Budgeting and Forecasting

Plan for the Future

WrkPlan makes it easy to set targets and to plan for what's ahead

WrkPlan streamlines running your day-to-day operations so you can focus on customer satisfaction and growing your enterprise. Our Project Management gives you the tools you need to monitor the entire company or current performance on existing contracts, while the Budgeting and Forecasting module allows you to set targets and plan for the future.

Basic Budgeting

Budgets for Multiple Purposes
Budget v Actual Reporting
Monitor and Control Costs
Easy Exporting and Importing Options
Project Income Statement

Advanced Budgeting

Multi-Year Budgets by Contract and Task
Convert Budgets into Forecasts
Estimate Contract Cost to Complete
Variance by Project
Project Revenue or EBIT Forecast

Simplified Data Entry

Complete your projects’ budgets quickly with several ways to enter in data: import, manually enter, or use default data assumptions.
Use your company’s default working days per period, including holidays.
Import from Excel. Each manager is able to import directly into the system eliminating the need to aggregate separate spreadsheets.

Advanced Reporting

Reports summarize data in clear and meaningful ways, so that you can spot trends, identify risks, and analyze performance at a glance.
Flexible Analysis – View data by Project or Task, by Month, Quarter, YTD or Contract at Completion.
Easy to export into various formats for presentations or further data manipulation.

The biggest benefit of using WrkPlan for us has been its strong enforcement of compliance. The timekeeping system seamlessly integrates into the invoicing and AR processes, creating a smooth workflow where everything is accounted for properly.

Richard J. Cresswel

President, Chief Financial Officer 
SYSTOLIC, Inc.

Turn compliance into an asset with WrkPlan

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