Account Setup:

  • Log in Planyard: Create a new account or log in via your existing account.

  • Invite your team to Planyard and set up the user rights (Here's how)

  • Upload the starting project budget on Planyard. (See how to prepare the budget or download ready to use sample here)

  • How to collect the purchase invoices and assign for approval - auto-import from your accounts payable email (See here), use Planyard Outlook Add-in or Gmail Add-on, or instead use the Android app here and iPhone app here.

  • Sending the approved invoices over to accounting via built-in integration with Xero or Quickbooks (see here) or via email ( Company => Integrations => Connect to email, and enter the corresponding email)

Here's the list of videos that help your team to learn to use Planyard:

  • How to run subcontractor bid requests (RFQs') and how to compare the bids (See here)

  • How to manage the subcontracts and variations (Also called Change-orders) (See here)

  • Purchase orders creating and sending to the vendors (See here)

  • Digitize subcontractor progress payments process(Also called Valuations or claims) (See here)

  • Approving the purchase invoices (See here)

  • Analyzing the budget and revising the cost forecasts (See here)

Additional tools

  • 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 info@planyard.com

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