Professional

3–5 minute training videos for quantity surveyors and project managers to master Planyard’s Professional Package—covering budget control, purchase orders, change orders, invoice management, and more.

Purchase orders

Learn how to raise purchase orders for materials, track budget commitments, easily update forecasts and CVRs, manage prepayment invoices, stay on top of payment summaries, and prevent vendor overbilling.

Purchase invoice 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.

Client billing & payment applications (Valuations)

Learn how to manage the client schedule of values, process change orders (variations), issue payment applications, handle prepayment invoices, track retentions, and approve sales invoices with ease.