How to create a new project

In this article, you’ll learn how to create a new project in Planyard and upload a budget using the spreadsheet template.

Introduction

Creating a project in Planyard is quick and straightforward. Once set up, you can upload a complete project budget using a spreadsheet template, helping you get started fast and maintain a consistent structure.

How to create a new project

To create a project, you must have permission to create, edit, and archive projects. If you don’t have access, contact your company account owner.

Steps to create a project:

1. Click Projects in the top menu.
2. Click Create Project in the top-right corner, OR if this is your first project, click Create custom project at the centre of the screen.
3. Fill out the following fields:
   • Project name (required)
   • Currency (required) – Used for all budgeting and cost tracking
   • Project code (required) – Used to generate reference numbers
   • Project address (optional) – Used as the default delivery address
   • Project dates (optional)
   • Project template (optional) – Use a predefined budget structure, if applicable
4. Click Create Project.

After the project is created, you will land on the Budget tab where you can upload your budget using a spreadsheet.

Uploading your budget using the spreadsheet

You can upload your entire project budget at once using a spreadsheet template. The structure supports categories, subcategories, and line items. All financial values and groupings are calculated automatically once imported.

1. Download and complete the template

Click Download template file from the Budget screen to get started.

Spreadsheet columns explained:

Net estimated cost:

• E – Quantity (optional)
• F – Unit price (optional)
• G – Total cost (required if quantity/unit price not used)

If you only enter a total cost, Planyard will assume a quantity of 1.

Budget submitted to client (optional):

• H–J – Quantity, Unit price, Total

Target budget (optional):

• K–M – Quantity, Unit price, Total

N – Comment (optional)

Notes:

• Do not delete any columns, even if you leave some blank.
• You can use formulas—Planyard reads the final value in each cell.
• Columns beyond N are ignored and can be used for notes or internal calculations.

2. Upload the spreadsheet

Once your file is ready:

1. Return to the Budget tab in the project.
2. Click Browse Files or drag and drop your file into the upload area.
3. The system will process the spreadsheet and create your full budget structure.

Tips

• Use the category level column (1, 2, 3, etc.) to create a clear and organized budget.
• Line items must follow a category or subcategory.
• You only need to enter quantity and unit price if relevant—otherwise, just include the total cost.

Once uploaded, your budget is live and ready for tracking, forecasting, and cost control in Planyard.