Skip to main content
Start free Start free Open Plannerly (opens in a new tab)

Free certificate

Plannerly Essentials

Follow the project workflow: write documents together, agree the scope and information requirements, check the models, and manage files and delivery.

40 lessons Certificate of Completion

Coming soon

Free · Certificate of Completion included

Course contents

6 topics, 40 lessons

Coming soon: the lessons open here once their videos are ready.

Find your way around6 steps
  1. The words you'll hear on every project
  2. Find your project and your way around it
  3. See the work that's yours
  4. Ask a question where the work is
  5. Catch up on what changed
  6. Make it yours: photo, language and fewer emails
Write the BIM Execution Plan together7 steps
  1. Start a document from the Library in one click
  2. Drag in the sections you need - the numbering looks after itself
  3. Write once with SmartFields
  4. Let AI draft and tidy a section
  5. Give every section an owner, and talk in context
  6. Share for review, then publish
  7. Export the PDF, get it signed, and make a Word copy
Plan who delivers what, and when7 steps
  1. Lay out what you deliver
  2. Set your milestones
  3. One task, one team, one clear role
  4. Assign a whole project in minutes with Quick Assign
  5. Find the gaps before they find you
  6. Schedule it on the Timeline
  7. Export your MIDP, each team's TIDP and a RACI matrix
Set the information requirements6 steps
  1. Build your requirements list from a library
  2. Write a requirement a model can be checked against
  3. Tell every task team what to deliver, and when
  4. Turn the client's requirement matrix into scope and requirements
  5. Bring in an IDS and see exactly what it asks for
  6. Hand out your requirements as an IDS file
Check models against what was agreed7 steps
  1. Bring your model into Plannerly
  2. Turn the model into a scope, already linked
  3. Choose what you're checking
  4. Tell Plannerly which elements belong to each task
  5. Run the check and see what's missing
  6. New version? Re-check only what changed
  7. Share what failed, and move the work on
Files, the CDE and handover7 steps
  1. Find any project file in seconds
  2. Set the file naming standard once
  3. Ask each team for the files you need
  4. Deliver a requested file and tick off every task at once
  5. Review deliveries and see progress
  6. Track ISO 19650 status with your own column
  7. Hand over the data the client asked for

Put it to work on a real project

Every lesson uses Plannerly. Open the free version and follow along.

Try Plannerly free See all free courses

Sign in to keep your progress

Use your Plannerly account - the same email and password as the app. Every lesson stays open either way.

Learned with a different email? Sign in to that account here and we'll bring its courses, progress and certificates into the one you're signed in with. Certificate links and QR codes keep working.

Forgot that password? Reset it first, then come back. Want to keep the other account instead? Sign out and sign in with that one.