🧱 1. Use the Scope Module to Structure Your Cost Plan
Start with a Scope template and treat each row as a key project element — like:
Foundations
Structural Steel
Electrical
Interior Fit-Out
📊 2. Add Cost-Related Fields
You can add custom fields using Milestones to track:
🔢 Unit Cost
📦 Quantity
💵 Total Cost
⚠️ Risk or Buffer Allowance
This gives your team clarity without needing external spreadsheets.
👥 3. Assign Teams and Approvals
Add team responsibilities, due dates, and approval steps — keeping cost ownership clear and accountable.
📤 4. Export to Excel for Deeper Calculations
Export to Excel anytime to dig deeper into financial analysis.
✅ Why Use Plannerly for Cost Planning?
✏️ Flexible structure like a spreadsheet but built on a database
🔄 Real-time collaboration with no version confusion
👀 Transparent approvals and tracking
📁 Export anytime for analysis