Vena

By audience

Accounting & Finance

• Build WIP reports by phase and cost code, with percent complete, forecast cost and gross profit, to catch margin fade across projects
• Plan project cost and revenue by milestone, phase, sub-phase and job code in Excel templates backed by Vena's database
• Load ERP actuals, for example from Business Central, and run budget-versus-actual variance analysis without copy-pasting
• Automate multi-entity consolidation and month-end reporting packages from one database
• Forecast cash inflows and outflows when payments slip or a new project is taken on

Executive Leadership

• Review portfolio dashboards for gross margin %, margin fade, over/under spending and project completion
• Model what-if scenarios such as cost overruns or taking on another project before committing

Owner/Developer

• Plan development costs with Vena's Development Budget template and track them with Development Reports and variance analysis
• Evaluate a proposed development against budget with the Project Evaluation Budget template

Project Manager

• Enter and update project budgets and forecasts in Vena workflow templates, with reminders and task tracking set by finance
• Check project budget against actual cost in the integrated project dashboard