{"id":12807,"date":"2025-04-04T10:49:04","date_gmt":"2025-04-04T10:49:04","guid":{"rendered":"https:\/\/planyard.com\/planyard-essential-functionality-setup"},"modified":"2025-05-19T18:27:44","modified_gmt":"2025-05-19T18:27:44","slug":"planyard-%e0%a4%86%e0%a4%b5%e0%a4%b6%e0%a5%8d%e0%a4%af%e0%a4%95-%e0%a4%95%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%af%e0%a4%95%e0%a5%8d%e0%a4%b7%e0%a4%ae%e0%a4%a4%e0%a4%be-%e0%a4%b8%e0%a5%87%e0%a4%9f%e0%a4%85","status":"publish","type":"page","link":"https:\/\/planyard.com\/hi\/planyard-%e0%a4%86%e0%a4%b5%e0%a4%b6%e0%a5%8d%e0%a4%af%e0%a4%95-%e0%a4%95%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%af%e0%a4%95%e0%a5%8d%e0%a4%b7%e0%a4%ae%e0%a4%a4%e0%a4%be-%e0%a4%b8%e0%a5%87%e0%a4%9f%e0%a4%85","title":{"rendered":"\u0906\u0935\u0936\u094d\u092f\u0915 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u092e\u0924\u093e \u0938\u0947\u091f\u0905\u092a \u0917\u093e\u0907\u0921"},"content":{"rendered":"\n<p>Planyard \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902 \u0938\u094d\u092a\u094d\u0930\u0947\u0921\u0936\u0940\u091f\u094d\u0938 \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u0932\u093e\u0917\u0924 \u0905\u0928\u0941\u092e\u093e\u0928, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u094b\u091f\u094d\u0938, \u091a\u093e\u0932\u093e\u0928 \u092a\u094d\u0930\u0938\u0902\u0938\u094d\u0915\u0930\u0923, \u0914\u0930 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092c\u091c\u091f \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u092c\u091c\u091f \u0905\u092a\u0921\u0947\u091f \u0914\u0930 \u0938\u0939\u091c \u0932\u0947\u0916\u093e\u0902\u0915\u0928 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0930\u0932 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. \u0932\u093e\u0917\u0924 \u0905\u0928\u0941\u092e\u093e\u0928 \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u094b\u091f\u093f\u0902\u0917<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u091c\u0932\u094d\u0926\u0940 \u0938\u0947 \u0936\u0941\u0930\u0942 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092f\u0939\u093e\u0902 \u090f\u0915&nbsp;<a href=\"https:\/\/planyard.com\/hi\/planyard-cost-estimating-and-quoting-functionality-training-videos\" target=\"_blank\" rel=\"noreferrer noopener\">4-\u092e\u093f\u0928\u091f \u0915\u093e \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u093f\u0924 \u0935\u0940\u0921\u093f\u092f\u094b<\/a>&nbsp;\u0939\u0948\u0964<\/li>\n\n\n\n<li>\u0905\u092a\u0928\u0947 \u0915\u0902\u092a\u0928\u0940 \u0935\u093f\u0935\u0930\u0923 \u0926\u0930\u094d\u091c \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings\" target=\"_blank\" rel=\"noreferrer noopener\">\u0915\u0902\u092a\u0928\u0940 \u2192 \u0938\u0947\u091f\u093f\u0902\u0917\u094d\u0938<\/a>\u00a0\u092a\u0930 \u091c\u093e\u090f\u0902\u2014\u092f\u0947 \u0906\u092a\u0915\u0947 \u092a\u0940\u0921\u0940\u090f\u092b \u0915\u094b\u091f\u094d\u0938 \u092e\u0947\u0902 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u091c\u094b\u0921\u093c\u0947 \u091c\u093e\u090f\u0902\u0917\u0947\u0964<\/li>\n\n\n\n<li>\u0905\u092a\u0928\u0947\u00a0\u0915\u094b\u091f \u091f\u0930\u094d\u092e\u094d\u0938 \u091f\u0947\u092e\u094d\u092a\u0932\u0947\u091f \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0914\u0930 \u0905\u092a\u0921\u0947\u091f \u0915\u0930\u0947\u0902\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\" target=\"_blank\" rel=\"noreferrer noopener\">\u0915\u0902\u092a\u0928\u0940 \u2192 \u0915\u0902\u092a\u0928\u0940-\u0935\u094d\u092f\u093e\u092a\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902 \u2192 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u094b\u091f \u091f\u0930\u094d\u092e\u094d\u0938<\/a> \u0915\u0947 \u0924\u0939\u0924\u0964<\/li>\n\n\n\n<li>\u0905\u092a\u0928\u0947 \u0905\u0928\u0941\u092e\u093e\u0928 \u092a\u093e\u0907\u092a\u0932\u093e\u0907\u0928 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0947\u0902\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\">\u0915\u0902\u092a\u0928\u0940 \u2192 \u0915\u0902\u092a\u0928\u0940-\u0935\u094d\u092f\u093e\u092a\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902<\/a> \u2192 \u092c\u091c\u091f\u093f\u0902\u0917 \u092a\u093e\u0907\u092a\u0932\u093e\u0907\u0928 \u091a\u0930\u0923 \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u094b\u091f \u091f\u0930\u094d\u092e\u094d\u0938 \u0915\u0947 \u0924\u0939\u0924\u0964<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. \u092a\u0930\u093f\u092f\u094b\u091c\u0928\u093e \u092c\u091c\u091f \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0914\u0930 \u091a\u093e\u0932\u093e\u0928 \u092a\u094d\u0930\u0938\u0902\u0938\u094d\u0915\u0930\u0923<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/oWLReUavnDY\">\u092f\u0939 2-\u092e\u093f\u0928\u091f \u0915\u093e \u092a\u0930\u093f\u091a\u092f \u0935\u0940\u0921\u093f\u092f\u094b \u0926\u0947\u0916\u0947\u0902<\/a>\u00a0\u092f\u0939 \u091c\u093e\u0928\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u092c\u091c\u091f \u0905\u092a\u0921\u0947\u091f \u0914\u0930 \u0938\u0939\u091c \u0932\u0947\u0916\u093e\u0902\u0915\u0928 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0938\u093e\u0925 \u0909\u092a\u0920\u0947\u0915\u0947\u0926\u093e\u0930 \u0914\u0930 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e \u091a\u093e\u0932\u093e\u0928 \u0915\u0948\u0938\u0947 \u0938\u0902\u0938\u093e\u0927\u093f\u0924 \u0915\u0930\u0947\u0902\u0964 <\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Planyard \u092a\u0930 \u0905\u092a\u0928\u0940 \u0905\u0917\u0932\u0940 \u092a\u0930\u093f\u092f\u094b\u091c\u0928\u093e \u0936\u0941\u0930\u0942 \u0915\u0930\u0947\u0902: Planyard \u2192 \u092a\u0930\u093f\u092f\u094b\u091c\u0928\u093e\u090f\u0902 \u2192 \u092a\u0930\u093f\u092f\u094b\u091c\u0928\u093e \u092c\u0928\u093e\u090f\u0902 \u092a\u0930 \u091c\u093e\u090f\u0902, \u092b\u093f\u0930 \u0938\u094d\u092a\u094d\u0930\u0947\u0921\u0936\u0940\u091f \u0938\u0947 \u0905\u092a\u0928\u0940 \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u092a\u0930\u093f\u092f\u094b\u091c\u0928\u093e \u092c\u091c\u091f \u0905\u092a\u0932\u094b\u0921 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f 1\u20132 \u092e\u093f\u0928\u091f \u0915\u0947 \u091b\u094b\u091f\u0947 \u0935\u0940\u0921\u093f\u092f\u094b \u0917\u093e\u0907\u0921 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0947\u0902\u0964<\/li>\n\n\n\n<li>\u0905\u092a\u0928\u0947 \u092a\u0930\u093f\u092f\u094b\u091c\u0928\u093e\u0913\u0902 \u0938\u0947 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e \u0914\u0930 \u0909\u092a\u0920\u0947\u0915\u0947\u0926\u093e\u0930 \u091a\u093e\u0932\u093e\u0928 \u0915\u094b \u0932\u093f\u0902\u0915 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0924\u0930\u0940\u0915\u0947:<\/li>\n\n<ol class=\"wp-block-list\">\n<li>\u0905\u092a\u0928\u0947\u00a0\u0916\u093e\u0924\u094b\u0902 \u0915\u0940 \u0926\u0947\u092f \u0908\u092e\u0947\u0932\u00a0\u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u091a\u093e\u0932\u093e\u0928\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=2vl0Y8rcoHs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">\u0938\u094d\u0935\u0924\u0903 \u0906\u092f\u093e\u0924 \u0915\u0930\u0947\u0902<\/a>\u00a0(\u0938\u092c\u0938\u0947 \u0932\u094b\u0915\u092a\u094d\u0930\u093f\u092f)\u0964<\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=-eJj0xiNqUs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Outlook<\/a>\u00a0\u092f\u093e\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=aYRBl17hUEU&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Gmail<\/a><strong>\u00a0<\/strong>\u0938\u0947 \u0938\u0940\u0927\u0947 \u091a\u093e\u0932\u093e\u0928 \u0938\u0902\u0938\u093e\u0927\u093f\u0924 \u0915\u0930\u0947\u0902 \u091c\u092c \u0906\u092a \u0908\u092e\u0947\u0932 \u092c\u094d\u0930\u093e\u0909\u091c\u093c \u0915\u0930 \u0930\u0939\u0947 \u0939\u094b\u0902\u0964<\/li>\n\n\n\n<li>\u0915\u093e\u0917\u091c\u0940 \u0930\u0938\u0940\u0926\u094b\u0902 \u0915\u094b \u092e\u094b\u092c\u093e\u0907\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u094d\u0915\u0948\u0928 \u0915\u0930\u0947\u0902\u2014\u0915\u092d\u0940 \u092d\u0940, \u0915\u0939\u0940\u0902 \u092d\u0940\u0964\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=1QhcGHX49bE&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">iPhone<\/a>\u00a0&amp;\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=2eLWF1dFt8Q&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Android<\/a><\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>\u0932\u0947\u0916\u093e\u0902\u0915\u0928 \u0915\u0947 \u0932\u093f\u090f \u091a\u093e\u0932\u093e\u0928 \u092a\u094d\u0930\u0938\u0902\u0938\u094d\u0915\u0930\u0923 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0947\u0902:<\/li>\n\n<ol class=\"wp-block-list\">\n<li>\u092e\u0948\u0928\u0941\u0905\u0932 \u0921\u0947\u091f\u093e \u090f\u0902\u091f\u094d\u0930\u0940 \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f\u00a0<a href=\"https:\/\/central.planyard.com\/planyard-xero-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Xero<\/a><strong>,\u00a0<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-quickbooks-integration\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks<\/a><strong>,\u00a0<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-sage-accounting\" target=\"_blank\" rel=\"noreferrer noopener\">Sage<\/a>, \u092f\u093e\u00a0<a href=\"https:\/\/central.planyard.com\/planyard-myob-integration\" target=\"_blank\" rel=\"noreferrer noopener\">MYOB<\/a>\u00a0\u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0947\u0902\u0964<\/li>\n\n\n\n<li>\u092f\u093e\u00a0<a href=\"https:\/\/central.planyard.com\/connect-accountants-email-for-notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Planyard \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u092d\u0947\u091c\u0928\u0947 \u0926\u0947\u0902<\/a>&nbsp;\u092a\u0930\u093f\u092f\u094b\u091c\u0928\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u092f\u093e \u092e\u093e\u0924\u094d\u0930\u093e \u0938\u0930\u094d\u0935\u0947\u0915\u094d\u0937\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u0938\u094d\u0935\u0940\u0915\u0943\u0924 \u091a\u093e\u0932\u093e\u0928 \u0938\u0940\u0927\u0947 \u0906\u092a\u0915\u0947 \u0932\u0947\u0916\u093e\u0915\u093e\u0930 \u0915\u0947 \u0908\u092e\u0947\u0932 \u092a\u0930 \u092d\u0947\u091c\u0947\u0902\u0964 (\u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u092b\u093f\u091f)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Planyard \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902 \u0938\u094d\u092a\u094d\u0930\u0947\u0921\u0936\u0940\u091f\u094d\u0938 \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, 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