Videos

How to videos

9 articles in this collection
Written by Meelis Ojasild

2-minute overview of Planyard

Written by Meelis Ojasild
Updated over a week ago

Budget preparation (before import)

How to prepare your budget for importing into Planyard

Written by Meelis Ojasild
Updated over a week ago

Sending out RFQs and doing bid comparison (video)

How to do bidding in Planyard

Written by Meelis Ojasild
Updated over a week ago

Budget management (video)

How to follow your budget in real time

Written by Meelis Ojasild
Updated over a week ago

Contract & change order management (video)

Written by Meelis Ojasild
Updated over a week ago

Invoices management (video)

How to upload, approve and link invoices to budget

Written by Meelis Ojasild
Updated over a week ago

Forecasting (video)

A short video on how to forecast costs

Written by Meelis Ojasild
Updated over a week ago

Integrations

Microsoft Outlook Add-in (video)

How to upload files from Outlook to Planyard

Written by Meelis Ojasild
Updated over a week ago

Xero integration (video)

How to connect Xero with Planyard

Written by Meelis Ojasild
Updated over a week ago