Ferramentas de gestão de orçamento para projetos de grande escala

Além das funcionalidades disponíveis para o nível médio, a funcionalidade para projetos de grande escala permite aos utilizadores automatizar o processo de licitação e faturação de progresso, com os subempreiteiros a realizarem a introdução de dados.

Planyard construction accounting software dashboard

Processo de licitação organizado

Crie e envie facilmente pedidos de licitação a subempreiteiros e fornecedores. As propostas são submetidas através de uma folha de cálculo simples e estão imediatamente prontas para avaliação na vista de comparação de propostas da Planyard.

Identifique os riscos orçamentais com vários meses de antecedência e tenha uma visão clara dos custos finais do projeto e previsões de rentabilidade. Tenha um local único para todos os intervenientes gerirem os pedidos de licitação.

Faturação de progresso automatizada para subempreiteiros

A faturação de progresso da Planyard facilita a recolha e aprovação das solicitações mensais de pagamento dos subempreiteiros.

As faturas de progresso submetidas e as ordens de alteração estão ligadas ao custo contratado e às faturas de progresso anteriores, o que significa que não há risco de erros de introdução de dados pelos subempreiteiros e, em última análise, nenhum risco de faturação excessiva.

Ao utilizar as ferramentas de faturação de progresso, os subempreiteiros são os únicos a realizar a introdução de dados.

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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