To connect your CDE to Plannerly, open CDE Connect in File Manager and pick the folders to sync from Autodesk, Procore, SharePoint, OneDrive, Dropbox, Box or Egnyte. Delivered files fill the matching requests in your plan, models are checked automatically and the charts update.
See what your appointed parties have delivered without asking. They keep working in their own CDE; files that match your plan's requests fill them, models are checked automatically and the charts update. One view, not five hubs and a tracker.
Stop downloading your subcontractors' files to upload them again. Connect the CDEs they already use - Autodesk, Procore, SharePoint and more - pick the folders, and each file that matches a request fills it. Models are checked automatically and the charts update without a Friday upload session.
Keep working where you model. Sync the folders your design team already shares - in ACC, SharePoint, OneDrive, Dropbox or Box - and each drawing and model that matches a request fills it in the plan - no download, rename and upload loop for whoever runs the MIDP.
Track delivery for your clients without owning their CDE. Connect each client's CDE once, with their say-so, and the files their teams share fill the plan you set up - the same way on every project.
Show students what a CDE does on a real project: files shared in one place, matched to the plan that asked for them, and progress charts that update as they arrive. The ISO 19650 workflow, not just its diagram.
Free plan, no card. Connecting a CDE is part of Pro - try it free for 14 days.
30 chapters
How it works
Open CDE Connect in File Manager, sign in to Autodesk, Procore, SharePoint, OneDrive, Dropbox, Box or Egnyte, and pick the folders to sync. Files keep their metadata, and the permissions you already have still apply.
Your CDE folders connected to the planEach deliverable in your MIDP becomes a named file request on its task, following your naming convention. Everyone can see which files are still to come and which team owns each one.
Every expected file named, with an ownerWhen a file shared in your CDE matches a request by name, it fills that request. A second file with the same name is flagged for you to check, so nothing is swapped in without someone saying yes.
No more download, rename and uploadLinked models are checked automatically against your requirements, and the progress charts update automatically as files arrive. You see who has delivered what, and what's still due, without asking.
Evidence of what each team deliveredSee it work
Send it out
Agree a document in Plannerly and collect the signatures. The moment it's approved, it lands in the folder your client already looks in. Set the condition once, and new revisions follow by themselves.
Bring it in
Your designers keep working in their own folder. As each file lands it fills the request with the same name, its status moves from Requested to Delivered, and the charts update. Nobody has to tell you it's there.
Pass it on
Bring a drawing in, review it in Plannerly and make its status your quality gate. Set it to S4 and it goes on to the contractor's folder, in the CDE they already use. Only what has passed your review moves on.
Progress charts
Updated automatically
No more Friday tracker update built from emails and memory. As delivered files fill their requests and tasks move on, the charts of document and task statuses update automatically, so the whole project sees who has delivered what. Filter a chart by milestone, team or work package, and export the dashboard to PDF to send every week by itself.
The short version
Free live webinar
Agree it. Check it. Fix what failed. Everyone is talking about AI checking BIM models, but it only works if the model has something to be checked against. How to turn your information requirements into rules a model passes or fails, check every delivered model against them, and get each failure to the team that can fix it.
Free webinar on Zoom · 45 minutes · How to survive as a BIM Manager
Also worth watching
Free download
Everything to connect your CDE to the plan: a starter project with its file requests ready to fill, and three PDFs on how a CDE works under ISO 19650 and how to track what's delivered.
A project with task teams, milestones and named file requests in Scope, ready to connect to your CDE from File Manager.
Case studies
A VDC consultancy that replaced five tools with one, an architecture practice that left Dropbox, SharePoint and scattered spreadsheets behind, and a BIM services firm that stopped collecting compliance statistics by screenshot.
For owners the payoff is evidence without chasing: AdRem's teams spend less time collecting compliance statistics with screenshots and more on the quality of what's delivered.
Contractors get one place to see what has arrived: reiSource replaced five disconnected tools with one platform and grew from 3 people to 15 without losing quality.
Design teams stop filing the same drawing twice: SODArchitects replaced Dropbox, SharePoint and scattered spreadsheets with one workflow and cut BIM administration time by over 70%.
