Project Planning and Reporting in Aimplan

How finance and project teams gain control inside Power BI

Projects are where strategy meets reality. Yet many organisations still manage project planning, forecasting, and reporting across disconnected tools and spreadsheets. Budgets live in one file, forecasts in another, and project status reports are assembled manually at the last minute.

The result is familiar: late insights, unclear accountability, and limited ability to act before problems become expensive.

That is why more organisations are moving project planning and reporting directly into Power BI.

In an upcoming webinar, KOKAI and Aimplan show how this works in practice.


Why traditional project reporting breaks down

Project-driven organisations face a unique challenge. Costs, resources, and timelines change constantly, while reporting often happens monthly or even less frequently.

Common issues include:

  • Project budgets that are disconnected from actual costs

  • Forecasts that are updated too late to influence decisions

  • Limited visibility across multiple projects

  • Heavy reliance on Excel and manual consolidation

  • Finance and project teams working with different numbers

Without a shared planning and reporting model, projects are managed reactively instead of proactively.


Bringing project planning and reporting into Power BI

Aimplan extends Power BI with planning, forecasting, and collaboration capabilities designed for project environments.

By working directly in Power BI:

  • Project budgets, forecasts, and actuals sit in the same model

  • Forecasts are updated continuously based on real progress

  • Cost overruns and delays become visible early

  • Project managers and finance teams work with the same data

  • Comments and explanations add context to the numbers

This creates a single source of truth for both project execution and financial control.


Webinar: Project Planning and Reporting in Aimplan

In this practical webinar, KOKAI demonstrates how organisations use Aimplan to manage project planning, reporting, and forecasting inside Power BI.

You will see how to:

  • Plan project budgets and resources in a structured way

  • Track costs, progress, and forecasts in real time

  • Identify project variances early, not after delivery

  • Capture insights and explanations directly in reports

  • Reduce manual reporting and spreadsheet dependency

The webinar focuses on real-world project scenarios, not theory.


Who should attend?

This session is relevant for:

  • Project controllers and finance teams

  • PMO and portfolio managers

  • Project managers in consulting, IT, R&D, or engineering

  • Organisations already using Power BI for reporting

If you want better project visibility without introducing another standalone system, this webinar is for you.

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Rolling Forecasts and Variance Analysis in Aimplan.