Planyard helps contractors turn budgets, committed costs, variations, valuations, invoices, and client billing into live project forecasts, so teams can see profit risk early and act before it is too late.
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That is the problem behind so many weak forecasts. Accounting tells you what has already landed, and spreadsheets only reflect what someone last had time to update.
Meanwhile, the project keeps moving. Orders are raised, variations change the budget, subcontractors progress, invoices come in, and the forecast falls behind reality.
Budgets are updated in one file, orders in another, and invoices in accounting, so the forecast goes stale fast.
You only see what has been invoiced, not what has been committed. The real exposure stays hidden.
By the time someone rebuilds the picture, the damage is already done and there is no time to act.
PMs, QSs, and finance all work from different versions of the truth instead of one shared forecast.
"With our old system, all the data we were looking at were yesterday's numbers. Construction works on very tight margins - costs can run away with you quickly. By the time we'd navigated the software and got a report out of it, we could find that our project was making a loss, and it was too late."
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Planyard gives contractors a live forecasting workflow built around how construction projects actually run. As budgets change, orders are raised, valuations come in, and invoices are approved, the forecast updates with the job.
"We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not and can make changes on the go."
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One of the strongest signals from our customer conversations is that teams do not want to find out at closeout that the margin disappeared weeks ago. If an order has been raised, that cost is already shaping the final outcome, whether the invoice has landed or not.
That is what makes committed cost visibility so important. It helps the team see budget pressure earlier, challenge issues sooner, and adjust before the problem becomes a finished result.
"We can spot the budget risks several months in advance and have a real-time forecast for end costs and profitability."
This is for contractors running multiple live jobs where PMs, QSs, commercial teams, and finance all need a clearer picture of where projects stand. It fits businesses that already have budgets and accounting in place, but still struggle to connect actuals, committed costs, variations, and forecasts into one reliable view.
You manage several jobs at once and need one place to see forecast and margin across all of them.
You have budgets and accounting in place, but forecasting still depends on spreadsheets and email.
PMs, QSs, commercial leads, and finance all need to see the same numbers without rebuilding reports.
Your team spends days preparing cost and value reports that are outdated by the time they are finished.
"We are now able to forecast and see exactly how we performed against our original estimates. It keeps all of our documents and financial data in one central place, which allows anyone on the team to jump in and instantly see the status of any line item, when it was paid, and the actual documentation behind those payments."
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Replace manual reporting work with a live, shared financial view of each project.
| Spreadsheets and disconnected tools | Planyard | |
|---|---|---|
| Keeping forecast current | Forecasts are updated manually |
Forecasts move with live project activity |
| Team alignment | Teams work from different versions |
PMs, QSs, and finance see the same numbers |
| Committed cost visibility | Committed costs are hard to track clearly |
Orders and commitments are visible earlier |
| CVR reporting | CVRs take days to prepare |
Reporting becomes much faster and easier |
| Spotting margin drift | Margin issues often show up late |
Risk shows up while there is still time to act |
"Planyard can save about 15 minutes per subcontractor payment. When I'm dealing with 50 subcontractors, that's 10 to 12 hours a month. Add the CVR reporting and all of a sudden I've got two extra days free."
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The implementation should feel practical, not heavy. Upload budgets, assign the right people, agree the workflow, and start getting cleaner forecasts quickly.
You can begin with new projects, but you do not have to wait for a perfect starting point. Live projects can be brought in too, so the team can improve visibility right away.
"We migrated all our ongoing projects to Planyard in about a week.
There was some trial and error figuring out the best approach, but Planyard is a user-friendly system — once you know how to do it, it's easy to keep doing it."
Replace delayed reporting and spreadsheet forecasting with one live view of project cost and profit.
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Accounting reports tell you what has already happened. Project forecasting software helps you see where the job is heading by combining budgets, committed costs, variations, valuations, and invoices into a live project view.
Because waiting for invoices is too late. Once an order is raised, that cost is already affecting the likely final outcome, so it should show up in the forecast straight away.
Yes. Instead of rebuilding the project story manually each reporting cycle, your CVR is based on live budget, cost, and forecast data already inside the system.
It works for both. You can start with new projects, but you can also bring existing live jobs into the system and manage the remaining budget, commitments, and forecast from there.
It is most useful when PMs, QSs, commercial leads, and finance are all involved in managing project performance. The value comes from giving everyone the same live financial picture instead of different versions in different tools.
No. The point is not to replace accounting, but to give project teams a better live forecasting and cost-control layer before approved costs flow through to finance.
You upload the budget, assign the team, agree the workflow, and start using it on one project before rolling it out more widely. The setup should feel more like operational improvement than a major system change.
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