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9 articles in this collection
Written by Andres Kuuse

2-minute overview of Planyard

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Written by Andres Kuuse
Updated over a week ago

Budget preparation (before import)

How to prepare your budget for importing into Planyard
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Written by Andres Kuuse
Updated over a week ago

Sending out RFQs and doing bid comparison (video)

How to do bidding in Planyard
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Written by Andres Kuuse
Updated over a week ago

Budget management (video)

How to follow your budget in real time
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Written by Andres Kuuse
Updated over a week ago

Contract & change order management (video)

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Written by Andres Kuuse
Updated over a week ago

Invoices management (video)

How to upload, approve and link invoices to budget
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Written by Andres Kuuse
Updated over a week ago

Forecasting (video)

A short video on how to forecast costs
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Written by Andres Kuuse
Updated over a week ago
Integrations

Microsoft Outlook Add-in (video)

How to upload files from Outlook to Planyard
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Written by Andres Kuuse
Updated over a week ago

Xero integration (video)

How to connect Xero with Planyard
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Written by Andres Kuuse
Updated over a week ago
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