Construction Approval Workflows

Planyard simplifies project budget management by offering intuitive features for setting up construction approval workflows for various financial tasks.

Easily set up construction approval workflows for purchase orders, costs, RFQs, and subcontractor payment applications.

 

Streamline Purchase Order Approvals

Enjoy streamlined purchase order management where POs are verified and authorized before they are issued. This reduces errors and prevents unauthorized financial commitments. With an easy-to-use interface, your team can quickly create, review, approve, and send purchase orders, all within one platform.

Managing purchase order approvals in Planyard provides transparency and accountability. You can track the progress of approvals and ensure all financial decisions are documented, making it easier to manage your project’s finances effectively with Planyard construction approval workflows.

Approval Flows for RFQs (Request for Quotations)

Simplify RFQ management and approvals to ensure a streamlined supplier selection process. Secure approvals before effortlessly converting the winning bid into an active purchase order or subcontract.

By using Planyard for RFQ approvals, you can standardize the process and reduce delays. The platform provides clear visibility into the status of each RFQ, allowing your team to make informed decisions quickly and efficiently, ultimately enhancing project outcomes with Planyard construction approval workflows.

Overview of Planyard invoice mangement feature.

Approval Flows for Invoices

Planyard streamlines the invoice approval process, ensuring each invoice is thoroughly reviewed and authorized before payment. Cost approvals are done at both project level and central level. Designate specific individuals to approve costs at both levels, reducing errors and preventing unauthorized payments. This maintains financial control and keeps your project on budget.

By leveraging Planyard’s purchase invoice management features, invoices are automatically matched with purchase orders. This allows your team to quickly verify the accuracy of charges and ensure compliance with project budgets. Planyard construction approval workflows reduce manual effort and errors.

Approval Flows for Subcontractor Payment Applications

Planyard streamlines the management of payment applications, ensuring that each subcontractor payment application is thoroughly reviewed before any payments are made. When collecting subcontractor payment applications via the platform, you can choose to approve or reject the application issued by the subcontractor. This ensures that only verified and authorized payments are processed.

By managing payment application approvals in Planyard, you maintain control over project expenditures and ensure that all financial decisions align with project budgets. This balanced approach reduces the risk of errors and unauthorized payments, keeping your project financially on track.

Notification and Overview for Approvers

Approvers are kept informed and organized by sending email notifications for new approval requests. Approvers can easily access an overview of all documents awaiting approval, as well as a record of previously approved documents.

This feature ensures transparency, maintains organization, and enhances the efficiency of the Planyard construction approval workflow process.

Customers about Planyard

"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 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 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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