https://plannerly.com/videos/create-a-customized-referral-link/ https://i.ytimg.com/vi/V_fIza5zr-o/hqdefault.jpg Create a Customized Referral Link Learn how to create custom referral links for our website in this step-by-step guide. We'll show you how to set up links that point to different pages and ensure your referrals are properly tagged. Best of all, you'll earn a $1000 commission for each person who signs up for a plan through your custom link. Start boosting your referrals and income today! Sharing links to our resources, training, and demo pages are some great options. And don't forget about our blogs and case studies - they're great for potential users. These pages are perfect for creating custom referral links that'll really resonate with your audience. 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/V_fIza5zr-o 148 yes https://plannerly.com/videos/plannerly-referral-program-you-get-1-000-per-referral/ https://i.ytimg.com/vi/P2-rhFFN5jU/hqdefault.jpg Plannerly Referral Program - You get $1,000 per referral! You get $1,000 per referral! They get 50% off their Plannerly subscription! Exciting news! Our new referral program is here. Refer someone and earn $1,000 when they join. New subscribers also get a sweet 50% discount on paid plans. It's a win-win for everyone. Start referring and start earning today! More details: https://plannerly.com/partner 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/P2-rhFFN5jU 87 yes https://plannerly.com/videos/why-your-bim-files-are-lost-in-seven-cdes/ https://i.ytimg.com/vi/Ch8SH0kzHU8/hqdefault.jpg Why Your BIM Files Are Lost in Seven CDEs Seven CDEs. One plan. In this live session an approved document files itself in the client's SharePoint, files dropped in the design team's Dropbox fill their requests in the MIDP, and a reviewed drawing goes straight on to the contractor's Autodesk Forma. Episode 4 of How to survive as a BIM Manager, the free webinar series on ISO 19650 workflows, with Clive Jordan (co-founder), Akos Hamar (COO) and Bharathi Balu (Information Management Lead) from Plannerly. What you'll see: - Why one project ends up with seven CDEs, and an eighth on somebody's desktop - Why "let's all use one CDE" doesn't survive the meeting - Auto-Publish: a document signed by the team files itself in the client's SharePoint - Auto-Collect: files in the design team's Dropbox fill their requests, and the charts move - Reports that send themselves, with each new version landing in Autodesk Forma - Auto-Route: a reviewed drawing set to S4 goes on to the contractor's Autodesk Forma - Automatic file naming, and SmartFolders that sort your files from their metadata - The dashboards you can build from all of it The slides and the CDE Connect handout: https://plannerly.com/live/surviving-the-cdes/ Want to try new connectors early? Join the beta testing community: sign in to Plannerly (or sign up free at https://app.plannerly.com/sign-up), open Support and type "add me". Free training, with certificates: https://plannerly.com/training Next episode - Surviving AI Model Checking, Thu 19 Nov, 10:00 New York / 15:00 London. Free seat: https://plannerly.com/live Chapters 0:00 Seven CDEs. One plan. 0:25 What if every CDE just kept up? 1:41 What is a CDE, and how many is your project using? 2:55 The ISO 19650 idea: one source of truth 3:24 Same file, seven places: which one is the latest? 3:53 The eighth CDE: your desktop 4:19 So you become the courier 5:17 Where most project files end up 5:55 Three ways: one CDE for everyone, manage the gaps, or automate 7:13 Put your plan in the middle 8:15 What if your BEP filed itself? 9:44 Demo 1: Auto-Publish -... https://www.youtube.com/embed/Ch8SH0kzHU8 2359 yes https://plannerly.com/videos/plannerly-accounts-workspaces-and-projects-explained/ https://i.ytimg.com/vi/t842J605g3Y/hqdefault.jpg Plannerly Accounts, Workspaces and Projects Explained Step-by-step guide: https://help.plannerly.com/en/article/accounts-workspaces-and-projects-in-plannerly-explained Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Not sure how projects are set up in Plannerly? Your account holds workspaces, and workspaces hold projects. This short video shows what each level is for and where standards, people and plan live in Account Settings, so you set things up once and every project follows. In this video: 0:00 Why set up once 0:13 Account, workspace, project 0:38 Account Settings Next: How to Add Your Logo and Colors to Your Plannerly Account: https://youtu.be/OxrjFHypV1Y The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/t842J605g3Y 61 yes https://plannerly.com/videos/how-to-add-your-logo-and-colors-to-your-plannerly-account/ https://i.ytimg.com/vi/OxrjFHypV1Y/hqdefault.jpg How to Add Your Logo and Colors to Your Plannerly Account Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-your-company-logo-and-colors-to-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Want Plannerly to look like your company? In Account Settings you can set your account name, menu colors and logo in a minute, with nothing to install. You will also see Set up my branding automatically, which pulls your logo and palette from your website. In this video: 0:00 Why brand it 0:13 Open Branding settings 0:25 Add your logo 0:36 Automatic branding Next: How to Add a Second Admin to Your Plannerly Account: https://youtu.be/QKvBoi9GFb0 The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/OxrjFHypV1Y 47 yes https://plannerly.com/videos/how-to-add-a-second-admin-to-your-plannerly-account/ https://i.ytimg.com/vi/QKvBoi9GFb0/hqdefault.jpg How to Add a Second Admin to Your Plannerly Account Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-another-account-admin-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ If only one person can change your Plannerly account, everything waits while they are away. Here is how to add a second account admin in a few clicks, what admins can do across workspaces, and the Free plan limit to know about. Set it up now, before someone is away on the beach. In this video: 0:00 Why add a second admin 0:13 Add administrator 0:32 Admin rights and Free plan Next: How to Group Projects into Workspaces in Plannerly: https://youtu.be/T2hb8Ax7V8Q The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/QKvBoi9GFb0 49 yes https://plannerly.com/videos/how-to-group-projects-into-workspaces-in-plannerly/ https://i.ytimg.com/vi/T2hb8Ax7V8Q/hqdefault.jpg How to Group Projects into Workspaces in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/66-how-to-create-a-new-workspace-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ One long list of projects gets hard to manage fast. Learn how to create a Plannerly workspace by office, region or type of work, choose its admins, and remove a leaver from every project in the workspace at once instead of one by one. It saves a whole afternoon. In this video: 0:00 Why workspaces 0:11 Create a workspace 0:29 Project Members view 0:40 Remove a leaver everywhere Next: Plannerly Pro or Company? Choosing the Right Plan for Your Team: https://youtu.be/cQEzxVuCY28 The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/T2hb8Ax7V8Q 54 yes https://plannerly.com/videos/plannerly-pro-or-company-choosing-the-right-plan-for-your-team/ https://i.ytimg.com/vi/cQEzxVuCY28/hqdefault.jpg Plannerly Pro or Company? Choosing the Right Plan for Your Team Step-by-step guide: https://help.plannerly.com/en/article/51-how-much-does-plannerly-cost Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Wondering how Plannerly pricing works? It is not priced per person: on Pro, your whole team and every company you work with can edit and view. This video covers what Pro includes, what Company adds, and when to talk to us about it. No one pays extra just to collaborate. In this video: 0:00 Per-seat pricing problem 0:13 Pro plan, no seat limits 0:28 Company plan extras 0:44 Collaboration for everyone Next: Company Document Standards in Plannerly: What You'll Learn: https://youtu.be/_jcKTn42YZc The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/cQEzxVuCY28 55 yes https://plannerly.com/videos/how-to-set-a-default-page-size-and-margins-in-plannerly/ https://i.ytimg.com/vi/kZyEMStWQWc/hqdefault.jpg How to Set a Default Page Size and Margins in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/set-company-page-size-margins-and-text-styles-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ When every project team sets up its own pages and fonts, exports never quite match. Here is how to set your company paper size, margins and text styles once in Account Settings, make them the default for new projects, and let teams update when ready. In this video: 0:00 Why set it once 0:13 Add a page setup 0:34 Set text styles 0:44 Teams update when ready Next: How to Build an Auto-filling Header and Footer for Every Project: https://youtu.be/WDnpSlpGeSI The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/kZyEMStWQWc 60 yes https://plannerly.com/videos/how-to-build-an-auto-filling-header-and-footer-for-every-project/ https://i.ytimg.com/vi/WDnpSlpGeSI/hqdefault.jpg How to Build an Auto-filling Header and Footer for Every Project Step-by-step guide: https://help.plannerly.com/en/article/add-a-company-header-and-footer-with-smartfields-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Retyping the project name and number into every document header is slow and easy to get wrong. Here is how to build one company header in Account Settings with a System SmartField, so every project fills in its own title on documents and exports. In this video: 0:00 Why retyping is risky 0:12 Create a company header 0:22 Add Project Title SmartField 0:35 Same header on exports Next: How to Make a Company Cover Page with an AI Background: https://youtu.be/r78xiG0mblU The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/WDnpSlpGeSI 53 yes https://plannerly.com/videos/how-to-make-a-company-cover-page-with-an-ai-background/ https://i.ytimg.com/vi/r78xiG0mblU/hqdefault.jpg How to Make a Company Cover Page with an AI Background Step-by-step guide: https://help.plannerly.com/en/article/create-a-company-cover-page-with-an-ai-background-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ A cover page is the first thing your client sees. Learn how to build a company cover page in Plannerly, generate a background image with AI, and add the project title and client as SmartFields so every project shows its own details without retyping. In this video: 0:00 Why covers matter 0:11 Generate AI background 0:22 Add title and client Next: How to Set Up Custom Templates in Plannerly (the Right Way): https://youtu.be/k8YvPAJL32U The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/r78xiG0mblU 42 yes https://plannerly.com/videos/how-to-set-up-custom-templates-in-plannerly-the-right-way/ https://i.ytimg.com/vi/k8YvPAJL32U/hqdefault.jpg How to Set Up Custom Templates in Plannerly (the Right Way) Step-by-step guide: https://help.plannerly.com/en/article/choose-which-templates-appear-in-project-libraries-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Copying an old project to start a document carries out-of-date wording from job to job. Here is how to use Template Management in Account Settings so every project Library offers only your company's approved templates and nothing else. No more documents copied from last time. In this video: 0:00 Why old copies spread 0:15 Template Management 0:33 Save and check Library Next: SmartFields: Change One Value, Update Every Document: https://youtu.be/vvPC04w1-Z8 The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/k8YvPAJL32U 49 yes https://plannerly.com/videos/smartfields-change-one-value-update-every-document/ https://i.ytimg.com/vi/vvPC04w1-Z8/hqdefault.jpg SmartFields: Change One Value, Update Every Document Step-by-step guide: https://help.plannerly.com/en/article/81-what-are-smartfields-and-why-you-ll-love-them Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ When a client changes its name, hunting through every contract document with find and replace always misses something. See how SmartFields keep one agreed value in one place, auto-create them from your documents, and update every section at once. In this video: 0:00 The client-name problem 0:31 Insert a SmartField 0:56 Auto-create SmartFields 1:12 Change it once 1:30 Why it works Next: How to Roll Out a Company Standard Update to Projects in Plannerly: https://youtu.be/ycqOqoGXBMg The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/vvPC04w1-Z8 103 yes https://plannerly.com/videos/how-to-roll-out-a-company-standard-update-to-projects-in-plannerly/ https://i.ytimg.com/vi/ycqOqoGXBMg/hqdefault.jpg How to Roll Out a Company Standard Update to Projects in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/how-to-roll-out-a-company-standard-update-to-projects-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Change a company standard mid-project and you either rework every live document overnight or nobody notices. See how to change a standard once, how each project is offered the update, and how teams choose Use update or Keep current when it suits them. In this video: 0:00 Why changes get missed 0:14 Change a standard once 0:24 Review the update 0:34 Use update or Keep current Next: How to Create and Configure a Plannerly Project: What You'll Learn: https://youtu.be/RaodQnza35Q The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/ycqOqoGXBMg 47 yes https://plannerly.com/videos/how-to-create-a-new-project-in-plannerly/ https://i.ytimg.com/vi/6ujtHTlMhFQ/hqdefault.jpg How to Create a New Project in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/163-creating-and-renaming-projects Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ A new job should not need a day of setup before anyone can start. Here is how to create a project in Plannerly in a few clicks: name it, choose its modules, and open the Library with your company's approved templates and details already in place. In this video: 0:00 Why standards come first 0:14 Create a new project 0:28 Approved templates in Library Next: How to Set Project Details, Date Format and Time Zone: https://youtu.be/C4L2HnOYkPg The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/6ujtHTlMhFQ 45 yes https://plannerly.com/videos/how-to-set-project-details-date-format-and-time-zone/ https://i.ytimg.com/vi/C4L2HnOYkPg/hqdefault.jpg How to Set Project Details, Date Format and Time Zone Step-by-step guide: https://help.plannerly.com/en/article/set-the-project-number-client-language-and-time-zone Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Your project number and client appear on every document you issue, so they belong in one place. Learn how to enter them in Plannerly project settings, set the date format and time zone, and let headers, exports and SmartFields read from there. In this video: 0:00 Why set details once 0:10 Add number and client 0:25 Date format and time zone Next: Level of Information Need and bSDD: Set Them Up from Day One: https://youtu.be/VTeb3sqdcyY The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/C4L2HnOYkPg 50 yes https://plannerly.com/videos/level-of-information-need-and-bsdd-set-them-up-from-day-one/ https://i.ytimg.com/vi/VTeb3sqdcyY/hqdefault.jpg Level of Information Need and bSDD: Set Them Up from Day One Step-by-step guide: https://help.plannerly.com/en/article/project-lod-loin-standards Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ If every team classifies scope in its own way, information never lines up. Learn how to set the project standard, such as ISO 19650 Level of Information Need, and choose bSDD dictionaries like Uniclass in Plannerly, so everyone and your model checks use the same codes. In this video: 0:00 Why classification matters 0:14 Project standard (LOIN) 0:25 bSDD and Uniclass 0:39 Same codes for model checks Next: How to Add Custom Task Statuses with Progress Percentages: https://youtu.be/yxNMCZOwfco The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/VTeb3sqdcyY 51 yes https://plannerly.com/videos/how-to-add-custom-task-statuses-with-progress-percentages/ https://i.ytimg.com/vi/yxNMCZOwfco/hqdefault.jpg How to Add Custom Task Statuses with Progress Percentages Step-by-step guide: https://help.plannerly.com/en/article/customise-task-statuses-and-progress-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ When task statuses do not match how your team really works, people stop updating them and everything sits at 90% done. Learn how to add your own statuses in Plannerly, give each a progress percentage, and keep progress and cost progress honest. In this video: 0:00 Why statuses go stale 0:11 Add statuses and percentages 0:27 Progress and cost progress Next: How to Duplicate a Project in Plannerly: What to Keep and Leave Behind: https://youtu.be/Q_LPWfb5r3o The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/yxNMCZOwfco 45 yes https://plannerly.com/videos/how-to-duplicate-a-project-in-plannerly-what-to-keep-and-leave-behind/ https://i.ytimg.com/vi/Q_LPWfb5r3o/hqdefault.jpg How to Duplicate a Project in Plannerly: What to Keep and Leave Behind Step-by-step guide: https://help.plannerly.com/en/article/109-how-to-duplicate-a-project-in-plannerly-using-templates-instead Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Starting every job from scratch throws away what you got right last time. See how to duplicate a project in Plannerly, choose what comes across (documents, scope, teams, settings), and know that people, signatures and approvals stay behind for a clean start. In this video: 0:00 Why not start from scratch 0:11 Duplicate project 0:25 What stays behind Next: Archive or Delete? The Right Way to Manage Plannerly Projects: https://youtu.be/XuBos4Vdnv0 The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Q_LPWfb5r3o 44 yes https://plannerly.com/videos/archive-or-delete-the-right-way-to-manage-plannerly-projects/ https://i.ytimg.com/vi/XuBos4Vdnv0/hqdefault.jpg Archive or Delete? The Right Way to Manage Plannerly Projects Step-by-step guide: https://help.plannerly.com/en/article/97-archiving-and-deleting-projects Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Finished projects pile up and live ones get harder to find. Here is how to archive a project in Plannerly so it leaves your dashboard without losing anything, bring it back if the job returns, and delete only on purpose by typing the project name. In this video: 0:00 Why archive 0:10 Archive a project 0:24 Delete safely Next: Team Access and Roles in Plannerly: What You'll Learn: https://youtu.be/dMbXaPEI8bE The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/XuBos4Vdnv0 35 yes https://plannerly.com/videos/how-to-add-staff-to-all-plannerly-projects-without-email-invites/ https://i.ytimg.com/vi/p4oXH4QAPcs/hqdefault.jpg How to Add Staff to All Plannerly Projects Without Email Invites Step-by-step guide: https://help.plannerly.com/en/article/account-members-give-your-staff-default-access-to-projects Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Inviting your own staff to every project one at a time is slow, and someone always ends up with the wrong access. See how the Account members directory gives each person a default team and workspace access, with no invitation emails. Access gets decided once, by the people responsible for it. In this video: 0:00 Slow invitations problem 0:11 Account members directory 0:32 Join as a Viewer Next: Plannerly Roles and Permissions: Preview Your Project as a Viewer: https://youtu.be/IHZO1c3jSWg The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/p4oXH4QAPcs 53 yes https://plannerly.com/videos/plannerly-roles-and-permissions-preview-your-project-as-a-viewer/ https://i.ytimg.com/vi/IHZO1c3jSWg/hqdefault.jpg Plannerly Roles and Permissions: Preview Your Project as a Viewer Step-by-step guide: https://help.plannerly.com/en/article/1-permissions-viewer-editor-manager Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Give everyone full access and mistakes happen; lock everything down and your inbox fills with requests. Learn how to set permissions for Manager, Editor, Viewer and Prospective roles in Plannerly, then check the result with Save and view as role. In this video: 0:00 The four roles 0:17 Roles and Permissions 0:31 View as role 0:43 Custom roles Next: How to Set Up Project Teams in Plannerly: https://youtu.be/tKgrzNBXqPo The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/IHZO1c3jSWg 56 yes https://plannerly.com/videos/how-to-set-up-project-teams-in-plannerly/ https://i.ytimg.com/vi/tKgrzNBXqPo/hqdefault.jpg How to Set Up Project Teams in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-a-team-to-a-plannerly-project Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ On a busy project you need to see who is who at a glance. Learn how to add a task team in Plannerly with its own name, role, abbreviation and logo, and how to mark a firm that is not appointed yet as a Prospective Team. Handy when you have asked which Tom is the architect once too often. In this video: 0:00 Why teams need badges 0:20 Add a team 0:33 Prospective teams 0:43 Delivery team structure Next: How to Invite People to a Plannerly Project: https://youtu.be/KFLMKfmztUc The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/tKgrzNBXqPo 56 yes https://plannerly.com/videos/how-to-invite-people-to-a-plannerly-project/ https://i.ytimg.com/vi/KFLMKfmztUc/hqdefault.jpg How to Invite People to a Plannerly Project Step-by-step guide: https://help.plannerly.com/en/article/52-inviting-team-members-to-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Getting everyone onto a new project usually means emails and a spreadsheet of who is in. Here is how to invite people to a Plannerly project with Add Member, bring a whole team on from a pasted list, and see who is still pending. Nobody has to send another reply-all. In this video: 0:00 Why skip the email chain 0:12 Add a member 0:32 Add multiple members Next: Copy Your Team to a New Project in Under 60 Seconds: https://youtu.be/Uw4Cr-zxQLA The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/KFLMKfmztUc 50 yes https://plannerly.com/videos/copy-your-team-to-a-new-project-in-under-60-seconds/ https://i.ytimg.com/vi/Uw4Cr-zxQLA/hqdefault.jpg Copy Your Team to a New Project in Under 60 Seconds Step-by-step guide: https://help.plannerly.com/en/article/how-to-copy-a-team-to-another-plannerly-project Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Most of your next project's team worked on your last one, so typing them in again is a waste of a Monday. See how to use Copy team members in Plannerly to bring teams and people across, choose their access, and send invitations in under a minute. In this video: 0:00 Why copy a team 0:10 Copy team members 0:20 Choose access and copy Next: Plannerly Notifications and Integrations: What You'll Learn: https://youtu.be/9SaHL1pX0To The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Uw4Cr-zxQLA 32 yes https://plannerly.com/videos/how-to-block-whatsapp-and-other-notifications-for-your-whole-account/ https://i.ytimg.com/vi/Ut1pvDc--H8/hqdefault.jpg How to Block WhatsApp and Other Notifications for Your Whole Account Step-by-step guide: https://help.plannerly.com/en/article/set-the-notification-rules-for-your-whole-plannerly-account Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Too many notifications and people stop reading them; too few and things get missed. Learn how the account notification policy in Plannerly sets what is allowed for everyone, such as blocking WhatsApp, while projects and people fine-tune inside those limits. In this video: 0:00 Why notifications matter 0:10 Account notification policy 0:27 Project and personal settings Next: How to Connect Autodesk to Plannerly with a Service Account: https://youtu.be/niybGvdjoU4 The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Ut1pvDc--H8 42 yes https://plannerly.com/videos/how-to-connect-autodesk-to-plannerly-with-a-service-account/ https://i.ytimg.com/vi/niybGvdjoU4/hqdefault.jpg How to Connect Autodesk to Plannerly with a Service Account Step-by-step guide: https://help.plannerly.com/en/article/connect-autodesk-to-plannerly-with-a-service-account Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ When your Autodesk connection runs through one person's login, it breaks the day they leave. Learn how to enable a Secure Service Account in Plannerly, add Plannerly in your Autodesk admin, and move every connection onto an account your company owns. In this video: 0:00 Why connections break 0:10 Enable SSA 0:22 Switch the account over Next: How to Connect Plannerly to SharePoint, Dropbox and Procore: https://youtu.be/HM6eobOM63A The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/niybGvdjoU4 38 yes https://plannerly.com/videos/how-to-connect-plannerly-to-sharepoint-dropbox-and-procore/ https://i.ytimg.com/vi/HM6eobOM63A/hqdefault.jpg How to Connect Plannerly to SharePoint, Dropbox and Procore Step-by-step guide: https://help.plannerly.com/en/article/connect-your-cde-automate-file-transfers-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ If someone on your team keeps downloading, renaming and uploading files between systems, CDE Connect can do it for you. See how Plannerly links to SharePoint, Dropbox, Procore and Autodesk Forma, and how folder-by-folder automations bring files in or send them out. In this video: 0:00 The manual file problem 0:12 SharePoint and Dropbox 0:25 Procore and Autodesk Forma 0:41 Synced files fill requests Next: How to Create a Secure API Key in Plannerly: https://youtu.be/hAviTvLMlJw The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/HM6eobOM63A 70 yes https://plannerly.com/videos/how-to-create-a-secure-api-key-in-plannerly/ https://i.ytimg.com/vi/hAviTvLMlJw/hqdefault.jpg How to Create a Secure API Key in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/how-to-create-a-plannerly-api-key Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Connecting Plannerly to a dashboard should not mean sharing your password. Learn how to create a named API key with an expiry date and read-only or write access, why you must copy it straight away, and how to revoke it whenever you need to. In this video: 0:00 Why not share passwords 0:12 Name, expiry and access 0:24 Copy the key once 0:36 Revoke and connect tools Next: How to Roll Out Plannerly to Your Team (a Practical Guide): https://youtu.be/IElZA3n0qVQ The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/hAviTvLMlJw 47 yes https://plannerly.com/videos/how-to-roll-out-plannerly-to-your-team-a-practical-guide/ https://i.ytimg.com/vi/IElZA3n0qVQ/hqdefault.jpg How to Roll Out Plannerly to Your Team (a Practical Guide) Step-by-step guide: https://help.plannerly.com/en/article/how-to-roll-plannerly-out-to-your-team Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/ Setting up Plannerly is the quick part; getting busy teams to use it is the real job. Here is a practical rollout plan: start with one live project and a visible win, bring your own people in, point everyone to a course, and check in after week one. In this video: 0:00 Why rollout is hard 0:12 Start with one project 0:22 Bring your people in 0:34 Consultants and clients 0:51 Check in