Planyard quick setup guide for testing

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

  1. Log in to Planyard: Start a free trial at the Planyard website and then log on to Planyard. If you have forgotten your password, you can click Forgot Password.

  2. Invite your team to Planyard: Adding users such as project managers, quantity surveyors, and site engineers at Company =>User Management => Add user (Here's how)

  3. Upload the starting project budget: (See how to upload Your starting project budget spreadsheet on Planyard or download the ready-to-use spreadsheet example here)

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

  5. Sending the approved invoices over to accounting via built-in integrations with Xero or QuickBooks (see here) or simply via email ( Company => Integrations => Connect to email, and enter the corresponding email)

  6. Logo setup. Go to Company => Settings => Upload logo. The logo is displayed on purchase orders, progress payment reports, and emails.