While Planyard makes project cost control easy and spreadsheets free (Read our user testimonials here), recently, our product team has been focused on developing a Planyard estimating feature set. See here for detailed estimating product updates. We are happy to announce that the estimating feature set is ready for beta users. If you are still estimating via spreadsheets and are interested in streamlining the process, please register as a beta user by emailing us (firstname.lastname@example.org).Please see below for the Planyard project cost control functionality updates.
Improved subcontractor & vendors bid comparison view.
Planyard helps automate the subcontractor and vendor bidding process and allows automatically to collect the submitted bids on the bids comparison view. See here how the Planyard bidding tool works. Now the view is improved. You can use a one-click download for the comparison on spreadsheets; you’ll have a real-time tender target comparison for your bids.
Overdue purchase invoice notifications
Suppose your team is still approving invoices by sending back on forth emails. In that case, an invoice may get lost on email, your vendors and supplies do not get paid on time, and the invoice may pop up in the late project phase and mess up your profitability predictions.
As of now, you can see a red notification on top of the Inbox tab whenever, for an invoice, the payment date has passed. So it’s easy to remind the project manager to approve the invoice asap.
NB! The payment date gets automatically extracted from the pdf invoice via Planyard OCR.
Export project cash flow forecast as Spreadsheet
Display pending Consolidated Invoices notification.
Reactivate archived projects.
You can now reactivate projects on Planyard. Our users needed help approving very late invoices to already archived projects, so we now allow them to reactivate the projects. To reactivate a project, go to “Projects” => “Archive” => Open the project and click “Reactivate” on the Overview tab.
Management approvals are centralized.
There is now a central place where Planyard users can find all the purchase orders and subcontractor payment applications. Just click approve the requests or open them to review the details. This is for teams who have set up approval workflows for managers. To activate the management approvals tool, go to Company => Settings => Company-wide features => Approval Workflow.
Send bid requests and progress payment requests via your work email address.
Previously, Planyard users could send bid requests to vendors and subcontractors via email@example.com email. This raised serious questions for the vendors and subcontractors who needed clarification on whether the bid invitations were authentic or if they were spammed instead. Now you can send the invitations from your work email address. To activate the email white labeling, please contact Planyard support via the chat on our website.
Planyard contractor software helps ambitious teams smash their targets and accelerate their growth.
- No more spreadsheets
- Saves project managers’ and QSs’ time
- Easy to implement and use
- Real-time and accurate financial forecasts
- No more duplicate data entry