Advice and answers from the Planyard Team

Getting started

Step by step getting started guide

Integrations & Extensions

Integrate Planyard with email, accounting and other software

Videos

How to videos

Importing data

How to import project estimations and articles to Planyard

Project management

How to create, archive, delete and share projects.

User management

How to invite and manage users

Estimating

How to estimate project costs and use article libraries with line-items as templates for different types of projects.

Budget management

How to follow your budget in real time

Subcontractor & contact management

How to add and manage subcontractors

RFQs & bidding

How to send our RFQs, collect and compare bids

Invoices management

How to collect and approve invoices

Subcontract & change order management

How to manage subcontracts and change orders (also called variations and extra works)

Tracking your own team

How can you track what your own team has been doing?

Progress reporting (progress billing, pay applications, claims)

How to collect progress reports from subcontractors.

Approval Workflows

How to set up workflows to get approvals for documents from your team members

Income tracking

Forecasting

How to forecast in real time

Mobile apps

How to use Planyard on the go

Learning project

User manual