Product updates

Product Updates in September: Better Subcontractor Management

August 11, 2024 Planyard

Here’s a list of major product updates from September (in addition to existing subcontractor billing features).

More powerful search for subcontractors

Subcontractors can now be found using Search (from the top menu). This is in addition to finding projects, invoices, and contracts.

Access your subcontractor Pay Applications, Contracts, and Invoices from one place.

Subcontractors now have a dedicated space where all the documents and contacts are listed. This simplifies subcontractor management considerably.

When looking at an individual subcontractor, you can also drill down performance by project. Use the drop-down filter under the Subcontractors > Documents section to determine how a subcontractor performs within other portfolio projects.

Duplicate invoice detection during upload

Whenever you or anyone on your team uploads a purchase invoice that has previously been uploaded or approved, you’ll see a yellow notification. This reduces the number of mistakes when managing invoices from subcontractors.

Just upload your starting project budget, and follow the financial progress in real-time

No credit card required. No sales or IT support needed.