We’ve rolled out a series of updates to make managing project financials even smoother. From improved accounting period management to powerful new portfolio reports and estimation enhancements, these features are designed to help you save time, reduce errors, and stay in control of your budgets.

Portfolio Reports: Visualize and Export Your Portfolio Data

We’ve introduced portfolio-level reports to give companies better visibility into their project data. This update allows you to view key financial metrics across all projects directly within Planyard and export the data for further analysis or reporting.

Portfolio reports include:

• Financial metrics: Track overall project costs and profitability.
• Cash flow: Monitor cash movements across your projects.
• Month-over-month trends: Analyze performance changes over time.
• Bid requests: Get a consolidated view of ongoing bids.
• Purchase orders: See all POs across projects in one place.
• Subcontractor orders: Keep track of commitments with subcontractors.

With this update, you gain both a centralized overview of your portfolio and the ability to export reports for deeper analysis and collaboration.

Estimation Updates: Refining the Estimating Workflow

We’re continuing to improve Planyard’s estimation tools to make the quoting process more efficient and adaptable. These updates focus on helping companies produce professional estimates that are tailored to their needs while simplifying workflows and saving time. Whether you’re managing bids for multiple clients or standardizing internal processes, these new tools give you more control over how you create and share your estimates.

Flexible Export Options: Tailor Quotes with Precision

We’ve introduced a range of export settings to give you full control over how your quotes are shared. Whether you’re sending a detailed breakdown or a simplified summary, you can customize the content to meet your client’s or project’s requirements.

With Planyard, you can choose to:

• Include or exclude line items: Share all detailed line items or provide a high-level overview by showing only headings and subheadings.
• Add bid notes and comments: Include bid notes or add comments and specifications for extra clarity where needed.
• Control column visibility: Tailor the table to include or hide specific details, such as:
  • Quantity column
  • Unit column
  • Price column
  • Unit-based price column
  • Total column
• Show free-of-charge line items: Include optional line items at no cost or exclude them for a cleaner output.

This flexibility allows you to adjust quotes based on your audience—whether providing transparency to clients or protecting detailed calculations. It ensures your estimates are presented professionally and precisely, no matter the situation.

Estimate Templates: Save Time and Standardize Your Workflow

Creating estimates from scratch can be time-consuming, especially when managing multiple projects. With Planyard’s new Estimate Templates, you can save commonly used structures and reuse them across projects, ensuring consistency and efficiency.

By setting up templates for different types of jobs or clients, you can:

• Standardize the estimation process across your team.
• Eliminate repetitive manual work when building new quotes.
• Ensure consistency in formatting and structure, regardless of who creates the estimate.

This update allows you to focus on fine-tuning the details rather than starting from scratch every time, making the quoting process faster and more reliable.

Accounting Periods: Align Planyard with Your Accounting System

We’ve introduced accounting period management, a new feature designed to help keep your data in Planyard aligned with your accounting system. This is particularly valuable for larger organizations that need to maintain strict control over financial periods.

This update is all about achieving better financial consistency and clarity. By ensuring that costs are attributed to the correct periods, you can improve the reliability of your financial reports, streamline reconciliation processes, and foster stronger alignment between your project and accounting teams.

Why it matters:

• Locked accounting periods ensure financial data consistency across systems, reducing reconciliation errors and simplifying audits.
• Cash flow calculations now factor in accounting periods, offering clearer insights and more reliable forecasts.

Miscellaneous Updates: Small Improvements, Big Impact

In addition to the major updates, we’ve rolled out a series of smaller improvements to streamline your workflow and enhance user experience:

• Enhanced accounting contact syncing: Delivers better data synchronization with accounting systems for improved efficiency and accuracy.
• Grouped file uploads: Files uploaded in the same action are now grouped together, keeping your project documents more organized.
• Partial subcontractor reviews: You can now submit reviews incrementally, allowing multiple team members to contribute their input on the same subcontractor. This makes managing evaluations more collaborative and efficient.

These updates may be small, but they make a meaningful difference in your day-to-day tasks, helping you work more efficiently with fewer interruptions.

Discover What’s New in Planyard

These updates are designed to help you work smarter, save time, and maintain better control over your project financials. Whether it’s managing estimates, visualizing portfolio performance, or streamlining workflows, Planyard continues to evolve to meet your needs.

Try the new features today or book a demo to see how Planyard can simplify your construction cost management.