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Getting Started
Academy
Support

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Support articles
Integrations
Sage

Updated on October 31, 2025

Support articles

Income management & Client contract
Budget management
Change orders (Variations)
- How to manage client change orders/variations (video)
Company account settings
Integrations
Cost estimating & quoting
- Basic features
- Advanced tools
Forecasting
Cost management
Purchase orders
- How to make changes to a purchase order
- How to change purchase order values
Subcontractors payment applications
Subcontractor orders
Project management
- How to create a new project
Planyard Tutorial Videos
Project settings
- How to change a project name
Contact management
- How to add and manage contact categories in Planyard
- How to remove a contact from a category in Planyard

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