Sage is good at the books, but it cannot tell you a package is over-ordered until the invoices land. Planyard gives the project team budgets, committed costs, approvals and a live CVR, and sends Sage only approved, coded costs.
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A live job needs more than a ledger shows: what has been ordered, how each package is tracking and what the margin will be. When that sits in spreadsheets fed from Sage exports, every QS builds it differently and nobody quite trusts the number.
Until the bill is entered
Updated when someone has time
Exports from Sage, matched by hand
Every QS reports differently
"Planyard has completely replaced my CVR process. Cost Value Reconciliation is essentially about tracking your budget against your actual spend to see exactly what remains, and that functionality is the absolute essence of the central core of Planyard."
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Per job and per cost code
Orders count when raised
Signed off by the project team
Nominal codes from budget lines
"The spreadsheet process was prone to errors. If you didn't drag a formula down to include every row, you could suddenly drop £20,000 out of your price without realizing it."
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| The question you are asking | Sage and spreadsheets | Planyard and Sage |
|---|---|---|
| What has been ordered but not invoiced? | In an order log, if anyone updated it |
Every order, counted when raised |
| Has this cost been checked before it reaches Sage? | Exported and matched by hand afterwards |
Approved by the project team first |
| Where is this month’s CVR? | Rebuilt at month end |
Live, checked at month end |
| Is the forecast current? | Only if someone updated the sheet |
It moves with every order and approval |
When project teams do not code their costs, finance ends up chasing site and re-coding bills in Sage. In Planyard the people who ordered the work approve and code it.
Sage receives the approved bill and does what it does well: pays it and files the VAT and CIS returns.
Sage Accounting integrationMatched to the order and budget
Every bill arrives coded
The accountant approves and pays
Not pieced together from reports
"When we used to do our month-end CVRs it could usually take 3-4 days to put them together. It now takes me 10-15 minutes to just quickly go through the jobs and check that I haven’t missed anything."
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A margin fade found at the final account is too late to fix. Every job shows its expected margin against the one you priced, and the cost codes moving it.
Month end becomes a check of a live CVR rather than a rebuild.
CVR reportingPer job, updated daily
Drill to the order or invoice
Every live job on one screen
No trawling through spreadsheets
"Everything has a PO linked to a job number. No one does a job without a purchase order, so when I look at margin I know it’s the true margin."
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Budgets, committed costs, approvals and a live CVR in one place, with Sage kept as the books.
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
No. Sage stays the accounting system. Planyard is the project cost-control layer in front of it.
Yes. Every live job’s budget, committed cost and expected margin sit on one screen, and each figure opens the order or invoice behind it.
Yes. Every job uses the same structure of budget, commitments and approvals, and you can start new jobs from a template.
It matches for every cost that is approved through Planyard. Costs entered straight into Sage do not reach the job, so send every supplier invoice through Planyard first.
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