Academy

Summary: Planyard Academy features short video bundles for each workflow—learn by watching, and get up to speed in minutes.

Watch short 3–4 minute videos to easily onboard project managers and quantity surveyors. Learn how Planyard’s workflows simplify financial processes, eliminate duplicate data entry, and enable better cost control and accurate forecasting.

Cost Estimating & Quoting

Learn how to create accurate cost estimates and professional client quotes in minutes. Convert won quotes into active projects, track estimates vs actuals, and gain full cost control—all in one easy-to-use system. Perfect for estimators and project managers moving away from spreadsheets. Watch the videos

Essential

Quickly learn the core Planyard workflows—from processing invoices straight from your inbox to real-time budget updates and syncing with accounting tools like Xero or QuickBooks. Ideal for small teams, project managers, and quantity surveyors transitioning from spreadsheets to simpler, streamlined financial processes. Watch the videos.

Professional

Quickly learn Planyard’s professional workflows—from managing change orders and purchase orders to tracking real-time budget commitments, forecasts, and CVRs. It is ideal for standardizing cost control, saving time, preventing cost overruns, and accurately tracking project forecasts. Say goodbye to spreadsheets and manual updates. Watch the videos. Watch the videos.

Ultimate

Quickly learn Planyard’s ultimate workflows—built for teams managing multiple subcontractors across complex projects like apartment buildings. Automate subcontractor billing, manage change orders (variations), track retentions, and streamline payment applications. Save your team time by having subcontractors do the data entry, reduce admin work, and prevent overbilling. Say goodbye to spreadsheets and manual chasing. Watch the videos.

Advanced tools

Learn how to manage international projects with features like multi-currency support for budgets, purchase orders, and invoices. This section also covers consolidated purchase invoices and accrual-based cash flow forecasting—ideal for teams working across borders or handling complex financial workflows. Watch the videos.