Citrin Cooperman
Vena 2024 Partner of the Year

A Flexible FP&A Solution for Construction Integrated With Microsoft 365  

Streamline budgeting, reporting and analysis for construction projects without abandoning Excel and the Microsoft 365 apps you know and love.

Keep Your Construction Projects on Track and on Budget  

Citrin Cooperman, has a best-in-class FP&A solution for construction that includes planning templates, embedded business logic, source system integrations and more—empowering your team to easily plan costs and revenue for all your construction projects and portfolio. 

Reduce Margin Fade with WIP Reporting

View WIP reports to assess project health broken out by phase and cost codes (percent completion, forecast cost, actual cost, gross profits) to control margin fade across your projects.
 

Plan Projects in Detail

Plan according to project milestones, collect revenue at key completion targets and drill down projects into phases, sub-phases and job codes with their own start/end dates, budgets and more.  

Accurately Forecast Costs and Revenue

Keep your projects profitable. With Vena, you can use real-time data and predictive analytics to accurately forecast job costs and revenue.  
 

Gain Insights With Integrated Project Analytics

Analyze jobs by phase and cost-types, view dashboards detailing your operational and financial P&L and see all your KPIs in one place—such as gross margin %, margin fade, over/under spending and project completion %.

Improve Operational Efficiency and Planning Agility   

Increase collaboration, plan for fluctuating costs and improve your team’s productivity with Vena’s powerful capabilities, time-saving features and native integrations for Microsoft Excel, PowerBI and PowerPoint.   

Model Scenarios

Use what-if scenario analysis to plan for things like cost overruns or see how your cash situation would change if you took on another project.  
 

Collaborative Workflows

Map out your budget processes, set up email reminders for tasks and track the status of your projects to ensure you don’t miss any deadlines.  

Manage Cash Flow

Delays in payments and unexpected expenses can put a strain on your finances. Stay one step ahead with real-time insights into inflows, outflows and runway.  
 

Gain Insights With Integrated Project Analytics

Quickly perform budget vs. actual analysis and drill into your numbers to find the reason for the discrepancy.
 

See Vena in Action

Watch this product overview video to see how Vena can help everyone in your organization save time and make smarter business planning decisions.

Vena CPM Buyers Guide

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Simply fill out the form below to have a [Partner] representative arrange a free, personalized walkthrough of our Construction Pre-Configured Solution today.   

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