Log in Planyard: Create a new account or log in via your existing account.
Add new users to Planyard: Go to Company => Users => Add a user email. The new user will receive an automatic email.
Share individual project level rights to stakeholders such as the right to upload invoices, right to run bid requests, and more: Open the project => Settings => Share project.
Small projects cost control
Upload your starting project budget spreadsheet (See how to prepare the budget or download ready to use sample here): Click start a project => Enter project name, select the currency, and then select "Upload project spreadsheet."
Approve the collected purchase invoices and receipts: Open project, check the Files tab, open the uploaded invoice, select the vendor/or subcontractor, select the corresponding line-items
Analyze your project budget and costs: Open the project Budget, check the approved costs against your estimated costs. Adjust the "Revised budget" if necessary.
Approve consolidated invoices: Go to the top-level Files tab, open an invoice, and select document type "Consolidated invoice" => Select the corresponding projects and then "Confirm projects." Once the project owners log on to Planyard, they'll see a red notification on top of the "Consolidated invoices" tab.
Main contract management & progress reporting to clients: Open the project than "The main contract." Click create "The main contract." To create the progress report for the customer, open the "Main contract and click "Create progress report."
Track subcontracts, change orders, purchase orders, committed costs, and ultimately project profitability forecasts.
Enter the subcontract and change order (a.k.a. Extra work, Variation): Open the project => Subcontracts => Add a subcontract
Creating and sending a purchase order: Open the project => Purchase orders => Create a purchase order
Approve an invoice for a subcontract, or purchase order => Go to files to locate all uploaded invoices, open the corresponding invoice and from the document type dropdown, select the corresponding purchase order or subcontract.
Track the committed costs in the budget: Open the Budget view, check the committed costs.
Large scale projects
Digitized bidding and billing process to automate working with subcontractors and vendors.
How the bidding works: go to bids, create a new bid, submit a bid, analyze the submitted bids, and one-click convert to a subcontract or purchase order
Fully digitized subcontractor progress billing (aka Valuations, applications for payment, claims, and so forth): Open an existing subcontract and click "Send progress report template
Prepayments: Open a subcontract and click add "Prepayment."
Approval workflow for progress billing applications: Open the progress bill that is sent for review, click "Submit for approval," and select the stakeholders
Subcontractors management: Companies and contacts management, categorization, subcontractor performance management, relationship management: Included with every plan.
Estimating: This feature is currently in B version (cost codes library, price list management, item cost analysis, bidding, quantity calculations, specifications) => To review the estimating tool, please contact our customer success manager via firstname.lastname@example.org