Planyard Professional – Get Started in Under 60 Minutes

Table of Contents
1. Appoint Your Planyard Champion
2. Upload the starting project budget
3. Just Testing Planyard?
4. Assign Tasks to Your Team
5. Summary: Launch with Your Next Project

Planyard Professional is built for small contractors who want to move beyond spreadsheets.
It streamlines project financials, giving your team real-time budget visibility and accurate cost forecasts.

Project managers get a unified workflow and a single source of truth. Management sees live cost forecasts. Using Xero, QuickBooks, MYOB, or Sage, accountants save hours with automated invoice processing.

Get set up in under 60 minutes—and run your next project with confidence and control.

1. Appoint Your Planyard Champion

Assign someone to set up the account—typically a commercial manager, finance lead, company owner, or a hands-on project manager. This person will:

2. Upload the starting project budget

  • Upload the starting project budget spreadsheet. Here’s how

3. Just Testing Planyard?

No problem. Your account has a ready-to-use demo project so that you can explore all features without any setup.

4. Assign Tasks to Your Team

Once the project budget is uploaded, it’s time for your team to take over.

Let your project managers and quantity surveyors self-learn by watching the 3-4 minute video tutorials in the Planyard Academy.

Ask your project managers and quantity surveyors to:

  • Raise all purchase orders in Planyard – [See how]
  • Register variations/change orders as they arise – [See how]
  • Update the month-end forecast and run cost control meetings – [See how]
  • Approve subcontractor/vendor invoices before payment – [See how]

After processing the first few invoices and purchase orders, most professionals quickly experience how Planyard streamlines their workflow. They typically pick up the tool on the go—without needing extensive training.

5. Summary: Launch with Your Next Project

You don’t need weeks to implement Planyard. You can:

Need Help?

Email us at support@planyard.com — we’re happy to assist!