can view, allowing them to see how we are trending budget vs actuals and how we are progressing through the year on an enterprise level, rather than just the security level they have access to see. Read-only with no drill-through capabilities would be desired.
Planful is so easy to manipulate. Even when we have new money managers request access, it takes very little training to run through their responsibilities in the program and how to utilize all of the tools they need. I've stated it before, the improvements over the years have been impeccable, continually getting better and easier to use.
We have only used custom-built Excel interfaces for our financials and workforce planning in the past. As stated earlier in my review, Planful has grouped all of this into a fantastic program that is easy to use, easily manipulated to match our needs and we have been very happy with all of our experience with Planful.
Foxit PDF Editor (FoxitPhantom), Microsoft Teams, Mersive Solstice
When we first began using Planful, support was less than desirable, but over the years they have continually improved and it is 2nd to none now. When you submit a ticket, you get a very quick response and they are willing to jump on a call and assist with any issues. They also have multiple methods of contacting support (i.e. Support ticket, chat, etc.)
Planful is extremely flexible to meet the needs of all types of customers. When we first implemented Planful, we used it in a very limited fashion, but Planful has the ability to enhance the ways you use it as time goes on, it doesn't have to stay the same year over year. Additionally, they have started using a monthly release of new features, and do an excellent job of communicating these to their users.
This feature was the final deciding factor for us to purchase Planful. It is a priceless feature to have financials at all of our money manager's fingertips daily (and even hourly). It has helped us streamline so many processes. With the built-in access security, we are able to use real salary numbers for budgeting and forecasting, whereas in the past we didn't have security features in our custom-built tool, so we were constantly experiencing variances due to the use of blended rates.
Our data accuracy has definitely been impacted by the use of Planful. In the past, it was very difficult to reconcile our processes in our custom-built tool to the "one source of the truth" data that comes out of SAP. Moving onto the Planful platform, I have been asked multiple times if I believed in the data in Planful. Multiple times I was able to pull up EXACT numbers from our SAP systems to prove the data, and the more and more I've performed that task over the years, our Money Manager's confidence in Planful's data has grown!
This one is easy! We recently wanted to map an account to a line in our Opex Template so that when Capex items were built in the Capex template, it would fill those amounts into the depreciation line of the Opex Template, to gain awareness for our Money Managers that there were Capex items in their forecast. I reached out to Planful, thinking it could possibly take weeks to create and test in the sandbox environment, only to have it done within 30 minutes. They were so absolutely helpful, and what I loved most about that particular challenge was they didn't just do it for me, they were willing to SHOW ME how to do it so I might make enhancements to our environment on my own in the future.
66
Business Functions (department that supports our jobsites/districts)
Technology Finance professionals

I am also looking to bring other overhead departments onto the Planful platform, it has just been a little challenging 1) finding the time during budgeting season and year-end and 2) their financials are handled slightly different than our overhead department, so it has taken some time to ensure the system can accommodate the needs.
2
There's not a lot to add as comments to this. I am one of 2 subject matter experts at our company that supports Planful.
  • Easy, daily visibility to actuals, forecasts and workforce
  • Management Reporting out of Planful is a breeze
  • Constant enhancements to the system to continuously improve features
  • We have created reporting attributes to help track additional information needed when planning our workforce such as interns, college-grad positions, etc.
  • This year we reached out for assistance with creation of an accrual template. This enables our managers to enter their own year-end accruals into a template, rather than my team manually tracking.
  • I think eventually we will be able to use Predict, we are not quite that sophisticated yet
  • I also believe we will be able to set up multi-currency. We currently use a field in SAP that converts other currencies to USD
  • By the end of Q1 2023, I want to be using Planful to track workforce actuals. This will be a huge value add to our organization
I have been in Finance at my company since 2008, and this program is, by far, the easiest, most flexible program I have used. It has enabled us to meet or exceed (in a good way) our budget every year, and makes workforce planning a breeze.
Yes
Planful replaced a custom-built excel tool that we used for years. It did not replace another financial software.
  • Price
  • Product Features
I don't think I would have changed the evaluation process. Although I was not part of the group that did the evaluation, I have been the subject matter expert and essentially "owned" the tool in my organization since the day they made the decision. This was an easy decision when we compared other tools and their cost as well as the flexibility Planful provides.
  • Third-party professional services
We used RSM for our implementation.
No
Change management was minimal
  • The company we used did not do enough discovery, therefore we were forced to make updates throughout the first 3 years to optimize it for us
I want people to know when working with a 3rd party to implement, make sure they are doing their research and taking the time to figure out what your needs are, as their customer. If you don't feel they are being adequate, stop them, ask questions and make sure they are setting up Planful to best meet your needs. It's much easier to do that upfront than to "fix" the system at a later date.
