Key features of Planon Budget Management


Screenshot of Asset & Maintenance Management - Budget 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.

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.

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

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