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Planyard Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.6
Vertical Industry, Construction

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Description of Planyard

Planyard (formerly Fizure) is a cloud-based budget management and job costing software for real estate developers. 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

Reviews

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Type of review

Revainrating 4 out of 5

Great software solution - great customer service

It has made life much better in terms of planning budgets and tracking projects, also it is integrated with Xero so easy to use, it's really easy to set up. You can also track your submittals and approvals and get reminders when they need to be submitted. We have been using this system at our office for about 2 years now. I would say that it was very difficult at first to understand how everything worked but once you pick it up you will find it quite easy to use and get along with. All we…

Pros
  • Also being able to view past due items as well which helps keep everyone informed especially those who forget their tasks! Very user friendly interface making things easier than ever!! :)
Cons
  • Nothing yet.everything works exactly like expected

Revainrating 5 out of 5

Excellent product - user friendly: Planyard

Nothing- all the features are very detailed and accurate. Nothing has been discovered that I don't like. Very detailed and accurate. I have been able to use it for almost a year and I have been very impressed with the software. I highly recommend this software. I am able to use Planyard for all the jobs that I have. I am able to use their job costing software and I am able to use their budgeting software. I am able to use all the jobs and I am able to use all the budgets. I am able to use this

Pros
  • Easy customization
  • Allows you access from any device/location.
  • Good customer service team when needed or questions arise during training
Cons
  • Almost everything is ok

Revainrating 5 out of 5

Great cloud-based Gantt chart and Project management Software

The ability to keep track of all our projects in one place. It also allows us to easily see project costs, which helps us to make better decisions about what we should be focusing on. It can sometimes take a while to receive an update from the platform so it's good that there is an active user community. We have no dislikes but would like to add more resources to the team. If you are looking for a great product with tons of options then this is your answer. I've been able to use the features…

Pros
  • When working at different locations i'm now always aware if when items go out or come back into stock
Cons
  • Some cons