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9 articles in this collection
Written by
Andres Kuuse
2-minute overview of Planyard
Written by
Andres Kuuse
Updated over a week ago
Budget preparation (before import)
How to prepare your budget for importing into Planyard
Written by
Andres Kuuse
Updated over a week ago
Sending out RFQs and doing bid comparison (video)
How to do bidding in Planyard
Written by
Andres Kuuse
Updated over a week ago
Budget management (video)
How to follow your budget in real time
Written by
Andres Kuuse
Updated over a week ago
Contract & change order management (video)
Written by
Andres Kuuse
Updated over a week ago
Invoices management (video)
How to upload, approve and link invoices to budget
Written by
Andres Kuuse
Updated over a week ago
Forecasting (video)
A short video on how to forecast costs
Written by
Andres Kuuse
Updated over a week ago
Integrations
Microsoft Outlook Add-in (video)
How to upload files from Outlook to Planyard
Written by
Andres Kuuse
Updated over a week ago
Xero integration (video)
How to connect Xero with Planyard
Written by
Andres Kuuse
Updated over a week ago