Managing budgets through scattered spreadsheets and disconnected tools is time-consuming and makes it hard to maintain a clear understanding of your project’s financial status.
With Planyard’s construction budget management software for main contractors, you gain real-time visibility, eliminating the guesswork from tracking costs and ensuring financial control.
To create a new project, simply upload your budget using your own cost headings and items. Once uploaded, your budget is live, and you can immediately start using project workflows.
With Planyard construction financial management software it’s easy to invite team members—like Quantity Surveyors, Project Managers, and Site Engineers—and control their access through detailed permission settings, ensuring everyone has the right tools for their role from day one.
Managing RFQs manually across multiple tools can lead to confusion, delays, and missed opportunities. With Planyard, you can easily create, send, and manage RFQs in one place.
Collect and track bids, compare offers side by side, get the appropriate approvals, and quickly award contracts to the best suppliers—without the hassle of spreadsheets or emails. With Planyard’s construction budget management software for main contractors, everything is centralized for easy management and full financial control.
Planyard’s purchase order feature lets you create, collect approvals, and issue purchase orders all in one place. Once a purchase order is created, it will have an immediate impact on your budget, ensuring that financials are automatically up to date.
Get a full overview of all purchase orders and their financial status within the platform. Manage any connected change orders easily, and with multi-currency functionality, handling purchases in different currencies is simple and seamless.
Managing subcontractor agreements, payments, and change orders can quickly become complex. Planyard centralizes everything, allowing you to manage subcontractor details, track payments, and handle change orders in one platform.
Have retention calculated automatically and have your subcontractors submit their payment applications directly in the platform, without the need for login or additional software. With Planyard, you gain full control and visibility of all your subcontracts.
Planyard simplifies invoice processing by automatically linking invoices to the correct purchase orders and subcontracts. Collect invoices directly from your accounts payable email and keep everything organized in one platform for a seamless invoicing workflow.
Approval flows and integrations with accounting software such as QuickBooks and Xero ensure that all costs go through the proper approval process, and approved costs are automatically forwarded to accounting. By using Planyard for budget management, you eliminate manual tasks and double data entry.
With Planyard’s construction budget management software for main contractors, you can avoid project budgets becoming outdated, which can lead to financial inaccuracies and costly mistakes.
Every workflow—from subcontracts and RFQs to purchase orders and invoices—is directly linked to your budget. This ensures automatic, real-time updates, giving you an up-to-the-minute view of your financials, so you can make informed decisions and keep your project on track.
Based on automated budget updates, Planyard provides profitability forecasts at all levels—whether for your entire portfolio, a specific project, a cost heading, or even a single line item. Get a live, granular overview of your financial performance across your organization, ensuring you stay informed and in control.
Furthermore, Planyard allows for easy cash flow forecasting within the platform, helping you anticipate and manage cash flow effectively throughout your projects.
"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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We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard’s Construction Financial Management Software is designed specifically for main contractors to gain real-time visibility into project finances and maintain complete financial control. It helps streamline cost tracking, client- and subcontract management, and invoicing, ensuring accurate profitability reporting across all projects.
Planyard helps main contractors by:
Yes, Planyard offers real-time dashboards that provide up-to-the-minute insights into your projectâs financial status, including:
Planyard simplifies contract and subcontractor management by:
Planyard automates the invoicing process, allowing main contractors to:
Yes, Planyard offers robust budgeting and cost control features, including:
Yes, Planyard is designed to manage multiple projects at once. It allows main contractors to track the financial performance of several projects simultaneously, with an easy-to-use interface to monitor costs and profitability.
Planyard enhances financial control by:
Yes, Planyard integrates with leading accounting software like Xero and QuickBooks, making it easy to sync financial data between your construction project management and accounting systems.
No credit card required. No sales or IT support needed.