Step by step getting started guide
Integrate Planyard with email, accounting and other software
How to videos
How to import project estimations and articles to Planyard
How to create, archive, delete and share projects.
How to invite and manage users
How to estimate project costs and use article libraries with line-items as templates for different types of projects.
How to follow your budget in real time
How to add and manage subcontractors
How to send our RFQs, collect and compare bids
How to collect and approve invoices
How to manage subcontracts and change orders (also called variations and extra works)
How can you track what your own team has been doing?
How to collect progress reports from subcontractors.
How to set up workflows to get approvals for documents from your team members
How to forecast in real time
How to use Planyard on the go