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Certified Plannerly Professional
Follow the project workflow: write documents together, agree the scope and information requirements, check the models, and manage files and delivery.
28m 40 lessons 6 quick checks Certified Plannerly Professional
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Course contents
6 topics, 40 lessons
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Find your way around7 steps · 7 min
- The words you'll hear on every projectVideo · 2 min
- Find your project and your way around itVideo · 1 min
- See the work that's yoursVideo · 1 min
- Ask a question where the work isVideo · 1 min
- Catch up on what changedVideo · 1 min
- Make it yours: photo, language and fewer emailsVideo · 1 min
- Quick check: finding your way aroundQuiz · 3 questions
Write the BIM Execution Plan together8 steps · 7 min
- Start a document from the Library in one clickVideo · 1 min
- Drag in the sections you need - the numbering looks after itselfVideo · 1 min
- Write once with SmartFieldsVideo · 1 min
- Let AI draft and tidy a sectionVideo · 1 min
- Give every section an owner, and talk in contextVideo · 1 min
- Share for review, then publishVideo · 1 min
- Export the PDF, get it signed, and make a Word copyVideo · 1 min
- Quick check: writing the BEP togetherQuiz · 3 questions
Plan who delivers what, and when8 steps · 7 min
- Lay out what you deliverVideo · 1 min
- Set your milestonesVideo · 1 min
- One task, one team, one clear roleVideo · 1 min
- Assign a whole project in minutes with Quick AssignVideo · 1 min
- Find the gaps before they find youVideo · 1 min
- Schedule it on the TimelineVideo · 1 min
- Export your MIDP, each team's TIDP and a RACI matrixVideo · 1 min
- Quick check: who delivers what, and whenQuiz · 3 questions
Set the information requirements7 steps · 6 min
- Build your requirements list from a libraryVideo · 1 min
- Write a requirement a model can be checked againstVideo · 1 min
- Tell every task team what to deliver, and whenVideo · 1 min
- Turn the client's requirement matrix into scope and requirementsVideo · 1 min
- Bring in an IDS and see exactly what it asks forVideo · 1 min
- Hand out your requirements as an IDS fileVideo · 1 min
- Quick check: information requirementsQuiz · 3 questions
Check models against what was agreed8 steps · 7 min
- Bring your model into PlannerlyVideo · 1 min
- Turn the model into a scope, already linkedVideo · 1 min
- Choose what you're checkingVideo · 1 min
- Tell Plannerly which elements belong to each taskVideo · 1 min
- Run the check and see what's missingVideo · 1 min
- New version? Re-check it against the same requirementsVideo · 1 min
- Share what failed, and move the work onVideo · 1 min
- Quick check: checking modelsQuiz · 3 questions
Files, the CDE and handover8 steps · 7 min
- Find any project file in secondsVideo · 1 min
- Set the file naming standard onceVideo · 1 min
- Ask each team for the files you needVideo · 1 min
- Deliver a requested file and tick off every task at onceVideo · 1 min
- Review deliveries and see progressVideo · 1 min
- Track ISO 19650 status with your own columnVideo · 1 min
- Hand over the data the client asked forVideo · 1 min
- Quick check: files and handoverQuiz · 3 questions
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