Project Budget Planning and Forecasting for Growing Businesses
The SumX Budget Module lets you build detailed, project-specific budgets with ease. Designed as part of our ERP solution, it allows teams to build detailed, project-specific budgets while maintaining full financial visibility across the organization.
Enter entire budgets ahead of time and let our system compute forward pricing to support DCAA submissions, forecasting accuracy, and long-term financial planning. With SumX, budget planning becomes more predictable, auditable, and aligned with real project performance.
Our Valued Clients
Plan Smarter with Real-Time Data
Gain instant visibility into your budgets with live data updates. Make faster, more accurate financial decisions without manual tracking.
Labor & Non-Labor Forecasting
Estimate hours by employee, subcontractors and 1099 consultants by labor categories at task level. Plan travel and non-travel expenses by accounting period, supporting detailed budget forecasting for project-based and small business environments.
Compute and View EAC
Review the estimate-at-completion at each accounting period by tasks. Review budget and forecasting and manage project effectively.
Compute Forward Pricing
Enter entire budgets head of time and let the system compute forward pricing to submit to DCAA, which simplifies budget forecasting and proposal submissions.
Project Budgets
Enter resource level, subcontractor and vendor level cost, application of indirect rates based on budget or target, all in one place, giving full control over project cost planning and financial accuracy.
Project P&L Analysis
Generate projected P&L statements, review forecasted revenue, direct cost, gross margin, indirect cost allocations, net margin, funding, backlog and variance in a single screen.
Frequently Asked Question
SumX is a next-generation Al-powered ERP solution designed to streamline
Yes. SumX eliminates reliance on spreadsheets by centralizing budget planning, forecasting, approvals, and reporting within a single system, reducing errors and improving visibility across projects.