Consultants keep the evidence for every client: AdRem works across Singapore, Malaysia and Indonesia with tracking reports built in, instead of collecting compliance statistics by screenshot.
These are the delivery problems your students will inherit on their first project: several CDEs, one plan, and someone expected to keep the two in step.
United States
5x growth · 60% faster
VDC workflows streamlined
reiSource · VDC consultancy
Replaced 5 disconnected tools with one platform. Scope prep dropped from 8 hours to 2 and the team scaled from 3 to 15 without compromising quality.
What we used to do with five tools, we now do with one, and with more consistency.
Hungary
70% less admin
BIM management time saved
SODArchitects · Architecture
Cut over 70% of BIM administration time with reusable templates and a workflow that replaces Dropbox, SharePoint, and scattered spreadsheets.
Plannerly saved us a lot of time and hassle. We'd highly recommend it to anyone managing BIM projects.
3 countries · Plannerly + Solibri
Singapore, Malaysia & Indonesia
AdRem IT Solutions · BIM services
Integrated Plannerly with Solibri's Accessibility Code Checker for automated CORENET X compliance in Singapore, and now rolling out ISO 19650 certification across Malaysia and Indonesia.
Plannerly is critical to our information compliance standards and now with the tracking reports built in, we can spend more time ensuring better quality deliverables and less time collecting compliance statistics with screenshots.
See all case studiesOwners, design teams, contractors, consultants and educators - filter them by your kind of organisation.
What teams say
From Autodesk's head of integrations, a government owner and the teams tracking delivery every day.
Owners use it to make every requirement traceable, and to check what arrives against it.
Contractors use it to track scope and check models without a second set of tools.
Design teams use it to work together across offices and countries.
Consultants use it to track scope and verify models for every client the same way.
Educators use it so students see the real workflow, not a slide about it.
5 out of 5
Verify's integration with Autodesk Construction Cloud helps make BIM management more seamless for customers.
5 out of 5
Compliance checks used to be a black box. Now, every requirement is traceable and auditable.
5 out of 5
Plannerly cut the time we spent tracking scope and verifying models by 60%.
5 out of 5
Everyone was able to work from different countries in a collaborative way online.
5 out of 5
With the ISO 19650 standard gaining greater traction internationally, the Plannerly platform does the heavy lifting in terms of documentation management. The Kanban style board for tracking task progress is also invaluable in terms of production.
5 out of 5
BIM processes, templates, descriptions, trainings, standards, management tools - all in one place, clearly structured and easy going!
Setup guides
Short Help Center guides that walk you through each step in Plannerly. Open one beside the app and follow along.
Connect
Name
Fill
Check
Plannerly and Autodesk CDEs
Learn it properly
Part 4: Tracking project progress and delivery, from guesswork to visibility
Free lessons
Level 1 lesson · Connect
Connect your Autodesk hub and bring models in, with the steps written out under the video.
Boot Camp lesson · Track
Why one source of truth splits across several CDEs, and how to track who delivered what anyway.
Level 3 lesson · Agree
Where the CDE fits in ISO 19650, and what to agree about it before the first file is shared.
Level 1 · Free
Docs, Scope and Verify, CDE connections included, in about an hour, with a free certificate. 16,600+ learners have taken our free courses.
Read more
The full webinar page: the replay, all 25 slides and a written guide to every step.
Free replayAll three automations and how to set up your first, on one page.
Free PDFHow Plannerly works as a CDE, and the list of CDEs you can connect.
GuideOur posts on CDEs, from ISO 19650's workflow states to working alongside Autodesk.
TopicWhere the file requests come from: every deliverable named, agreed by the team that owns it and tracked.
Check each model against your requirements, element by element, before you accept it.
ProductWhy the place that stores the files and the place that says what's due work better together.
Help CenterThe whole process on one page, so you can see where the CDE sits. Free PDF.
Free PDFGive every team the requirements as an IDS file, so they check their own models before they share them.
VerifyQuestions
Pricing
Prices in US dollars. You'll see the price for your country in the app.