after week one 1:03 Start small, then grow The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/IElZA3n0qVQ 74 yes https://plannerly.com/videos/iso-19650-key-terms-explained-in-plain-english/ https://i.ytimg.com/vi/mYOGsgjxpJg/hqdefault.jpg ISO 19650 Key Terms Explained in Plain English Step-by-step guide: https://help.plannerly.com/en/article/iso-19650-key-terms-in-plain-english-with-us-words Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ ISO 19650 key terms can sound like a foreign language, especially when your project says owner and general contractor. In about a minute you'll know the appointing party, lead appointed party, task teams, BEP, MIDP, information requirements and CDE, with the US words alongside. In this video: 0:00 Intro and appointing party 0:16 Lead appointed party, task teams 0:29 BEP and MIDP 0:41 Requirements and CDE 0:51 Why ISO 19650 Next: Finally Invited to a Plannerly Project? Start Here: https://youtu.be/Tf67FuZuP5Q The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/mYOGsgjxpJg 65 yes https://plannerly.com/videos/finally-invited-to-a-plannerly-project-start-here/ https://i.ytimg.com/vi/Tf67FuZuP5Q/hqdefault.jpg Finally Invited to a Plannerly Project? Start Here Step-by-step guide: https://help.plannerly.com/en/article/how-to-find-your-project-and-get-around-it-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Invited to a Plannerly project and wondering where it went? Here's how to find it, see your role, and open the Project Dashboard. You'll also learn what Docs, Scope, Verify and File Manager are for, and how to switch projects in one click, so everyone works from the same version. In this video: 0:00 Find your project 0:20 Dashboard and tabs 0:40 Switch projects Next: The Fastest Way to See Your Work in Plannerly: https://youtu.be/0jjco2UEzHo The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Tf67FuZuP5Q 51 yes https://plannerly.com/videos/the-fastest-way-to-see-your-work-in-plannerly/ https://i.ytimg.com/vi/0jjco2UEzHo/hqdefault.jpg The Fastest Way to See Your Work in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/how-to-see-your-own-tasks-on-a-plannerly-project Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Two hundred tasks on the project and four of them are yours? Open My tasks on the Plannerly dashboard to see everything assigned to you or your team, jump straight to the work, and use Just Me and Mentions Me in Scope to cut the noise. Handy when the list is long. In this video: 0:00 Open My tasks 0:17 Filter in Scope 0:27 Show or hide the block Next: How to Ask Questions Where the Work Actually Happens: https://youtu.be/a8fXKO5s83k The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/0jjco2UEzHo 38 yes https://plannerly.com/videos/how-to-ask-questions-where-the-work-actually-happens/ https://i.ytimg.com/vi/a8fXKO5s83k/hqdefault.jpg How to Ask Questions Where the Work Actually Happens Step-by-step guide: https://help.plannerly.com/en/article/how-to-ask-a-question-on-a-task-in-plannerly-and-mention Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Questions about doors in one email, answers in another, and nobody sure which model? Comment on the task itself instead. You'll @mention a teammate, mark the question resolved, and use Team conversation for anything that isn't tied to one task. In this video: 0:00 The email problem 0:10 Comment and @mention 0:25 Resolve and team chat Next: Stop Reading Every Notification: The Smarter Way to Catch Up: https://youtu.be/yNi7Cxs6Vx0 The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/a8fXKO5s83k 41 yes https://plannerly.com/videos/stop-reading-every-notification-the-smarter-way-to-catch-up/ https://i.ytimg.com/vi/yNi7Cxs6Vx0/hqdefault.jpg Stop Reading Every Notification: The Smarter Way to Catch Up Step-by-step guide: https://help.plannerly.com/en/article/how-to-catch-up-on-project-activity-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Back from a week away and the project carried on without you? Open Activity in Plannerly, read My feed for mentions, assignments and replies, then check Project feed for everything else. Tick Mark all as read, and you're caught up without wading through every notification. Next: How to Set Up Your Profile and Notification Preferences: https://youtu.be/BP7SlM_YGhA The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/yNi7Cxs6Vx0 30 yes https://plannerly.com/videos/how-to-set-up-your-profile-and-notification-preferences/ https://i.ytimg.com/vi/BP7SlM_YGhA/hqdefault.jpg How to Set Up Your Profile and Notification Preferences Step-by-step guide: https://help.plannerly.com/en/article/71-how-can-i-add-my-photo-to-my-profile-in-the-plannerly-app Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Too many emails, and a blank circle where your face should be? Open My Profile to add a photo, company and title, and choose your language. Then set Notification preferences so Plannerly sends one Daily recap instead of 40 emails. Your colleagues will finally know who you are, too. In this video: 0:00 Why fix both 0:10 Photo and language 0:21 Notification preferences Next: How to Write a BIM Execution Plan Together: What You'll Learn: https://youtu.be/juQ-GtJF5Yc The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/BP7SlM_YGhA 45 yes https://plannerly.com/videos/how-to-start-a-bim-execution-plan-from-a-library-template/ https://i.ytimg.com/vi/XqVD9M-3L5U/hqdefault.jpg How to Start a BIM Execution Plan from a Library Template Step-by-step guide: https://help.plannerly.com/en/article/69-how-to-create-a-bep-bim-execution-plan-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Tired of a BIM Execution Plan copied from the last job with the old client's name still in it? In Plannerly Docs you can add a BEP from your company's or Plannerly's Library, bring in only the sections you need, and start numbered and ready to fill in. In this video: 0:00 Why not copy the last BEP 0:10 Add from the Library 0:25 Pick the sections Next: How to Add Sections to a Document with Automatic Numbering: https://youtu.be/QWCdN5UjWWg The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/XqVD9M-3L5U 43 yes https://plannerly.com/videos/how-to-add-sections-to-a-document-with-automatic-numbering/ https://i.ytimg.com/vi/QWCdN5UjWWg/hqdefault.jpg How to Add Sections to a Document with Automatic Numbering Step-by-step guide: https://help.plannerly.com/en/article/41-how-to-add-a-section-or-category-in-docs Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Add one section and suddenly you're renumbering 4.1 to 4.9 by hand. In Plannerly, search the Library, drag a section into place, tuck it under another, and every number updates itself. You can even turn numbering off for an appendix, and any SmartFields in the new section already show this project's details. In this video: 0:00 The renumbering problem 0:10 Drag a section in 0:25 Turn numbering off Next: How to Automate Your Project Documents with SmartFields: https://youtu.be/ZY6cK92I7r0 The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/QWCdN5UjWWg 41 yes https://plannerly.com/videos/how-to-automate-your-project-documents-with-smartfields/ https://i.ytimg.com/vi/ZY6cK92I7r0/hqdefault.jpg How to Automate Your Project Documents with SmartFields Step-by-step guide: https://help.plannerly.com/en/article/smartfields-in-a-bep-change-a-project-detail-once Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ When the client renames the project and you find the old name in 40 places, SmartFields are the fix. Turn text like the client name into a SmartField, let Plannerly replace other typed copies, and change the value once so every document agrees. In this video: 0:00 Why SmartFields 0:12 Insert a SmartField 0:23 Replace everywhere Next: How to Use AI to Draft and Tidy Your Sections: https://youtu.be/WCO_wqHl_aQ The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/ZY6cK92I7r0 42 yes https://plannerly.com/videos/how-to-use-ai-to-draft-and-tidy-your-sections/ https://i.ytimg.com/vi/WCO_wqHl_aQ/hqdefault.jpg How to Use AI to Draft and Tidy Your Sections Step-by-step guide: https://help.plannerly.com/en/article/9-how-to-overcome-writer-s-block-with-ai-expand Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Staring at a blank Information security section at six in the evening? In Plannerly, open the AI menu and choose Write my section for a first draft, or select a rough paragraph and apply Professional tone. Nothing changes until you confirm, and Undo is there. In this video: 0:00 Draft a section 0:18 Rough text to professional 0:28 Confirm or undo Next: How to Assign Section Owners in a BIM Execution Plan: https://youtu.be/9wHU77zEXoE The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/WCO_wqHl_aQ 38 yes https://plannerly.com/videos/how-to-assign-section-owners-in-a-bim-execution-plan/ https://i.ytimg.com/vi/9wHU77zEXoE/hqdefault.jpg How to Assign Section Owners in a BIM Execution Plan Step-by-step guide: https://help.plannerly.com/en/article/assign-bep-section-owners-and-mention-them-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Everyone assumes someone else is writing that section. In Plannerly you can give each BIM Execution Plan section a responsible owner, comment on the exact words with an @mention, resolve it when sorted, and use Quick Assign for lots of sections at once. In this video: 0:00 Assign an owner 0:14 Comment with @mention 0:27 Resolve and Quick Assign Next: How to Share a BEP for Review, Then Publish and Lock It: https://youtu.be/fMSBgiSYYrQ The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/9wHU77zEXoE 40 yes https://plannerly.com/videos/how-to-share-a-bep-for-review-then-publish-and-lock-it/ https://i.ytimg.com/vi/fMSBgiSYYrQ/hqdefault.jpg How to Share a BEP for Review, Then Publish and Lock It Step-by-step guide: https://help.plannerly.com/en/article/share-a-bep-for-review-then-publish-it-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Reviewing a BEP by emailing version 7, final final to six people is nobody's idea of fun. Set sections to Shared with a consultation deadline, let reviewers suggest edits in the text, accept what you agree with, then Publish to lock the agreed version. In this video: 0:00 Share for review 0:21 Accept edits and publish 0:31 In progress, shared, published Next: How to Export, Sign and Make a Word Copy of Your BEP: https://youtu.be/B0hMRz_SnKE The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/fMSBgiSYYrQ 42 yes https://plannerly.com/videos/how-to-export-sign-and-make-a-word-copy-of-your-bep/ https://i.ytimg.com/vi/B0hMRz_SnKE/hqdefault.jpg How to Export, Sign and Make a Word Copy of Your BEP Step-by-step guide: https://help.plannerly.com/en/article/7-export-to-pdf Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Need a signed, dated BIM Execution Plan without chasing paper? Export the Published sections to a branded PDF, choose who signs, and each signer approves in Plannerly. The PDF lands in File Manager, and Create .docx gives you an editable Word copy. In this video: 0:00 Export the BEP 0:13 Add signatures 0:33 PDF and Word copy Next: How to Plan Who Delivers What in Plannerly: What You'll Learn: https://youtu.be/8nwAZd-0VWg The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/B0hMRz_SnKE 50 yes https://plannerly.com/videos/how-to-build-a-deliverables-list-for-a-bim-project/ https://i.ytimg.com/vi/IjZYm1r_ciQ/hqdefault.jpg How to Build a Deliverables List for a BIM Project Step-by-step guide: https://help.plannerly.com/en/article/31-creating-work-breakdown-structures-wbs-in-plannerly-s-scope-module Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ If your deliverables list lives in five spreadsheets and no two agree on what counts as a wall, this is for you. In Plannerly Scope you'll add rows and folders, group by discipline, zone or package, drag things into place, and end up with one agreed breakdown. In this video: 0:00 One agreed list 0:11 Add rows and folders 0:28 Drag and group Next: How to Set Project Milestones and Dates in Plannerly: https://youtu.be/3o9B7GWIFJA The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/IjZYm1r_ciQ 44 yes https://plannerly.com/videos/how-to-set-project-milestones-and-dates-in-plannerly/ https://i.ytimg.com/vi/3o9B7GWIFJA/hqdefault.jpg How to Set Project Milestones and Dates in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-and-date-milestones-in-plannerly-scope Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ When's the next milestone due? It depends which email you read. Add milestones in Plannerly Scope with one click, type their names, then use Edit Milestones to set dates and pick colors, so every row lines up under the same dated milestones. In this video: 0:00 Add a milestone 0:10 Edit dates and colors 0:20 One set of dates Next: How to Assign a Team and RACI Role to Each Deliverable: https://youtu.be/mFOQ-ZtfkbQ The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/3o9B7GWIFJA 30 yes https://plannerly.com/videos/how-to-assign-a-team-and-raci-role-to-each-deliverable/ https://i.ytimg.com/vi/mFOQ-ZtfkbQ/hqdefault.jpg How to Assign a Team and RACI Role to Each Deliverable Step-by-step guide: https://help.plannerly.com/en/article/how-to-assign-a-team-and-raci-role-to-a-task-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Who's doing this deliverable, and who signs it off? If the honest answer is everyone, here's the fix. Add a task at a row and milestone, assign a team as accountable and a person as responsible, and the cell shows who does it and in what role. In this video: 0:00 Why roles matter 0:10 Assign team and role 0:30 One task per milestone Next: How to Build a Responsibility Matrix in Minutes: https://youtu.be/4k3ZZrR-Jc4 The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/mFOQ-ZtfkbQ 49 yes https://plannerly.com/videos/how-to-build-a-responsibility-matrix-in-minutes/ https://i.ytimg.com/vi/4k3ZZrR-Jc4/hqdefault.jpg How to Build a Responsibility Matrix in Minutes Step-by-step guide: https://help.plannerly.com/en/article/how-to-assign-teams-and-raci-roles-to-many-tasks-at-once Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Three hundred deliverables to assign, one at a time? Don't. Quick Assign works like a paintbrush: pick a team and a RACI role, paint a folder or a whole milestone, let Plannerly create missing tasks, and finish with a complete responsibility matrix. In this video: 0:00 Open Quick Assign 0:12 Paint a folder 0:25 Paint a milestone Next: How to Find Tasks with No Accountable Person in Plannerly: https://youtu.be/jJThsA-Y6Dc The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/4k3ZZrR-Jc4 44 yes https://plannerly.com/videos/how-to-find-tasks-with-no-accountable-person-in-plannerly/ https://i.ytimg.com/vi/jJThsA-Y6Dc/hqdefault.jpg How to Find Tasks with No Accountable Person in Plannerly Step-by-step guide: https://help.plannerly.com/en/article/how-to-find-tasks-with-no-accountable-owner-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Every deliverable needs someone accountable, but finding the ones that don't have anyone is the hard part. Filter Scope by team to see one team's list, then exclude the accountable role to show every task with nobody accountable, while gaps are still cheap to fix. In this video: 0:00 Why gaps matter 0:12 Filter by team 0:24 Exclude accountable Next: Timeline View: The Fastest Way to Plan Your Delivery: https://youtu.be/Bgho6NKAA0U The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/jJThsA-Y6Dc 36 yes https://plannerly.com/videos/timeline-view-the-fastest-way-to-plan-your-delivery/ https://i.ytimg.com/vi/Bgho6NKAA0U/hqdefault.jpg Timeline View: The Fastest Way to Plan Your Delivery Step-by-step guide: https://help.plannerly.com/en/article/93-how-to-schedule-your-scope-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ A schedule kept in a separate chart is up to date for about a day. In the Plannerly Timeline you drag tasks onto dates, move and stretch bars, link tasks with a type and lag, watch bars fill with progress, and spot over-allocated people in the Resource histogram. In this video: 0:00 Drag tasks onto dates 0:26 Link tasks and set lag 0:43 Progress and histogram Next: How to Export a MIDP, TIDP and RACI from Your BIM Plan: https://youtu.be/V7ILUPjjhlA The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Bgho6NKAA0U 57 yes https://plannerly.com/videos/how-to-export-a-midp-tidp-and-raci-from-your-bim-plan/ https://i.ytimg.com/vi/V7ILUPjjhlA/hqdefault.jpg How to Export a MIDP, TIDP and RACI from Your BIM Plan Step-by-step guide: https://help.plannerly.com/en/article/68-how-to-create-a-master-information-delivery-plan-midp-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Before every issue, someone rebuilds the delivery plan in Excel. Instead, export Scope Data for all teams to get your MIDP with one sheet per milestone, narrow it to one team for its TIDP, and export a PDF with the RACI matrix. The plan you share is the plan you work to. In this video: 0:00 The Excel problem 0:11 Export the MIDP 0:26 TIDP and RACI PDF Next: Information Requirements in BIM: What You'll Learn: https://youtu.be/bgpb48gQVZs The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/V7ILUPjjhlA 50 yes https://plannerly.com/videos/how-to-build-a-bim-requirements-list-from-a-library/ https://i.ytimg.com/vi/hTyF0Ek6r9g/hqdefault.jpg How to Build a BIM Requirements List from a Library Step-by-step guide: https://help.plannerly.com/en/article/add-information-requirements-from-a-library-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Every project needs a list of what each model element must carry, and writing it from memory is a risky plan. In Plannerly Scope, browse a library of IFC property sets, search, add the filtered requirements, or import your own from a CSV file. In this video: 0:00 Why use a library 0:12 Browse and add 0:31 Import from CSV Next: How to Write BIM Requirements a Model Can Be Checked Against: https://youtu.be/Au2m8V876Qk The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/hTyF0Ek6r9g 45 yes https://plannerly.com/videos/how-to-write-bim-requirements-a-model-can-be-checked-against/ https://i.ytimg.com/vi/Au2m8V876Qk/hqdefault.jpg How to Write BIM Requirements a Model Can Be Checked Against Step-by-step guide: https://help.plannerly.com/en/article/write-checkable-information-requirements-for-a-bim-model Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ "Provide fire rating" is not a requirement, it's a wish. Create a requirement in Plannerly with the group and name suggested from the buildingSMART Data Dictionary, add a rule like FD30 or FD60, and use AI to phrase it. The result is a test a model can pass or fail. In this video: 0:00 Why vague fails 0:10 Create and add a rule 0:25 Define rule with AI Next: How to Assign Information Requirements to Tasks and Milestones: https://youtu.be/D34MFwIsflo The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Au2m8V876Qk 44 yes https://plannerly.com/videos/how-to-assign-information-requirements-to-tasks-and-milestones/ https://i.ytimg.com/vi/D34MFwIsflo/hqdefault.jpg How to Assign Information Requirements to Tasks and Milestones Step-by-step guide: https://help.plannerly.com/en/article/assign-information-requirements-to-tasks-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ A requirement buried in a PDF rarely reaches the person who models the wall. In Plannerly, tick the requirements, assign them to a task at the milestone it's due, or assign a whole milestone's requirements at once, so each task team sees exactly what to deliver. In this video: 0:00 Why PDFs fail 0:11 Assign to a task 0:26 Whole milestone Next: How to Turn a Client Requirement Matrix into Scope with AI: https://youtu.be/VdidsCJpxfk The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/D34MFwIsflo 49 yes https://plannerly.com/videos/how-to-turn-a-client-requirement-matrix-into-scope-with-ai/ https://i.ytimg.com/vi/VdidsCJpxfk/hqdefault.jpg How to Turn a Client Requirement Matrix into Scope with AI Step-by-step guide: https://help.plannerly.com/en/article/import-a-requirement-matrix-into-scope-and-requirements Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ The client has sent a requirement matrix: 200 elements, three stages, and 1,000 ticks. Rather than retyping it, use AI Import in Plannerly to turn the spreadsheet into scope items with their requirements already assigned at the right milestones. In this video: 0:00 The client matrix 0:11 AI Import 0:27 Create project content Next: How to Import an IDS File and See What It Asks For: https://youtu.be/PbrUpHC0hUU The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/VdidsCJpxfk 44 yes https://plannerly.com/videos/how-to-import-an-ids-file-and-see-what-it-asks-for/ https://i.ytimg.com/vi/PbrUpHC0hUU/hqdefault.jpg How to Import an IDS File and See What It Asks For Step-by-step guide: https://help.plannerly.com/en/article/import-ids-files Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ An IDS file is a precise list of what a model must contain, but nobody wants to read the XML. Import it into Plannerly Scope and its specifications become rows and its rules become requirements, so you can see what's asked, of whom and when, then check the model. In this video: 0:00 What an IDS is 0:10 Import the IDS 0:23 See what is asked 0:34 Check in Verify Next: How to Export an IDS File from Your Information Requirements: https://youtu.be/qQ_3DygwC_0 The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/PbrUpHC0hUU 44 yes https://plannerly.com/videos/how-to-export-an-ids-file-from-your-information-requirements/ https://i.ytimg.com/vi/qQ_3DygwC_0/hqdefault.jpg How to Export an IDS File from Your Information Requirements Step-by-step guide: https://help.plannerly.com/en/article/how-to-export-information-requirements-as-an-ids-file Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ If your model checker works from a different list to the one you agreed, it will cheerfully pass the wrong things. Export IDS Specifications from Plannerly for one team and milestone, and the IDS file lands in File Manager, ready for any tool that reads IDS. In this video: 0:00 Why share one list 0:12 Export IDS settings 0:24 Use it in any tool Next: How to Check BIM Models Against What Was Agreed in Plannerly Verify: https://youtu.be/YRedRylfEAo The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/qQ_3DygwC_0 39 yes https://plannerly.com/videos/how-to-upload-and-review-a-bim-model-in-plannerly-verify/ https://i.ytimg.com/vi/8rO5vr9rofo/hqdefault.jpg How to Upload and Review a BIM Model in Plannerly Verify Step-by-step guide: https://help.plannerly.com/en/article/how-to-upload-a-bim-model-to-plannerly-verify Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ The model arrived by email, by link and in a shared folder, so which one are you reviewing? In Plannerly Verify, drop the model onto Upload File or connect it from an Autodesk Forma project, then open it in 3D right beside the tasks it has to deliver. In this video: 0:00 Which model? 0:11 Upload or connect Forma 0:22 Open in 3D Next: How to Create a Project Scope Directly from Your Model: https://youtu.be/ZfhX2lOKuqw The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/8rO5vr9rofo 34 yes https://plannerly.com/videos/how-to-create-a-project-scope-directly-from-your-model/ https://i.ytimg.com/vi/ZfhX2lOKuqw/hqdefault.jpg How to Create a Project Scope Directly from Your Model Step-by-step guide: https://help.plannerly.com/en/article/how-to-create-a-scope-from-a-bim-model-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Why build a scope row by row when the model already knows what's in it? In Plannerly, create a scope from a model: choose what each task represents, pick the tasks, add properties to check as requirements, and every task arrives linked to its model elements. In this video: 0:00 Start from the model 0:11 Choose the tasks 0:24 Create linked scope Next: How to Create a Work Package to Check One Discipline at a Time: https://youtu.be/HSDUGsgm3wU The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/ZfhX2lOKuqw 36 yes https://plannerly.com/videos/how-to-create-a-work-package-to-check-one-discipline-at-a-time/ https://i.ytimg.com/vi/HSDUGsgm3wU/hqdefault.jpg How to Create a Work Package to Check One Discipline at a Time Step-by-step guide: https://help.plannerly.com/en/article/how-to-create-a-work-package-to-check-one-set-of-tasks Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Check every task against every model and the real problems hide in the noise. In Plannerly Verify, create a Work Package, filter it to one team's tasks, add that team's model, and the board shows only those tasks beside their model. Smaller checks, clearer results. In this video: 0:00 Too much noise 0:12 Create a work package 0:23 Filter and add the model Next: How to Link Your Model Elements to Plannerly Tasks: https://youtu.be/pbxMwPdI_WE The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/HSDUGsgm3wU 35 yes https://plannerly.com/videos/how-to-link-your-model-elements-to-plannerly-tasks/ https://i.ytimg.com/vi/pbxMwPdI_WE/hqdefault.jpg How to Link Your Model Elements to Plannerly Tasks Step-by-step guide: https://help.plannerly.com/en/article/how-to-map-tasks-to-model-elements-with-mapping-rules Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Plannerly can't check external walls until it knows which parts of the model are the external walls. Add a mapping rule such as task name equals element Type Name, test it, then map any missed elements by hand and see them light up in the model. In this video: 0:00 Why mapping 0:12 Add a mapping rule 0:22 Map selected elements Next: How to Find Missing Data in a BIM Model with a Model Check: https://youtu.be/Ibbt9eyzm_U The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/pbxMwPdI_WE 36 yes https://plannerly.com/videos/how-to-find-missing-data-in-a-bim-model-with-a-model-check/ https://i.ytimg.com/vi/Ibbt9eyzm_U/hqdefault.jpg How to Find Missing Data in a BIM Model with a Model Check Step-by-step guide: https://help.plannerly.com/en/article/how-to-check-a-bim-model-against-information-requirements Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Checking property data one element at a time, with thousands of elements and only one of you, is no fun. Click Check all tasks in Plannerly Verify to see what's missing, wrong and right per requirement, then highlight the failing elements in the model. In this video: 0:00 Run the check 0:14 See what is missing 0:26 Prove it with properties Next: How to Re-check a New Model Version Against the Same Requirements: https://youtu.be/Ije9sJ6Xrj0 The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Ibbt9eyzm_U 39 yes https://plannerly.com/videos/how-to-re-check-a-new-model-version-against-the-same-requirements/ https://i.ytimg.com/vi/Ije9sJ6Xrj0/hqdefault.jpg How to Re-check a New Model Version Against the Same Requirements Step-by-step guide: https://help.plannerly.com/en/article/how-to-re-check-a-new-model-version-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Version 2 arrives the day before the review, and you need to know which results still hold. Drop the new version onto Upload File with the same file name, keep working on the