Most CVRs are rebuilt every month from Sage exports and a spreadsheet, and some jobs never get one because nobody has the time. Planyard keeps cost, value and margin for every job current as orders, valuations and invoices are approved.
Free 14-day full-featured trial. No credit card required.
Cost comes out of Sage, value comes from the valuations and commitments come from an order log, and they all meet in a spreadsheet. By the time it is finished it describes last month, and one broken formula can carry straight into the report.
Invoiced cost only, keyed into the template
Unbilled orders in another file
One broken link drops a package
Time the QS is not on the jobs
"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."
Read more
Each project’s CVR shows budget, committed cost, cost to date, value certified and forecast margin per cost code. The figures come from the orders, valuations and invoices your team already processes.
Subcontractor valuationsApproved invoices, the same ones in Sage
Orders and subcontracts, including unbilled
Client applications per period
Expected margin at completion
"Planyard can save about 15 minutes per subcontractor payment. When I'm dealing with 50 subcontractors, that's 10 to 12 hours a month. Add the CVR reporting and all of a sudden I've got two extra days free."
Read more
| The question you are asking | Spreadsheet from Sage exports | Planyard |
|---|---|---|
| Where does the cost come from? | Exported from Sage each month |
Approved invoices, live |
| Are unbilled orders included? | Only if the order log is up to date |
Yes, counted when the order is raised |
| How long does it take? | Days |
It is already current |
| Can a formula break it? | Yes, one broken link drops a package |
No manual transfer to break |
| Who can see it? | The QS |
QS, PM and directors |
A job can look fine in total while one package quietly loses money. Variance shows line by line, and every figure opens the order or invoice behind it.
ForecastingBudget against forecast on every line
Each figure opens its source
Client and subcontractor changes
Per package and per client contract
"When you look at your margin without using Planyard, you might think you’re making 21%. But are you really if things have been missed and you can’t see them? Planyard lets you see a true margin all the time."
Read more
You should not have to wait for month end to know where a job stands. Directors see every live job’s cost, value and margin on one screen, and you lock the period when you want a clean cut-off.
The approved costs behind the figures are already in Sage, so the two agree on everything that went through Planyard.
Sage Accounting integrationCost, value and margin
Check the figures, do not rebuild them
Clean month-end numbers
One report, not two
"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."
Read more
Load your live jobs on the free trial and check cost, value and margin at month end instead of rebuilding them.
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
A cost value reconciliation compares what a job has cost with the value earned, to show the real margin at a point in time.
No. Sage has cost by nominal code but no value, commitments or budget per job. Contractors build the CVR in a spreadsheet from Sage exports.
Yes. The CVR is live every day, and you can lock an accounting period when you need a clean month-end cut-off.
Yes. Add an accrual for work done but not yet invoiced, and it counts in cost to date until the invoice arrives and replaces it.
Yes. Every job’s CVR stays current as orders, valuations and invoices are approved, so month end is a check of every job rather than a rebuild of a few.
Orders, subcontracts, applications, valuations and approved invoices recorded in Planyard. The approved invoices are the same ones posted to Sage.
Go to site for