With a single click, Plan is the most simple way to create multiple documents (like EIR, BEP and Meeting Minutes) in one central location.
SmartFields and the built-in approval steps you can speed document creation and gain agreement in no time! 🕓
Build simple visual Scopes from templates to vizualize who is responsible for what and when.
Invite internal or external teams to quickly agree on project deliverables, geometry, information and documentation requirements – plus use the Timeline View to agree on dependencies and delivery dates!
Auto-link and auto-check over 80 different file formats and direct integration to ACC/BIM 360.
Verify allows external teams to self-QA their deliverables so that you only use models for their authorized purpose.
🔒 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
Some amazing people say some really nice things about us! 😃
Here are some reviews to give you an idea of what other people think about our Plannerly!




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 😍