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Use cases Connect your CDE

Use case - Connect your CDE

Connect your CDE and stop re-uploading files

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.

Free plan, no card. Connecting a CDE is part of Pro - try it free for 14 days.

app.plannerly.com
Plannerly File Manager for Horizon House: the handover files, every one delivered, each with its source, version, size, creation date and author

The problem

One project, several CDEs, and you in the middle

Sound familiar?

You became the courier between systems

ISO 19650 asks for one common data environment. Real projects get the client's, the contractor's and each designer's. Files are downloaded from one, renamed and uploaded to another, and the tracker is updated by hand. The plan only knows what someone told it.

How it works

How to connect your CDE to the plan, step by step

  1. Connect your CDE

    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 plan
  2. Name the files you need

    Each 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 owes each one.

    Every expected file named, with an owner
  3. Let delivered files fill them

    When 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 upload
  4. Check models, watch progress

    Linked 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 delivered

Progress charts

See what has arrived without chasing anyone

Updated automatically

Charts that move as files arrive

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.

  • Charts of document and task statuses on the project dashboard
  • Filtered by milestone, team, team member, status or work package
  • A weekly PDF report that sends itself
Build a progress dashboard
Plannerly project dashboard for Horizon House: the project details, CDE Connect, and live charts of document and scope task statuses

Free live webinar · Episode 4

Surviving the seven CDEs

Connect them. Keep them in step. Stop re-uploading. Most projects run more than one common data environment, so the single source of truth quietly becomes several and you spend your week re-uploading. How to keep every CDE in step with the agreed plan, so delivered files check themselves off and the dashboards move on their own.

Nov5Thu

Free webinar on Zoom · 45 minutes · How to survive as a BIM Manager

Thursday 5 November 2026

10:00New York 15:00London 19:00Dubai

You'll leave with

  • Every CDE on the project connected to one plan
  • Delivered files matched to the request they fill
  • Dashboards that move as files arrive

Fill this in to carry on.

That email doesn't look right - check for a typo.

Free. One sign-up covers every episode this season, and the replay comes to you if you can't make it. We pass your name and email to Zoom to register you, and Zoom sends your link.

You're in.

Your Zoom link is on its way to your inbox. See you on Thursday 5 November 2026.

Episode 1 - 24 Sep 2026

Why your MIDP spreadsheet is failing (and how to fix it)

Episode 1 built a MIDP live, then connected it to Autodesk. Use the chapters to skip straight to the CDE part: connecting and syncing your CDEs, mapping folders, and charts that update automatically.

  • Why "common" data environments aren't
  • Connecting and syncing your CDEs
  • Mapping folders and keeping files in step
  • Dashboards that update automatically

Free download

Everything to connect your CDE to the plan: a starter project and three free PDFs

Free download

CDE Survival Kit: a starter project and 3 free PDFs

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.

  • 1 starter project
  • 3 PDFs
  • Free

Case studies

How three teams stopped carrying files between systems

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.

  • United States

    5x growth · 60% faster

    VDC workflows streamlined

    Five tools gone, one source of truth

    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.
    Christopher Allen, Co-founder · reiSource
    • VDC
    • Tool consolidation
    • Scale-up
  • Hungary

    70% less admin

    BIM management time saved

    70% less admin, zero spreadsheet chaos

    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.
    Ivo Galantai, CEO · SODArchitects
    • SME
    • BEP
    • Templates
  • Southeast Asia

    3 countries · Plannerly + Solibri

    Singapore, Malaysia & Indonesia

    Bringing government BIM compliance to Southeast Asia

    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.
    Voon Lok, Managing Director · AdRem IT Solutions
    • CORENET X
    • Solibri
    • ISO 19650

See all case studiesOwners, design teams, contractors, consultants and educators - filter them by your kind of organisation.

What teams say

Why teams track delivery in Plannerly

From Autodesk's head of integrations, a government owner and the teams tracking delivery every day.

  • 5 out of 5

    Verify's integration with Autodesk Construction Cloud helps make BIM management more seamless for customers.
    James CookHead of Integrations · Autodesk
  • 5 out of 5

    Compliance checks used to be a black box. Now, every requirement is traceable and auditable.
    John KiongDirector, Future of Building & Infrastructure · JTC Corporation
  • 5 out of 5

    Plannerly cut the time we spent tracking scope and verifying models by 60%.
    Jonathan GriffithsSenior VDC Engineer · reiSource
  • 5 out of 5

    Everyone was able to work from different countries in a collaborative way online.
    Sean PillanRegional Design Technology Manager · Gensler

Setup guides

Connect your CDE to Plannerly, step by step

Short Help Center guides that walk you through each step in Plannerly. Open one beside the app and follow along.

