What is the main benefit of using Planyard for quantity surveying?

Planyard automates cost management workflows, reduces manual data entry, and provides real-time budget visibility, helping quantity surveyors save time and improve accuracy.

How does Planyard handle purchase orders and invoices?

Automatically links invoices to corresponding purchase orders and budgets. Updates financial data in real-time, eliminating errors and manual reconciliation. Simplifies approvals with built-in workflows for faster processing.

Can Planyard support collaboration in construction projects?

Yes, Planyard offers: Centralised access to project financials. Customisable permission settings to ensure the right data reaches the right team members. Tools to improve communication between stakeholders, including subcontractors and financial managers.

How does Planyard streamline subcontractor management?

Tracks subcontractor payments and retention automatically. Handles variations seamlessly within the platform. Provides clear visibility into all subcontractor agreements and financial commitments.

What sets Planyard apart from traditional surveying tools?

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.

Construction Quantity Surveying Software

Planyard’s construction quantity surveying software tracks your budget effortlessly—no spreadsheets, double entries, or manual errors. Customise cost headings and track financial performance from line items to the entire budget.

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Planyard construction budgeting software showing the budget overview screen with real-time updates on project costs, purchase orders, and invoices.

Workflow Automation

Maintain an accurate view of committed costs and keep projects within budget by managing RFTs, 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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Streamline Procurement

Run tenders for subcontracts and purchase orders. With all incoming bids clearly organised 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, progress claims, variations, and invoices for all active purchase orders and subcontracts on your project.

Upload your project budget and track the financial progress in real-time

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

Start a 14-day trial Request a demo

Precision in Subcontract and Purchase Order Tracking

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 progress claims. Send standardised templates with one click, review submissions, and prevent overbilling by aligning payments with completed work.

Automated Invoice Matching and Management

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.

Upload your project budget and track the financial progress in real-time

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

Start a 14-day trial Request a demo

Real-Time Cash Flow Forecasting with Planyard

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.

Automated Budget Tracking and Profitability Forecasts

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.

Customers testimonials

See how Planyard helps businesses like yours succeed - read their stories in our blog.

"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."

Jason Escobar Project Manager · The Keane Group · Queensland, Australia

"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."

Sharon Brown Financial Controller · Empower Renewables · Dublin, Ireland

"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."

Claire Hill Quantity Surveyor · Brown & Bancroft Interiors · Bolton, United Kingdom

"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."

Jordan Cohen Project Director & Partner · TITN Development · Florida, United States

"While discussing Planyard benefits he says that there is nothing more important to management than a real-time overview of what's happening in the business, and that's exactly what Planyard provides."