Planful Reviews & Product Details

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.

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.

What I like most is the easy of giving dimension security to users. I also like how easy it is to manipulate row/column set to create other reports. Review collected by and hosted on G2.com.

What I dislike about Planful is the lack of options when it comes to the dashboard. I wish it was easier to use and create high level dashboards. I also wish they had an option to check a box in the row set to set a specific coloring. Review collected by and hosted on G2.com.

I appreciate Planful for its easy-to-use UI/UX, which significantly aids in onboarding new team members and encourages the adoption of the tool across our organization. I love how it seamlessly integrates with our ERP and BI tools, eliminating manual intervention and making data flow more efficient by utilizing API connectors. The ability to have planning and reporting in the same tool is invaluable, allowing data to flow effortlessly between processes. I find the support team particularly commendable as they provide personalized support, resolve issues within 24 hours, and even offer additional suggestions that benefit not just us but potentially other clients too. Additionally, Planful is an innovative company, consistently launching new features and advancements, such as their cool AI agent, which keeps us at the forefront of technology. Overall, Planful supports the complex forecasting processes of a growing organization like ours comprising three brands. Review collected by and hosted on G2.com.

- The initial implementation process of Planful was complex and not as smooth as expected. The lack of documentation and clear handover guides contributed to delays and post-implementation issues. Additionally, having the implementation consultant changed mid-project added to the challenges. - There is a steep learning curve associated with setting up and understanding Planful, which can be daunting for new users. Although it becomes easier to use over time, the initial complexity can be a barrier. - Features are sometimes released into production without adequate testing, which affects some clients based on how each tenant is set up. Release notes do not clearly communicate changes to business users, nor do they provide sufficient guidance on potential bugs or glitches, sometimes impacting the integrity of forecasting data. - Some areas of Planful exhibit rigidity in hierarchy, which can limit flexibility and customization for users' specific business needs. Review collected by and hosted on G2.com.