Intro
Demo
Watch the two videos and then learn more below:
ISO 19650 Compliance Made Simple!
DOCS | SCOPE | VERIFY | FILE MANAGER
Improved information management can truly make a world of difference – from winning new work to proactively solving issues before they become real problems.
With Plannerly’s advanced tools, you’ll have everything you need! From instantly creating smart documents to ensuring full ISO 19650 compliance, Plannerly offers a suite of user-friendly features to streamline your project tasks and even automate BIM model checks.
And guess what? Plannerly unifies all your information into a Common Data Environment (CDE) – built to help your team collaborate faster, stay compliant, and eliminate the chaos.
Creating a BEP or EIR doesn’t need to take hours.
With SmartFields, permissions, and built-in approval workflows, Docs helps you:
- Auto-generate multiple documents within a single project
- Set document-specific permissions to keep the right people in the loop
- Standardize templates across all your projects
- Speed up reviews and sign-offs with built-in eSignatures
This streamlined workflow cuts out 80% of the usual admin time.
No more formatting battles. Just instant clarity and agreement.
Trying to manage responsibilities and deadlines across teams?
Scope makes it painless.
- Assign internal and external team tasks in seconds
- Drag-and-drop timelines to plan deliverables
- Align everyone on what’s needed and when
Get total visibility – and total buy-in.
Verify automatically links and checks models from over 80 file formats – including Revit, IFC, and more – with direct integration to ACC/BIM 360 for seamless workflows.
Instantly validate your models against ISO 19650 or your own custom IDS rules, without the manual hassle.
Even better? External teams can self-check and fix their own deliverables – so you’re not the bottleneck anymore.
Fewer mistakes. Faster approvals. Total peace of mind 🤗
Say goodbye to chaotic folders and outdated file names. Plannerly’s File Manager brings order to your digital world with automation built for ISO 19650:
- Auto-versioning – every upload is tracked, no duplicates or confusion
- Auto-distribution – send the right files to the right teams instantly
- Custom metadata – add as many fields as you need for total control
- Auto-naming – follow ISO 19650 naming rules or set your own standards
- Auto-filing – automatically organize files into the correct folders
It’s like having a digital assistant that never sleeps.
🔎 Module Screenshots
DOCS
SCOPE
VERIFY
File Manager (CDE)
🔒 Enterprise Level Security
We use strong safeguards to protect your data and your privacy. Your data is stored and backed up in highly secure data centers. Third-party security testing is performed by independent security consulting firms. Our physical infrastructure is hosted and managed within Amazon’s secure data centers and utilizes the Amazon Web Service (AWS) technology. Our data centers undergo recurring assessments to ensure compliance with industry standards and operations have been accredited under: ISO 27001, SOC 1, SOC2, SOC 3/SSAE 16/ISAE 3402 (Previously SAS 70 Type II), PCI Level 1, FISMA Moderate, Sarbanes-Oxley (SOX). Our payment processor has also been audited by an independent PCI Qualified Security Assessor (QSA) and is certified as PCI Level 1- the most stringent level of certification available in the industry.
📣 Testimonials
Check out what some amazing people are saying about us! 😃
Plannerly has garnered such rave reviews that we just had to share some with you.
Join the conversation today and see what all the buzz is about!
Read some of our ⭐️⭐️⭐️⭐️⭐️ five-star reviews on Google to feel reassured that you’re making a great decision! ✅
Our team is also constantly improving because of feedback from customers like you 😍