The integration lets companies sync project budget financials (approved line-items and the associated costs) between Planyard and Directo.
This means you can easily track the project budget and forecasts in Planyard but your company resources in Directo without having to manually send data back and forth. It thus reduces the time spent on data entry both for accountants and project managers.
What is Directo?
Directo is a cloud ERP with an emphasis on the Baltic and Finnish markets. The functionality includes resource planning, supply chain management, inventory management, payroll management and much more.
How does the integration work?
When a project manager approves the invoice on Planyard, as seen on the image above, then two things happen:
Planyard automatically updates the project budget and records the invoice (along with the original invoice file) in Planyard,
the approved costs with the associated line-items are sent straight to Directo.
Now, when the accountant logs in to Directo, then there is a prefilled purchase invoice in waiting to be approved. The allocated costs along with the line-item names are prefilled in the purchase invoice Description column and the allocated costs are allocated in the Total column:
The accountant can then manually select the right line-items from Directo from the Items column. Or alternatively set up the Directo “Supplier Automation” functionality, which would automatically connect the line-items sent from Planyard with the right line-items in Directo.
How to get it?
Please contact your account manager or Planyard's support for help setting up the integration.