Large-scale projects budget management toolset

In addition to the features available for the mid-sized tier, the large-sized project functionality lets users automate the bidding and progress billing process and have the subcontractors do the data entry.

Organized bidding process

Easily create and send bid requests to subcontractors and vendors. The bids are submitted by filling in a simple spreadsheet, and they are immediately ready for evaluation on the Planyard bid comparison view.

Spot the budget risks several months in advance and have a clear overview of project end costs and profitability forecasts. Have one place for all the stakeholders to run the bid requests.

Automated subcontractor progress billing

Planyard progress billing makes it easy to collect and approve the subcontractor’s monthly applications for payment.

The submitted progress bills and the change orders are linked with the contracted cost and previous progress bills, which means that there is no risk of data entry errors by the subcontractors and, ultimately, no risk of overbilling.

When using the progress billing tools, the subcontractors are the only ones doing the data entry.

Read success stories from our customers

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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Sharon Brown, Financial Controller, Dublin, Ireland

"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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Jason Escobar, Project Manager, Oxenfrod, Australia

"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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Claire Hill, Quantity Surveyor, Bolton, UK

"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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Jordan Cohen, Project Director & Partner, Florida, US

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