Still using Procore project financials for budget management?
There can be an easier way.

Procore financials might not be the best tool for SMEs according to Procore user reviews
  • The pricing is inflexible and can be difficult for companies with high revenues and low margins;
  • Onboarding and implementation can be complicated and a long process;
  • Need for user accounts and training for suppliers may push them away from using the tools;
  • Accounting integrations are provided by third parties and might not fulfill all needs;
Planyard saves time and nerves

Follow your budget in real time and take immediate action when errors occur. Job costs are organized, and fully searchable and accessible for forecasting, project management and more. The implementation is usually done in a single training session that takes just a few hours.

What is Procore?

Procore is a US construction project management software with many different modules.

The software covers preconstruction, project management, resources management, and financial management.

A Bit More Context

Procore has been building out its software since 2003. This makes it a double-edged sword.

On the one hand, it’s very comprehensive. It covers a lot of different functions through different models. Which means you can unify processes more.

On the other hand, companies tend to move upmarket as they mature. Their solutions get way more complex and the pricing goes higher and higher. Procore is like Salesforce in that sense – it’s used by the biggest companies in the world but they are all paying through their nose.

Because Procore is a software in development for almost 20 years, it means it probably contains a lot of legacy technology. Things that were built 10 years ago look outdated now in software.

O que é Planyard?

Planyard é um software de gestão de orçamento e subempreiteiro baseado na nuvem para os principais empreiteiros.

Pode gerir orçamentos sem Excel e e-mails de ida e volta – os seus subempreiteiros farão o trabalho por si.

Procore project financials vs Planyard construction financials software functionality

Different review sites bring out that the onboarding process for Procore is complicated and costly. If you want to use the financials module in Procore, you would have to sign up for multiple different module packages, where there will probably be a lot of functionality that you might not necessarily need.

Since Procore financials is mainly an enterprise solution, it needs a lot of training and configuration to set everything up. In the case that you are a smaller company with a small or no IT team, the setup might not be very straightforward and can be time-consuming. If you want to test with a pilot project to see whether your processes match the software. Then it might not be so easy to do so due to the fixed processes on setting up your account.

If you want to try and digitalize your processes by one small step at a time, then the processes if Procore might not be most suitable for you. It can be a lower effort to test an easier setup platform like Planyard to see if this is something that could even be suitable for your company and employees.

The good thing is that Procore has a vast marketplace where there are a lot of different tools that can be integrated with if you need a specific part of your process fixed or automated.

Feature/ProviderPlanyard
Project and company level permissions
Company-wide and project-wide admin configurations

Company-wide and project-wide admin configurations

Project-level fine-tunable permissions to send out RFQs, create subcontracts and prepare documents to confirm
Tenders and bid comparison
You can send bid requests to contacts and companies in your directory

You can send bid requests to any email address and it will be added to your contacts.
You can also add any contact from your contact database.
Subcontracts
Create contracts from subcontractor bids and manually

No unit price information is available

Create contracts from subcontractor bids and manually

Unit price info available
Subcontractor progress reports/claims
Subcontract invoices are creatable by both subcontractors and project managers

Progress report process not available outside invoicing

Progress report feedback process doesn’t exist outside invoicing

Creatable by both subcontractors and project managers

Progress report process available

Progress report feedback process is simple and tracked
Subcontractor change orders
Change orders creatable by PMs and subcontractors

Change orders creatable by PMs and subcontractors
Change orders editable by PMs
Purchase orders
Purchase orders can be created for suppliers in the project

Purchase orders can be created for suppliers in the whole company
Main contracts/Prime contracts
Main contracts can be created using existing or new budget items with custom structure

Main contracts can be created using existing or new budget items with custom structure
Main contract change orders
You can create change orders for the main contract

Markups fairly complex to set up

You can create change orders for the main contract

Markup setup is done implicitly in the jobs and needs no additional configuration
Invoice and cost management
Subcontract invoices are submitted directly against the subcontract without a progress report

