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Updated on May 27, 2025

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  • Folder icon closed Folder open iconPlanyard cost estimating and quoting training videos
  • Folder icon closed Folder open iconEssential
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Essential

Estimated reading: 2 minutes

Get started by watching short 3–4 minute videos designed for project managers and quantity surveyors to self-teach the essential workflows—no setup or training sessions required.

Introduction

Purchase invoices processing

Easily process purchase invoices, assign them to budget lines, automatically sync with accounting, and track project costs in real-time — all without repetitive data entry.

Change orders (Variations)

Easily register client change orders and subcontractor and purchase order variations. Track the financial impact of each change to stay on top of profitability.

Budget control and forecasting (CVRs)

Prepare accurate forecasts and CVR reports, revise budgets as needed, approve invoices, and review budget variances to stay in control of your project’s financial health. Analyze profitability projections with ease.

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