Planyard’s construction quantity surveying software tracks your budget effortlessly—no spreadsheets, double entries, or manual errors. Customize cost headings and track financial performance from line items to the entire budget.
Maintain an accurate view of committed costs and keep projects within budget by managing RFQs, contracts, and purchase orders in one place.
Workflows automatically update committed costs and income in real-time, ensuring your project budget stays accurate. This saves time and provides a clearer, more reliable profitability forecast.
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Run tenders for subcontracts and purchase orders. With all incoming bids clearly organized for easy comparison, quickly evaluate and select the best options. Participants don’t need additional software or logins, making the process seamless for everyone involved.
Select a winner and create a purchase order or subcontract with a few clicks based on the bid. Manage prepayments, retention, payment applications, change orders, and invoices for all active purchase orders and subcontracts on your project.
No credit card required. No sales or IT support needed.
Manage purchase orders and subcontracts in Planyard for a real-time overview of budget commitments and payments. Track payments and outstanding amounts to ensure accurate profitability and cash flow forecasts.
Streamline subcontractor payment applications. Send standardized templates with one click, review submissions, and prevent overbilling by aligning payments with completed work.
Planyard simplifies purchase invoice management by automatically collecting and matching invoices with purchase orders and subcontracts. This automation ensures that all payments align with approved work, preventing overbilling and reducing manual verification efforts.
Quantity surveyors can easily track and approve invoices, knowing they are accurately linked to the correct purchase orders and subcontracts. This streamlined process saves time and ensures that project finances stay accurate and transparent.
No credit card required. No sales or IT support needed.
Access a detailed forecast of cash flow for all line items and cost headings within your budget. At the end of each month, visualise actuals versus forecasts to get a clear overview of cash flow.
Monitor cash flow for your entire project portfolio in real-time. Identify potential cash shortages and ensure financial stability across all projects with Planyard’s comprehensive insights.
Each project comes with a history graph that logs all key metrics automatically. Planyard tracks every change to the budget, including profitability forecasts, giving you clear visibility over financial adjustments as they happen.
This ensures that you stay on top of project performance and profitability with minimal effort.
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 automates cost management workflows, reduces manual data entry, and provides real-time budget visibility, helping quantity surveyors save time and improve accuracy.
Yes, Planyard offers:
Planyard eliminates the need for spreadsheets by integrating all financial workflows in one platform, ensuring consistent, real-time updates and reducing the risk of errors.
No credit card required. No sales or IT support needed.
