Key features of Planon Budget Management


Screenshot Asset & Maintenance Management - How to generate maintenance budget

Easy automated budget generation

Create planned maintenance budgets based on activities, their costs, and their frequency. Budgets can be created for specific projects or services.

Screenshot of Asset & Maintenance Management - Budget Management - Budget categories

Forecast budget expenditures

Define budget forecasts based on the expense patterns of your existing budgets. These can be subtracted from existing budgets or expense scenarios. This enables you to predict possible budget changes that may influence the direct expense forecast.

Screenshot of Asset & Maintenance Management - Budget Management - Budgets created with details

Manage budgets effectively

Access an overview of your capital project financial performance. Data from each financial transaction is centrally stored and accessible for reporting and compliance activities. Manual comments can also be added to budget history.


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Stay in control of asset and maintenance budgets

Control maintenance costs

Visualize budget trends by location, project, asset class, and vendor to understand where and when your budgets are spent.

Visualize budget trends by location, project, asset class, and vendor to understand where and when your budgets are spent.

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Align maintenance with location budgets

Match costs with work orders, assets, capital projects, and building or facility services.

Match costs with work orders, assets, capital projects, and building or facility services.

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Prove your control over capital project budgeting

Confidently meet organizational capital expense budgets through informed decisions that ensure projects stay on track and within budget.

Confidently meet organizational capital expense budgets through informed decisions that ensure projects stay on track and within budget.



Budget Management: What you need to know

Blogs
Group of colleagues discussing space management

How to maintain control of capital projects in real estate and facility management

Corporate real estate and facility managers are often in charge of large capital projects. How do you stay in control of these type of projects? Discover in our blog what the 4 key phases of Capital Project Management are and what the role is of an IWMS in this approach.

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White Papers
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Capital Project Management

This e-book explores the topic of capital project management and takes a deep dive into the many aspects and phases that project teams must manage in order to stay in control, such as funding, budget management, financial commitments, cashflow, and forecasting.

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News
California Polytechnic State University is beautifully situated among the hills.

California Polytechnic State University Selects Planon for Managing Campus Facilities

John Sage, Strategic Business Services for Cal Poly:“The Planon team, along with their solution, clearly stand as the leader in the higher education facility management technology today.”

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