Become a BIM Management Pro and Maximize Efficiency with the Ultimate BIM Management Workflow
BIM Management Tips & Tools

BIM (Building Information Modeling) managers play a crucial role in construction projects, overseeing various tasks, from defining BIM standards to managing execution plans and clash detection.

The complexity of these responsibilities often requires using multiple tools and platforms, leading to disjointed workflows and challenges in collaboration. Plannerly aims to simplify the BIM management workflow by providing a comprehensive solution within a web browser.

In this article, we will explore the capabilities and features of Plannerly, demonstrating how it can streamline your BIM management workflow.

The Challenges of BIM Management

Before delving into the details of Plannerly, it’s important to understand the challenges that BIM managers face.

BIM managers have to juggle various responsibilities and tasks, ranging from creating BIM Execution Plans (BEPs) to coordinating with different teams and producing deliverables.

These tasks often involve working with multiple tools and storing documentation in various locations, leading to inefficiencies and potential for errors.

Additionally, the process of defining requirements, scoping tasks, and managing collaborations can be convoluted and time-consuming.

BIM managers have to handle a wide array of files, including contracts, models, and drawings (and more versions/revisions with each milestone/stage update!), while ensuring that everyone is on the same page and working towards project goals.

All of this can all be quite demanding! 😥

The Plannerly Solution

Plannerly offers a centralized platform that tackles the challenges faced by BIM managers, enabling them to streamline their workflows and enhance collaboration.

🎥 Video (with software demo)

Simple BIM Management

As you can see, Plannerly helps BIM managers plan, scope, procure, receive, check, and close out various types of BIM tasks.

Streamlining processes with the integration of various tools and templates, automatic document creation, task and timeline management, progress tracking, work verification, and status report generation.

Let’s dive into the key features and capabilities of Plannerly that make it an ideal choice for BIM management.

1. Comprehensive Document Management

With Plannerly, BIM managers can bring all their project documents into a single location. The platform supports various document formats, such as Word, Excel, and PDF, allowing you to collate all your project information in one place.

Plannerly provides templates for common BIM documents, such as BIM Execution Plans, meaning you don’t have to start from scratch.

These templates can be customized to include only the sections and information relevant to your project. The platform also leverages SmartFields, automatically populating data from the project itself, reducing manual data entry.

2. Efficient Task Scoping and Management

Scoping tasks and managing their progress is a significant part of BIM management. Plannerly simplifies this process by offering a dedicated scope module. Within this module, you can create folders, groups, and tasks to define your project’s requirements and assign responsibilities.

Plannerly allows you to import existing task lists from tools like Excel/CSV files or create templates based on activity types or task categories. This flexibility enables you to streamline the task scoping process and tailor it to your project’s needs. Additionally, the platform supports drag-and-drop functionality, making it easy to rearrange tasks and update their statuses.

3. Seamless Collaboration and Communication

The platform includes an activity feed that updates in real-time, allowing users to track changes and project progress.

You can have threaded conversations directly on tasks, enabling teams to discuss specific issues or provide updates within context.

This eliminates the need for separate communication tools and ensures that everyone is on the same page.

4. Integrated Model Review and Verification

Plannerly seamlessly integrates with Autodesk Construction Cloud, enabling BIM managers to review and verify models within the same platform. This integration streamlines the process of model review, eliminating the need to switch between multiple tools.

Users can submit models for review, assign tasks to team members, and provide feedback directly within the platform. This ensures that model verifications are connected to the original task requirements, making it easier to track progress and ensure compliance.

Users can access a detailed checklist of model requirements and mark them as complete, enhancing the efficiency of verification processes.

5. Automated Reporting and Documentation

Plannerly simplifies the process of generating reports and documentation, saving BIM managers valuable time. The platform allows you to create customized reports, selecting specific sections and data to include.

Whether you need a project summary or detailed reports for specific teams or contracts, Plannerly provides the flexibility to tailor your reports to your needs.

Reports can be generated as PDFs, ensuring compatibility across different devices and platforms.

By automating the exporting process (and sending via email), Plannerly ensures that project stakeholders are regularly informed and up to date with project progress.

Getting Started with Plannerly

Now that you understand the core features and benefits of Plannerly, you may be eager to incorporate it into your BIM management workflow.

Here are a few steps you can take to get started with Plannerly:

  1. Familiarize yourself with Plannerly’s capabilities by watching tutorial videos and webinars available on the YouTube channel HERE
  2. Consider enrolling in the free Information Manager training and certification course offered by Plannerly. This course equips you with the necessary skills to efficiently manage BIM projects using the platform: REGISTER HERE
  3. Sign up for Plannerly. Test out the free plan (click JOIN FREE) or choose from the various plans and pricing options to suit your specific needs.

By leveraging Plannerly’s comprehensive solution, BIM managers can streamline their workflows, enhance collaboration, and improve overall project efficiency.

Whether it’s document creation or management, task scoping, model verification, or reporting, Plannerly provides a unified platform to address the challenges faced by BIM managers and empower them to deliver successful projects! 🚀

Did you know that Plannerly (The BIM Management Platform) is FREE TO JOIN?

Did you sign up yet?:

Three Bonus BIM Resources 🥳

1. Other Interesting Reads ⤵

2. The Complete BIM Management Workflow [VIDEO] 🎥

Here’s a video I think you might find valuable 😃 – it covers the complete BIM management workflow:

Complete BIM Workflow

3. Answers to some related questions 🤔

Are there pre-designed templates available in Plannerly?

Yes, Plannerly provides hundreds of templates for common project documents, like BIM Execution Plan templates, which can be customized to fit project requirements.

Can Plannerly automatically populate data into the project documents?

Yes, Plannerly leverages smart fields to automatically populate data from the project itself, reducing manual data entry.

How does Plannerly simplify task scoping and management?

Plannerly offers a dedicated scope module where users can create folders, groups, and tasks, making task scoping and management more efficient.

Can existing task lists be imported into Plannerly?

Yes, Plannerly allows importing of task lists from tools like CSV files or creating templates based on activity types or task categories.

How does Plannerly facilitate collaboration among project stakeholders?

Plannerly provides features like threaded conversations attached to tasks and real-time activity feed, enhancing communication and visibility.

Does Plannerly integrate with Autodesk Construction Cloud?

Yes, Plannerly seamlessly integrates with Autodesk Construction Cloud, enabling model review and verification within the platform.

Can customized reports be generated in Plannerly?

Yes, Plannerly allows users to create customized reports, selecting specific sections and data to include based on their needs.

I blog for the Five BIM Bloggers series.

Every week we share different perspectives on important BIM topics!

To hear our views first, Join Free or follow Plannerly!

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