Planyard Essential Functionality Training Videos

Get started by watching short 3–4 minute videos designed for quantity surveyors to self-teach the essential workflows—no setup or training sessions required.

Introductory

Purchase invoices processing

Easily process purchase invoices, assign them to budget lines, automatically sync with accounting, and track project costs in real-time — all without repetitive data entry.

Variations

Easily register client variations and subcontractor and purchase order variations. Track the financial impact of each change to stay on top of profitability.

Budget control and forecasting (CVRs)

Prepare accurate forecasts and CVR reports, revise budgets as needed, approve invoices, and review budget variances to stay in control of your project’s financial health. Analyse profitability projections with ease.