As your project advances through phases like site preparation or foundational work, you’ll have a clear view of expenditures and the remaining budget.
Instantly identify which jobs are profitable and which ones are projected to be unprofitable.
A color-coded warning is displayed whenever the contracted cost or total sum of approved expenses exceeds the cost forecast for a single line-item.
The yellow warnings indicate that the contracted cost for the line-item exceeds the cost forecast and lets you immediately take action before the subcontractor sends you the first invoice.
The red warning indicates that the approved expenses exceed the cost forecast and you need to update the cost forecast.
No credit card required. No sales or IT support needed.
Planyard automatically updates your project’s total cost forecasts and profitability forecasts. This means that you just have to react to data changes and not spend your time going through various spreadsheets.
Just let the Planyard construction forecasting software show you the status.
Each project has a history graph with the most important metrics. This is logged automatically and displays all the changes to the budget (including the profitability forecast).
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."
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"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."
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"If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you."
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"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."
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"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
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"I’m confident that we can manage multiple projects effectively. We’re currently running three fairly large ones, and the system makes it very clear and easy to manage all of them at once."
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"I chose Planyard because it stood out as the most straightforward and intuitive option on the market. I really wanted a tool that would simplify our existing processes and make everything more efficient, rather than switching to a system that was far too complicated for us to use on a daily basis."
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"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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"For me Planyard is essentially the go to software for SMBs. There are other software packages out there that are a large investment upfront with a significant monthly cost. These are all potential solutions once you get to a very large business but they are not a solution for SMBs."
"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."
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We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard provides real-time updates to project budgets and expenses, allowing teams to accurately forecast profitability and cash flow at any stage of the project.
Yes, Planyard allows users to forecast at various levels, including individual projects, cost headings, and entire portfolios, giving a comprehensive financial overview.
By linking workflows like invoices, purchase orders, and subcontracts directly to the budget, Planyard ensures forecasts are based on the most current and accurate data.
Planyard automates repetitive tasks, eliminates errors caused by manual spreadsheet management, and provides clear, actionable insights to keep projects profitable and on track.
No credit card required. No sales or IT support needed.