Plannerly and Autodesk CDEs

Learn it properly

Level 2 - Advanced BIM Workflows

Part 4: Tracking project progress and delivery, from guesswork to visibility

Questions

CDE Connect: your questions, answered

What is a common data environment (CDE) in ISO 19650?
A common data environment (CDE) is the agreed place where a project's information is collected, managed and shared among the delivery team. ISO 19650 describes information moving through four states - work in progress, shared, published and archived - with a check before each move. A CDE is the tool and the workflow around it, which is why one project can end up with several. The Level 3 lesson on the CDE covers the detail, and so does the UK BIM Framework's CDE guidance.
What is CDE Connect?
CDE Connect is the part of Plannerly's File Manager that syncs files and their metadata between your CDE and Plannerly, so work moves between the two without being downloaded and uploaded again. You choose the folders. Files that match a request in your plan by name fill it, and the progress charts update automatically. How Plannerly works as a CDE.
Which CDEs can I connect to Plannerly?
Autodesk Construction Cloud (ACC), BIM 360, Autodesk Docs and Forma, Procore, Microsoft SharePoint, OneDrive, Dropbox, Box and Egnyte. More are coming - Oracle Aconex, Asite, Bentley ProjectWise, Trimble Connect and others - and CDE Connect has a link to vote for the one you use. Using one that isn't listed? Tell us in the in-app chat. Which CDEs connect today.
Do I need an administrator to connect?
For Autodesk, yes, once per hub: an ACC or BIM 360 administrator finds Plannerly in the hub's Apps and adds it, and each hub is separate. For the other CDEs you sign in with your own account and see the folders it can already reach. In Plannerly, people with Manager permission connect CDEs and link files. Step by step.
Does Plannerly replace my CDE?
It doesn't have to. Many teams keep storing models and drawings in their CDE and use Plannerly to say what should be delivered, by whom and when, then check what arrives. Plannerly can also be your CDE: File Manager keeps files with their metadata, permissions, naming and versions. Plannerly and Autodesk CDEs compared.
How does a synced file fill a request?
By name. Each deliverable in your plan can carry a named file request. When a file with that name arrives from your CDE, it fills the request and takes the request's visibility, team and metadata, just as an upload in Plannerly would. If a second file with the same name turns up, it stays separate and is flagged for someone to confirm. Where requests come from: the MIDP.
Will Plannerly show files I can't see in my CDE?
No. Plannerly respects the permissions you already have: you only see the folders and files your CDE account can already reach. Inside Plannerly, files keep the permissions set on their requests and folders. Troubleshooting hub access.
Do new model versions come across by themselves?
Yes. Once an ACC model is linked, new versions come into Plannerly by themselves, so you look at the version the team actually shared, not the one someone emailed last week. Large models take a few minutes to process. How long processing takes, and checking every model with IDS.
Which plan includes CDE Connect?
Connecting a CDE is part of Pro, including its free 14-day trial, and Company, which adds unlimited CDE connections. If your account is on one of Plannerly's earlier paid plans, you keep the access you already have. On Free you can upload files to File Manager and to file requests yourself. Compare plans.
Can I still upload files by hand?
Yes. Upload to a task's file request in Scope or Verify when the file is a defined deliverable, or to File Manager for general coordination files, with metadata and permissions. A file uploaded to a request fills it just as a synced one does. Where to upload.

Pricing

Start free, and connect your CDE on the 14-day Pro trial

Free $0forever
  • Five projects included
  • The account owner edits; everyone they invite can view
  • 100 MB of project files
  • Explore Docs, Scope and Verify
  • Upload files to your requests yourself, no card needed
Start free
5 projects included free Pro
Choose your modules
$249/ month
  • Five projects included
  • Unlimited editors and viewers
  • 50 GB of project files
  • Your branding on everything you export
  • Each project beyond five: $49 a month
  • Connect Autodesk, Procore, SharePoint, OneDrive, Dropbox, Box and Egnyte
  • Unlimited editors and viewers
  • Models checked automatically against your requirements
  • Try every Pro feature free for 14 days, no card
Start free, then try Pro for 14 days

Prices in US dollars. You'll see the price for your country in the app.

Your next job

Next: start every project from your best version, not last job's copy

Your CDE now feeds the plan. Make the plan itself repeatable: keep your best BEP, requirements, file requests and scope as templates, and start every new project from them with its details filled in.

  1. Check every model with IDS (done)
  2. Connect your CDE (done)
  3. Make it your company standard (next)
  4. Teach ISO 19650
Make it your company standard next