Skip to main content

Changelog
Help Center
Tickets

Documentation
Academy

Getting started

Getting started with Planyard Cost estimating setup guide Essential setup guide Professional setup guide Ultimate setup guide Budget structure – Best practice Migrating historic data into Planyard (Ongoing Projects)Ultimate – Configuration Checklist

Income management & Client contract

How to register a standalone income How to process project sales invoices (video tutorial)How to archive registered income entries and sales invoices How to create client contract How to add a variation in a client contract How to delete a variation from client contract How to register a client prepayment How to add retention to client contracts

Budget management

How to delete a line item or budget category How to understand the budget overview columns How to update budget via import How to prepare for the cost control meeting (Video)How to view column descriptions in the project budget How to revise budgets and manage discrepancies How to adjust budget visual settings How to create exports from the budget overview How to reorder line items in the budget How to view historic cost data for a line item How to add a custom line item or cost heading to your budget How to add a client variation (change order)How to import or update budget line items

Change orders (Variations)

How to manage client change orders/variations (video)

Company account settings

Connect accountant’s email for notifications

Cost estimating & quoting

How to import bid sheets to Planyard (Video)Introduction to cost estimating (Video tutorial)How to add sales tax to your estimate How to configure company settings for estimating How to give users access to the estimation pipeline How to start a new estimate for a client bid How to add items to your estimate How to add costs to items in your estimate How to apply markup to your estimate How to create a quote from an estimate How to use the estimation pipeline view

Cost management

How to edit a cost entry How to process stand alone labour cost How to process a standalone cost How to process an invoice for a purchase order How to reallocate files in Planyard How to register credit notes How to delete a cost in your project

Purchase orders

How to send a purchase order to multiple recipients How to set a purchase order description template How to make changes to a purchase order How to change purchase order values

Subcontractors payment applications

Subcontractor orders

How to release retention on a subcontract How to adjust subcontract retention How to change a subcontract name How to add retention to subcontracts How to create a subcontract How to use the subcontract overview How to manage subcontract retention How to register and use prepayments in a subcontract How to add a subcontract variation/change order Subcontracts tutorial video How to adjust quantity/total value of items in a subcontractor order How to process an invoice against a subcontract without valuation

Project management

Budget import template explained (VIDEO)How to create a new project

Planyard tutorial videos

Project settings

How to change a project name

Contact management

How to merge contacts in Planyard How to add and manage contact categories in Planyard How to remove a contact from a category in Planyard

Cost estimating & quoting

Basic features

How to import bid sheets to Planyard (Video)
Introduction to cost estimating (Video tutorial)
How to add sales tax to your estimate
How to configure company settings for estimating
How to give users access to the estimation pipeline
How to start a new estimate for a client bid
How to add items to your estimate
How to add costs to items in your estimate
How to apply markup to your estimate
How to create a quote from an estimate
How to use the estimation pipeline view

Powered byFeaturebase