Master BIM Management - use simple AEC Document Templates
Mastering BIM Management – using AEC Document Templates (EIR, PIR, BEP templates)

Are you tired of spending countless hours creating BIM documents and proposals from scratch? Do you find it frustrating to start with a blank page every time?

If so, I have good news for you! In this video, I will introduce you to the most simple and efficient way to create professional-looking documents with just one click using Plannerly Document Templates.

The Power of Templates

Templates can be a lifesaver when it comes to document creation. They provide a pre-designed structure that can be easily customized to meet your specific needs. Instead of starting from scratch, you can simply choose a template that suits your requirements and start adding your content.

Introducing the Library

Let’s take a closer look at how Templates can simplify your document creation process. In the video, we are presented with a library of templates on the left-hand side. This library contains a list of all the available documents you can choose from.

How To Create Professional Project Documents (like EIR, PIR, BEP) Easily with Plannerly

Explore the Sections

Once you’ve selected a template, you can explore its content by opening it. Inside the template, you will find various sections that make up the document. These sections can include headings, paragraphs, images, tables, and more. By hovering over the eye icon, you can preview the content of each section without the need to navigate away from the template.

Add Everything with One Click

Now, here comes the magic! If you are satisfied with the template and want to add it to your document set, you can do so with just one click. Simply click on the “Add” button, and voila! The entire template, including all the categories and sections, will be added to your project.

Enjoy the Benefits of Smart Fields

One of the standout features of using Plannerly’s Templates is the integration of Smart Fields. These are special placeholders that automatically populate with relevant information when a template is added to your document set.

For example, if you have a section for “Contact Information,” the Smart Fields will be automatically filled with the appropriate details, eliminating the need for manual data entry. This not only saves time but also ensures consistency across all your documents.

Setting Up Your Entire Project with Ease

By utilizing Templates, setting up an entire project with a comprehensive set of documents becomes as easy as pie. No longer will you have to spend hours crafting each document individually. With Plannerly’s Templates, you can create a consistent and professional document set in a fraction of the time.

Impress Your Team with Speed and Professionalism

Not only will Templates save you time and effort, but they will also impress your team with their speed and professional appearance. Imagine being able to quickly generate polished documents that meet your company’s highest standards. Your team members will be amazed at your efficiency and attention to detail 😃 By utilizing Plannerly’s templates for the EIR, PIR, BEP (and much more!), you can elevate the quality of your work and ensure that your documents always make a positive impact.

Don’t Plan Late 😉

As someone who has been in the BIM industry for years, I’ve learned that utilizing a decent, well-thought-out set of templates right from the start can be a game-changer. It helps establish a solid foundation for the project’s document set, ensuring better organization and alignment with the project goals.

I remember when I used to wait until the last minute to plan my documents. But once I started embracing templates, everything became less stressful. For any new project, with just one click, I could add pre-designed templates to my project, saving me loads of time.

The integration of Smart Fields also takes care of manual data entry and ensures consistency across all the documents.

So, my fellow BIM managers, let’s not underestimate the power of smart templates. Start early, embrace them, and experience the amazing benefits firsthand. Trust me, you won’t be disappointed!

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

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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 BIM questions that I often get asked 🤔

I’ve also tried to summarize below some answers to the most common questions that I get asked about this subject – I hope you can use them too:

Can I customize the EIR, PIR, and BEP templates to fit my specific needs?

Absolutely! Our Plannerly Document Templates are designed to be easily customized according to your requirements.

Are the templates suitable for different types of documents?

Yes, our library offers a wide range of templates for various document types, including reports, proposals, and presentations – it’s not all just about BIM 😉

How do I preview the content of a template before adding it?

By hovering over the eye icon, you can quickly preview the sections and content of a template without navigating away.

What are Smart Fields, and how do they work?

Smart Fields are special placeholders that automatically populate with relevant information from your document set. They save you time and ensure consistency in your documents.

Can I add multiple templates to a single project?

Absolutely! You can add multiple templates, including their categories and sections, to your project with just one click.

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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