Planyard

Where Planyard fits

Planyard focuses on construction financial control rather than trying to replace every jobsite tool. Its role is worth evaluating when project budgets, purchase commitments, supplier invoices and subcontractor payment applications are spread across spreadsheets and email. A general contractor can consider it alongside an existing ledger and project-document system. An installation contractor should first check whether the cost-control effort is proportionate to the number and complexity of jobs. It is not a recurring maintenance route planner.

Choose the tier around the cost workflow

The US pricing page separates Estimating, Essential, Professional and Ultimate. Observed monthly project-manager prices are $52, $105, $158 and $210 respectively, with supporting staff priced separately on higher tiers. Essential introduces budget control; Professional adds purchasing and committed-cost workflows; Ultimate adds subcontractor quoting and payment applications. The advertised 14-day evaluation provides full access. Record which paid tier is required after the trial, rather than assuming a successful subcontractor test establishes that the lowest subscription will work.

A commitment-and-invoice pilot

Prepare a fictional project with a labor package, a supplier purchase order and an approved subcontract. Commit the purchase before receiving an invoice and inspect what remains available in the budget. Receive only part of the materials, then enter an invoice that exceeds the order. Ask an approver to reject it, change the invoice and prove the original commitment is still understandable. Add a credit and a pending variation. Have two reviewers explain whether the displayed forecast includes approved costs, unapproved costs, remaining commitments and estimated completion cost. A report is only useful if the people using it can reconcile each number.

Subcontractor progress and accounting

For a payment-application workflow, use a subcontract with several cost items and two progress periods. Submit a fictional application, correct the percentage on one line and check cumulative quantities against the previous period. Ask about retention, stored materials, approvals and supporting evidence wherever those apply to your contracts. Confirm the exact plan and regional support. Trace one approved invoice into the accountant ledger, then demonstrate a correction without duplicating the cost. Test tax codes, project coding, supplier matching and credit handling using the accounting edition you actually use.

Data ownership and implementation

Agree cost-code structure before loading active projects. A trial should include a project manager, an invoice approver and the accountant because their definitions of completed cost may differ. Ask which user roles require a paid license and how temporary access works. Verify imports, exports, permission boundaries and attachments. Build an opening-position checklist for outstanding orders, approved bills, unpaid invoices and committed subcontracts. Avoid replacing the current ledger midway through an unresolved period without an agreed reconciliation. Obtain a written support and migration scope, including which historic records the vendor will not bring across.

Alternatives and missing capabilities

Compare JobTread, Contractor Foreman and Projul for broader estimating/project workflows, and BuilderPad for homeowner schedules and selections. Planyard addresses a specific part of the general-contractor niche, not the entire enterprise construction-control stack. Formal RFIs, submittals, drawing issue management, site safety and contractual audit requirements need separate verification. Do not infer that the financial system replaces them just because it accepts attachments. Keep a list of tools that remain necessary and include their combined cost and duplicate-entry risk in the decision.

Procore is a separate evaluation for formal RFIs, submittals and document coordination. Planyard financial commitments do not establish those controls.

Vendor plans and pricing | Supporting vendor documentation.

Documentation-based evaluation, not a hands-on test or ranked recommendation. Confirm the current country, paid plan, devices, integrations and agreement. Use fictional data for the initial pilot.

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