Purchase order cost tracking is available

Subcontract invoices are submitted according to the progress report

Purchase order cost tracking is available
Invoice document uploading
There is no frictionless way to get documents into the system besides manual uploads by either party

Various simple ways to get the cost documents into the system:
* Project and company accounts payable e-mail addresses
* Outlook plugin
* Mobile apps
Accounting integrations
Different custom connectors on the marketplace

Simple setup with Xero, QuickBooks, Directo, and many others.
You can assign accounting accounts in Planyard to reduce work for the accountant
Accounts not required for suppliers and subcontractors
All users need to have accounts with correct permissions shared with them to access data

Subcontractors can submit bids, progress reports, and invoices via e-mail and without needing a username and password
Training not required for suppliers and subcontractors
All suppliers and subcontractors need to go through certification to be able to use the platform

Suppliers and subcontractors do not need to be certified and can start to use the tool without any certification
Pricing667 USD per month
(with an annual contract and max 5M in annual revenue)
Plans start at 20 EUR per project per month

Free 14-day full-featured trial. Full access. No credit card required.

O que os nossos clientes dizem sobre nós

Logotipo de Bonava
Hitachi ABB
Logotipo do Grupo Kaamos

Intra Interieur

“Queria escapar às folhas de cálculo, escapar à entrada manual de dados e procurar formas de ficar além dos números orçamentais. É um desafio dentro de uma empresa de desenvolvimento manter-se além dos seus números.

Então, deparei-me com o Planyard numa busca para melhorar os processos de gestão orçamental e, para facilitar a minha vida.

O Planyard faz isso, e pega no orçamento do teu projeto e coloca-o muito claramente no ecrã para que tenhas uma imagem em tempo real de onde o orçamento do teu projeto está a qualquer momento.”

Ian Holford

Manager, Higgihaus Developments

Bristol, Reino Unido

“Tenho trabalhado em ferramentas de contabilidade em nuvem como a Xero e quickbooks que são excelentes, mas não têm uma ferramenta específica de custos baseados na construção.

As empresas de construção contam com dispendiosos inspetores de quantidades e gestores de projetos para fazer um monte de dados inputs em pacotes como o Excel, o que os afasta de se concentrarem em atividades de valor acrescentado e impulsionar o crescimento dos lucros.

Quando me deparei com o Planyard, fiquei aliviado por finalmente haver uma solução para este problema. As cotações, as ordens de subcontratação, as ordens de compra, as faturas, as faturas de progresso, etc. são colocadas no sistema e está diretamente ligada ao orçamento, CVRs, subcontratados e fornecedores. Isto está a facilitar a vida das pessoas. Os dados estão à mão, são automatizados e afastam todos da exigência desatualizada de preencher as folhas de cálculo.”

Paul Howarth

ACMA & CGMA, Diretor, Live Management Accounts Ltd

Manchester, Reino Unido

“Eu diria que planyard é uma ótima maneira de rastrear facilmente e convenientemente os seus custos de trabalho em um lugar. Acompanha todos os documentos e números num só lugar.

Se houver algum problema com o orçamento, diz-te o que precisas de resolver e vais ficar bem. Na verdade, pensa um passo à frente para ti.”

Jordan Cohen

Parceiro, TITN Development

Florida, EUA

“Com o Planyard poupamos quatro dias de trabalho por mês por cada gestor de projeto. O maior ganho de eficiência veio de acabarmos com a introdução de dados em duplicado.”

Marek Korbelainen

Chefe de Construção, Grupo Kaamos

Tallinn

“Queríamos saber se íamos ou não íamos ter lucro antes do projeto chegar ao fim. O Planyard permitiu-nos fazer isso. Podemos ver exatamente que trabalhos dão lucro e que trabalhos não dão lucro, e assim podemos fazer as alterações necessárias enquanto os trabalhos estão a decorrer.”

Tomy Saaron

Membro do conselho, Hausers

Tallinn

Planyard integra-se com as suas ferramentas existentes

Logotipo do outlook no Planyard
Logotipo do Gmail no Planyard
Google Chrome
Plangrid
Logotipo Xero no Planyard
Integração contabilística de direto
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