Advanced tools

3–5 minute training videos for quantity surveyors and project managers to master Planyard’s advanced features—covering multi-currency budgeting, purchase orders and invoices for international projects, consolidated invoice processing, accrual-based cash flow forecasting, and more.

Accrual cash-flow forecasting

Learn how to forecast construction project cash flow in Planyard. This video covers enabling cash flow forecasting in Company and Project Settings, creating forecasts, entering percentage-based projections, and tracking actual costs against forecasts to monitor variances.

Multi-currency budgets, purchase orders, and invoices management

Learn how to manage construction project budgets, purchase orders, invoices, and receipts in multiple currencies with ease. Built by quantity surveyors and project managers, Planyard eliminates spreadsheets and simplifies cost tracking across international projects.

Consolidated Purchase Invoice Processing

Learn how to process purchase invoices in Planyard when one invoice includes costs across multiple projects. Set up an approval process for your accountant or secretary and enable a simple, streamlined team approval workflow.