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Getting Started
Academy
Support

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Support articles
Company account settings
Linked accounts

Updated on June 4, 2025

Support articles

Client Contract & Payment applications
Budget management
Change orders (Variations)
- How to manage client change orders/variations (video)
Company account settings
Integrations
Cost estimating & quoting
Forecasting
Cost management
- How to register credit notes
- How to delete a cost in your project
Purchase orders
Sales invoices
- How to process project sales invoices (video tutorial)
Subcontractors payment applications
Subcontractor orders
Project management
- How to create a new project

Linked accounts

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Articles

How to manage multiple company accounts in Planyard
How to link your Planyard user accounts

Linked accounts

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