Budget management software that project managers in main contracting companies love to use.
Track your project costs spreadsheet free, follow your project profitability forecast in real-time, and let subcontractors who submit bids and applications for payment do the data entry for you.
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No spreadsheets, no stress
Just log on to Planyard to have one place to do your all of your project accounting. The whole financial process will be interlinked and everything working in sync. No calculation errors, a couple of clicks to drill down to details.
You can be sure that there would be no accumulated and unpleasant surprises at the project end.
Real-time overview of project profitability forecasts
Track what was estimated, what has been ordered, what has been invoiced. Track which jobs were profitable and which were not, and ultimately stay on top of your project profitability forecasts.
Have no delay in synchronization and have projects costs visualized when they happen and not one month later.
No more repetitive data entry and manual budget updating
Have a single point of data entry and have subcontractors, who submit bids and progress reports, do the data entry. No need to download files or send them back and forth via mail.
Planyard helps get work done without having to worry about work-related stuff in the evenings or weekends.
The whole team is working in one place
Have the whole team: project managers, site engineers, quality surveyors, purchasing managers, and top managers track and manage the project financials in one place.
All company-wide projects are managed one way which makes project tracking easy to assign to a colleague and ultimately helps implement a standardised process that helps grow the company.
Planyard integrates with your existing tools
Easily prepare and send bid requests to subcontractors. Quickly evaluate RFQs next to each other, request bids adjustment via multi-round bidding, and convert the winning bid to a contract with one click.
Full overview of all the transactions related to your budget. Drill down to job phase or line-item level to see whether you are on track to profitability.
Contract and change order management
Link contracts with the budget, pay applications and invoices. Manage change orders as part of contracts.
Collect progress reports from subcontractors. Avoid errors through automatic interlinking of progress with previously done work and the budget. Approve them with one click.
Stay on top of your project invoices without creating folders, printing papers or sending back and forth emails.
Let subcontractors invoice you after you’ve approved their progress reports. Connect invoices automatically to the right job and project.
Send subcontractor progress reports for a round of additional approvals within your team.
Stay on top of your project costs and profitability forecasts in real time at every stage of the project.
Cash flow control
Track your projects’ month-over-month cash flow and take immediate action when you see that the monthly approved expenses are about to exceed the income for a given project.
Our customers about us
“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, so that we can make changes on the go.”
Member Of The Board, Hausers
A selection of projects built using Planyard
Your data is safe with us
Kept in Google Cloud
Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google’s European servers.
We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.
Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.
Access rights control
Access can be limited on a company and project level. Not everyone needs to see everything.
You can always take your data with you. Whether this is for additional analysis or moving to a new tool.
Just upload the budget of your starting project and stay organised
* Free 1-2 hours training session
* Dedicated account manager
* Upload your budget and get organized
* Free tutorial videos
* No lengthy training or implementation required
Managed through Planyard
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