Budgeting & Forecasting
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.
Estimating, Tracking and Planning for the Future
- Project Budget vs. Actuals
- Forecast Trends
- Monitor and Control Costs
- Easy exporting and importing options
- Project Income Statement
- Multiple Budget Versions
- Monthly Budgets by Task
- Contract Cost to Complete
- Variance by Project
- Project Revenue or EBIT Forecast
Data is Easy to Get In
Complete your project budgets quickly with several ways to enter data: import, manual entry, or default assumptions.
- Use default working days per period, with optional holiday inclusion
- Override defaults or manually enter data with auto-fill for remaining periods
- Import from Excel and allow multiple contributors with permission control
…and Useful When It Comes Out
Powerful and flexible reporting ensures you always know where your business is heading.
- Clear summaries to identify trends, risks, and performance
- Flexible analysis by Project, Task, Month, Quarter, or Contract
- Easy export for presentations or further Excel analysis
Simplify Your Incurred Cost Submissions with Automation
Prepare Schedules A–O automatically, reduce compliance risk, and eliminate manual reporting errors.
What Our Customers Say
See how project-based businesses use WrkPlan to streamline accounting, improve visibility, and strengthen compliance.
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...
President, Chief Financial Officer
I have used WrkPlan (and its ancestor ERP-Gov) since at least 2017. I’ve even seen several of my suggestions implemented as the system kept up with my needs. I can’t...
Manager, Production Operations
The biggest benefits of adopting WrkPlan have been in the ease of use. The quick financial snapshots are most valuable. The continuous updates, training, and support are what WrkPlan provides...
Chief Executive Officer
The thing I like best about WrkPlan is the streamlined way we can track costs, revenues, and contracts as detailed or broadly as we need to. We appreciate the ability to...
Office Manager and FSO Garcia Information Systems
It was easy to get started with and their customer service is unmatched. I always get my questions addressed within 24 hours by a human being. I also like the...
Chief Operating Officer
We would like to take this opportunity to give thanks to you and the ERP/WrkPlan team for the consistent support provided to Salmon Group from the start. As we began...
Chief Executive Officer
I would like to take this time to thank you and the entire WrkPlan team for all the great support you have provided us since the integration of the WrkPlan...
Chief Financial Officer
