Ultimate

3–5 minute training videos for quantity surveyors and project managers to master Planyard’s Ultimate Package—covering budget and commitment control, subcontractor orders, fully automated payment applications, purchase orders, change orders (variations), 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.

Subcontractor orders

Learn how to raise subcontractor orders, manage retentions, handle prepayments, process change orders (variations), and track payment summaries.

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 subcontractors, 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.

Subcontractor pay apps (Valuations, Progress claims)

Planyard streamlines collecting subcontractor payment applications—also known as progress claims or valuations—making billing easy for project managers, site engineers, and subcontractors.

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.

Subcontractor RFQs & Tender automation

Planyard makes it easy for project teams to send bid requests to subcontractors and vendors and then collect and compare all quotes in one centralized bid evaluation view.