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.

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.

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.

Planful has been really useful for simplifying forecasting and actuals tracking across multiple projects. I especially like how it lets us update projections in real time and compare them against actual costs as they come in. For our nonprofit, where we manage a mix of government and private funding, this gives us a much clearer picture of how we’re tracking against budget. It also helps our project managers get more involved in the financial side because the interface is more user-friendly than traditional spreadsheets or ERP systems. Review collected by and hosted on G2.com.

The biggest issue I’ve run into with Planful is that some of the setup and customization can be a bit rigid. For example, if a reporting structure or planning template doesn’t quite fit how we manage grants or contracts, it takes some work to get it adjusted. Also, the integration with our other systems wasn’t as seamless as we hoped initially — though that’s improved over time. It’s a powerful tool, but you need to invest time up front to make it really work for your needs. Review collected by and hosted on G2.com.

What I appreciate most is the end-to-end and real-time data outcomes that Planful provides. It has enabled our team to move away from manual spreadsheets and transition to a unified platform for budgeting, forecasting, and reporting. Review collected by and hosted on G2.com.

What I do not like about this product is its steep training and learning curve, which makes it challenging to get started. Additionally, the platform does not offer much in terms of customization. Review collected by and hosted on G2.com.

I like that Planful has dynamic reports that are easy to use, and you can quickly generate them. The report collections feature is a great way to distribute high volumes of reports. Also, the initial setup was fairly straightforward and easy. Review collected by and hosted on G2.com.

I think the visualization tools and dashboards could be improved. Review collected by and hosted on G2.com.

Planful achieves the goal of automated reported and creating a single source of truth for the finance team. Planful also does a great job of updating the tools and adding in new features. Integrations with ERPs like netsuite are a breeze and very reliable. Review collected by and hosted on G2.com.

The web app and dynamic versions of the system are still a bit more seperated than I would like. I want the option to do evevrything out of the web portal instead of relying on excel for certain things. Review collected by and hosted on G2.com.