  • Online Training
  • In-Person Training
I have made a point to attend the Planful Perform conference and it, by far, offers so much more information than "other conferences". Planful does an amazing job including their customers (other users) in their conference to ensure their customers are getting the most out of the information provided. It is truly a wonderful LEARNING experience for their customers!
A few years ago I participated in a lot of their online learning. Their references have grown over the years and continue to get better and better. We use it throughout the year to update the information we hold internally for documentation and to educate ourselves on all of the new release notes and features within Planful.
We have had several situations where we wanted to configure Planful to improve our usage of the system over the years. Planful staff is always willing to work with our internal IT folks to make this happen. Currently, we are working on integrating our workforce data to push automatically into Planful to make some of our workforce planning processes easier and less manual and the group from Planful has been wonderful to work with.
I really don't have any specific recommendations for this area simply because we have internal IT folks that typically handle configurations of our systems. I do know that Planful has been very helpful throughout the years we have been using the system each and every time we look to improve upon our use of the software.
Some - we have done small customizations to the interface
I don't want to downplay this and make it sound like it's EASY to do, but when you work with Planful, they are always happy to help. They are attentive to your needs, and are very quick to let you know best practices when trying to achieve what you are trying to do. As stated throughout my review, they are easy to work with.
No - we have not done any custom code
I do not have any additional configuration or customizations that I wish to include in this survey
No, we currently have a contract with a 3rd party company that is owned by a previous Planful employee that we built a relationship with before Planful offered their premium support.
No
  • Dynamic Reports are very easy to use
  • Workforce Planning, when set up correctly, makes workforce planning in our department so much easier than spreadsheets, blended rates, etc.
  • Dated hierarchies do not function as we need them to. We have brought this up to Planful and they are constantly working to improve the system and usability.
Yes, but I don't use it
I give this rating simply because I have first-hand knowledge of the scalability of Planful when working across departments in our company that use different financial systems. We have one team on InEight and another using SAP. When we implemented it, we only customized the system to accommodate one of these financial platforms, but when we considered expanding the use of Planful to other departments, we were able to make the necessary adjustments to accommodate our needs.
I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
  • SAP
We currently have SAP integrated with Planful using Boomi. Unfortunately, I do not have a great deal of knowledge about this integration, as our IT department worked with the Planful professionals to get this set up. My team does have the ability to view errors when they occur between SAP and Planful, and ensure that we are reporting the most up-to-date, accurate data we can within the tool.
  • At this time, there are no additional systems
At this time, there are no additional systems we wish to integrate with Planful.
  • Single Signon
Unfortunately I cannot fully answer this question as I do not know if we have used API, Javascript, etc., but I do know that we have implemented single sign-on within our company when using the Planful software.
unknown
Planful's employees are the best I've worked with when it comes to vendors in my position. They truly care about their customers and are quick to respond when their customers need anything. They are inclusive in the sense that they have created a customer advisory board, and take all of the CAB's feedback to ensure Planful is the best software of its kind.
Planful employees have been nothing but kind and helpful throughout our entire engagement. I truly feel like a valued customer and that they care about our feedback. They are constantly taking feedback and improving Planful for their users, large and small. I am happy to call a few of their employees friends now.
When we negotiated with Planful, we discussed cost as well as renewal of licenses. We also discussed what we needed to do when we required additional licenses, or we were not using all of the licenses we had purchased. Their business model is very flexible and again, their staff is just super easy to work with.
The only tip I can think of that will help customers more effectively deal with Planful is don't be afraid to speak up. My team has created a "wish list" of features that would enhance our experience and usability with Planful, and we meet regularly with our Customer Success Manager to discuss this list. One of our wish list items just became a new feature with a recent release, and we couldn't be happier!
No
  • We haven't upgraded recently
  • Unknown
No
No
Jennie Rush | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Planful ) at a department level here for budgeting and forecasting our department costs. It is helping us manage our workforce as well as stay on budget for the year. We have been able to complete a rolling forecast and allows our money managers to budget better than they ever have in the past. Because we are doing so well managing our finances, we’ve recognized ways that we can help other home office depts be more successful in their workforce planning and financials. In 2021, had Kiewit Technology Group not used Planful, we may not have been under budget. So, our dept being under budget resulted in All Overhead Depts coming in under budget.
  • Workforce Planning Enhancements have been huge for our dept.
  • Support has increased significantly since we started four years ago
  • They are able to be used on Cloud
  • Providing customers monthly releases of enhanced/new products
  • Always working with their customers on how they can better the tool
  • Need to make some manual processes automatic
  • Would like to allow hierarchies to be scenario specific
  • Would like a PowerBI integration
We have already recommended it to other departments and they are using it now. I work a lot in the workforce planning section and they have made huge strides to the manual way it was when I started using it. Currently we are working on automating workforce data and once that is complete, we will roll that out to other departments. Also, doing some research with another dept that is interested in Planful & how we can make sure the tool gives them everything they want.
