Sage has no forecast per job, so you only see what has been billed and the surprises come at completion. Planyard forecasts the final cost and margin of every job from the budget, the orders placed and the invoices approved.
Free 14-day full-featured trial. No credit card required.
A Sage report shows invoiced cost to date, so the forecast has to add what is ordered but not billed, what variations will add and what is left to buy. That happens in spreadsheets, and the QS, the PM and finance each end up with their own number.
Orders not yet billed are missing
They reach the forecast late
QS, PM and finance each have one
Margin fade found too late
"When you look at your margin without using Planyard, you might think you’re making 21%. But are you really if things have been missed and you can’t see them? Planyard lets you see a true margin all the time."
Read more
Original price and approved changes
Orders and subcontracts as raised
Matched to orders, posted to Sage
What is still to spend, per code
"At any point, one of the Directors can walk up to me and in two clicks I have all of the information in front of me."
Read more
| The question you are asking | Sage Accounting | Planyard |
|---|---|---|
| What has been invoiced so far? | Yes |
Yes |
| What is ordered but not yet billed? | No |
Yes, from the order date |
| What will variations add? | No |
Yes, on each cost line |
| What is left to spend? | No |
Yes, cost to complete per line |
| What margin will we finish on? | No |
Yes, forecast at completion |
Waiting for the month-end pack gives a slipping job another month to slip. Every live job shows its expected margin next to the priced one, with the cost codes moving it, and feeds the CVR.
CVR reportingShows as soon as cost is committed
All live jobs on one screen
Expected income and payments by month
Cost lines trending over are flagged
"I’m confident that we can manage multiple projects effectively. We’re currently running three fairly large ones, and the system makes it very clear and easy to manage all of them at once."
Read more
A forecast rebuilt every month is out of date by the time it is finished. In Planyard, raising an order, approving an invoice or recording a variation updates it.
The approved cost posts to Sage with its nominal code and PDF in the same step.
Sage Accounting integrationCurrent every day
QS, PM and finance read one forecast
Approved bills post pre-coded
Every change traces to a document
"It’s a fantastic visualizer; you can jump onto Planyard at any point and instantly see exactly how the job is performing straight away."
Read more
Load a live job on the free trial and watch its forecast final cost and margin update with each order.
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Sage Accounting has a cash flow forecast for the business. It has no forecast per job built from budget, orders and variations.
Line by line. The forecast for each cost line comes from its budget, the orders placed, the invoices approved and the variations, not from a percentage applied to the whole job.
Yes. Expected income and payments are shown by month for each project, based on payment terms.
Every time an order is raised, an invoice approved or a variation recorded.
Go to site for