Getting started with Planyard

Summary: Planyard is quick to set up with no consultants or IT required. Get started in minutes with the right guide for your workflow.

No consultants. No delays. No IT setup.
Planyard is designed to be ready when your next project starts. These step-by-step setup guides help you set up your Planyard account in as little as 15-30 minutes.

Most teams are fully operational the same day they create their account.

Cost estimating functionality setup guide (5 min)

Ditch spreadsheets and simplify your estimating process. Use bid templates, access portfolio cost data, track quote versions, and send professional quotes with one click—no formula errors or formatting issues. Read the Estimating setup guide →

Essential setup guide (15–30 min)

Quickly set up Planyard’s core workflows—from processing invoices straight from your inbox to updating budgets in real time and syncing with Xero or QuickBooks.
Ideal for project managers and quantity surveyors transitioning from spreadsheets to structured financial processes. Read the Essential setup guide →

Professional setup guide (15–30 min)

Ideal for teams managing purchase orders, change orders, committed costs, and CVRs—all in one place.
Perfect for improving forecasting, eliminating spreadsheet chaos, and streamlining cost control across your organization. Read the Professional setup guide →

Ultimate setup guide (30–60 min)

Quickly set up Planyard’s ultimate workflows—built for managing subcontractor billing, variations, retentions, and payment applications.
Save time by letting subcontractors handle data entry, reduce admin work, and prevent overbilling.
Say goodbye to spreadsheets and manual chasing. Read the Ultimate setup guide →