Budgeting, Planning, and Forecasting (4)
90%
9.0
Long-term financial planning
90%
9.0
Financial budgeting
90%
9.0
Forecasting
90%
9.0
Management reporting
90%
9.0
Consolidation and Close (7)
38.57142857142857%
3.9
Financial data consolidation
90%
9.0
Journal entries and reports
N/A
N/A
Multi-currency management
N/A
N/A
Intercompany Eliminations
N/A
N/A
Minority Ownership
N/A
N/A
Local and consolidated reporting
90%
9.0
Detailed Audit Trails
90%
9.0
Financial Reporting and Compliance (4)
67.5%
6.8
Financial Statement Reporting
N/A
N/A
Management Reporting
90%
9.0
Excel-based Reporting
90%
9.0
Automated board and financial reporting
90%
9.0
Analytics and Reporting (5)
40%
4.0
Personalized dashboards
80%
8.0
Color-coded scorecards
N/A
N/A
KPIs
30%
3.0
Cost and profitability analysis
90%
9.0
Key Performance Indicator setting
N/A
N/A
Integration (3)
90%
9.0
Flat file integration
90%
9.0
Excel data integration
90%
9.0
Direct links to 3rd-party data sources
90%
9.0
BI Standard Reporting (3)
40%
4.0
Pixel Perfect reports
N/A
N/A
Customizable dashboards
80%
8.0
Report Formatting Templates
40%
4.0
Ad-hoc Reporting (3)
90%
9.0
Drill-down analysis
90%
9.0
Formatting capabilities
90%
9.0
Report sharing and collaboration
90%
9.0
Report Output and Scheduling (4)
32.5%
3.3
Publish to Web
40%
4.0
Publish to PDF
90%
9.0
Report Versioning
N/A
N/A
Report Delivery Scheduling
N/A
N/A
Data Discovery and Visualization (2)
35%
3.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
N/A
N/A
Predictive Analytics
70%
7.0
Access Control and Security (5)
90%
9.0
Multi-User Support (named login)
90%
9.0
Role-Based Security Model
90%
9.0
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Report-Level Access Control
90%
9.0
Single Sign-On (SSO)
90%
9.0
Mobile Capabilities (2)
N/A
N/A
Responsive Design for Web Access
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
N/A
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  • Increased awareness of financials by our money managers
  • Coming under budget last year was a huge accomplishment for us and made us look like rockstars to all overhead depts.
  • Reporting is quick and easy to use
  • REPORTING! At the click of a button, we have Actuals for our entire dept. Our managers can update their forecast and in seconds, all their reports are up to date.
  • We’ve created a solid Month End Process & Financial Calendar for our money managers that lays out all important dates (month end close, variance meetings, projections due, etc).
  • We also created additional GL’s (PTO Taken/Attrition) in our Opex Template. We specifically broke those out so that our money managers could see them, and they weren't all bundled up in one compensation item.
The reporting capabilities allow us to share data with multiple departments. We have bi-weekly management meetings where almost all reporting is pulled from Planful (forecast updates, headcount trends, workforce changes, budget updates, etc). We also can run reports for other departments based on the attributes we use in Planful (i.e. Employee work location report, YTD travel expenses, etc).
I support all 25 Money Managers that we have using Planful. Because the tool is so easy to use, it allows me to provide data to Money Managers in minutes. They can access their financials in real time at the click of a button. It's incredibly easy to use and makes life easier for our Technology Dept.
Prior to Planful we used a custom-built tool with an excel interface called Projects Utility. It was very painful because when multiple money managers were in it at the same time, it would bog down the program. To get new financials to populate, it would take 20 minutes or more of spinning for the data to process. We relied on this tool and spreadsheets out of SAP (our ERP system) to manage our financials. There were so many side spreadsheets. Now everything is available at the click of our mouse.
Reporting is great. There's so many filter options that it makes creating the report you want super easy. You can choose what you want, run it, then make changes if needed. Then you save it when you're done. It's that quick.
Our money managers have some challenges navigating the tool when they aren't in it for awhile. But they can view their cost centers with ease and pull our standard reports and create off those as needed. I have monthly variance meetings with our money managers where we discuss their previous month’s budget vs their actuals making sure they are accurately forecasting their cost. Then we review their HR templates for people changes (pay rates, transfers, new hires, terminations, etc). We’ve streamlined processes by having it all in one system and it is updated in real time.
I was not part of the process of choosing Planful), but I can tell you it is much better than what we were using--macro and spreadsheets.
First, I love the Chat feature with support. It allows you to get your issues resolved quickly. I've even had support jump on a zoom call with me to immediately look at my issue and try and get it resolved. Even if they need a few days to research the issue, they are constantly letting me know that they are still looking into it.
