Planful Reviews & Product Details

The thing I like most about planful is that it provides a platform to centralize and store data from many different sources. It also has a n ease of use when I need to access and manipulate that data which makes it easy to share and teach new users. I also like planful templates. They provide the ability to automate some of our more structured budget and forecast processes. Review collected by and hosted on G2.com.

At the moment we are having an issue with the amount of time it takes planful to process data and run through template processing. It is making it difficult to update our forecast/budgets in a timely manner as well as making the process to update and make changes long and arduous. Review collected by and hosted on G2.com.

This is an easy to use platform that allows us to create and manage budgets, utilize rolling forecasts and manage our workforce. They are always listening to what their users have to say and continually improving! Review collected by and hosted on G2.com.

The ability to easily archive old scenarios for access again in the future. We run an annual clean up process, so there are ways of archiving the information, but to have a folder storage system in Planful (rather than exporting and saving somewhere else) would be so much easier.

I also think there needs to be a method of allowing ALL users (by selection) to view dashboards at the higher entity level, while NOT allowing them drill through of these dashboards. It would be extremely helpful for us if every user could see how the department is trending budget vs actuals, and not just the portion of our hierarchy that manager manages. Review collected by and hosted on G2.com.

There a lot of features out of the box which are easy to configure. This includes Fx and consolidations. Review collected by and hosted on G2.com.

Honestly sometimes it feels like you're boxed in. Another thing which I think is true for them is that the development cycle is way too slow. There are plenty of features that are pushed to product which the customers definitely want but are pushed back. I believe our company alone has pushed a few things to product which are really basic.

Another thing I noticed is that there are inconsistencies in the platform. Some features in some windows are available whilst in others not, giving the customer a feel that intra-platform synchronization/thought isn't done with diligence. Review collected by and hosted on G2.com.

I use Planful for forecasting, budgeting, reporting, and consolidating multiple entity financials. I appreciate that it streamlines reporting needs, enabling quick querying and letting our team focus on strategic future analysis. The customer experience is phenomenal, making them true partners, and they adapt their product to customer needs. They have training modules and videos now, which have expanded significantly over the years. I find language familiarity and ease of use great because anyone who understands simple mapping and retrieval can use it. I also like that most formulas are common to the MS Excel framework, allowing me to create reports and planning templates with minimal recreation. The integration with Dynamic 365 is direct and works well for me. Review collected by and hosted on G2.com.

Workforce planning has been taking major strides, which used to be a weakness. I know Dynamic Planning was a tool that provided immense customization options, but was very difficult to use. It sounds like they have made strides to improve it, but I don't have experience using that since they've enhanced it. Review collected by and hosted on G2.com.

The system offers a wide range of customization options, allowing businesses to tailor the environment to their unique needs, regardless of industry. Its features are designed to address a variety of requirements that different types of businesses might have. Additionally, the platform is user-friendly for the average person, as well as frequent user, yet it also supports more complex tasks when necessary. The customer support is also a big element has they will be readily available to help at any point of the process. Review collected by and hosted on G2.com.

As the system scales, you may notice a slight decrease in speed when handling more demanding tasks. This can have time impact on some time sensitive reporting. Review collected by and hosted on G2.com.

The tool is intuitive and easy to learn. Technical support is great at responding quickly and resolving any issues. In my experience, the consolidation functionality is the strongest/best in the industry, and even comparable EPM platforms acknowledge they can’t match Planful in this area. Reporting and budgeting are also straightforward to configure and operate smoothly. Review collected by and hosted on G2.com.

Sometimes product enhancements can be slow to roll out. I appreciate that Planful listens to its customers and takes feedback seriously, but straightforward updates shouldn’t take 18 to 24 months to implement. Administration used to be simple, but as new features are added—which customers consistently request—it has become more challenging to troubleshoot and identify which settings need to be adjusted to reach a solution. Review collected by and hosted on G2.com.

Ease of use for Admin and End-user.

Straight-forward functionality

Daily use for data pull, data integration, report built-up

Fantastic customer support Review collected by and hosted on G2.com.

Still have room to improve planning modules

Subline items in Structure planning is not currently show in the report display Review collected by and hosted on G2.com.

I like Planful because it's a centralized service that allows us to hold our data safely and not have it risk being lost in an Excel file. Also, it allows access to many people in many different places. Review collected by and hosted on G2.com.

There's some limitations to their templates. Some of the write backs are causing us headaches, and there is no way to refresh data in multiple templates, which causes us a lot of manual and extra work. Also, some of the refresh times are extremely slow when it's a large dataset. The initial setup took about a year, year and a half, and it was somewhat difficult with some issues with our connecting data. Review collected by and hosted on G2.com.

Planful provides a lot of flexibility. From reporting to planning, there is always multiple ways to do something and planful is almost always flexible enough to do it how you prefer. Reporting is great! Review collected by and hosted on G2.com.

Because Planful is so flexible with multiple ways to do something, it can be difficult to know the right way or the best way to do something without a lot of trial and error. Dashboards are limited Review collected by and hosted on G2.com.

The software is easy to navigate, making it user-friendly. I appreciate that the company regularly updates the platform to reflect current trends and respond to customer feedback. They have also moved from quarterly to monthly product releases, which shows their commitment to keeping the software up to date. Review collected by and hosted on G2.com.

While the product is robust and offers many features, there is still an opportunity to improve the performance of reports and dashboard models. They are also working to enhance self-reference help features. Review collected by and hosted on G2.com.