old one meanwhile, then re-check the tasks that need it, against the same requirements as before. In this video: 0:00 Version 2 arrives 0:10 Upload the new version 0:20 Check tasks again Next: How to Share Failed Model Checks with the Team That Owns the Fix: https://youtu.be/700Hvb8OxF8 The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/Ije9sJ6Xrj0 30 yes https://plannerly.com/videos/how-to-share-failed-model-checks-with-the-team-that-owns-the-fix/ https://i.ytimg.com/vi/700Hvb8OxF8/hqdefault.jpg How to Share Failed Model Checks with the Team That Owns the Fix Step-by-step guide: https://help.plannerly.com/en/article/how-to-share-failed-model-checks-with-your-team-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ The failures are found, so now the people who can fix them need to know. Move the task's status to Started for the owning team, share a link to the Work Package, and use Charts to shade the model by task status, so who owns each fix and what's left is clear. Next: File Management and the CDE in BIM: What You'll Learn: https://youtu.be/i-MoG8c_TfQ The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/700Hvb8OxF8 28 yes https://plannerly.com/videos/how-to-find-the-latest-version-of-any-project-file/ https://i.ytimg.com/vi/npskW8AMphE/hqdefault.jpg How to Find the Latest Version of Any Project File Step-by-step guide: https://help.plannerly.com/en/article/119-accessing-and-managing-files-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ When the fire strategy is in a folder called Other inside a folder called Old, finding the latest version is a hunt. Search Plannerly's File Manager, narrow with filters, save searches as SmartFolders, and preview any file with its version right there. In this video: 0:00 Search File Manager 0:12 Filter delivered files 0:22 SmartFolders and preview Next: How to Set Up an ISO 19650 File Naming Convention: https://youtu.be/AHU-30xOMuU The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/npskW8AMphE 35 yes https://plannerly.com/videos/how-to-set-up-an-iso-19650-file-naming-convention/ https://i.ytimg.com/vi/AHU-30xOMuU/hqdefault.jpg How to Set Up an ISO 19650 File Naming Convention Step-by-step guide: https://help.plannerly.com/en/article/iso-19650-file-naming-convention-set-it-up-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Every team names files its own way, and matching them becomes somebody's whole job. Set the File Name Standard once in Plannerly's File Manager settings: add parts like project, team, discipline and number, pick a separator, and save so names sort and match. In this video: 0:00 Open the name standard 0:13 Add name parts 0:25 Separator and save Next: How to Request Files from Project Teams Without Spreadsheets: https://youtu.be/xx9tuJsXYeU The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/AHU-30xOMuU 43 yes https://plannerly.com/videos/how-to-request-files-from-project-teams-without-spreadsheets/ https://i.ytimg.com/vi/xx9tuJsXYeU/hqdefault.jpg How to Request Files from Project Teams Without Spreadsheets Step-by-step guide: https://help.plannerly.com/en/article/how-to-request-files-from-project-teams-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ A delivery list that lives in a spreadsheet gets checked about as often as the fire extinguisher. Paste it straight into Plannerly's File Manager, build standard names, choose the team that owes the files, and Request files as placeholders everyone can see. In this video: 0:00 Paste the list 0:12 Build standard names 0:22 Request files Next: How to Deliver a Requested File and Update Every Task at Once: https://youtu.be/g9nzY5Rthrs The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/xx9tuJsXYeU 40 yes https://plannerly.com/videos/how-to-deliver-a-requested-file-and-update-every-task-at-once/ https://i.ytimg.com/vi/g9nzY5Rthrs/hqdefault.jpg How to Deliver a Requested File and Update Every Task at Once Step-by-step guide: https://help.plannerly.com/en/article/how-to-deliver-a-requested-file-and-update-every-task Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Upload the file, then tick it off on this task, and that one, and the one in the next stage? There's a quicker way. Drag the file into Plannerly's File Manager, it matches the request by name, and every task that asked for it updates to Delivered. In this video: 0:00 Deliver once 0:12 Match by name 0:22 Delivered everywhere Next: How to Review and Approve Project Files in a CDE: https://youtu.be/332Rvkbj5mc The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/g9nzY5Rthrs 38 yes https://plannerly.com/videos/how-to-review-and-approve-project-files-in-a-cde/ https://i.ytimg.com/vi/332Rvkbj5mc/hqdefault.jpg How to Review and Approve Project Files in a CDE Step-by-step guide: https://help.plannerly.com/en/article/approve-project-files-and-track-delivery-status-in-plannerly Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ What's approved and what's still outstanding shouldn't need a weekly meeting. Set delivered files to In Review, then Approved or Declined, open the File delivery status chart, click Requested to see what's missing, and download the report as a PDF. In this video: 0:00 Set file status 0:15 Delivery status chart 0:25 Download the report Next: How to Track ISO 19650 File Status with a Custom Column: https://youtu.be/atLcRGpkoY4 The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/332Rvkbj5mc 38 yes https://plannerly.com/videos/how-to-track-iso-19650-file-status-with-a-custom-column/ https://i.ytimg.com/vi/atLcRGpkoY4/hqdefault.jpg How to Track ISO 19650 File Status with a Custom Column Step-by-step guide: https://help.plannerly.com/en/article/cde-status-codes-add-an-iso-19650-status-column Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Is this file still in progress, or has it been shared? Without a status, everyone guesses differently. Add a custom Status column in Plannerly's File Manager with In progress, Shared, Published and Archived, then set, filter and sort files by it. In this video: 0:00 Why status matters 0:10 Add a Status column 0:22 Set, filter and reuse 0:34 ISO 19650 stages Next: How to Export COBie Handover Data from Your BIM Model: https://youtu.be/z08qL5BVe7Y The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/atLcRGpkoY4 45 yes https://plannerly.com/videos/how-to-export-cobie-handover-data-from-your-bim-model/ https://i.ytimg.com/vi/z08qL5BVe7Y/hqdefault.jpg How to Export COBie Handover Data from Your BIM Model Step-by-step guide: https://help.plannerly.com/en/article/cobie-handover-data-export Free Certified Plannerly Professional course with certificate: https://plannerly.com/courses/professional/ Handover is the moment you discover nobody filled in the manufacturer field for three years. In Plannerly, open Export, then Handover Data, choose the work package or final milestone and the teams, create it, and download a spreadsheet built from the project's own requirements. In this video: 0:00 Handover surprises 0:17 Export handover data 0:30 Download the spreadsheet 0:40 Define it once The whole Certified Plannerly Professional course in order: https://www.youtube.com/playlist?list=PLBbqFLwV3gRs Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information. Try it free: https://plannerly.com/ Free training: https://plannerly.com/training/ Help Center: https://help.plannerly.com/en/ LinkedIn: https://www.linkedin.com/company/plannerly Instagram: https://www.instagram.com/plannerlyAEC #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/z08qL5BVe7Y 57 yes https://plannerly.com/videos/ai-in-bim-claude-mcp-turn-a-client-eir-into-a-bep-iso-19650/ https://i.ytimg.com/vi/lcloGwzGEhE/hqdefault.jpg AI in BIM: Claude + MCP Turn a Client EIR into a BEP (ISO 19650) Your client sent the information requirements as a PDF. In this live session we connect Claude to a Plannerly project with MCP and turn that EIR into a pre-appointment BEP, a scope, a RACI matrix and checkable information requirements - then just ask Javis what's missing. Episode 3 of How to survive as a BIM Manager, the free live webinar series on ISO 19650 workflows, with Clive Jordan (co-founder), Akos Hamar (COO) and Bharathi Balu (Information Management Lead) from Plannerly. What you'll see: - Why information requirements go wrong (the EIR copied from the hospital job) - Why "just use AI" gives you a different answer every time - and the structure that fixes it - The Plannerly API: create a scoped API key and build a live project dashboard - Plannerly MCP: Claude reads a client's EIR and drafts a pre-appointment BEP, answers traced back to each requirement - Teams invited, RACI built, scope and information requirements set per milestone, with checking rules - Javis: ask your project "what responsibility gaps can you identify?" and get a sourced answer - Where it's heading: requirements built from a conversation with the owner Slides (PDF), the AI question list and the example project: https://plannerly.com/use-cases/information-requirements/ Join the beta for Plannerly MCP and Javis: open the chat at https://plannerly.com and type "add me". Next episode - Surviving the seven CDEs (Autodesk, Procore, SharePoint, Dropbox, Box, Egnyte, ProjectWise), Thu 5 Nov, 10:00 New York / 15:00 London. Free seat: https://plannerly.com/live/#episode-4 Chapters 00:00 Three ways into your project: API, MCP and Javis 00:40 What if you could just talk it through? 03:10 The ISO 19650 principle: every deliverable traces to a requirement 03:38 Why information requirements go wrong 05:48 "Let's just use AI" - and why AI needs structure 07:10 What if your requirements were data? 08:24 The structure your requirements stand on 09:39 Part 1: Plannerly API - create an API key 12:29 Build a live dashboard from project data 13:28 More... https://www.youtube.com/embed/lcloGwzGEhE 2340 yes https://plannerly.com/videos/one-plan-for-your-whole-bim-project-plannerly-in-60-seconds/ https://i.ytimg.com/vi/CbvvaU2_L-g/hqdefault.jpg One Plan for Your Whole BIM Project: Plannerly in 60 Seconds Every project starts the same way: Word documents, PDFs, spreadsheets and a schedule, scattered across inboxes and drives. Plannerly turns them into one visual plan, where every deliverable has an owner and every owner agrees to it. So you always know who owns what. In 60 seconds: - Docs: write the BEP and the information requirements, with AI drafting the first version - Scope: every model element, milestone and level of information need on one grid - your information delivery plan - Verify: every model checked automatically, element by element, so each team sees exactly what to fix - Dashboards: charts that update themselves and reminders that go out on their own - CDE Connect: your files in step with Autodesk, Procore, SharePoint, Dropbox and many more BIM management software built for ISO 19650, for owners, contractors, design teams and consultants. Start free: https://plannerly.com Free ISO 19650 training with certificates: https://plannerly.com/training/ How teams use Plannerly: https://plannerly.com/uses/ Book a live demo: https://plannerly.com/meeting/ #BIM #ISO19650 #Plannerly https://www.youtube.com/embed/CbvvaU2_L-g 60 yes https://plannerly.com/videos/iso-19650-made-practical-a-guest-lecture-for-your-classroom/ https://i.ytimg.com/vi/aNXKNJtGtF4/hqdefault.jpg ISO 19650 Made Practical | A Guest Lecture for Your Classroom Teaching ISO 19650 is easier when students can see how the process works on a project. This guest lecture connects the principles with practical work: understanding information requirements, agreeing responsibilities, planning delivery and checking what has been produced. RUN THIS IN YOUR CLASSROOM Use the full recording during class, share it as preparation, or choose individual sections using the chapters below. Then give students an opportunity to apply what they have learned through the supporting practical assignment, with its own walkthrough video and step-by-step instructions. Practical Assignment: https://help.plannerly.com/en/article/132-iso-19650-specialist INVITE US TO YOUR CLASS Invite us for a live Q&A session with your class. Bring questions from the video or practical assignment, and we’ll work through them together. Book a Q&A: https://plannerly.com/meetbharathi/ Get free education access: https://help.plannerly.com/en/article/60-how-can-i-get-free-education-access-to-plannerly ISO 19650 in practice - student results: https://help.plannerly.com/en/article/138-iso-19650-information-management-in-practice-student-results CONTINUE LEARNING Explore ISO 19650 training: https://plannerly.com/courses/iso19650/ CHAPTERS 00:00 Welcome and what you’ll learn 01:42 Why information management matters 06:32 ISO 19650: the simplified workflow 10:42 Plannerly overview: Docs, Scope, Verify and File Manager 19:39 Platform demo: getting started 21:24 Docs: templates, collaboration and approvals 27:45 Scope: responsibilities and delivery planning 31:34 Defining information requirements 37:39 Exporting and sharing project agreements 41:56 Verify: checking models against requirements 49:31 File Manager: connecting TIDPs, MIDP and file delivery 56:52 Your next steps: assignment and free training #ISO19650 #BIM #Plannerly https://www.youtube.com/embed/aNXKNJtGtF4 3477 yes https://plannerly.com/videos/why-your-raci-matrix-isn-t-enough-and-how-to-fix-it/ https://i.ytimg.com/vi/CjjLgWlF4BE/hqdefault.jpg Why your RACI matrix isn’t enough (and how to fix it) Your RACI matrix is complete. So why are you still chasing everyone? In this session, we take it out of the BEP appendix and connect it to the actual work - live in Plannerly. Building on the MIDP from our previous episode, we work through three steps. ACCOUNTABLE - RACI INTELLIGENCE Assign responsibilities directly to tasks and document sections. Use charts and filters to spot missing assignments and overlapping accountabilities. Bring teams into the BEP while it’s still being written, with suggestions, comments and review deadlines - before the plan is agreed. AGREED - ONE-CLICK CONTRACTS Give each team the pages that apply to them. Generate filtered contracts with the relevant scope, responsibility matrix and timeline, then request electronic signatures. Less time assembling documents, and a clear record of what each team agreed to. EVIDENCED - COMMITMENT TRACKING Keep responsibilities connected as the project changes. See what’s changed since your last review, which sections have been read and which files have been delivered. Use interactive dashboards to find the work that needs attention. PROJECT ASSISTANT - LIVE PREVIEW “Are there any responsibility gaps?” We ask the AI assistant about the preconstruction milestone and see it respond using project evidence. The assistant is shown as a preview in this recording. Your RACI and MIDP use the same project records - keeping the plan, responsibilities and delivery progress together. CHAPTERS 00:00 Surviving the RACI 02:56 Why responsibility matrices stop working 09:11 From the MIDP to RACI responsibilities 12:58 Assigning roles and finding gaps 18:20 Reviewing documents and agreeing requirements 25:42 One-Click Contracts and electronic signatures 31:35 Tracking commitments, delivery and dashboards 37:27 Project assistant preview 40:51 Recap and the RACI Survival Kit Watch Episode 1: Why your MIDP spreadsheet is failing (and how to fix it): https://www.youtube.com/watch?v=HIboRq0w7tA&t=466s RACI Survival Kit:... https://www.youtube.com/embed/CjjLgWlF4BE 2692 yes https://plannerly.com/videos/why-your-midp-spreadsheet-is-failing-and-how-to-fix-it/ https://i.ytimg.com/vi/HIboRq0w7tA/hqdefault.jpg Why your MIDP spreadsheet is failing (and how to fix it) [Steps for you to create the best TIDP-MIDP workflow.] Your MIDP shouldn't live in a spreadsheet that dies in week three. In this session we build a Master Information Delivery Plan live, start to finish, on a real project — and show CDE Connect publicly for the first time. People joined live from more than 30 countries: the UK, Brazil, Kenya, Bangladesh, Bosnia, Yemen, the Philippines, Qatar, Lithuania and many more. ISO 19650 asks for every task team's TIDP, combined into one MIDP. What the industry handed us was an Excel template. Put a responsibility in a spreadsheet and it goes there to die — put a required delivery date in one, and that's the death of a delivery. Here's the alternative, in four steps. DEFINE WHAT'S REQUIRED Copy and paste from anywhere — drawing registers, emails, spreadsheets, Word documents. Every list combines into one set of required files, your container naming is read rather than retyped, and the weakest register comes up to the standard of the best. AGREE IT TOGETHER Build Scope turns those imported lists into a real management plan. Set who delivers what and when, with handoffs, deadlines, prerequisites, predecessors and successors — and RACI sitting on the deliverable itself rather than in an appendix nobody opens. GET IT IN THE CONTRACT The contract document is generated from the plan itself. Every required file, e-signatures built in, signed and locked with the full audit trail of who requested what and who agreed to it. LET THE PLAN DO THE CHASING Connected to the tools your teams already use, so delivered files check themselves off. Deadline emails and recurring reminders, behind-schedule flags, and progress dashboards that build and share themselves. CDE CONNECT — FIRST PUBLIC LOOK "Common data environment" is a lovely phrase. In practice most projects have four of them, and a single source of truth is usually multiple sources of truth. CDE Connect keeps them all in step with the agreement — Autodesk, SharePoint, Procore, Aconex, Asite, ProjectWise, Trimble, Viewpoint — so... https://www.youtube.com/embed/HIboRq0w7tA 2844 yes https://plannerly.com/videos/how-to-build-tidp/ https://i.ytimg.com/vi/gLWTE6UdsX0/hqdefault.jpg How to Build TIDP In this short video I answer a common Plannerly question - where do you actually build a model progression table, TIDP, MIDP, MPDT or EIR? They all live in one place: the Scope module, aligned with the level of information need concept from ISO 7817. With the 2026 ISO 19650 updates this artefact will likely be called the information production schedule (IPS), but the structure is the same. https://www.youtube.com/embed/gLWTE6UdsX0 145 yes https://plannerly.com/videos/air-workflow-overview-asset-information-requirements-iso-19650/ https://i.ytimg.com/vi/BK2B47hQcs0/hqdefault.jpg AIR Workflow Overview - Asset Information Requirements (ISO 19650) A 3-minute overview of building an Asset Information Requirements (AIR) workflow following ISO 19650 in Plannerly. Previews the full life cycle - structured asset list in Scope, automated colour-coded model checking in Verify, and a clean handover at the end. The full step-by-step walkthrough is available as a six-part series. Full walkthrough: https://www.youtube.com/watch?v=fFadww3eOIA Help article: https://help.plannerly.com/en/article/157-create-an-air-for-asset-information-requirements #ISO19650 #BIM #Plannerly https://www.youtube.com/embed/BK2B47hQcs0 189 yes https://plannerly.com/videos/bim-boot-camp-finale-smarter-docs-scope-verify-and-file-workflows-in-one-system/ https://i.ytimg.com/vi/XA-VRDg1Ans/hqdefault.jpg BIM Boot Camp Finale - Smarter Docs, Scope, Verify and File Workflows in One System Free BIM + ISO 19650 Training: https://plannerly.com/training/ What if all the disconnected parts of BIM management could finally work together in one structured workflow? In this video, we bring together the full Plannerly workflow - from templates and smart documents to structured scope, task planning, automated verification, file management, smart contracts, and lessons learned. This is a practical walkthrough of how teams can move away from scattered tools, unread BIM Execution Plans, confusing spreadsheets, and disconnected approvals toward a smarter, more connected way of delivering projects. This Boot Camp session shows how Docs, Scope, Verify, and File Manager work together to support BIM management, information management, ISO 19650-aligned workflows, and better project delivery across design, coordination, approval, and handover. In this video, you'll learn: - How centralized templates help teams start projects faster and more consistently - How smart fields and section-based workflows improve document collaboration - Why structured scope is better than spreadsheet-based task planning - How responsibility matrices, MIDPs, and work packages can be managed in one place - How timeline views help teams understand dates, dependencies, and handoffs - How AI can support descriptions, checklists, and structured requirement creation - How IDS and machine-readable requirements support downstream automation - How automated model checking connects deliverables back to agreed requirements - How smart contracts, approvals, eSignatures, and file naming can be handled in one workflow - How lessons learned and reusable templates improve the next project This is a practical overview for teams that want to simplify BIM planning, information requirements, verification, approvals, and file management using a more connected and efficient digital workflow. This video is ideal for: - BIM Managers - Information Managers - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone improving BIM workflows... https://www.youtube.com/embed/XA-VRDg1Ans 2709 yes https://plannerly.com/videos/bim-boot-camp-automated-model-checking-cobie-handover-and-lessons-learned/ https://i.ytimg.com/vi/EGjYKIdBMzQ/hqdefault.jpg BIM Boot Camp - Automated Model Checking, COBie Handover and Lessons Learned Free BIM + ISO 19650 Training: https://plannerly.com/training/ What happens after you define requirements and assign responsibilities? This is where delivery, checking, handover, and lessons learned all come together. In this BIM Boot Camp session, we look at how to move beyond disconnected spreadsheets, issue reports, and manual handover chaos into a more connected workflow for automated model checking, contract-linked deliverables, COBie handover, and continuous improvement across projects. This video shows how teams can connect scope, work packages, models, approvals, file management, and handover data in one structured system. It also shows how lessons learned can be captured and fed back into future templates and projects instead of being lost at the end. In this video, you'll learn: - Why spreadsheets and disconnected tools break down for digital delivery - How to create work packages tied to specific deliverables and milestones - How to assign tasks to team members and track progress visually - How automated model checking links model elements to agreed requirements - How managers can verify deliverables against contract-linked information requirements - Why issue management works better when it starts from requirements instead of separate reports - How COBie handover data can be exported automatically from verified model information - How reports, signatures, file naming, and approvals can be managed in one workflow - How template updates and unscoped tasks support lessons learned - Why a connected golden thread helps improve the next project, not just the current one This is a practical overview for teams that want to improve model verification, reduce manual checking, streamline COBie handover, and build a smarter feedback loop across BIM and information management workflows. This video is ideal for: - BIM Managers - Information Managers - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone improving digital delivery and handover workflows If you want a clearer way to... https://www.youtube.com/embed/EGjYKIdBMzQ 2966 yes https://plannerly.com/videos/bim-boot-camp-project-tracking-smart-cde-setup-and-connected-deliverable/ https://i.ytimg.com/vi/iNHRDz_ypos/hqdefault.jpg BIM Boot Camp - Project Tracking, Smart CDE Setup and Connected Deliverable Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ Project tracking should not feel like digital archaeology. In this BIM Boot Camp session, we look at how to move beyond disconnected spreadsheets, scattered folders, unclear file versions, and endless status chasing into a more connected workflow for project tracking, smart CDE setup, metadata-driven file management, and contract-linked deliverables. This video shows how Docs, Scope, File Manager, and Verify work together to help teams track requirements, automate file naming, manage permissions, connect into other CDEs like Autodesk Construction Cloud, and start using structured information requirements in real delivery workflows. In this video, you'll learn: - Why project tracking often breaks down with spreadsheets, PDFs, emails, and folders - How a connected workflow links requirements, deliverables, approvals, and files - Why smart metadata is more powerful than manual folder structures - How to set up filters, file permissions, and automatic naming conventions - How versioning and scheduled reports help teams stay aligned - How structured requirements can be exported and used in tools like Revit, Archicad, and Solibri - How teams can upload and track deliverables directly against their task requirements - Why Kanban and grid views help manage progress and accountability - How models can be connected from other CDEs like Autodesk Construction Cloud - How this connected system creates a stronger golden thread for project tracking and delivery This is a practical overview for teams that want to improve project tracking, automate file workflows, reduce confusion around versions and approvals, and manage digital delivery in a more structured and scalable way. This video is ideal for: - BIM Managers - Information Managers - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone improving digital project tracking and CDE workflows If you want a clearer way to connect scope, files, permissions, naming, and deliverables into... https://www.youtube.com/embed/iNHRDz_ypos 1998 yes https://plannerly.com/videos/bim-boot-camp-collaborative-contracts-responsibility-matrices-and-work-packages/ https://i.ytimg.com/vi/b2IYMPmRIaw/hqdefault.jpg BIM Boot Camp - Collaborative Contracts, Responsibility Matrices and Work Packages Free BIM + ISO 19650 Training: https://plannerly.com/training/ Most project contracts are too big, too vague, and too disconnected from the real work teams actually need to deliver. In this BIM Boot Camp session, we look at how to move from bloated, unread contracts and fuzzy responsibilities into a more collaborative, structured, and targeted contracting workflow. This is about making sure teams understand what they are responsible for, what information is required, when it is needed, and how it all connects to real delivery. This video shows how structured documents, responsibility matrices, master information delivery plans, machine-readable requirements, work packages, and eSignatures can all work together to create clearer accountability and better project outcomes. In this video, you'll learn: - Why traditional contracts often fail to create real accountability - How vague requirements and buried risk create confusion and delay - Why collaborative