It's such an easy tool to use. There's support, 3rd party consultants, as well as tons of information on their website; makes it very easy to solve your problems.
At the click of a button, we have Actuals for our entire dept. Our managers can update their forecast and in seconds, all their reports are up to date.
We are collaborating with Money Managers on a daily basis. We interact with the tool constantly and can make changes any time we need. Looking forward to using the new Planful Predict feature to help even more with data accuracy.
I was actually at the Planful Perform conference in 2019 and they had a Tech Support Area. I came with a list of issues I was having and the Planful Employee sat down with me and went through every single issue. I was amazed at the time they spent and devoted to me.
55
Super Admins, Budget Preparers, & Budget Administrators. We have Money Managers, C- Level Directors, and our CFO all using Planful.
6
I myself am a Super Admin for Planful supporting all our users in our Dept. Then we have 2 more Super Admins in our dept. I review the Monthly Releases, have Quarterly Meetings with our CSM, and attend the Planful Perform Conference every year.
  • Simplifying Reporting
  • Automating Workforce Planning
  • Allocations Usage
  • We can run reports for other departments based on the attributes we use in Planful (i.e. Employee work location report, YTD travel expenses, etc).
  • This year we added a group where their employees/contractors primarily bill their cost to other jobsites/districts. To accurately forecast Kiewit Technology Group’s portion of this cost, we started using the allocation dimension, allowing money managers to easily see the allocations breakout.
  • We also created additional GL’s (PTO Taken/Attrition) in our Opex Template. We specifically broke those out so that our money managers could see them, and they weren't all bundled up in one compensation item.
  • Dashboards is something we'd like to look into in the future
There's no reason not to renew. This tool is ever-changing and for the better! It's solving all the financial problems we have had in the past and anything we're looking to expand on in the future.
Yes
Prior to Planful we used a custom-built tool with an excel interface called Projects Utility. It was very painful because when multiple money managers were in it at the same time, it would bog down the program. To get new financials to populate, it would take 20 minutes or more of spinning for the data to process. We relied on this tool and spreadsheets out of SAP (our ERP system) to manage our financials.
  • Price
  • Product Features
  • Product Usability
We wanted to eliminate the use of side spreadsheets and have a tool where we can discuss financials and workforce planning all in one place.
Not sure that we would've. But now that we are a satisfied customer, we meet with customer prospects to tell them why we love the tool. I wish we could've done that prior to our Implementation.
  • Third-party professional services
RSM
Change management was a minor issue with the implementation
  • We should've asked more questions during implementation
  • They should've asked more about what we wanted out of the tool
Our implementation was not done well. It was very rushed and there were a lot of things not shared with us that we had to learn "trial by fire" so to speak. We were very limited to what we learned and new of Planful after implementation. Having a Customer Success Manager with Planful, using Support, attending conferences, and using a new 3trd party support has been amazing for us with our progress.
  • Online Training
  • In-Person Training
We got little training on the tool after implementation. Did a lot of "trial by fire" learning about Planful. I don't think RSM really provided us all the details we needed to understand the tool and to know what we needed to train on. I don't know we knew enough about the tool to even ask the right questions and then they left and we used Planful support a lot.
Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release.
Just the right type of product
The best thing I can say is ask ALL the questions. Don't think you know it, ask.
I wasn't part of this process so I can't really speak to the custom code or customized user interface.
We did not. We actually use a Third Party Consultant (Top Down) for additional support.
Yes
Yes, I've never had an issue that Planful support has not been able to solve or guide me to solve on my own.
  • Reporting
  • Structured Planning
  • Task Manager
  • Consolidation is a little tedious, but it's just because we're still trying to figure out how to get it to work properly for us.
No
Because the software is great. We have no issues with it.
Yes, we have multiple channels we can use when we have issues arise (Planful support, CSM, our 3rd Party Support, and Planful Engage (interacting with other customers).
We've had some slowness issues in the past, but we just open a ticket with Support and they can resolve it.
  • Our ERP System SAP
Wasn't part of the integration process
  • Our Workforce data is something I'm working on right now
Yes, they're already supporting it as we're working through the process now.
  • File import/export
  • Single Signon
  • API (e.g. SOAP or REST)
Nothing I can think of.
I wasn't part of the SAP to Planful integration, but I know that it didn't take long to set up. We've had some issues with our SAP data that has caused integration issues, but we have worked with support to remedy this.
Just make sure you understand the process and know how to fix issues as they arise.
I was not involved in the sales process.
We were assigned a Customer Success Manager and used Support anytime we needed to.
I was not involved in that.
No tips because we have a great relationship with the vendor.
Yes
Yes, we were provided training, had meetings with our CSM, there's been online videos about it, etc.
  • Less manual work
  • More Accurate reporting
  • Less manual work
  • More accurate reporting
Yes
We are already paid, not free.
No
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