What is Planyard’s Construction Approval Workflow Software?

Planyard’s Construction Approval Workflow Software is designed to streamline and automate approval processes for construction projects. It provides a centralised platform to manage approvals for valuations, contracts, purchase orders, invoices, and variations, ensuring accountability and compliance.

How does Planyard help with approval workflows?

Planyard simplifies approval workflows by: Automating the routing of approvals based on predefined rules. Centralising all approval requests and statuses in one platform. Ensuring timely reviews and reducing bottlenecks in decision-making.

What types of approvals can be managed in Planyard?

Planyard supports approvals for: Subcontractor contracts and payments. Purchase orders and invoices. Variations in valuations. Assigning the winning tender in subcontractor tenders.

Can Planyard improve accountability in approval processes?

Yes, Planyard enhances accountability by: Tracking every approval request with a clear audit trail. Documenting who approved or rejected each request and when. Providing visibility into pending and completed approvals.

How does Planyard automate approval workflows?

Planyard automates workflows by: Allowing users to set predefined rules for routing approvals. Notifying the right stakeholders when their action is required. Automatically progressing approved items to the next step in the process.

Can Planyard speed up approvals?

Yes, Planyard accelerates approvals by: Reducing manual handoffs and paperwork. Providing real-time notifications and reminders for pending actions. Centralising all approval tasks to eliminate confusion.

Can Planyard handle multi-level approvals?

Yes, Planyard supports multi-level approvals, allowing users to: Set up complex workflows with multiple approvers. Define hierarchies for specific approval processes – for example, the management. Ensure that approvals follow the necessary chain of command.

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, RFTs, and subcontractor valuations.

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

Streamline Purchase Order Approvals

Enjoy streamlined purchase order management where POs are verified and authorised before they are issued. This reduces errors and prevents unauthorised 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 RFTs (Request for Tenders)

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

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

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

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

Start a 14-day trial Request a demo

Approval Flows for Invoices

Planyard streamlines the invoice approval process, ensuring each invoice is thoroughly reviewed and authorised 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 unauthorised 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 Valuations

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

By managing valuation 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 unauthorised payments, keeping your project financially on track.

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

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

Start a 14-day trial Request a demo

Notification and Overview for Approvers

Approvers are kept informed and organised 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 organisation, and enhances the efficiency of the Planyard construction approval workflow process.

Customers testimonials

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."

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

"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."

Lee Covington Owner · E&N Group Ltd · London, United Kingdom

"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."

Graham Eastwood Office Manager · Karringtons Ltd · Kent, United Kingdom

"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."

Grant Collins Quantity Surveyor · Skyler Contracting · Kent, United Kingdom

"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."

Ian Holford Managing Director · Higgihaus Developments · Bristol, United Kingdom

"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."

Paul Howarth Experienced FD/Consultant · Live Management Accounts

"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."