Conjunto de herramientas de gestión de presupuesto para proyectos a gran escala

Además de las funciones disponibles para el nivel de tamaño medio, la funcionalidad para proyectos de gran tamaño permite a los usuarios automatizar el proceso de licitación y facturación de avances, y que los subcontratistas realicen la entrada de datos.

Planyard construction accounting software dashboard

Proceso de licitación organizado

Crea y envía fácilmente solicitudes de licitación a subcontratistas y proveedores. Las ofertas se envían completando una hoja de cálculo simple y están inmediatamente listas para su evaluación en la vista de comparación de ofertas de Planyard.

Detecta los riesgos presupuestarios con varios meses de antelación y obtén una visión clara de los costos finales del proyecto y las previsiones de rentabilidad. Ten un lugar para que todas las partes interesadas gestionen las solicitudes de licitación.

Facturación de avances automatizada para subcontratistas

La facturación de avances de Planyard facilita la recopilación y aprobación de las solicitudes mensuales de pago de los subcontratistas.

Las facturas de avance presentadas y las órdenes de cambio están vinculadas con el costo contratado y las facturas de avance anteriores, lo que significa que no hay riesgo de errores de entrada de datos por parte de los subcontratistas y, en última instancia, no hay riesgo de sobrecobro.

Al utilizar las herramientas de facturación de avances, los subcontratistas son los únicos que realizan la entrada de datos.

Customers testimonials

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"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
Sharon Brown Financial Controller  ·  Empower Renewables  ·  Dublin, Ireland

"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
Claire Hill Quantity Surveyor  ·  Brown & Bancroft Interiors  ·  Bolton, United Kingdom

"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
Jordan Cohen Project Director & Partner  ·  TITN Development  ·  Florida, United States

"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
Jason Escobar Project Manager  ·  The Keane Group  ·  Queensland, Australia

"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."

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Lee Covington, Owner
Lee Covington Owner  ·  E&N Group Ltd  ·  London, United Kingdom

"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."

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Graham Eastwood, Office Manager
Graham Eastwood Office Manager  ·  Karringtons Ltd  ·  Kent, United Kingdom

"I chose Planyard because it stood out as the most straightforward and intuitive option on the market. I really wanted a tool that would simplify our existing processes and make everything more efficient, rather than switching to a system that was far too complicated for us to use on a daily basis."

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Grant Collins, Quantity Surveyor
Grant Collins Quantity Surveyor  ·  Skyler Contracting  ·  Kent, United Kingdom

"Planyard has completely replaced my CVR process. Cost Value Reconciliation is essentially about tracking your budget against your actual spend to see exactly what remains, and that functionality is the absolute essence of the central core of Planyard."

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Ian Holford, Managing Director
Ian Holford Managing Director  ·  Higgihaus Developments  ·  Bristol, United Kingdom

"For me Planyard is essentially the go to software for SMBs. There are other software packages out there that are a large investment upfront with a significant monthly cost. These are all potential solutions once you get to a very large business but they are not a solution for SMBs."

Paul Howarth, Experienced FD/Consultant
Paul Howarth Experienced FD/Consultant  ·  Live Management Accounts

"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."

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Paul Treweek, Quantity Surveyor & Estimator
Paul Treweek Quantity Surveyor & Estimator  ·  DPTQS Ltd  ·  Cornwall, United Kingdom

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