Planyard Trial Setup and Implementation
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      1. Planyard Construction Software Knowledge Base
      2. Getting started with Planyard
      3. Planyard Trial Setup and Implementation

      Planyard Quick Setup Guide

      Here are the steps and introductory videos that help you set up your Planyard account for testing.

      Table of contents

      1. Introduction
      2. Start the Free Trial
      3. Invite Users
      4. Creating a Project
      5. Collect Purchase Invoices
      6. Forwarding Approved Costs to Accounting

      Introduction

      This guide will help you hit the ground running with your free trial. You’ll learn how to invite users, create projects, collect purchase invoices, and forward approved costs to accounting. Follow these steps to set up your account and start managing your construction budgets efficiently.

      Start the Free Trial

      To start your free trial, visit the Planyard website and click ‘Try it free’. Note that no credit card details or payment information are needed to start the free trial.

      Once you’ve set up the free trial, you will have immediate access to Planyard. If you forget your password, click ‘Forgot password?’ on the login screen to reset it.

      Invite Users

      Once you’ve logged in to the platform, you can invite users such as project managers, quantity surveyors, site engineers, and other team members. Here’s how to add new users to the platform:

      1. Click 'Company' in the top menu row
      2. Navigate to 'User Management'
      3. Click 'Add User' in the top right corner
      4. Add the user’s email address and select permissions
      5. Click 'Create'

      For more information on user permissions and detailed guides on user management, refer to this guide.

      Creating a Project

      To utilise the project management workflows, you need to create a project. When clicking 'Projects' in the top menu row you will have two options, you can either create a custom project or create a demo project. 

      Demo Project

      When you click ‘Create demo project,’ a new project containing a dummy budget with data will be created. The project will include pre-populated items such as an active subcontract, payment applications, registered costs, and other data. The demo project is a great way to trial Planyard’s project workflows features immediately upon login.

      Create Custom Project

      By creating your custom project you add your own budget to Planyard, the most common way to do so is by utilising the budget template spreadsheet. Simply add your budget to the spreadsheet, and upload it to Planyard. Guides and content regarding creating your own project with your budget:

      Collect Purchase Invoices

      There are different ways of collecting purchase invoices to Planyard, ensuring a smooth way of managing and tracking your expenses:

      Forwarding Approved Costs to Accounting

      Planyard allows for automatically forwarding approved cost documents to accounting, ensuring accuracy and efficiency in your financial workflows. The approved cost document can either be forwarded directly to the accountant’s email or sent directly to the accounting software via integrations. Details on how to set up integration or forward approved cost documents to accounting: