Our Tools and Technologies:

  • Budget Planner
  • SAAS Solution in cloud

Projenance Budget Planner is Softvative’s SAAS (Software As a Service) solution that allows project and activity based budget planning and management for companies. Projenance Budget Planner helps companies of different sizes and different industries to manage current and proposed budgets using just the browser.

Project Based Budgeting
Manage current and proposed budgets by projects across the departments
SAAS Budgeting Solution
Software As A Service Cloud solution that is ready to use
Budget Planner Roles
Use different budget planning roles from Budget viewer, planner, department owner, Org admin or custom roles
Import Export and Reports
Import / export data at project or activity level using builtin templates and use reports

Budget Planner – Client

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Budget Planner Model

Project based budget planning

Budget Planner Security

Company wise and department controls

Role based access control 

Projenance Budget Planner provides an effective centralized way of managing budgets for companies.

Projenance Budget Planner Features Infographic

Following are different features of Budget Planner SAAS solution.


Key Feature:

  • Project-based budget planning with activity level details
  • Budget planning for the current year and proposed year
  •  SAAS (Software As a Service) solution. No need to set up servers or IT infrastructure
  • Import projects from Excel to kick start budget planning
  • Customer branding
  • Licensing based on per user per month model
  • Check-in and check out feature to allow editing
  • Save draft vs publish options
  • Centralized consolidated data with real time reports

Security Control:

  • User Login
  • Role-based access control
  • Company-wide vs department-level access
  • Granular permissions and roles

Finance Related Feature:

  • Import existing Chart of Accounts to set up as structure
  • Use existing roles like Org Admin, Department Owner, Budget Planner and Budget Viewer. 
  • Flexibility to customize roles with permissions controls to suit your different scenarios
  • Define Income and expense for each row in chart of account
  • Define Restricted VS unrestricted
  • Define parent and child relationship
  • Reports to show aggregate data by restrictions or by department with income / expense
  • Import / Export project level and activity level data
  • Assign owner for each activity within a project
  • Plan and manage current year’s budget
  • Plan for next year / proposed budget
  • Amount allocation to months based on 12 months (equal distribution) or manual method


  • Quick setup
  • On-boarding support and project management
  • On-demand web based training
  • Support for issues (based on SLA)


Per user per month, billed annually
$ 3
  • Role Based Access
  • Project and Activities
  • Current and Proposed Budgets
  • Allocation Over Period
  • Default Chart of Accounts
  • Income / Expense Categorization


Per user per month, billed annually
$ 5
  • Everything in Starter Package
  • Import and Export Projects
  • Import and Export Activities
  • Create Departments for Security
  • Import Chart of Accounts
  • Real-time Reports


Per user per month, billed annually
$ 8
  • Everything in Pro Package
  • Customize Roles
  • On-Boarding Guidance
  • Priority Support

Other Relevant Solutions:

Softvative offers other relevant solutions using the Microsoft Project Server and Project Online Cloud platforms.

  • Industry Specific SharePoint Solutions – Retail, Healthcare, Construction, Electric / Power, Non-Profit, Technology, Government
  • Project Business Intelligence (BI) Solutions
  • Dashboard using Performance Point, PowerBI
  • Chart and Reports using Excel and Visio
  • Project Server Integrated SQL Reporting Services (SSRS)
  • Project Server and SQL Server Analysis Services (SSAS)
  • Auditing solutions and service
Trainings ProjectMgmt 1
MS Project Professional and MS Project Server versions compatibility
MS Project Professional versions compatibility
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MS Project Server Beneficial Features
Microsoft Project Server features useful for PMO
Click Here to View
Project maturity level with ms project server
Project maturity level with ms project server / Project Online
Click Here to View