We require at least 30 user reviews for the survey results of any planning product to be analyzed in detail. In this year’s Planning Survey 18 planning and budgeting tools reached this threshold.
When grouping and describing the planning solutions featured in The Planning Survey, we do not always follow the naming conventions the vendors use to the letter. The names we use in The Planning Survey are sometimes abbreviated and are not always the official product names used by the vendors at the time of publication.
We asked respondents explicitly about their experiences with products from a pre-defined list, with the option to nominate other products. This list is updated each year and is based on the sample size of the products in the previous year, as well including new entrants to the planning market.
Where respondents said they were using an ‘other’ product, but from the context it was clear that they were actually using one of the listed products, we reclassified their data accordingly.
The table to the right shows the planning products included in our detailed analysis.