3–5 minute training videos for quantity surveyors and finance directors to master Planyard’s Ultimate Package—covering budget and commitment control, subcontractor orders, fully automated valuations, 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.
Subcontractor orders
Learn how to raise subcontractor orders, manage retentions, handle prepayments, process variations, and track payment summaries.
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 cost value reconciliation 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.
Subcontractor pay apps (Valuations)
Planyard streamlines collecting subcontractor valuations—making billing easy for quantity surveyors, site engineers, and subcontractors.
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.
Subcontractor RFTs & Tender automation
Planyard makes it easy for project teams to send tender requests to subcontractors and vendors and then collect and compare all quotes in one centralised tender comparison view.