3–5 minute training videos for quantity surveyors to master Planyard’s Professional Package—covering budget control, purchase orders, variations, invoice management, and more.
Purchase orders
Learn how to raise purchase orders for materials, track budget commitments, easily update forecasts and cost value reconciliations, manage prepayment invoices, stay on top of payment summaries, and prevent vendor overbilling.
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. Analyze profitability projections with ease.
Client billing & valuations
Learn how to manage the client contract sum breakdown, process variations, issue valuations, handle prepayment invoices, track retentions, and approve sales invoices with ease.