Is this only for large contractors, or can smaller teams use it too?

Planyard is designed for teams that have outgrown spreadsheets but do not want an oversized ERP. It works for smaller contractors as well as growing teams with more projects and more complexity.

Can we start small before committing fully?

Yes. Teams can start with one project, one champion, and a simple rollout, then expand once the process is working well.

Does Planyard work with Xero?

Yes. The Xero workflow includes importing account structure and contacts, then sending approved invoices into Xero with correct mappings and attachments.

How is this different from forecasting in accounting software?

Accounting software shows recorded costs. Planyard adds committed costs, revised budgets, and live project forecasting so teams can see where the job is heading earlier.

Can we forecast using subcontractor orders and commitments, not just invoices?

Yes. That is one of the main benefits. Forecasting becomes much more useful when committed costs are visible before invoices arrive.

Can we track revised budgets and margin movement over time?

Yes. Teams can see how the forecast changes as the project evolves and spot budget pressure earlier.

Will it create more admin for the team?

The goal is the opposite. Planyard reduces spreadsheet maintenance, repeated data entry, and manual reporting work.

Can directors or management review the numbers without being operational users?

Yes. Management can be given visibility into project performance without needing to run the day-to-day workflow.

Can it handle longer or more complex projects?

Yes. It suits contractors managing phased, longer-running, or commercially complex jobs where forecasting needs to stay current.

What kind of support and training is available?

Teams can use onboarding support, in-app help, and short training resources to get up and running faster.

Construction Forecasting Software for Contractors

See where project profit is heading before it is too late.

Spreadsheets and accounting reports show the story too late. Planyard gives contractors a live view of committed costs, revised budgets, forecasts, and expected profitability in one place.

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Integrates with

Construction forecasting software budget table showing live project costs and margins

For contractors who have outgrown spreadsheet forecasting.

Built for contractors who need a clearer view of project cost, forecast, and margin. Especially relevant for teams using Xero and managing multiple live jobs.

Still forecasting in Excel

You are still forecasting cost and margin in Excel or across disconnected systems.

Manual reconciliation needed

You only understand where the project is heading after manual reconciliation.

Committed costs invisible

You want to see committed costs before invoices arrive.

Disconnected budget and CVR

You need a clearer way to connect budget, forecast, CVR, and profitability in one workflow.

"We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not and can make changes on the go."

Tomy Saaron CEO · Hausers Group · Estonia

Why construction forecasting fails in Excel

Excel works until forecasting depends on too many moving parts. Then updates slow down, versions split, and the numbers become harder to trust.

Forecasts end up spread across spreadsheets, inboxes, and accounting exports.
Committed costs and variations are difficult to keep connected in one accurate live view.
The team ends up managing yesterday’s numbers instead of acting on today’s risk.

"With our old system, all the data we were looking at were yesterday's numbers. Construction works on very tight margins - costs can run away with you quickly. By the time we'd navigated the software and got a report out of it, we could find that our project was making a loss, and it was too late."

Renee Davies Finance Manager · Vale Southern Construction Ltd · Portsmouth, United Kingdom

From budget to profitability in one forecasting workflow

Planyard turns forecasting into a live workflow instead of a month-end reporting task. As the project moves, the forecast moves with it.

Set the budget – structure the project budget by cost code, package, or phase so every line has a financial baseline.
Raise purchase orders and subcontracts – committed costs become visible the moment an order is raised, before any invoice arrives.
Match invoices to commitments – incoming costs flow in and match against orders already on record.
Track revised budget – update the forecast as variations and changes are agreed.
Review live forecast and CVR – budget, committed costs, actuals, forecast final cost, and expected margin are always current.

"We are now able to forecast and see exactly how we performed against our original estimates. It keeps all of our documents and financial data in one central place, which allows anyone on the team to jump in and instantly see the status of any line item, when it was paid, and the actual documentation behind those payments."

Jordan Cohen Partner · TITN Development · Florida, United States

Built for contractors using Xero

Planyard adds the project forecasting and cost-control layer that Xero does not provide. Manage project financial control first, then sync approved data to accounting.

Import contacts, chart of accounts, and tracking categories from Xero.
Push approved invoices to Xero as drafts with the PDF attached and mapped correctly.
Avoid double entry by managing project costs and forecasting in Planyard first and syncing approved data to Xero.

Know the final project margin before the project finishes

See budget pressure early instead of finding it at month-end or final account stage. Planyard helps teams spot forecast changes while there is still time to act.

Track the difference between target budget and revised budget as the project evolves.
Spot margin risk before the invoice lands by seeing commitments early.
Use live financial data to make earlier decisions with more confidence.

"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."

Gareth Evans Commercial Manager · Vale Southern Construction Ltd · Portsmouth, United Kingdom

Replace spreadsheet forecasts and manual CVRs

Forecasting should not depend on rebuilding spreadsheets every week. Planyard gives teams a live view that is easier to manage, trust, and act on.

Reduce spreadsheet errors, broken logic, and duplicated work.
Keep commitments, invoices, revised budgets, and CVR logic connected.
Make financial reviews faster and more current.

"What makes Planyard so effective is how it presents the critical data. It links cost codes directly to the budget and current costs, while providing a clear forecast for what's ahead. Being able to see the variances between the original budget and the actual spend-to-date at a glance is exactly what we need to stay in control."

Jason Escobar Project Management / Systems & Process Dev · The Keane Group · Queensland, Australia

From spreadsheet CVRs to live project forecasting in one week.

Vale Southern used to manage forecasting with spreadsheets and email. By the time reports were compiled, costs had already moved. With Planyard, their commercial team now works from live project data and reviews forecasts in minutes rather than spending days rebuilding reports.

Vale Southern Construction Ltd

Portsmouth, United Kingdom

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