Planyard

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What is Planyard?

Planyard is a cloud-based budget management and cost control software for main contractors.

Planyard is a cloud-based budget management and cost control software for main contractors.

Get rid of duplicate data entry and back-and-forth emails. Standardize budget management and let subcontractors do the work for you.

STANDARDIZE AND STREAMLINE WORKFLOW IN ONE PLACE

  • Keep everything related to budget management in one place
  • Standardize workflows to make project hand-over seamless
  • Make project managers and accountants more efficient
  • Catch errors early in the bidding and contracting phase
  • Get real-time overview of project costs and forecasts
  • Keep logs of every action for transparency and compliance

SPEND 2-4 DAYS LESS PER MONTH ON BUDGET MANAGEMENT

  • Upload existing budgets (Excel) to Planyard
  • Send and compare RFQs (bid requests)
  • Track contract performance and change orders
  • Gather pay applications (progress reports) and invoices from subcontractors
  • Set up approval workflows for pay applications
  • Send invoices and other documents from your email inbox straight to Planyard
  • Keep line-items, contracts, pay applications and invoices interlinked
  • Update and follow the project budget in real time

GET RID OF COPY-PASTE AND DUPLICATE DATA ENTRY IN ACCOUNTING

  • Receive pre-approved invoices with all relevant information
  • Integrate with your existing accounting software
  • Stop guessing which invoice belongs to which project and line-item

GET ACCESS TO HISTORICAL DATA ACROSS PROJECTS

  • Check the actual line-item costs across portfolio projects
  • Send and compare RFQs (bid requests)
  • Compare estimates to actual costs

INTEGRATE WITH YOUR EXISTING TOOLS

  • Planyard integrates with Xero, Quickbooks, Directo and other popular tools
  • Keep Planyard next to your email inbox by using our Chrome extension or Outlook add-on
  • Integrate with Plangrid to syncronize documents
  • Order custom integrations from us


Planyard Awards


Planyard currently scores 79/100 in the Construction category. This is based on user satisfaction (94/100), press buzz (36/100), recent user trends (falling), and other relevant information on Planyard gathered from around the web.

The score for this software has declined over the past month. What is this?
www.planyard.com
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Planyard Product Overview

  • Estimating

  • Bids management

  • Contract & change order management

  • Budget management

  • Progress reporting

  • Invoices management

  • Subcontractor billing

  • Approval workflows

  • Forecasting

  • Cash flow control


Languages Supported: English, Estonian, Finnish, Latvian, Swedish, Norwegian, Dutch, Danish, German, French, Greek, Spanish, Portuguese, Czech

Construction Software Buyer Guide 2023

Product recommendations, vendor rankings, market overview and tips on how to select Construction software for business. Published in January 2023.

This software category covers solutions that focus on project management, workflow tracking, asset management and other functions related to construction projects. Good structure and organization are key factors for any construction company and relying on t...

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Planyard Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • CAD Tools
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • File Sharing
  • Forecasting
  • Gantt Charts
  • General Account Ledger
  • History/Version Control
  • Inventory Tracking
  • Multi-Account
  • Multi-Currency
  • Multi-Site
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • 3D Modeling
  • 3D Editing
  • CAD File Support
  • Time Management
  • Resource Management
  • 2D Modeling
  • Mechanical Design
  • Architectural Design
  • Collaboration Support
  • Rendering
  • Surface Modeling
  • Report & Compliance
  • Software Integration
  • Process Reporting
  • Workflow Management

Planyard FAQs

What platforms does Planyard support?

Web, Android, iOS

Who are the main user groups of Planyard?

Main contractors

What are some applications Planyard is commonly used in tandem with?

Accounting software, construction management software and email

Does Planyard offer guides, tutorials and or customer support?

Yes

Does Planyard integrate with any other apps?

Outlook, Gmail, Xero, Directo, Plangrid, Google Chrome

Does Planyard offer multi-user capability (e.g. teams)?

Yes

What is Planyard generally used for?

Budget management of large-scale construction projects

Planyard Alternatives

Planyard Alternatives & Competitors

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