Course contents27 lessons Company standards for documents and exports · Quick check Quick check: company standards 3 questionsPass mark 66% Question 1 of 3The cover is the first thing a client sees and the last thing anyone proofreads. How do you get it right on every project, even ones you haven't created yet? Generate a new AI image for each project, with its title in the picture Type this project's name in, and ask each team to overwrite it next time One AI background, with the title and client added as large SmartFields Keep a master cover in a shared folder for each team to copy and edit Choose an answer to carry on. Question 2 of 3Teams start each new job by copying the last one, and the same out-of-date clause is now on its ninth project. What stops that at the source? Email a master copy to everyone and ask them to keep it somewhere safe Approved templates in a workspace, switched on in Template Management Switch off Plannerly templates today, before your own are written Keep a running list of old wording to search for on each new job Choose an answer to carry on. Question 3 of 3You change the margins on your company page setup. A live project that follows it issues its BIM Execution Plan tomorrow. What happens to that project? Its pages change tonight, along with every other project on the account Its next export quietly picks up the new margins without telling anyone Nothing at all - a saved change only ever reaches brand-new projects Nothing yet - it is offered the update, and its team decides when Choose an answer to carry on. Back Next Pass mark 66%. Try as often as you like - your best counts. Submit answers Course complete You've finished Plannerly Admin Your certificate is ready. Before you see it - how did you find the course? Your rating 1 star 2 stars 3 stars 4 stars 5 stars Tap a star to rate A few words for other learners (optional) Get my certificate Skip - see my certificate Your review shows on the course page with your name and picture. PreviousRoll out a standard update to projects NextCreate a project
