Planyard

A great construction costing solution

製品を使ってみた感想： When I came across Planyard, I knew that this was the piece of software that I had been looking for, for some time. I use cloud accounting software Xero and Quickbooks but they don’t have specific construction-based costing tools. They have project management costing tools but they are quite basic and don't have the level of detail and functionality that construction companies need. Planyard solves this and its made a massive difference to the service I can provide for my clients. The great thing about Planyard is that it saves so much time through automation, it eliminates potential errors and it provides real time data, so no wasted time! Subcontract orders, purchase orders and other project documents are put through the system and emailed direct to the subcontractors and the suppliers. They then submit their applications and invoices via the portal so the data entry is already done for you! I'm all for an easy life :). There's so much functionality to the software and new bits are added all the time.

良いポイント:

Its automated so it significantly reduces data entry. It eliminates many potential errors, for example that you would get on Excel. The data is accessible real time to aid cost control and decision making. Expensive QS's/PM's can focus on value added activities rather than filling out spreadsheets. If a QS leaves, the data is there and it's easy for a new QS to take over. Eliminates estimating errors. Better & quicker cost control and sign off of variations from clients. It keeps being updated with new useful features.

改善してほしい点:

I didn't find it sooner! Some of the terminology was confusing but this has been updated now. And there is a detailed explanation attached to every box within the software. The support team are also very willing to help if you have any queries.

Ditch Excel and simplify your budget management and book-keeping for construction projects

製品を使ってみた感想： Planyard has become and invaluable tool to keep on top of budgets, book-keeping and accounting. It also has the capacity to grow with us, having plenty of features that we do not use at the moment, but will clearly be beneficial as we increase the size and scale of our operations.

良いポイント:

Super helpful and responsive support staff who are the actual developers, not a call centre worker reading from a script. Planyard takes away a lot of the headaches from manual data entry and keeping spreadsheets up to date. Gives a clear and easy visual display of your construction budgets and links to xero so your bookkeeping is in sync with your spending and your budget.

改善してほしい点:

There have been a few niggles over time with functionality and usage, but the Planyard team have been quite remarkable at listening and improving the product almost in real-time in response to feedback from myself and others. As the product evolves it becomes better and better suited to the task in hand and is now an essential part of our workflow.

A good construction costing solution with a great customer support

製品を使ってみた感想： With Planyard we found a good solution for submitting quotes, evaluating and comparing prices, placing orders and tracking progress on screen and through reports.
It is an excellent tool for cost control and now we can recognize the resources spent, assess the remaining resources and costs and identify the potential deviations.
Planyard has become an important tool to manage our projects and to provide information in time to our company's board.

良いポイント:

It´s an easy-to-use software and provides a clear control of your budget and linking to Xero will allow your accounting to be synchronized with the projects. With recent developments and improved features, it´s easy now to place purchase orders, valuations and manage subcontractors. The invoices upload and approval are accurate and intuitive and as soon as approved the documents are automatically sent to Xero. The Fizure team has been quite remarkable in listening to and improving the product in near real-time in response to feedback from myself and the entire team involved. Super helpful and qualified support team.

改善してほしい点:

The consolidation of information, namely the costs invoiced and incurred could be better, but it seems that improving this functionality is already on its roadmap.

Saves project managers a lot of time on data entry and reporting

製品を使ってみた感想： Dealing with paper invoices and commitments seems like the stone age compared to Fizure.
Previously, when an error slipped into the budget, it was hard work tracking it down. No matter how small the error, it meant going through a tall stack of printed invoices one by one.
It also used to be hard to put together a budget review for the construction manager because the data was split between Excel and accounting software.
Now the entire budget is in Fizure and it's always up to date. I don't have to use Excel anymore which means less things to do. I can work on everything related to the budget in one place. I have literally saved several days per month using Fizure.
I didn't even need to look at the training videos, I pretty much got how the software works on my own. Even when I did have questions, the team at Fizure was quick to respond - no matter whether through in-app support chat or email.
The subcontractors have come along with the new software nicely as well

良いポイント:

I finally don’t have to work in Excel anymore or do duplicate data entry. The subcontractors do the work for me when they report progress through commitments or respond to RFQs. Fizure also does budget calculations for me. Everything is kept up to date and the forecasts work in real time. I don’t have to stay up all night to do the calculations manually when the month’s end approaches and everyone wants to get paid. Commitments and invoicing work great there. In addition I save around an hour per RFQ because Fizure automates this process and makes RFQs easily comparable. That adds up to several workdays per project.

改善してほしい点:

Processing consolidated invoices could be better but it seems fixing this is on their roadmap already.

Planyard is a great leap forward in my everyday work

製品を使ってみた感想： For me personally, Planyard is an elementary tool, that provides a quick and operative overview and that visualizes the importance. I can not imagine, that I still had to manually track the invoices and enter them one by one on Excel to see my committed costs. That feels like the stone age. I would probably need to have a secretary who deals with the invoices if I was working via Excel.

良いポイント:

For those who are managing construction project budgets on Excel, Planyard is a great leap forward in terms of work comfort. You have automatically a real-time overview of the project costs. There is no need to sync invoices separately. Additionally, there is much less risk for human error. Information moves and saves automatically.