agreements work better than unread contract documents - How structured documents help teams understand what they are on the hook for - How responsibility matrices and MIDPs define scope across teams and milestones - Why information requirements, document placeholders, and AI-supported rules improve clarity - How filtered work packages create more targeted and manageable scopes - Why timeline views help teams understand sequencing, dependencies, and handoffs - How human-readable and machine-readable contracts can work together - How eSignatures, structured exports, and IDS support smarter, trackable agreements This is a practical overview for teams that want to improve contracting, reduce ambiguity, and build more useful agreements that connect directly to project delivery and ISO 19650-style workflows. This video is ideal for: - BIM Managers - Information Managers - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone improving contracting and accountability in digital project delivery If you want a clearer way to create... https://www.youtube.com/embed/b2IYMPmRIaw 2567 yes https://plannerly.com/videos/bim-boot-camp-actionable-information-requirements-and-better-project-planning/ https://i.ytimg.com/vi/bOin1m3Q0KA/hqdefault.jpg BIM Boot Camp - Actionable Information Requirements and Better Project Planning Free BIM + ISO 19650 Training: https://plannerly.com/training/ Most project problems do not begin at handover. They begin right at the start, when information requirements are vague, poorly structured, or left too late. In this BIM Boot Camp session, we focus on the planning stage and show how to define clear, actionable information requirements that help projects start on the right foot. This is about moving away from scattered spreadsheets, vague requests, and disconnected expectations toward a more structured workflow for defining what is needed, who is responsible, and how teams can collaborate before delivery problems begin. This video shows how structured templates, smart fields, scope containers, responsibility assignments, prospective teams, and collaborative comments can all work together to improve planning, tendering, and early project setup in line with stronger information management and ISO 19650-style thinking. In this video, you'll learn: - Why poor planning and vague requirements cause downstream project pain - How unstructured data and scattered files reduce project value - Why owners need clear organizational, project, and asset information requirements - How templates and smart fields help teams start projects faster - How structured document sections improve collaboration and approvals - Why scope containers are better than overloaded spreadsheets - How to define geometry, checklists, costs, and document placeholders in one place - How to invite prospective teams and manage secure tender-stage collaboration - Why comments, permissions, and status workflows improve agreement before delivery starts - How actionable information requirements create a stronger foundation for contracting, tracking, and handover later This is a practical overview for teams that want to improve project planning, define clearer information requirements, and reduce confusion before delivery work begins. This video is ideal for: - BIM Managers - Information Managers - Project Managers - BIM Coordinators - Design... https://www.youtube.com/embed/bOin1m3Q0KA 2541 yes https://plannerly.com/videos/bim-boot-camp-orientation-iso-19650-better-information-management-and-what-to/ https://i.ytimg.com/vi/VWvJmYlKwH8/hqdefault.jpg BIM Boot Camp Orientation - ISO 19650, Better Information Management and What to Expect Free BIM + ISO 19650 Training: https://plannerly.com/training/ Welcome to BIM Boot Camp. In this orientation session, we set the scene for the full course and explain why better information management matters so much in modern project delivery. This is about more than BIM models, spreadsheets, or file naming. It is about creating a more structured workflow for planning, contracting, tracking, and handover so teams can reduce confusion, improve accountability, and stop losing time in disconnected tools and unclear processes. This video introduces the core challenges facing teams today - unread BIM Execution Plans, spreadsheet overload, disconnected approvals, unclear ownership, and handover chaos - and explains how the Boot Camp series will tackle them step by step through a more practical and integrated approach. In this video, you'll learn: - Why poor information management causes project frustration and rework - How unread BIM Execution Plans and disconnected spreadsheets create confusion - Why accountability is often missing across BIM and project workflows - What a more structured, integrated approach to information management can look like - How Docs, Scope, Verify, and File workflows support better delivery - Why machine-readable and human-readable requirements both matter - What the Boot Camp series covers across planning, contracting, tracking, and handover - How ISO 19650 connects to the bigger picture of project information management - Why lessons learned and continuous improvement matter across projects - What free resources, templates, and training are available to support your learning This is a practical orientation for teams that want to understand the full picture before diving into smarter BIM, information management, ISO 19650-aligned workflows, and digital project delivery. This video is ideal for: - BIM Managers - Information Managers - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone improving information workflows and project delivery If you want a clearer... https://www.youtube.com/embed/VWvJmYlKwH8 1862 yes https://plannerly.com/videos/training-plan-assignment-build-team-skills-for-bim-iso-19650-and-digital-change/ https://i.ytimg.com/vi/6XuIH6fOq7A/hqdefault.jpg Training Plan Assignment - Build Team Skills for BIM, ISO 19650 and Digital Change Free BIM + ISO 19650 Training: https://plannerly.com/training/ Once you understand your current tools and workflows, the next step is preparing your people for change. In this video, you'll get a practical assignment designed to help you draft your team's training plan. This is where digital transformation becomes more real, because change does not happen through tools alone. It happens when the right people get the right training at the right level. This lesson shows how to use the training plan template, map training pathways to different roles, and connect the plan into your wider business case so leadership can see not just the vision, but the action plan behind it. In this video, you'll learn: - Why a team training plan is a key part of digital change - How to access the training plan template from the library - How to match training levels to different team roles - Why basic training supports everyone involved in structured information workflows - How advanced training helps people managing approvals, coordination, and workflow delivery - Why expert training is important for leaders driving ISO 19650 and large-scale coordination - How to connect the training plan into your business case - Why leadership responds better when they can see the full picture - How a structured training plan creates momentum behind change - Why now is the right time to start building that foundation This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone building team capability for better workflows and digital transformation If you want a clearer way to plan team development and support better BIM, ISO 19650, and workflow adoption across your organization, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/6XuIH6fOq7A 84 yes https://plannerly.com/videos/certified-digital-troublemaker-course-recap-lead-change-and-smarter-bim/ https://i.ytimg.com/vi/DKNjsKBF81A/hqdefault.jpg Certified Digital Troublemaker Course Recap - Lead Change and Smarter BIM Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ Congratulations on completing the Certified Digital Troublemaker course. In this final video, we wrap up the journey from spotting problems to leading real digital change. You are no longer just someone who notices broken workflows, disconnected tools, or missed opportunities. You now have the structure, the training plan, the business case, and the action steps to help your organization work smarter, faster, and with more confidence. This lesson is about recognizing what that means. Real digital leadership is not about waiting for permission or having the perfect title. It is about taking action, building momentum, and helping teams move toward better workflows, stronger collaboration, and more connected project delivery. In this video, you'll learn: - What it means to move from spotting problems to leading solutions - Why real digital leadership is about action, not job titles - How the toolkit, training plan, and business case prepare you to lead change - Why better workflows help organizations work smarter, faster, and stronger - How momentum builds when people start taking small but meaningful steps - Why Digital Troublemakers are part of a growing movement in the industry - How to keep building wins and visible progress inside your organization - Why sharing your certificate and badge helps celebrate and reinforce the journey - How recognition and community support help strengthen long-term change - Why this course is just the beginning of what you can lead next This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone leading workflow improvement and digital transformation If you want a strong closing reminder of what digital leadership looks like and why your next steps matter, this video is a fitting wrap-up to the course. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp:... https://www.youtube.com/embed/DKNjsKBF81A 88 yes https://plannerly.com/videos/digital-action-plan-lead-bim-workflow-change-and-build-momentum-in-your/ https://i.ytimg.com/vi/e2OlBc9d1bs/hqdefault.jpg Digital Action Plan - Lead BIM Workflow Change and Build Momentum in Your Organization Free BIM + ISO 19650 Training: https://plannerly.com/training/ You have done the thinking, built the plan, and prepared the tools. Now it is time to move from preparation into action. In this video, you'll learn how to turn your Digital Troublemaker journey into a real-world action plan. This is where you move beyond ideas and start building momentum inside your organization through training, business case preparation, leadership conversations, early allies, and visible wins. This lesson breaks down a practical step-by-step plan for leading digital change in a way that feels structured, realistic, and achievable. It is about helping you move forward with confidence and not trying to carry the whole change alone. In this video, you'll learn: - Why your own training should come first before leading others - How to finalize your business case and training plan into one rollout pathway - Why a free consultation can help strengthen your plan and next moves - How to identify allies, supporters, and early champions inside your organization - Why executive or internal leadership briefings matter - How to present the challenge, opportunity, and solution clearly - Why 30, 60, and 90-day wins help build visible momentum - How to create traction through pilot workflows, faster approvals, or smoother handovers - Why regular updates and clear communication keep change moving - How to move from knowing what should change to actually leading that change This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone leading workflow improvement and digital transformation If you want a practical action plan for turning digital change into visible progress inside your organization, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/e2OlBc9d1bs 165 yes https://plannerly.com/videos/business-case-assignment-build-your-digital-change-plan-for-leadership-buy-in/ https://i.ytimg.com/vi/gXmhp5cQsGU/hqdefault.jpg Business Case Assignment - Build Your Digital Change Plan for Leadership Buy-In Free BIM + ISO 19650 Training: https://plannerly.com/training/ You have mapped your current tools, built your training plan, and now it is time to bring everything together into one practical business case. In this video, you'll get a clear assignment designed to help you build a business case you can actually take to leadership. This is where your digital transformation effort becomes real and structured - not just a vision, but a practical plan that shows the problems, the opportunities, the solution, the expected benefits, and how the rollout can happen step by step. This lesson shows how to use the business case template, connect your previous assignments into one clear proposal, and make it easier for leadership to understand why moving forward makes sense. In this video, you'll learn: - Why the business case is the key step in earning leadership support - How to open and use the business case template - Why the executive summary and problem statement matter so much - How to present a proposed solution, not just point out problems - What expected benefits should be included in your case - How to explain rollout and implementation without creating fear or disruption - Why attaching your current toolkit review strengthens the case - How the training plan helps prove the team can support the change - Why showing preparation makes leadership more likely to say yes - How this assignment brings your digital change plan into a more complete and credible form This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone building support for workflow improvement and digital transformation If you want a clearer way to present your ideas, connect your assignments into one plan, and build stronger leadership buy-in for digital change, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/gXmhp5cQsGU 71 yes https://plannerly.com/videos/how-to-build-a-business-case-for-digital-change-in-construction-and-bim/ https://i.ytimg.com/vi/PQTulCN90-8/hqdefault.jpg How to Build a Business Case for Digital Change in Construction and BIM Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ Good ideas do not drive change on their own. In construction and project delivery, change happens when there is a clear reason, a clear benefit, and a plan leadership can support. In this video, you'll learn how to build a practical business case for digital change. This is about more than saying we need better tools or smarter workflows. A strong business case connects everyday project pain to long-term business value and helps decision-makers understand why now is the right time to act. This lesson breaks down the key parts of a business case that actually gets taken seriously and shows how to move from spotted problems to a structured proposal that leadership can understand and support. In this video, you'll learn: - Why good ideas need a strong business case to move forward - What a business case should do beyond simply promoting digital change - How to write a short and sharp executive summary - How to frame the real problem in a way leadership understands - What to include in your proposed solution - How to explain expected benefits in practical business terms - Why implementation and investment planning matter - How to connect workflow improvement to scalability, consistency, and delivery outcomes - Why clarity matters more than sounding technical or complicated - How a ready-made business case template can help you start faster This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone building support for workflow improvement and digital transformation If you want a clearer way to explain the value of smarter workflows and earn leadership support for digital change, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/PQTulCN90-8 206 yes https://plannerly.com/videos/build-a-digital-training-plan-bim-iso-19650-and-better-workflow-adoption/ https://i.ytimg.com/vi/q9K2R7NT0sw/hqdefault.jpg Build a Digital Training Plan - BIM, ISO 19650 and Better Workflow Adoption Free BIM + ISO 19650 Training: https://plannerly.com/training/ Real digital change does not happen just because a new tool is installed or a new policy is announced. In this video, you'll learn why training is one of the most important parts of digital transformation in construction and project delivery. For new workflows to stick, teams need to understand what is changing, why it matters, and how to succeed in the new way of working. That includes understanding better information management, approval processes, ISO 19650 basics, metadata rules, naming conventions, and delivery standards. This lesson explains how practical training creates the foundation for better BIM workflows, stronger project delivery, and even better business development by helping organizations answer client questions with confidence and prove that their workflows are structured, consistent, and auditable. In this video, you'll learn: - Why tools and policies alone do not create lasting change - Why training is essential for true digital transformation - How better workflow understanding protects projects and profit margins - Why ISO 19650 awareness matters even at a basic team level - How training supports approvals, naming conventions, metadata, and delivery standards - Why stronger training can become a competitive advantage in winning future work - What the Basic, Advanced, and Expert training levels cover - How the ISO 19650 company compliance pathway fits into wider transformation - Why completing your own training is the first move as a Digital Troublemaker - How a training plan template helps identify the right paths, milestones, and allies This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone leading workflow adoption and digital change If you want a clearer way to build capability, confidence, and buy-in across your team for better workflows and ISO 19650-aligned delivery, this video is a strong next step. Free... https://www.youtube.com/embed/q9K2R7NT0sw 224 yes https://plannerly.com/videos/digital-workflow-assignment-audit-your-bim-tools-systems-and-manual-process-gaps/ https://i.ytimg.com/vi/16KikNwrGyw/hqdefault.jpg Digital Workflow Assignment - Audit Your BIM Tools, Systems and Manual Process Gaps Free BIM + ISO 19650 Training: https://plannerly.com/training/ If you want to improve the way your organization delivers projects, you first need to see the full picture of the tools and systems you are using today. In this video, you'll get a practical assignment designed to help you map your current digital workflow across the full project delivery process. Many teams struggle not because people are not trying, but because their tools are fragmented across documents, spreadsheets, emails, PDFs, model viewers, scheduling tools, CDEs, and many more disconnected systems. This lesson helps you step back, list the tools your business is using today, and identify where manual handoffs, duplicated effort, and hidden workflow gaps are slowing the team down. In this video, you'll learn: - Why fragmented tools create friction across project delivery - How to list the tools your organization currently uses - Which types of tools to include, from documents and spreadsheets to signatures, viewers, and scheduling - Why mapping your workflow reveals hidden manual steps - How to spot download-upload cycles, email reliance, and duplicate processes - Why these gaps create opportunities for automation and integration - How a business case template can help structure this review - What to look for when analyzing your tool stack - Why understanding your current workflow is the first step toward improvement - How this assignment prepares you for the next stage of digital transformation planning This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone reviewing current tools and looking for workflow improvement opportunities If you want a clearer view of where your digital workflow is fragmented and where better integrations or simplification could make a difference, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/16KikNwrGyw 149 yes https://plannerly.com/videos/build-a-digital-construction-toolkit-better-bim-workflows-approvals-and/ https://i.ytimg.com/vi/zgxisl8EYbw/hqdefault.jpg Build a Digital Construction Toolkit - Better BIM Workflows, Approvals and Collaboration Free BIM + ISO 19650 Training: https://plannerly.com/training/ Wanting change is not enough. To lead real digital transformation in construction, you need the right structure underneath it. In this video, we look at why broken workflows persist and what it takes to build a practical digital toolkit that actually supports better BIM management, information management, approvals, accountability, and collaboration across real projects. This is not about adding more disconnected tools. It is about creating a stronger system that helps teams work more clearly, more efficiently, and with less risk. This lesson explores the difference between outdated file-based workflows, stitched-together tool stacks, and a more connected platform built for real project delivery in construction. In this video, you'll learn: - Why good intentions still fail without a structured system underneath them - How Word, Excel, PDFs, email, and folders create fragile project workflows - Why construction projects have no room for broken approvals or wrong file versions - What happens when teams try to stitch together multiple modern tools without a connected process - Why industry-specific digital platforms offer a stronger foundation - How centralized templates help standardize company best practices - Why permissions, accountability, and structured approvals matter - How lessons learned and reusable project content make future projects smarter - Why training plans and business cases are essential for lasting change - Why leading digital transformation starts with understanding the path yourself This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone building better workflows and leading digital change If you want a clearer way to think about your digital construction toolkit and what it really takes to support better workflows, approvals, and project delivery, this video is a strong next step. Free BIM + ISO 19650 Training:... https://www.youtube.com/embed/zgxisl8EYbw 347 yes https://plannerly.com/videos/why-digital-change-fails-in-construction-leading-bim-and-workflow-transformation/ https://i.ytimg.com/vi/HkVozdPeZuQ/hqdefault.jpg Why Digital Change Fails in Construction - Leading BIM and Workflow Transformation Free BIM + ISO 19650 Training: https://plannerly.com/training/ Seeing a better way is one thing. Getting teams, workflows, and leadership to move together is something else entirely. In this video, we look at why digital change is so difficult in construction and project delivery, even when the benefits seem obvious. The challenge is rarely just about software. It is about habits, disconnected priorities, informal approvals, fragmented systems, and the lack of a shared structure that can survive real project pressure. This lesson explores why so many workflow improvements lose momentum, why BIM problems are often really process problems, and why lasting digital transformation requires more than just good intentions. It needs connected processes, practical training, and leadership support. In this video, you'll learn: - Why digital change often sounds easier than it really is - How habits, shortcuts, and survival tactics keep old workflows in place - Why teams often move in different directions even when they want improvement - How disconnected priorities across design, construction, FM, and ownership create friction - Why email approvals and split systems lead to confusion and blame - How many BIM problems are really wider process and communication problems - Why good ideas are not enough without a stronger system behind them - How many digital leaders start as technical problem-solvers before becoming change leaders - Why new workflows often fade without support, structure, and buy-in - What three things are needed for lasting digital transformation to stick This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone leading workflow improvement and digital change If you want a clearer understanding of why digital transformation is hard and what it really takes to make change stick, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp:... https://www.youtube.com/embed/HkVozdPeZuQ 281 yes https://plannerly.com/videos/digital-transformation-in-construction-beyond-bim-to-connected-project-workflows/ https://i.ytimg.com/vi/T0eblcztlwo/hqdefault.jpg Digital Transformation in Construction - Beyond BIM to Connected Project Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ Digital transformation in construction is about far more than moving from CAD to BIM. In this video, you'll explore the bigger shift happening across the industry - the move from scattered, manual, disconnected ways of working to structured digital workflows that connect projects, teams, approvals, requirements, and handover in a more reliable and scalable way. This lesson explains why BIM alone is not enough, why disconnected systems still create delay and rework, and why real digital transformation must include people, process, culture, and connected project information across the full lifecycle. In this video, you'll learn: - Why the biggest change in construction is bigger than CAD to BIM - How disconnected emails, file folders, and approvals create project risk - Why clients now expect traceability, accountability, and a clear audit trail - How manual workflows lead to duplicate effort, rework, and missed deadlines - Why BIM as a 3D toolset is only one part of digital transformation - What true digital transformation looks like across projects and business operations - How structured templates, agreements, approvals, and compliance workflows support better delivery - Why connected systems matter from design through handover and operations - How digital transformation depends on people, process, and culture moving together - Why leading this shift is exactly what a Digital Troublemaker does This course is ideal for: - BIM Managers - Information Managers - Digital Delivery Leads - Project Managers - BIM Coordinators - Design teams - Construction teams - Anyone leading workflow improvement and digital change If you want a clearer way to understand digital transformation in construction and why connected workflows matter far beyond BIM alone, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/T0eblcztlwo 254 yes https://plannerly.com/videos/how-to-use-the-iso-19650-compliance-checklist-for-audit-readiness/ https://i.ytimg.com/vi/0n5paEDCZVE/hqdefault.jpg How to Use the ISO 19650 Compliance Checklist for Audit Readiness Free BIM + ISO 19650 Training: https://plannerly.com/training/ The ISO 19650 compliance checklist is one of the most practical tools in your certification journey. In this video, you'll learn how to access, navigate, and use the ISO 19650 compliance checklist effectively so your team can assess current processes, identify gaps, assign actions, and move toward audit readiness in a more structured way. This training walkthrough explains how the checklist is organized, how to filter and review the relevant sections, how to work through tasks step by step, and how to use progress tracking, supporting evidence, and team collaboration to keep everything moving forward. In this video, you'll learn: - How to access the ISO 19650 compliance checklist inside the Scope module - How the checklist is organized into folders and stages - How to expand tasks and review descriptions, clause references, and checklist items - How to filter tasks by responsible parties so each team can focus on what matters to them - How to work through a checklist task step by step - How to use attachments and documents as supporting evidence - How to assign statuses and delegate tasks to team members - Why involving your wider team and executive stakeholders is important - How to break the checklist into manageable sections - How built-in progress tracking helps monitor audit readiness This is a practical overview for teams that want a clearer and more manageable way to assess compliance, organize actions, and prepare for ISO 19650 certification without starting from scratch. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a more structured way to use the checklist, track progress, and prepare your company for audit readiness, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/0n5paEDCZVE 313 yes https://plannerly.com/videos/iso-19650-readiness-check-how-to-review-workflows-and-identify-compliance-gaps/ https://i.ytimg.com/vi/aekCCAJLsRc/hqdefault.jpg ISO 19650 Readiness Check - How to Review Workflows and Identify Compliance Gaps Free BIM + ISO 19650 Training: https://plannerly.com/training/ The readiness check is one of the most important steps in preparing your company for ISO 19650 compliance and certification. In this video, you'll learn how to use the ISO 19650 checklist to review your current workflows, identify what already aligns with the standard, document gaps, and build a clearer roadmap for improvement. This step helps turn compliance from a vague idea into something practical, measurable, and actionable. This training walkthrough explains how to approach the readiness check as a structured self-assessment, how to evaluate specific checklist tasks, and how to involve the right people so your findings are accurate and useful. In this video, you'll learn: - What the ISO 19650 readiness check is and why it matters - How to use the checklist to review workflows step by step - How to identify which processes already align with ISO 19650 - How to document gaps and assign next actions - How to evaluate examples like delivery milestones, capability and capacity, and BEP confirmation - Why comments, evidence, and supporting documents improve clarity - How to involve the right team members in the self-assessment - Why prioritizing the most important gaps helps focus effort - How technology can simplify documentation and tracking - Why the readiness check creates the foundation for the gap analysis report This is a practical overview for teams that want to understand their current compliance position more clearly and create a more confident path toward ISO 19650 audit readiness. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a more structured way to review your workflows, identify compliance gaps, and prepare for the next stage of certification readiness, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp:... https://www.youtube.com/embed/aekCCAJLsRc 548 yes https://plannerly.com/videos/iso-19650-gap-analysis-document-findings-and-assign-compliance-actions/ https://i.ytimg.com/vi/wKC-0T3e3O8/hqdefault.jpg ISO 19650 Gap Analysis - Document Findings and Assign Compliance Actions Free BIM + ISO 19650 Training: https://plannerly.com/training/ Once you have completed the readiness check, the next step is turning those findings into a clear action plan. In this video, you'll learn how to document your findings, organize your compliance efforts, assign responsibilities, and start preparing your materials for audit readiness. This step is where your ISO 19650 compliance journey becomes more structured and actionable. This training walkthrough explains how to mark completed requirements, highlight gaps, add context, assign owners, and begin organizing documents so your audit preparation is smoother and more efficient. In this video, you'll learn: - Why documenting findings is a key step after the readiness check - How to mark requirements that already meet ISO 19650 standards - How to highlight unmet requirements and visible gaps - Why status tracking helps monitor follow-up actions - How to assign each gap to the right team member - Why adding comments creates better context and accountability - How early document organization supports audit readiness - Why centralizing compliance materials saves time later - How structured documents support more efficient ISO 19650 workflows - How this step prepares you for generating your gap analysis report This is a practical overview for teams that want to move from review into action, create a clearer compliance roadmap, and make audit preparation more manageable. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a more structured way to document compliance findings, assign ownership, and prepare for the next stage of audit readiness, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/wKC-0T3e3O8 195 yes https://plannerly.com/videos/how-to-create-an-iso-19650-gap-analysis-report-for-audit-readiness/ https://i.ytimg.com/vi/VF9wzawuBUw/hqdefault.jpg How to Create an ISO 19650 Gap Analysis Report for Audit Readiness Free BIM + ISO 19650 Training: https://plannerly.com/training/ A clear gap analysis report is one of the most useful tools in your ISO 19650 compliance journey. In this video, you'll learn how to turn your documented findings into a structured ISO 19650 gap analysis report that highlights where your current workflows meet the standard, where gaps still exist, and what actions need to happen next. This report helps create clarity, focus effort, and keep your team moving toward audit readiness in a more organized way. This training walkthrough explains how to generate the report, filter it for the right roles or statuses, automate version updates, share it with the right people, and use it as an active tool to guide the next stage of compliance work. In this video, you'll learn: - Why the ISO 19650 gap analysis report is important - How it summarizes findings from the readiness check and documentation stages - How to use statuses like complete and identified gaps to prepare the report - How to filter the report by responsibility or status - How to generate a customized report in just a few steps - Why auto-versioning helps keep the report current over time - How scheduled updates improve communication and visibility - How sharing the report supports team collaboration and external guidance - How to use the report to prioritize action items and track progress - Why the gap analysis report creates a stronger bridge to audit readiness This is a practical overview for teams that want a more structured way to summarize compliance gaps, manage actions, and keep progress visible as they work toward ISO 19650 certification. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a clearer way to generate, manage, and use a gap analysis report as part of your ISO 19650 audit preparation, this video is a strong next step. Free BIM + ISO 19650 Training:... https://www.youtube.com/embed/VF9wzawuBUw 200 yes https://plannerly.com/videos/iso-19650-get-audit-ready-customize-processes-train-teams-and-track-progress/ https://i.ytimg.com/vi/sBzi1u5RjUg/hqdefault.jpg ISO 19650 Get Audit Ready - Customize Processes, Train Teams and Track Progress Free BIM + ISO 19650 Training: https://plannerly.com/training/ Completing your gap analysis is a major milestone, but real compliance progress starts when you begin closing those gaps. In this video, you'll learn what happens in step two of the ISO 19650 Certification Ready journey - getting audit ready. This stage focuses on turning findings into action by customizing processes, training your team, and tracking progress in a structured way. This training walkthrough explains how to update workflows, revise documentation, use templates, build team understanding, and monitor implementation so your company can move steadily toward ISO 19650 certification with more confidence and control. In this video, you'll learn: - What the get audit ready phase is and why it matters - How to turn gap analysis findings into real process improvements - Why updating workflows and documentation is critical to compliance - How templates help teams work faster and more consistently - Why team training is essential for ISO 19650 implementation - How training programs support everyone from beginner to expert level - How to track progress using task statuses and assignments - Why visual tracking views help teams stay organized - How bi-weekly support and tailored guidance help remove blockers - Why this stage is a critical milestone on the path to certification This is a practical overview for teams that want to move beyond identifying gaps and begin building the workflows, habits, and team readiness needed for a smoother ISO 19650 audit. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a clearer way to update processes, train your team, and track audit readiness work more effectively, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/sBzi1u5RjUg 184 yes https://plannerly.com/videos/iso-19650-audit-preparation-final-steps-to-get-certification-ready/ https://i.ytimg.com/vi/xs3N5QIwq00/hqdefault.jpg ISO 19650 Audit Preparation - Final Steps to Get Certification Ready Free BIM + ISO 19650 Training: https://plannerly.com/training/ Step three is where your ISO 19650 certification journey becomes real. In this video, you'll learn how to prepare for the final audit stage with more confidence and less stress. After identifying gaps and improving your processes, this phase is about making sure your documentation is organized, your checklist is fully verified, and your team understands what to expect during the audit itself. This training walkthrough explains how to gather and review your documents, finalize your checklist, understand the two audit stages, and get fully prepared for a smoother ISO 19650 certification process. In this video, you'll learn: - What happens in step three of the ISO 19650 Certification Ready journey - How to organize your ISO 19650 documents for audit readiness - Why your checklist should be reviewed and verified before the audit - How to mark completed tasks as officially verified - Why audit preparation does not need to feel overwhelming - What happens during stage one of the audit - the documentation assessment - What happens during stage two of the audit - live project implementation review - What kinds of evidence auditors may want to see - How final readiness reviews help remove last-minute uncertainty - Why booking the audit is the final step before certification This is a practical overview for teams that want to feel more prepared, more organized, and more confident going into the ISO 19650 audit and certification process. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a clearer way to prepare for the audit, finalize your readiness work, and move into certification with confidence, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/xs3N5QIwq00 291 yes https://plannerly.com/videos/how-to-address-iso-19650-non-conformities-before-and-after-the-certification/ https://i.ytimg.com/vi/MUoAN6G4B2A/hqdefault.jpg How to Address ISO 19650 Non-Conformities Before and After the Certification Audit Free BIM + ISO 19650 Training: https://plannerly.com/training/ Addressing non-conformities is a normal and important part of the ISO 19650 certification journey. In this video, you'll learn how to identify missed gaps during audit preparation, resolve them proactively with your team, and respond effectively to any non-conformities raised during the external audit. This step can make a major difference in how smoothly your certification process goes. This training walkthrough explains how to spot overlooked issues, collaborate on practical solutions, understand auditor findings, and take corrective action within the required timeframe so your organization can keep moving forward with confidence. In this video, you'll learn: - Why addressing non-conformities is essential for ISO 19650 certification - How to identify missed gaps during audit preparation - Why documenting and reviewing overlooked issues matters - How team collaboration helps resolve gaps more effectively - Why proactive action reduces risk before the external audit - What to do when auditors raise non-conformities - How to review findings and understand corrective actions clearly - Why non-conformities should be treated as opportunities to improve - How support, templates, and coaching can help you respond faster - Why prompt action keeps your certification journey on track This is a practical overview for teams that want to handle missed gaps and auditor findings in a more structured and confident way while preparing for ISO 19650 certification. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a clearer way to manage non-conformities, respond to audit findings, and keep your certification process moving forward, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/MUoAN6G4B2A 160 yes https://plannerly.com/videos/iso-19650-certification-ready-course-recap-audit-confidence-and-next-steps/ https://i.ytimg.com/vi/UkHjdWoRbVY/hqdefault.jpg ISO 19650 Certification Ready Course Recap - Audit Confidence and Next Steps Free BIM + ISO 19650 Training: https://plannerly.com/training/ Congratulations on completing the ISO 19650 Certification Ready course. In this final video, we recap the full journey from gap analysis and process improvement through to audit readiness, non-conformities, and certification preparation. This is a chance to reflect on how far you have come, what your team has achieved, and why ISO 19650 certification can strengthen not just compliance, but confidence, collaboration, and project delivery across your company. This training wrap-up also reinforces an important message - the audit process does not need to feel overwhelming. With the right checklist, support, training, and structure, companies can approach ISO 19650 certification in a much more practical and confident way. In this video, you'll learn: - What you have achieved by completing the ISO 19650 Certification Ready course - Why the checklist is such a powerful tool for simplifying the process - How the 3-step system supports gap analysis, closing gaps, and audit readiness - Why ISO 19650 certification is valuable for both process improvement and market credibility - How certification builds confidence across teams and departments - Why the audit process is often less intimidating than people expect - How non-conformities can be treated as opportunities for improvement - Why team training and shared understanding make compliance easier - How support, templates, and updated resources reduce stress along the journey - Why now is the right time to get started if your company is still on the fence This is a practical closing overview for teams that want to reinforce what they have learned, feel more confident about the audit process, and understand the wider value of ISO 19650 certification for their business. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Quality managers - Digital Delivery Leads - Consultants - Companies preparing for ISO 19650 certification If you want a clearer sense of what the certification... https://www.youtube.com/embed/UkHjdWoRbVY 822 yes https://plannerly.com/videos/get-your-bim-and-iso-19650-certificate-add-it-to-linkedin-and-share-your/ https://i.ytimg.com/vi/HqJrGOmcGBQ/hqdefault.jpg Get Your BIM and ISO 19650 Certificate - Add It to LinkedIn and Share Your Achievement Free BIM + ISO 19650 Training: https://plannerly.com/training/ Congratulations on completing your training. In this video, you'll learn how to access your certificate, update your details if needed, and add your BIM and ISO 19650 certification to LinkedIn so you can showcase your achievement professionally. This walkthrough explains how to find your certificate in the course dashboard, what to do if it is not showing yet, how to regenerate it after updating your name, and why sharing it on LinkedIn and social media can help strengthen your professional profile. In this video, you'll learn: - How to access your certificate from the course dashboard - What to do if your certificate is not showing in the completed tab - How to check that all modules and quizzes are completed - How to update your first name, last name, and public display name - How to regenerate the PDF certificate after updating your details - How to add your certificate to LinkedIn under Licenses & Certifications - Why sharing your certificate can strengthen your professional profile - How posting your certificate or badge on social media can highlight your achievement - Where to get help if you run into any issues - How to continue your learning journey with advanced and expert training Completing BIM and ISO 19650 training is a meaningful step for anyone working in BIM management, information management, and digital construction. Sharing your certificate helps demonstrate your commitment to learning, structured workflows, and professional development. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/HqJrGOmcGBQ 165 yes https://plannerly.com/videos/expert-iso-19650-course-recap-workflow-compliance-and-project-information/ https://i.ytimg.com/vi/uy7UOV2ZxFc/hqdefault.jpg Expert ISO 19650 Course Recap - Workflow, Compliance and Project Information Delivery Free BIM + ISO 19650 Training: https://plannerly.com/training/ This final recap brings together the complete ISO 19650 workflow and shows how all the stages connect - from early assessment and tendering through to appointment, collaborative production, information delivery, compliance, and closeout. In this video, you'll review the full expert-level ISO 19650 process and see how the key documents, plans, roles, and workflows fit together. You will also see how built-in checklists, templates, scope planning, and verification workflows can help teams simplify compliance and manage project information more effectively. This expert training video is designed to reinforce the full journey and help you feel more confident applying ISO 19650 in practice across real projects. In this video, you'll learn: - How the full ISO 19650 workflow fits together from start to finish - What happens during the assessment and need stage - How invitation to tender and tender response stages support better project setup - Why the pre-appointment and post-appointment BIM Execution Plans matter - How the MIDP supports information delivery and team coordination - What happens during mobilization and collaborative production of information - Why verification and validation are critical to high-quality information delivery - How lessons learned improve future projects during closeout - How ISO 19650 checklists help teams stay compliant - How documents, scope, and verification workflows work together in practice This is a practical recap for teams that want to understand the complete ISO 19650 process more clearly and apply it with more confidence, structure, and consistency. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Appointed parties - Consultants - Design teams - Construction teams If you want a clear summary of the full ISO 19650 workflow and how to manage compliance more effectively across project delivery, this video is a strong wrap-up to the course. Free BIM + ISO... https://www.youtube.com/embed/uy7UOV2ZxFc 358 yes https://plannerly.com/videos/iso-19650-tracking-compliance-and-lessons-learned-for-better-bim-delivery/ https://i.ytimg.com/vi/l8MjdR68cMs/hqdefault.jpg ISO 19650 Tracking, Compliance and Lessons Learned for Better BIM Delivery Free BIM + ISO 19650 Training: https://plannerly.com/training/ Tracking and compliance are where ISO 19650 workflows prove their value in real project delivery. In this video, you'll learn how to track progress, validate deliverables, automate checking, and capture lessons learned so teams can improve both current and future projects. Too often, project teams are left juggling models, spreadsheets, PDFs, and requirements across multiple screens just to work out whether deliverables are complete, compliant, and ready for use. This expert training video shows how a more connected workflow can make tracking and compliance simpler, more visual, and more efficient. It also explains why lessons learned should not be left until the end of the project, but instead captured in a structured way so improvements can be carried forward into future work. In this video, you'll learn: - Why tracking and compliance often become frustrating and inefficient in BIM workflows - How the MIDP and responsibility matrix help teams track progress more clearly - Why deliverables should be validated against the Exchange Information Requirements - How automation reduces manual checking and human error - How model-to-task linking helps evaluate information completeness - Why statuses, milestones, and approval workflows make compliance easier to manage - How teams can publish models only when tasks have been verified properly - Why lessons learned are essential for improving future project delivery - How to capture unscoped tasks and missed requirements in a structured way - How updated templates and reusable project data help teams avoid repeating mistakes This is a practical overview for teams that want to improve compliance, reduce checking effort, and create stronger feedback loops between one project and the next under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Appointed parties - Consultants - Design teams - Construction teams If you want a clearer way to... https://www.youtube.com/embed/l8MjdR68cMs 595 yes https://plannerly.com/videos/open-bim-for-iso-19650-ifc-bcf-bsdd-ids-and-cobie-workflows-explained/ https://i.ytimg.com/vi/LgOlPwhevHA/hqdefault.jpg Open BIM for ISO 19650 - IFC, BCF, bSDD, IDS and COBie Workflows Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ Open BIM is one of the most important ways to improve interoperability, reduce workflow friction, and make ISO 19650 information management far more practical across different software platforms. In this video, you'll learn how open BIM principles and tools help teams exchange information more seamlessly using open standards instead of closed, software-specific workflows. We cover IFC and BCF, the buildingSMART Data Dictionary, IDS for machine-readable information requirements, and COBie workflows for structured asset information handover. This expert training video explains how these standards work together in a more proactive and connected information workflow, helping teams define requirements more clearly, verify deliverables more reliably, and organize handover data in a much more efficient way. In this video, you'll learn: - What open BIM means and why it matters for ISO 19650 workflows - Why closed BIM workflows often create interoperability and data exchange problems - How IFC supports better model sharing across different software tools - How BCF helps teams report and coordinate issues more clearly - What the buildingSMART Data Dictionary does and why it matters - How IDS helps define machine-readable information requirements - Why standardized requirements are better than disconnected PDFs and spreadsheets - How COBie workflows support structured asset information handover - How requirements, verification, and export can work together in one process - How open BIM standards help create more reliable, efficient, and less stressful project delivery This is a practical overview for teams that want to improve interoperability, standardize data, support automated verification, and deliver better handover information using open BIM principles under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Consultants - Design teams - Construction teams - Anyone using open BIM... https://www.youtube.com/embed/LgOlPwhevHA 653 yes https://plannerly.com/videos/iso-19650-information-production-strategies-federation-clash-avoidance-and-file/ https://i.ytimg.com/vi/B2uYVBkhzHM/hqdefault.jpg ISO 19650 Information Production Strategies - Federation, Clash Avoidance and File Naming Free BIM + ISO 19650 Training: https://plannerly.com/training/ Strong information production strategies are essential if teams want to deliver coordinated, high-quality information efficiently under ISO 19650. In this video, you'll learn three important strategies that help improve information generation and coordination across the project. First, we look at federation strategy and how breaking information into manageable parts helps teams work more securely and effectively. Then we compare clash detection with clash avoidance and show why proactive coordination is often far better than reacting to thousands of issues later. Finally, we explore file naming conventions and how metadata-driven workflows make information easier to find, track, and manage. This expert training video explains how these three building blocks support better collaboration, smoother delivery, and more effective information management across the common data environment. In this video, you'll learn: - Why a federation strategy is important in BIM and ISO 19650 workflows - How to break information containers down by discipline, asset, building, or sub-discipline - Why federation supports stability, security, and better coordination - What the difference is between clash detection and clash avoidance - Why phase-based coordination often creates huge numbers of clashes - How smaller, more frequent updates support better clash avoidance - Why system priority structures help teams coordinate more effectively - How the common data environment supports work in progress, shared, published, and archived states - Why file naming conventions matter for revision control and information retrieval - How metadata-driven naming helps automate ISO 19650 compliant file naming This is a practical overview for teams that want to improve coordination, reduce wasteful issue cycles, manage information more clearly, and support better production workflows under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead... https://www.youtube.com/embed/B2uYVBkhzHM 788 yes https://plannerly.com/videos/how-to-create-a-responsibility-matrix-for-iso-19650-bim-project-delivery/ https://i.ytimg.com/vi/mV-kh7fK_1k/hqdefault.jpg How to Create a Responsibility Matrix for ISO 19650 BIM Project Delivery Free BIM + ISO 19650 Training: https://plannerly.com/training/ A clear responsibility matrix is one of the most important ways to avoid confusion, delays, and the classic finger-pointing that happens when nobody knows who owns what. In this video, you'll learn how to create a detailed responsibility matrix that defines information management duties, assigns accountability for deliverables, and supports better collaboration across all project teams under ISO 19650. A good matrix does more than list responsibilities - it helps teams understand use cases, milestones, dependencies, ownership transitions, and the information required at each stage. This expert training video explains how to structure a responsibility matrix in a way that is practical, detailed, and connected to the BIM Execution Plan, MIDP, and other key project workflows. In this video, you'll learn: - Why responsibility matrices are critical in ISO 19650 project delivery - What happens when roles and responsibilities are unclear - How to identify core responsibilities and define a high-level responsibility matrix - Why information exchange milestones should be treated as distinct use cases - How object-based requirements help structure responsibilities by element and classification - Why ownership transitions between teams must be clearly defined - How the responsibility matrix should align with the BEP and MIDP - Why deadlines, tools, and escalation paths make the matrix more actionable - How timelines, dependencies, and deliverables can be visualized together - How detailed information requirements can be assigned directly to the right teams and tasks This is a practical overview for teams that want to reduce blame, improve coordination, and make sure every deliverable has clear ownership throughout the project lifecycle under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Appointed parties - Consultants - Design teams - Construction teams If you want a clearer way to... https://www.youtube.com/embed/mV-kh7fK_1k 387 yes https://plannerly.com/videos/iso-19650-collaborative-production-of-information-delivery-qa-and-model-approval/ https://i.ytimg.com/vi/eUUmjeBmKZY/hqdefault.jpg ISO 19650 Collaborative Production of Information - Delivery, QA and Model Approval Free BIM + ISO 19650 Training: https://plannerly.com/training/ Collaborative production of information is where ISO 19650 planning turns into real delivery. In this video, you'll learn what happens after the appointment stage as teams begin producing, checking, reviewing, authorizing, and delivering project information in a structured and repeatable way. This stage is about more than creating information - it is about making sure that information is accurate, coordinated, quality checked, approved correctly, and aligned with the Exchange Information Requirements and project standards. This expert training video explains the key steps in collaborative information production, from mobilizing resources and testing workflows through to task team QA, information model review, lead appointed party authorization, and appointing party acceptance. In this video, you'll learn: - What collaborative production of information means in ISO 19650 - Why mobilizing resources, technology, and workflows is essential before delivery starts - How task teams check reference information and shared resources before creating deliverables - How information is generated in line with task information delivery plans - Why quality assurance checks are critical before information is shared - How task teams review and approve their own information containers for sharing - Why information model review is a continuous and iterative process - How lead appointed party authorization works before submission to the appointing party - Why models must be accepted as a whole and not partially accepted - How Kanban boards, task tracking, and 3D verification workflows help simplify delivery and compliance This is a practical overview for teams that want to improve information delivery, quality assurance, coordination, and model approval under ISO 19650. It helps teams move from planning into a more controlled and collaborative production workflow. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties... https://www.youtube.com/embed/eUUmjeBmKZY 716 yes https://plannerly.com/videos/iso-19650-information-protocol-and-esignatures-for-project-appointments/ https://i.ytimg.com/vi/oLYRYYsqaxI/hqdefault.jpg ISO 19650 Information Protocol and eSignatures for Project Appointments Free BIM + ISO 19650 Training: https://plannerly.com/training/ The information protocol is one of the sharpest and most important parts of the ISO 19650 appointment process. In this video, you'll learn what an information protocol is, why it matters, and how it creates the contractual foundation for managing project information, defining roles and responsibilities, clarifying legal obligations, and making sure teams follow agreed standards when they exchange and manage project data. This expert training video also shows how eSignatures and structured appointment documents help formalize these agreements, streamline approvals, and keep everything connected in one controlled workflow. In this video, you'll learn: - What an information protocol is in ISO 19650 - Why it matters in project appointments and contract formation - How the protocol links to resources such as the EIR and AIR - Why information ownership and rights need to be clearly defined - How the protocol supports compliance with ISO 19650 requirements - What content should be included in an effective information protocol - Why workflows, naming conventions, security, and review processes matter - How the protocol becomes legally binding when included in the contract - How appointments flow from appointing party to lead appointed party and then appointed parties - How eSignatures and metadata-driven file naming help streamline approvals and maintain records This is a practical overview for teams that want to formalize project appointments more clearly, reduce legal and workflow confusion, and manage information protocols in a way that is both compliant and easier to follow. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Appointed parties - Consultants - Design teams - Construction teams If you want a clearer way to structure appointment documents, formalize information obligations, and streamline approvals under ISO 19650, this video is a strong next step. Free BIM + ISO 19650 Training:... https://www.youtube.com/embed/oLYRYYsqaxI 377 yes https://plannerly.com/videos/what-is-a-midp-in-iso-19650-master-information-delivery-plan-explained/ https://i.ytimg.com/vi/8beeT0M_7EU/hqdefault.jpg What Is a MIDP in ISO 19650 - Master Information Delivery Plan Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ The Master Information Delivery Plan - or MIDP - is one of the most important coordination tools in ISO 19650. In this video, you'll learn what a MIDP is, why it matters, and how it brings together all of the task information delivery plans into one clear framework. A well-structured MIDP helps teams manage deliverables, define dependencies, set deadlines, assign responsibility, and support better quality assurance across the whole project. This expert training video explains how the MIDP helps align models, documents, schedules, approvals, certificates, and other deliverables with the project and Exchange Information Requirements. It also shows how better planning supports smoother workflows, better coordination, and even clash avoidance instead of reactive clash detection. In this video, you'll learn: - What a MIDP is in ISO 19650 - How the MIDP combines all TIDPs into one coordinated framework - Why the MIDP is essential for managing project deliverables - How dependencies and deadlines help avoid bottlenecks - Why validation and approval processes strengthen quality assurance - How better planning supports clash avoidance workflows - Why deliverables should be classified by discipline or project phase - How scheduling and dependencies support smoother project execution - Why quality assurance procedures must be built into the plan - How collaborative planning tools help teams build, review, and approve the MIDP This is a practical overview for teams that want to improve project coordination, align team deliverables with ISO 19650 requirements, and create a clearer roadmap for information delivery across the project lifecycle. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Appointed parties - Consultants - Design teams - Construction teams If you want a clearer way to coordinate all project deliverables, assign accountability, and manage dependencies under ISO 19650, this video is a... https://www.youtube.com/embed/8beeT0M_7EU 550 yes https://plannerly.com/videos/how-to-create-a-post-appointment-bep-for-iso-19650-project-delivery/ https://i.ytimg.com/vi/lDZ7luBGtbY/hqdefault.jpg How to Create a Post-Appointment BEP for ISO 19650 Project Delivery Free BIM + ISO 19650 Training: https://plannerly.com/training/ The post-appointment BIM Execution Plan - or contract BEP - is where ISO 19650 planning becomes an agreed and actionable framework for real project delivery. In this video, you'll learn how to create and finalize a post-appointment BIM Execution Plan that aligns with the appointing party's Exchange Information Requirements and supports better information production, approvals, quality assurance, and collaboration across the project lifecycle. This expert training video explains how the contract BEP helps teams agree on the information strategy, align deliverables with milestones, manage dependencies, define standards and procedures, and create a practical framework that teams can actually follow. In this video, you'll learn: - What a post-appointment or contract BEP is in ISO 19650 - Why the BEP needs to align with the appointing party's EIR - How the BEP creates a common framework for managing information - Why deliverables, formats, and submission timelines need to match project milestones - How workflows and dependencies help teams deliver information on time - Why confirming the pre-appointment BEP content is an important first step - How to define information standards, file naming, formats, and security protocols - Why information management procedures support quality and reduce rework - How compliance and adaptability can be balanced in a practical BEP - How exports, approvals, responsibility matrices, TIDPs, and timelines support better execution This is a practical overview for teams that want to turn BIM execution planning into something more collaborative, structured, and usable across real project delivery under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Appointed parties - Consultants - Design teams - Construction teams If you want a clearer way to structure your contract BIM Execution Plan and make it easier for teams to understand and follow, this video is a... https://www.youtube.com/embed/lDZ7luBGtbY 443 yes https://plannerly.com/videos/iso-19650-appointment-stage-bep-responsibility-matrix-tidp-and-midp/ https://i.ytimg.com/vi/S12ILGn6Vs0/hqdefault.jpg ISO 19650 Appointment Stage - BEP, Responsibility Matrix, TIDP and MIDP Free BIM + ISO 19650 Training: https://plannerly.com/training/ The appointment stage is where ISO 19650 planning becomes real project delivery. In this video, you'll learn how the appointment stage brings together the BIM Execution Plan, responsibility matrix, task information delivery plans, and the master information delivery plan to create a stronger accountability framework for project delivery. This stage is not just about signing contracts. It is about building collaborative agreements that people can actually understand and follow. This expert training video explains how the lead appointed party and appointed parties move from tender response into formal project delivery by confirming responsibilities, aligning workflows, documenting deliverables, and creating a structure that supports quality assurance and information exchange across the project. In this video, you'll learn: - What happens during the ISO 19650 appointment stage - Why the appointment stage is about accountability, not just contracts - How to confirm and refine the BIM Execution Plan after appointment - Why a detailed responsibility matrix reduces overlap and confusion - How the lead appointed party develops project-specific exchange information requirements - What a TIDP is and how task teams use it - How the MIDP combines all task delivery plans into one coordinated view - Why appointment documents are critical for both lead appointed and appointed parties - How timeline views help teams manage dependencies and delivery phases - How digital approvals and structured exports help finalize appointment documents faster This is a practical overview for teams that want to move from pre-contract planning into a more controlled and collaborative project delivery workflow under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Appointed parties - Consultants - Design teams - Construction teams If you want a clearer way to structure project appointments, responsibilities,... https://www.youtube.com/embed/S12ILGn6Vs0 435 yes https://plannerly.com/videos/how-to-create-a-risk-register-for-iso-19650-tender-responses/ https://i.ytimg.com/vi/SAflMLY5eec/hqdefault.jpg How to Create a Risk Register for ISO 19650 Tender Responses Free BIM + ISO 19650 Training: https://plannerly.com/training/ A well-defined risk register can make a big difference in an ISO 19650 tender response. In this video, you'll learn what a risk register is, why it matters, and how it helps project teams identify risks early, plan mitigation strategies, assign responsibility, and show the appointing party that they are prepared to manage uncertainty with confidence. This expert training video explains how a structured risk register supports better tender responses by helping teams avoid delays, reduce costly surprises, and align with ISO 19650 best practices for project planning and information management. In this video, you'll learn: - What a risk register is in the ISO 19650 tender response process - Why early risk identification is essential to project success - How unplanned risks can cause delays, extra cost, and major disruption - Why mitigation strategies show the appointing party that your team is prepared - How to assign ownership for each identified risk - Why accountability is critical for risk management - How to keep the risk register live and updated throughout the project - Why monitoring and adaptation matter as risks evolve - How templates help teams structure and document risks more effectively - How a strong risk register improves trust and supports a more competitive tender response This is a practical overview for teams that want to improve their ISO 19650 tender strategy, demonstrate stronger project readiness, and manage risk in a more structured and proactive way. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Consultants - Design teams - Construction teams - Anyone preparing a risk register under ISO 19650 If you want a clearer way to identify, document, and manage project risks as part of a stronger tender response, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/SAflMLY5eec 267 yes https://plannerly.com/videos/how-to-create-a-mobilization-plan-for-iso-19650-tender-responses/ https://i.ytimg.com/vi/TY04oMLp9I0/hqdefault.jpg How to Create a Mobilization Plan for ISO 19650 Tender Responses Free BIM + ISO 19650 Training: https://plannerly.com/training/ A strong mobilization plan can make a big difference in an ISO 19650 tender response. In this video, you'll learn what a mobilization plan is, why it matters, and how it helps delivery teams prepare the people, systems, workflows, and technology needed to start a project smoothly. A clear mobilization plan helps identify gaps early, reduce delays at the start of the project, and build trust with the appointing party. This expert training video explains how the mobilization plan supports the tender response by showing that your team is ready to configure the common data environment, set up resources, train the team, and begin the project with confidence. In this video, you'll learn: - What a mobilization plan is in the ISO 19650 tender response process - Why mobilization planning helps reduce delays and project startup issues - How a mobilization plan helps build confidence with the appointing party - What challenges teams often face with workflows, IT systems, and project setup - Why configuring and testing the common data environment is essential - How to plan hardware, software, and IT infrastructure resources - Why team training and role clarity are critical during mobilization - How templates help teams structure an effective mobilization plan - What appointing parties want to see in a clear mobilization strategy - How better mobilization planning supports smoother project delivery from day one This is a practical overview for teams that want to improve their tender response, prepare project setup more effectively, and show that they are ready to deliver in line with ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Consultants - Design teams - Construction teams - Anyone preparing a mobilization plan under ISO 19650 If you want a clearer way to prepare your team, systems, and workflows for project startup, this video is a strong next step. Free BIM + ISO 19650 Training:... https://www.youtube.com/embed/TY04oMLp9I0 206 yes https://plannerly.com/videos/how-to-create-a-pre-bep-for-iso-19650-pre-contract-bim-execution-plan-explained/ https://i.ytimg.com/vi/hZ2eIChJrHc/hqdefault.jpg How to Create a Pre-BEP for ISO 19650 - Pre-Contract BIM Execution Plan Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ The pre-appointment BIM Execution Plan - often called the pre-BEP or pre-contract BIM Execution Plan - is one of the most important parts of a strong ISO 19650 tender response. In this video, you'll learn what a pre-BEP is, why it matters, and how it helps delivery teams demonstrate that they understand the Exchange Information Requirements, have the right capability and capacity, and are ready to manage information in a structured and compliant way. This expert training video explains how the pre-BEP supports the tender response, lays the foundation for the post-appointment BIM Execution Plan, and gives the appointing party confidence that your team can deliver the project information properly. In this video, you'll learn: - What a pre-BEP is in ISO 19650 - Why the pre-BEP is critical in the tender response stage - How the pre-BEP helps satisfy the Exchange Information Requirements - Why capability, capacity, and risk management matter in the pre-BEP - How the pre-BEP supports the later post-appointment BIM Execution Plan - What to include in the Project Information Model strategy - Why information standards, methods, and procedures need to be defined clearly - How to set roles and responsibilities for information management - Why collaboration workflows and the common data environment matter - How templates and structured workflows help teams stand out in the tender process This is a practical overview for teams that want to improve their ISO 19650 tender response, present a more structured approach to information management, and build trust with the appointing party before contract award. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Lead appointed parties - Consultants - Design teams - Construction teams - Anyone preparing a pre-BEP under ISO 19650 If you want a clearer way to structure your pre-contract BIM Execution Plan and improve your chances of winning work, this video is a strong next step. Free BIM... https://www.youtube.com/embed/hZ2eIChJrHc 289 yes https://plannerly.com/videos/how-to-win-an-iso-19650-tender-tender-response-pre-bep-and-mobilization-plan/ https://i.ytimg.com/vi/nXbzJ7jZW6o/hqdefault.jpg How to Win an ISO 19650 Tender - Tender Response, Pre-BEP and Mobilization Plan Free BIM + ISO 19650 Training: https://plannerly.com/training/ Winning an ISO 19650 tender is not just about submitting documents. It is about showing that your team can plan, resource, manage, and deliver information in a structured and reliable way. In this video, you'll learn how to approach the ISO 19650 tender response stage with more confidence. We look at the key parts of a compliant tender response, including the pre-appointment BIM Execution Plan, mobilization plan, risk register, team capability assessment, and the nomination of the information management function. This expert training video explains the tender response phase in a practical way so teams can better understand what the appointing party expects and how to respond clearly, professionally, and in line with ISO 19650. In this video, you'll learn: - Where the tender response phase fits in the ISO 19650 workflow - Why unclear deliverables and poor planning often weaken tender responses - How to nominate the information management function - What should be included in the pre-appointment BIM Execution Plan - Why assessing task team capability and capacity matters - How the mobilization plan helps teams prepare resources and workflows - Why a risk register is important in tender response planning - How to compile a structured ISO 19650 tender response - How checklists help teams stay aligned and compliant - How templates and controlled access can simplify the tender process This is a practical overview for teams that want to improve their ISO 19650 tender strategy, respond more clearly to exchange information requirements, and build stronger, more compliant bids. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Consultants - Lead appointed parties - Design teams - Construction teams - Anyone responding to ISO 19650 tenders If you want a clearer way to structure a tender response and improve your chances of winning ISO 19650 work, this video is a strong next step. Free BIM + ISO 19650 Training:... https://www.youtube.com/embed/nXbzJ7jZW6o 381 yes https://plannerly.com/videos/what-is-an-eir-in-iso-19650-exchange-information-requirements-explained/ https://i.ytimg.com/vi/E9vIkY233BI/hqdefault.jpg What Is an EIR in ISO 19650 - Exchange Information Requirements Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ The Exchange Information Requirements - or EIR - are where the different information needs of a project come together into one clear guide. In this video, you'll learn what an EIR is, why it matters, and how it helps teams bring together organizational, asset, and project information requirements in one structured place so everyone understands exactly what needs to be delivered, in what format, and at what stage. This expert training video explains why exchange information requirements are so important for tendering, appointments, project delivery, and compliance. It also shows how EIR helps reduce confusion across multiple teams, systems, formats, and milestones by creating one clear source of truth for information exchange. In this video, you'll learn: - What an EIR is in ISO 19650 - Why projects struggle when exchange information requirements are unclear - How EIR brings OIR, AIR, and PIR together in one place - Why defining the purpose of information exchange is essential - How to decide the right form and format for information delivery - Why milestones and timing matter for exchange information - How quality standards help teams understand what is acceptable - Why finalizing EIR early helps reduce misunderstandings in tendering and appointments - How database-driven workflows make EIR easier to structure and filter - How EIR helps teams understand their compliance criteria from day one This is a practical overview for teams that want to simplify information exchange, create better tender and appointment documentation, and make sure project teams clearly understand what is expected throughout the lifecycle of the project. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Clients and appointing parties - Consultants - Design teams - Construction teams - Anyone defining exchange information requirements under ISO 19650 If you want a clearer way to define what information needs to be exchanged, when it is needed,... https://www.youtube.com/embed/E9vIkY233BI 311 yes https://plannerly.com/videos/what-is-a-pir-in-iso-19650-project-information-requirements-explained/ https://i.ytimg.com/vi/jAWby9lsKmc/hqdefault.jpg What Is a PIR in ISO 19650 - Project Information Requirements Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ The Project Information Requirements - or PIR - are a key part of ISO 19650 and one of the most important ways to keep project decisions aligned with the right information. In this video, you'll learn what a PIR is, why it matters, and how it helps project teams define what information is needed, when it is needed, and why it matters at specific decision points throughout the project lifecycle. This expert training video explains how PIR connects the organizational goals from the OIR to the real needs of the project. It also shows how project milestones, key approvals, permits, and delivery requirements can be structured in a clearer and more practical way. In this video, you'll learn: - What a PIR is in ISO 19650 - Why projects struggle when PIR is unclear or missing - How PIR aligns with the OIR and organizational goals - Why project scope and purpose should shape the PIR - How key decision points help define information delivery milestones - Why project-specific information needs should be tailored to the project - How PIR supports approvals, permits, design reviews, and contractor appointments - Why the PIR should be reviewed before consultants and contractors are appointed - How templates help teams structure PIR more efficiently - How a well-defined PIR creates a clearer roadmap for the project team This is a practical overview for teams that want to improve project setup, clarify decision-making, and make sure the right information is available at the right time under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Clients and appointing parties - Consultants - Design teams - Construction teams - Anyone defining project information requirements under ISO 19650 If you want a clearer way to define project-level information needs and connect them to real project decisions, this video is a strong next step. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp:... https://www.youtube.com/embed/jAWby9lsKmc 262 yes https://plannerly.com/videos/what-is-an-air-in-iso-19650-asset-information-requirements-explained/ https://i.ytimg.com/vi/TDXFfzwxz6c/hqdefault.jpg What Is an AIR in ISO 19650 - Asset Information Requirements Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ The Asset Information Requirements - or AIR - are a critical part of ISO 19650 and long-term asset management. In this video, you'll learn what an AIR is, why it matters, and how it helps organizations define the information needed to manage, operate, maintain, and monitor assets throughout their lifecycle. Whether the asset is a pump, an HVAC system, a security camera, or part of a much larger facility, the AIR helps make sure the right information is available for the people who need it. This expert training video explains how AIR connects to the wider ISO 19650 workflow, how it aligns with the OIR, and how teams can standardize and structure asset information in a way that is more useful, repeatable, and practical. In this video, you'll learn: - What an AIR is in ISO 19650 - Why asset information is critical for operations and maintenance - What challenges teams face when AIR is poorly managed - How different organizations need different asset information - Why the AIR should align with the OIR - How sustainability, cost, and operational priorities influence AIR content - How to standardize AIR across multiple similar assets - Why clear exchange points matter for inspections, handover, and reviews - How templates help teams avoid starting from scratch - How structured asset data in Scope improves accountability and clarity This is a practical overview for teams that want to improve asset information planning, reduce spreadsheet chaos, and make sure asset data is structured and useful from the start of the project through handover and operations. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Asset managers - Facilities managers - Clients and appointing parties - Consultants - Anyone defining asset information requirements under ISO 19650 If you want a clearer way to define, structure, and manage the information needed for assets across their lifecycle, this video is a strong next step. Free BIM + ISO 19650... https://www.youtube.com/embed/TDXFfzwxz6c 421 yes https://plannerly.com/videos/what-is-an-oir-in-iso-19650-organizational-information-requirements-explained/ https://i.ytimg.com/vi/Ut5oGVKiTxM/hqdefault.jpg What Is an OIR in ISO 19650 - Organizational Information Requirements Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ The Organizational Information Requirements - or OIR - are one of the most important foundations in ISO 19650. In this video, you'll learn what an OIR is, why it matters, and how it helps an organization define the strategic information it needs to support decision-making, operations, risk reduction, and long-term business goals. Different owners have different priorities, so a casino operator, hospital, zoo, or school will all need different information to run their organizations effectively. This expert training video explains how the OIR acts as the north star for project information management, helping teams align project decisions with what matters most to the appointing party. In this video, you'll learn: - What an OIR is in ISO 19650 - Why the OIR is the first priority for strategic information planning - How different owner types need different organizational information - What happens when an OIR is missing or poorly defined - Why organizations often struggle to define the right strategic requirements - How to identify high-level business activities and priorities - Why the purpose of each information requirement needs to be clear - How to rationalize information across departments like finance, IT, and facilities - How the OIR supports the PIR and AIR - How templates and examples can help make OIR creation easier and more compliant This is a practical overview for teams that want to better understand the strategic side of ISO 19650 and make sure that project and asset information supports the real operational goals of the organization. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Clients and appointing parties - Consultants - Asset managers - Facilities managers - Anyone defining strategic information requirements under ISO 19650 If you want a clearer way to define what information really matters to an organization and why, this video is a strong next step. Free BIM + ISO 19650 Training:... https://www.youtube.com/embed/Ut5oGVKiTxM 538 yes https://plannerly.com/videos/iso-19650-assessment-and-need-stage-oir-pir-air-and-eir-explained/ https://i.ytimg.com/vi/yyXWLr_zGiQ/hqdefault.jpg ISO 19650 Assessment and Need Stage - OIR, PIR, AIR and EIR Explained Free BIM + ISO 19650 Training: https://plannerly.com/training/ Getting a project started on the right foot is one of the most important steps in successful ISO 19650 implementation. In this video, you'll learn how the assessment and need stage and the invitation to tender stage create the foundation for better project information management. When teams do not start with clear requirements, projects quickly run into miscommunication, delays, rework, budget overruns, and poor tender responses. This expert training video explains the appointing party's key responsibilities during these early stages and shows how ISO 19650 creates a structured process for defining information requirements, setting milestones, preparing tender documentation, and creating a smoother path for project delivery. In this video, you'll learn: - Why the assessment and need stage is critical to project success - How unclear requirements create delays, waste, and budget risk - What the appointing party is responsible for under ISO 19650 - Why appointing an information manager helps create better structure - How to define project information requirements and delivery milestones - Why project information standards and production methods matter - How the common data environment supports tender preparation and collaboration - What needs to be included in the invitation to tender documentation - How OIR, PIR, AIR, and EIR fit together in the ISO 19650 workflow - Why structured checklists and templates make compliance easier This is a practical overview for teams that want to improve early project setup, create better tender documentation, and build a stronger foundation for information management throughout the project lifecycle. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Clients and appointing parties - Consultants - Design teams - Construction teams - Anyone implementing ISO 19650 tender and early-stage workflows If you want a clearer way to start projects, define information needs, and improve tender... https://www.youtube.com/embed/yyXWLr_zGiQ 605 yes https://plannerly.com/videos/iso-19650-roles-and-responsibilities-explained-for-bim-and-information/ https://i.ytimg.com/vi/N--xv3Gh5eM/hqdefault.jpg ISO 19650 Roles and Responsibilities Explained for BIM and Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Understanding roles and responsibilities is one of the most important parts of successful ISO 19650 implementation. In this video, you'll learn how ISO 19650 defines key project roles including the appointing party, lead appointed party, appointed parties, delivery teams, task teams, and the wider project team. Clear role definition helps information flow properly, supports better collaboration, and reduces confusion about who is responsible for what and when. This expert training video also shows how these roles can be structured and managed in a practical workflow using Plannerly, helping teams define permissions, assign responsibility, and build a clearer responsibility matrix across the project. In this video, you'll learn: - What the appointing party does in ISO 19650 - What the lead appointed party is responsible for - How appointed parties support project information delivery - How information flows between the appointing party, lead appointed party, and appointed parties - What task teams are and how they fit into the overall delivery structure - How delivery teams and the wider project team work together - Why clear roles and responsibilities improve communication and efficiency - How to define teams and permissions in a digital workflow - How to assign responsibilities across project scope and information deliverables - Why a clear responsibility matrix is essential for ISO 19650 project success This is a practical overview for BIM Managers, Information Managers, Project Managers, and project teams who want to structure ISO 19650 roles in a way that is easier to understand, manage, and apply in real projects. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Consultants - Design teams - Construction teams - Anyone implementing ISO 19650 roles and responsibility workflows If you want a clearer understanding of how project teams should be structured under ISO 19650, this video is a... https://www.youtube.com/embed/N--xv3Gh5eM 312 yes https://plannerly.com/videos/master-iso-19650-workflows-expert-bim-information-management-training/ https://i.ytimg.com/vi/R1k2sKm-lT4/hqdefault.jpg Master ISO 19650 Workflows - Expert BIM Information Management Training Introduction Free BIM + ISO 19650 Training: https://plannerly.com/training/ Welcome to the Expert ISO 19650 Training course. In this video, you'll get a practical introduction to mastering ISO 19650 workflows and see how structured information management can transform the way projects are planned, delivered, checked, and handed over. If project information has ever felt chaotic, disconnected, or difficult to control, this video shows why ISO 19650 matters and how a smarter workflow can bring clarity and confidence to the process. You'll also see how the core parts of ISO 19650 fit together in a simple way, from information requirements and the common data environment through to BIM execution plans, master information delivery plans, asset information, and information protocols. In this video, you'll learn: - Why project information management often feels chaotic without a proper system - How ISO 19650 helps reduce version confusion, siloed working, and handover problems - What the key parts of ISO 19650 are and why they matter - How information requirements create clarity from the start - Why a common data environment improves collaboration and information sharing - How the BIM Execution Plan supports roles, responsibilities, and workflows - Why the MIDP helps deliver the right information at the right time - How checking and validation support better quality and compliance - How a database-driven workflow can simplify documents, scope, and verification - How Plannerly supports ISO 19650 implementation with templates, smart fields, accountability, and automated checking This is a practical overview for teams that want to move beyond confusion and start using ISO 19650 in a way that is clearer, more visual, and easier to manage across the project lifecycle. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Consultants - Design teams - Construction teams - Anyone implementing ISO 19650 in practice If you want a simpler way to understand ISO 19650 and apply it to real... https://www.youtube.com/embed/R1k2sKm-lT4 492 yes https://plannerly.com/videos/complete-advanced-bim-management-training-iso-19650-certificate-and-next-steps/ https://i.ytimg.com/vi/5AyG_H1OLLQ/hqdefault.jpg Complete Advanced BIM Management Training - ISO 19650 Certificate and Next Steps Free BIM + ISO 19650 Training: https://plannerly.com/training/ Congratulations on completing the Advanced BIM Management Training course. In this final video, we wrap up the course by reflecting on the real project challenges teams face and how a more connected, structured workflow can improve project delivery from start to finish. This course has focused on integrated project information management - helping teams move beyond disconnected files, manual processes, and reactive workflows toward a clearer, more reliable way of working. You have now completed a practical learning path covering document management, information requirements, structured contracts, live delivery tracking, proactive verification, and clean handover workflows. In this video, you'll learn: - Why integrated project information management creates better project outcomes - How connected workflows help teams build trust and clarity - Why structured delivery improves communication and accountability - How these methods support smarter BIM and ISO 19650 implementation - What to do next after completing the advanced course - How to download your certificate and claim your badge - Why sharing your achievement on LinkedIn can strengthen your professional profile - How to continue learning with more advanced ISO 19650 and implementation-focused training This course is designed to help BIM Managers, Information Managers, Project Managers, and digital delivery teams apply structured workflows that are already being used by leading teams around the world. If you are ready to take these ideas into real projects, this is a strong milestone - and a great point to keep building your knowledge and leadership in BIM management and information management. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/5AyG_H1OLLQ 68 yes https://plannerly.com/videos/how-to-manage-bim-handover-and-closeout-iso-19650-cde-workflows-and-asset/ https://i.ytimg.com/vi/6fVjPf-bl4E/hqdefault.jpg How to Manage BIM Handover and Closeout - ISO 19650, CDE Workflows and Asset Information Delivery Free BIM + ISO 19650 Training: https://plannerly.com/training/ The end of a project should not feel like survival mode. In this video, we look at the final and critical stage of BIM management - exporting project information cleanly and managing a structured handover. Too many teams still leave handover until the very end, then scramble to find the latest files, rebuild missing data, reformat reports, and manually organize deliverables that were never properly structured in the first place. This advanced training video shows how a more connected workflow can make closeout faster, cleaner, and far less stressful by using structured metadata, a modern common data environment, dynamic file management, and exportable handover packages tied directly to the original requirements. In this video, you'll learn: - Why project closeout often becomes chaotic and unprofitable - How poor file structure and late-stage scrambling create handover risk - Why metadata matters more than static folders and manual file naming - How a modern CDE can automate naming, sorting, and status-driven file movement - How dynamic filters improve file management over traditional folder structures - What types of reports and records can be exported from a connected workflow - How verified model data can support COBie and asset information delivery - Why linked deliverables make it easier to prove contractual compliance - How structured handover can speed up closeout and support faster payment - Why starting structured is the key to finishing structured This is a practical workflow for teams that want to reduce closeout stress, improve asset information delivery, manage ISO 19650 file workflows more effectively, and hand over useful, usable project information instead of a patchwork of disconnected files. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Design teams - Construction teams - Anyone managing BIM closeout, asset information, and ISO 19650 handover workflows If you want a... https://www.youtube.com/embed/6fVjPf-bl4E 512 yes https://plannerly.com/videos/how-to-verify-bim-deliverables-and-improve-qa-iso-19650-model-checking-and/ https://i.ytimg.com/vi/u6JQ3k2k498/hqdefault.jpg How to Verify BIM Deliverables and Improve QA - ISO 19650 Model Checking and Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Planning and tracking are essential, but the real test comes when you ask whether the deliverables actually meet the requirements. In this video, we look at one of the biggest weaknesses in traditional BIM workflows - slow, manual, reactive quality assurance. Too many teams still rely on spreadsheets, issue lists, PDF reports, coordination meetings, and late-stage checking to discover that a model may be clash-free but still missing critical contract information or required components. This advanced training video shows how a more proactive verification workflow can help teams move from reactive issue reporting to self-quality assurance, where requirements are defined clearly, checked visually, and validated before submission. In this video, you'll learn: - Why manual QA and model checking often happen too late - How traditional issue reports and BCF workflows still remain reactive - Why clash-free models can still fail to meet contract information requirements - How structured and machine-readable requirements support proactive checking - How deliverables can be linked directly to contracted tasks - How visual verification shows passed, missing, and incorrect requirements - Why self-QA helps teams fix issues before formal submission - How simple rules can be created for properties, values, and information requirements - How live Kanban statuses help track proposed, pending, verified, and approved deliverables - Why proactive model checking reduces waste, rework, and downstream blockers This is a practical workflow for teams that want to align models with the original scope, improve BIM quality assurance, and reduce the endless cycle of issue reports, waiting, and manual rechecking. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Design teams - Construction teams - Anyone managing BIM verification, QA, and ISO 19650 deliverables If you want a better way to verify model deliverables,... https://www.youtube.com/embed/u6JQ3k2k498 531 yes https://plannerly.com/videos/how-to-track-bim-deliverables-and-progress-iso-19650-midp-tidp-and-live-project/ https://i.ytimg.com/vi/jMcd0aR--5g/hqdefault.jpg How to Track BIM Deliverables and Progress - ISO 19650 MIDP, TIDP and Live Project Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ Defining clear information requirements is only the beginning. The real challenge is tracking delivery throughout the project in a way that stays connected to what was actually agreed. In this video, we look at how to track BIM deliverables and project progress using a connected workflow built around the contract requirements, TIDPs, MIDPs, timelines, and live task updates. Too many teams still manage progress in separate lists, spreadsheets, meeting notes, and emails, which quickly creates confusion, missed deadlines, and duplicate effort. This advanced training video shows how a centralized tracking approach can bring teams back to one source of truth, improve visibility, and make progress easier to manage across design, pre-construction, and construction. In this video, you'll learn: - Why progress tracking often breaks down after the contract is signed - How separate team lists create silos and disconnect from the original requirements - Why TIDPs and MIDPs should stay connected to live delivery workflows - How timeline views help teams understand dates, dependencies, and handoffs - Why a centralized Kanban board simplifies progress tracking - How filtered views help teams focus only on their own deliverables - How live status updates reduce email chasing and manual reporting - Why linking tasks back to the original contract requirement improves accountability - How connected deliverables reduce disputes and support on-time payment - Why better tracking creates more trust and fewer project surprises This is a practical workflow for teams that want to move from disconnected to-do lists to a live project delivery process where everyone can see what is expected, what is complete, and what still needs attention. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Design teams - Construction teams - Anyone managing TIDPs, MIDPs, and BIM deliverables under ISO 19650 If you want a better way to... https://www.youtube.com/embed/jMcd0aR--5g 368 yes https://plannerly.com/videos/how-to-create-structured-bim-contracts-iso-19650-workflows-smart-documents-and/ https://i.ytimg.com/vi/j3UYKPI2qW4/hqdefault.jpg How to Create Structured BIM Contracts - ISO 19650 Workflows, Smart Documents and eSignatures Free BIM + ISO 19650 Training: https://plannerly.com/training/ One of the biggest missing links in BIM management is turning all of your structured project information into an actual contract without creating a manual admin nightmare. In this video, we look at how to create structured BIM contracts by combining approved documents, scope requirements, timelines, and project data into one formatted agreement. Too many teams still rely on copying from spreadsheets, stitching together PDFs, reformatting Word documents, and hoping everything lines up. That process is slow, inconsistent, and full of risk. This advanced training video shows how a more structured approach to contract creation can reduce admin burden, improve consistency, speed up approvals, and keep agreements connected to live project information. In this video, you'll learn: - Why manual contract creation creates delay, inconsistency, and project risk - How disconnected documents, spreadsheets, timelines, and PDFs make contract workflows harder - Why branding, formatting, and document consistency often become a major burden - How structured project data can be combined into one professional agreement - How approved documents, scope, and timelines can be pulled into the same contract - How smart fields, headers, footers, page numbers, cover pages, and revision history can be automated - Why contract filtering helps teams include only the content relevant to the scope - How eSignatures streamline signoff without printing and scanning - How automatic versioning and metadata-driven file naming improve control - Why structured contract generation improves trust, speed, and accountability This is a practical workflow for teams that want contracts to reflect the real project scope, current requirements, live data, and approved deliverables without spending weeks manually assembling everything. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Design teams - Construction teams - Anyone managing BIM... https://www.youtube.com/embed/j3UYKPI2qW4 438 yes https://plannerly.com/videos/how-to-set-clear-bim-information-requirements-iso-19650-ids-and-visual-scope/ https://i.ytimg.com/vi/0vdV11Tq6L0/hqdefault.jpg How to Set Clear BIM Information Requirements - ISO 19650, IDS and Visual Scope Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ Clear information requirements are one of the biggest foundations of successful BIM management and ISO 19650 project delivery. In this video, we move beyond document management and look at how to define information requirements in a way that is structured, visual, collaborative, and machine readable. Too many teams still rely on disconnected spreadsheets for TIDPs, MIDPs, Level of Information Need matrices, and Asset Information Requirements, which creates confusion, overlap, inconsistent interpretation, and major project risk. This advanced training video shows why spreadsheet-based workflows often fail and how a dedicated construction-focused database can help teams define requirements more clearly, collaborate more effectively, and prepare for automated verification later in the workflow. In this video, you'll learn: - Why spreadsheet-based information management creates risk and confusion - How unclear requirements lead to overlap, gaps, and delivery failures - Why TIDPs, MIDPs, AIRs, and Level of Information Need need better structure - How a visual grid helps teams understand requirements more quickly - Why visual requirements improve collaboration and executive buy-in - How a structured database creates a single source of truth - How machine-readable information supports downstream automation - What buildingSMART IDS is and why it matters - How human-readable and machine-readable requirements work together - Why proactive automated checking starts with clear requirements from day one This is a practical workflow for teams that want to improve BIM scope definition, reduce miscommunication, streamline model checking, and make ISO 19650 information requirements far easier to understand and deliver. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Design teams - Construction teams - Anyone creating TIDPs, MIDPs, AIRs, and model information requirements If you want a better way to... https://www.youtube.com/embed/0vdV11Tq6L0 847 yes https://plannerly.com/videos/advanced-document-management-for-bim-projects-iso-19650-workflows-templates-and/ https://i.ytimg.com/vi/t0yn9X0OSIo/hqdefault.jpg Advanced Document Management for BIM Projects - ISO 19650 Workflows, Templates and Approvals Free BIM + ISO 19650 Training: https://plannerly.com/training/ Managing project documents should not feel like chasing files, approvals, and outdated templates across different tools and disconnected teams. In this video, we look at one of the biggest challenges in BIM management and information management - document control. From BIM Execution Plans and Exchange Information Requirements to project briefs, drawings, and certificates, disconnected document workflows create delays, version confusion, misapprovals, and wasted effort. This advanced training video shows how a structured document workflow can help teams launch projects faster, standardize templates, assign responsibility clearly, capture review comments in one place, and maintain traceable approvals throughout the document lifecycle. In this video, you'll learn: - Why fragmented document workflows create project delays and risk - How centralized company templates improve project startup - Why version-controlled templates help teams begin from the same baseline - How smart fields reduce manual updates and prevent project-specific errors - How structured section assignments improve accountability and speed - Why direct comment capture is better than scattered email reviews - How section-based version history improves clarity and auditability - How in progress, shared, and published statuses support better approvals - Why structured document workflows reduce miscommunication and disputes - How better document management improves project delivery and client satisfaction This is a practical workflow for teams who want to reduce admin burden, improve approval reliability, and create more connected BIM and ISO 19650 document processes from day one. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Design teams - Construction teams - Anyone managing BIM documents, approvals, and project information If you want a better way to manage templates, approvals, responsibilities, and document versions... https://www.youtube.com/embed/t0yn9X0OSIo 556 yes https://plannerly.com/videos/advanced-bim-management-training-smarter-iso-19650-workflows-for-better-project/ https://i.ytimg.com/vi/bDGg_mcPDRc/hqdefault.jpg Advanced BIM Management Training - Smarter ISO 19650 Workflows for Better Project Delivery Free BIM + ISO 19650 Training: https://plannerly.com/training/ Welcome to the Advanced BIM Management Training course. In this video, you'll see why projects often fall apart not because people do not care, but because the workflows are disconnected, bloated, and held together by spreadsheets, manual approvals, version confusion, and file chasing. This introduction sets the scene for a more process-driven and practical approach to BIM management, information management, and ISO 19650 project delivery. Instead of surviving project chaos, you'll learn how connected workflows can help teams plan earlier, deliver more confidently, and lead with more clarity. In this video, you'll learn: - Why disconnected workflows create project stress and delivery risk - How spreadsheet-heavy processes lead to confusion and wasted time - Why approvals, naming conventions, and version control often break down - What a smarter connected workflow looks like in practice - How scope, documents, responsibilities, and approvals can work together - Why better workflows reduce handover chaos and last-minute scrambling - How this course focuses on practical solutions, not just theory - Why strong BIM and information management starts with process clarity This course is built for teams that want to stop relying on luck and start using workflows that actually support successful delivery across design, construction, and handover. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Delivery Leads - Design teams - Construction teams - Anyone looking to improve BIM workflows and ISO 19650 implementation If your project days still begin with file chasing and end with version confusion, this course will show you a better way to manage the work. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/bDGg_mcPDRc 135 yes https://plannerly.com/videos/how-to-track-bim-task-status-across-grid-timeline-and-kanban-iso-19650-scope/ https://i.ytimg.com/vi/lhORD466vdQ/hqdefault.jpg How to Track BIM Task Status Across Grid, Timeline and Kanban - ISO 19650 Scope Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Managing project tasks across multiple teams can get messy fast. In this video, see how to track task status in a collaborative BIM environment using grid, timeline, and Kanban views so everyone can stay aligned on progress. You'll learn how task statuses can be updated based on permissions, how those changes appear across different views, and how teams can monitor what is complete, in progress, or still outstanding. This is a practical workflow for BIM management, information management, and ISO 19650-aligned project delivery. In this video, you'll learn: - How to update task status using simple dropdown controls - How task permissions affect who can change status - How statuses appear directly on task cards - How the same tasks are shown in the grid, timeline, and Kanban views - How moving a task in Kanban updates its status across the Scope module - How the timeline helps teams understand progress over time - How the grid gives a structured overview of all task statuses - How view preferences let you show or hide status information - How better status tracking improves collaborative progress across teams This is a useful workflow for teams that need a clearer way to manage project progress, track responsibilities, and keep everyone working from the same live information. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone managing collaborative BIM scope and task delivery If you want a simpler way to stay on top of progress across multiple teams and multiple views, this video shows how task status tracking can make collaboration much easier. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/lhORD466vdQ 90 yes https://plannerly.com/videos/how-to-get-your-bim-and-information-management-certificate-add-it-to-linkedin/ https://i.ytimg.com/vi/q9rjU6j1C1g/hqdefault.jpg How to Get Your BIM and Information Management Certificate - Add It to LinkedIn Free BIM + ISO 19650 Training: https://plannerly.com/training/ Congratulations on completing the Information Management Basics course. In this video, you'll learn how to access your certificate, update your details if needed, and add your new certification to LinkedIn so you can showcase your BIM and information management skills professionally. This final walkthrough helps you make the most of your course completion by showing you where to find your certificate, how to regenerate it if your name needs updating, and how to share your achievement with your network. In this video, you'll learn: - How to access your certificate from the course dashboard - What to do if your certificate is not showing yet - How to make sure all modules and quizzes are completed - How to update your first name, last name, and public display name - How to regenerate your certificate PDF with updated details - How to add your certificate to LinkedIn under Licenses & Certifications - Why sharing your certificate can strengthen your professional profile - How posting your certificate on social media can help highlight your achievement - Where to get help if you run into any issues - How to continue your learning journey with advanced and expert training Completing BIM and ISO 19650 training is a great step forward for anyone working in digital construction, project information management, and BIM management. Sharing your certificate helps demonstrate your commitment to learning and professional development. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/q9rjU6j1C1g 165 yes https://plannerly.com/videos/verify-module-assignment-check-bim-model-properties-against-scope-requirements/ https://i.ytimg.com/vi/-8bcRYbcNME/hqdefault.jpg Verify Module Assignment - Check BIM Model Properties Against Scope Requirements Free BIM + ISO 19650 Training: https://plannerly.com/training/ Ready for the final assignment in the basic Verify module training? In this video, you'll create a new project, add a document, define a simple scope requirement for an exterior wall, and then use the Verify module to check whether the model actually contains the required information properties. This is a practical hands-on exercise that brings together BIM management, information management, scope definition, and model verification in one simple workflow. You'll see how a model rule can automatically connect elements to tasks, how property checks reveal missing or incorrect information, and how correcting the requirement setup can instantly improve your verification results. In this video, you'll learn: - How to create a new project and add a document from the library - How smart fields speed up document creation - How to add a retaining wall requirement in Scope and adapt it for your use case - How to define a milestone for estimating or cost estimation - How to set simple information requirements for width, length, and area - How to rename scope items to match the model content - How to use a model rule to automatically link exterior walls to the task - How Verify checks model properties against the required information - How to identify incorrect setup and fix property names - How to update task status and share the model once it is ready for review This assignment is a great example of how ISO 19650 workflows can be made practical and visual. Instead of guessing whether a model is fit for purpose, you can define the requirement, connect the model, and see instantly whether the information is actually there. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Students learning BIM workflows - Design teams - Construction teams - Anyone working with ISO 19650 model checking and information requirements By the end of this exercise, you'll have created a simple scope, linked it to a model, checked the required... https://www.youtube.com/embed/-8bcRYbcNME 196 yes https://plannerly.com/videos/how-to-connect-autodesk-construction-cloud-models-to-verify-bim-model-sync-and/ https://i.ytimg.com/vi/W7ujmDxxQ2k/hqdefault.jpg How to Connect Autodesk Construction Cloud Models to Verify - BIM Model Sync and Checking Free BIM + ISO 19650 Training: https://plannerly.com/training/ Using Autodesk Construction Cloud models in your BIM verification workflow just got a lot easier. In this video, see how to connect Autodesk Construction Cloud to Plannerly's Verify module so you can bring models into the browser, index their content, and automatically synchronize versions for checking against your project requirements. You'll learn how to install the Plannerly add-on in Autodesk Construction Cloud, authorize the connection, access your hubs and projects, and connect the right model folder for use inside Verify. You will also see how File Manager can be used as another route for bringing models into the checking workflow. In this video, you'll learn: - How to install the Plannerly add-on in Autodesk Construction Cloud - How to authorize the ACC connection - How to access your hubs and projects inside Plannerly - How to connect ACC folders and models into Verify - How connected models are loaded and indexed for checking - How model versions are synchronized automatically - How File Manager can also be used to connect models - How synchronized folders from other CDEs can support model checking - How model rules and task rules connect models to project requirements - How this supports a more efficient BIM management and information management workflow This is a practical workflow for teams using Autodesk Construction Cloud, File Manager, and other connected environments to streamline BIM verification, model coordination, and ISO 19650 information management. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with Autodesk Construction Cloud and BIM model checking If you want a simpler way to connect ACC models into a structured verification workflow, this video shows how to get set up quickly and keep models synchronized for review. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/W7ujmDxxQ2k 85 yes https://plannerly.com/videos/how-to-use-qa-model-checking-in-verify-bim-quality-control-for-iso-19650/ https://i.ytimg.com/vi/WfihY5NreQQ/hqdefault.jpg How to Use QA Model Checking in Verify - BIM Quality Control for ISO 19650 Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ Quality assurance should happen before a model is submitted, not after problems have already been passed downstream. In this video, see how the Verify module puts QA into the hands of the teams delivering the model so they can check requirements before marking tasks as complete. You'll learn how to connect model elements to tasks using model rules and task rules, evaluate whether required properties are present, and confirm whether a model is actually fit for purpose before it is shared with the wider team. In this video, you'll learn: - How to use a QA step before marking model tasks as complete - How to create model rules that connect elements to tasks automatically - How to match task properties with model properties - How to create task-specific rules when a model-wide rule is not enough - How to link elements by selected object or by property value - How to check whether required information properties are present - How Verify calculates completion against the required information - How manual checklist items still support the review process - How QA helps teams correct issues before submission - Why checking model fitness for purpose is essential for reliable project delivery This is a practical workflow for BIM management, information management, and ISO 19650 verification. It helps teams shift quality control closer to the people creating the model, reduce waste, and improve confidence that deliverables are actually ready for review and use. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone responsible for BIM quality assurance and model checking If you want a more reliable way to confirm that models meet the original requirements before they are shared or approved, this video shows a practical QA process inside Verify. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/WfihY5NreQQ 234 yes https://plannerly.com/videos/how-to-upload-view-and-review-bim-models-in-3d-iso-19650-verify-module-guide/ https://i.ytimg.com/vi/YtXBoXe7bfc/hqdefault.jpg How to Upload, View and Review BIM Models in 3D - ISO 19650 Verify Module Guide Free BIM + ISO 19650 Training: https://plannerly.com/training/ Ready to bring your 3D models into a more structured BIM verification workflow? In this video, see how to add a 3D model into the Verify module, connect models from Autodesk Construction Cloud or your computer, and review them in a lightweight web-based viewer built for BIM management and information management workflows. You'll learn how models are uploaded, processed, normalized, and indexed so teams can review geometry and properties consistently across many file types. You'll also get an overview of the key 3D navigation and review tools that help teams inspect models more effectively before connecting them to tasks and automated checks. In this video, you'll learn: - How to add a new 3D model in the Verify module - How to connect models from Autodesk Construction Cloud - How to upload models from your computer or File Manager - Which model formats can be imported, including Revit, IFC, DWG, Navisworks, and SketchUp - How uploaded models are normalized for consistent viewing and property review - How model properties are indexed for checking against requirements - How to navigate the 3D model using orbit, zoom, pivot, isolate, and show all - How to use first-person mode, measurement tools, and cross-sections - How to inspect object properties and element trees - How model elements can later be connected to tasks for automated checking This is a practical introduction to the 3D side of the Verify module and a key step in connecting BIM models to the requirements already defined in Scope. It supports a more efficient ISO 19650 workflow by helping teams review model content and prepare for automated verification. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 model review and BIM verification If you want a clear overview of how to upload and interrogate BIM models in a browser-based 3D environment, this video will give you a solid starting point.... https://www.youtube.com/embed/YtXBoXe7bfc 381 yes https://plannerly.com/videos/how-to-use-the-kanban-board-in-verify-track-bim-tasks-and-progress-with-iso/ https://i.ytimg.com/vi/aMKe1H9j7tw/hqdefault.jpg How to Use the Kanban Board in Verify - Track BIM Tasks and Progress with ISO 19650 Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ The Kanban board in the Verify module helps teams focus on the tasks that matter most, update progress quickly, and keep BIM workflows moving without getting buried in complexity. In this video, see how to use the Kanban board to filter tasks, group them by status, assign work to team members, and focus on the milestones and deliverables that are relevant to you. This is a practical workflow for BIM management, information management, and ISO 19650-aligned task coordination. You'll learn how to use the Kanban board to understand what is in your court, what needs to move forward, and how to keep project teams aligned around progress and accountability. In this video, you'll learn: - How to use the Kanban board to focus on important tasks - How to filter tasks assigned to you, your team, or a specific team member - How to group columns by status or other views - How to select a milestone to narrow the scope of your review - How to reassign tasks quickly to another team member - How to update task status directly from the board - How to open a task card and review the details you need to complete - How the Kanban board helps teams understand progress and responsibility - How model checking automation can support downstream task workflows This is a useful workflow for teams that need a simple, visual way to manage task progress, understand accountability, and stay focused on the right deliverables at the right time. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 task coordination and BIM verification If you want a faster and more visual way to manage BIM tasks and keep teams aligned, this video shows how the Kanban board in Verify can help. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/aMKe1H9j7tw 106 yes https://plannerly.com/videos/verify-module-overview-3d-model-checking-for-bim-iso-19650-and-information/ https://i.ytimg.com/vi/A8xs82tuSBA/hqdefault.jpg Verify Module Overview - 3D Model Checking for BIM, ISO 19650 and Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ The Verify module combines a 3D viewer and a Kanban board so teams can review model requirements, task status, and information quality in one connected space. In this video, see how Verify helps BIM teams check not only whether model elements exist, but also whether the required information is present and complete. This makes model checking faster, more visual, and much easier to manage across project teams. You'll learn how the Verify module supports BIM management, information management, and ISO 19650 workflows by helping teams connect model checking with task tracking and self-quality control before submission for review. In this video, you'll learn: - How the Verify module combines a 3D viewer with a Kanban board - How to review tasks and model elements in the same workspace - Why checking model geometry alone is not enough - How to verify whether required information properties are present - How color-coded model checking makes status easy to understand - How teams can use self-quality checks before formal review - How Verify helps reduce time spent manually managing tasks - How better model verification improves issue management later in the workflow - How connected model checking helps confirm whether deliverables meet the original requirements This is a practical introduction to a more visual and streamlined way of reviewing BIM deliverables, checking quality, and improving coordination between teams. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 model checking and information verification If you want a simpler way to connect model review, task management, and quality assurance, this video shows how the Verify module can streamline your workflow. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/A8xs82tuSBA 96 yes https://plannerly.com/videos/scope-assignment-reuse-bim-documents-and-scope-to-create-a-combined-pdf-export/ https://i.ytimg.com/vi/hhI4u8oKum8/hqdefault.jpg Scope Assignment - Reuse BIM Documents and Scope to Create a Combined PDF Export Free BIM + ISO 19650 Training: https://plannerly.com/training/ Ready for the next assignment? In this video, you'll reuse content from an existing project to quickly create a new project, pull in a BIM document, bring in a selected scope milestone, and export everything together into one combined PDF. This is a practical hands-on exercise that helps reinforce how Docs and Scope work together inside a structured BIM management and information management workflow. It is also a great example of how teams can reuse previous project data instead of starting from scratch every time. In this video, you'll learn: - How to create a new project from the account home - How to reference a previous project as a starting point - How to reuse an existing BIM Execution Plan - How to selectively bring in a milestone from a previous Scope - How to include only the scope information needed for a specific exchange - How project teams, requirements, and attachments carry across - How to combine documents and scope into one PDF export - How bookmarks and indexing make the final export easier to navigate - How this workflow supports reusable and efficient ISO 19650 project setup This assignment is designed to help you apply what you learned in the Docs and Scope modules and prepare for the next stage, where project deliverables and models are checked against the requirements you have defined. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Students learning BIM workflows - Design teams - Construction teams - Anyone working with ISO 19650 documents, scope, and deliverables By the end of this exercise, you'll have reused a previous project, built a new coordinated workflow, and exported a combined PDF containing both document and scope information. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/hhI4u8oKum8 153 yes https://plannerly.com/videos/how-to-create-bim-delivery-timelines-and-task-information-delivery-plans-iso/ https://i.ytimg.com/vi/QfnjC-snrwg/hqdefault.jpg How to Create BIM Delivery Timelines and Task Information Delivery Plans - ISO 19650 Workflow Free BIM + ISO 19650 Training: https://plannerly.com/training/ Once project requirements are defined, the next step is understanding when teams are likely to deliver them. In this video, see how to filter scope by team and milestone, switch to the timeline view, and start assigning durations, dates, dependencies, and responsibilities to tasks. This is a practical way to turn information requirements into a clear delivery timeline so teams understand what needs to happen, when it needs to happen, and what complete actually looks like. It is a powerful workflow for BIM management, information management, and ISO 19650-aligned task planning. In this video, you'll learn: - How to filter tasks by team and milestone - How to switch from grid view to timeline view - How to assign task durations and dates - How to move tasks and create dependencies - How to understand team responsibilities in the timeline - How to use a compact view similar to a traditional Gantt chart - How to review detailed requirements behind each scheduled task - How to connect geometry, descriptions, coordination needs, information requirements, and specifications to the timeline - How clear task timelines help improve coordination between teams - How this supports task information delivery planning and contract-ready scope definition This workflow helps teams move from simply defining requirements to actively planning delivery in a way that is visual, structured, and easier to coordinate across the project. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone creating task information delivery plans under ISO 19650 If you want a clearer way to plan when information will be delivered and how teams should coordinate around it, this video shows a practical and structured approach. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/QfnjC-snrwg 130 yes https://plannerly.com/videos/how-to-use-quick-assign-for-faster-bim-scope-definition-iso-19650-information/ https://i.ytimg.com/vi/QxnR54KQiKo/hqdefault.jpg How to Use Quick Assign for Faster BIM Scope Definition - ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Need to define lots of BIM requirements quickly across multiple items and milestones? In this video, see how Quick Assign helps teams define scope requirements, coordination needs, responsibility, and status far more efficiently inside Plannerly. Instead of manually updating every task one by one, Quick Assign gives you a faster way to build structured requirements for BIM management, information management, and ISO 19650 workflows. You'll learn how teams can use Quick Assign during focused scope meetings to define exactly what is needed for each information exchange - whether that is geometry, information, documentation, coordination, or responsibility. In this video, you'll learn: - How to open and use the Quick Assign menu - How to define requirements quickly for multiple scope items - How to set coordination needs at specific milestones - How to assign teams and statuses in just a few clicks - How Quick Assign supports proposal and scope review meetings - How to ask the right questions for each information exchange - How to define geometry, information, and documentation requirements by purpose - How to use Delete Mode to remove requirements that are not needed - How Quick Assign helps create clear information containers faster This is a practical workflow for teams that need to define project scope efficiently while keeping requirements clear, collaborative, and tied to specific deliverables and milestones. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone defining scope requirements under ISO 19650 If you want a faster way to assign requirements and shape project scope without endless clicking, this video shows how Quick Assign can save a lot of time. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/QxnR54KQiKo 108 yes https://plannerly.com/videos/how-to-define-bim-information-containers-and-acceptance-criteria-iso-19650-scope/ https://i.ytimg.com/vi/caMlEHCmRjs/hqdefault.jpg How to Define BIM Information Containers and Acceptance Criteria - ISO 19650 Scope Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Have you ever opened a model only to realize it does not actually support the task it was meant for? In this video, see how to define clear BIM information containers so teams understand exactly what is required, who is responsible, when it is needed, and what the acceptance criteria are. This is a practical way to reduce overlap, avoid wasted effort, and improve collaboration across BIM management and information management workflows. You'll learn how to define detailed requirement containers inside Scope, including geometry, reliability, descriptions, checklist items, attachments, information requirements, assignments, and activity tracking. This helps teams align around a clear project scope and supports ISO 19650 workflows, Level of Information Need, and other structured BIM delivery frameworks. In this video, you'll learn: - Why unclear model purpose leads to waste and duplicate effort - How to create information containers for different project stages - How to define geometry and reliability requirements for model elements - How to add descriptions, checklist items, and attachments - How to paste multiple checklist items quickly - How attachments and specifications support task clarity - How to define detailed information requirements and acceptance criteria - How to assign tasks to specific teams and team members - How activity history supports the golden thread of project information - How this approach also works for drawing packages and non-model deliverables This is a powerful workflow for teams creating BIM scope, task information delivery plans, master information delivery plans, and structured project requirements under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone managing BIM scope, acceptance criteria, and information delivery requirements If you want a clearer and more collaborative way to define what good looks like for every deliverable,... https://www.youtube.com/embed/caMlEHCmRjs 252 yes https://plannerly.com/videos/how-to-use-buildingsmart-data-dictionary-for-bim-standards-iso-19650-information/ https://i.ytimg.com/vi/acY_1Wfd7FU/hqdefault.jpg How to Use buildingSMART Data Dictionary for BIM Standards - ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Consistency, interoperability, and communication are much easier when project teams work to common standards. In this video, see how Plannerly connects directly to the buildingSMART Data Dictionary so you can standardize classifications, naming conventions, and information requirements across your BIM project. You'll learn how to connect classification systems and property domains in project settings, then use those standards directly inside Scope to define correctly named and classified items and properties. This is a practical workflow for BIM management, information management, and ISO 19650-aligned project delivery. In this video, you'll learn: - Why common standards improve consistency and interoperability - How to connect to the buildingSMART Data Dictionary in project settings - How to choose a classification system such as Uniclass - How to choose a properties domain such as IFC properties - How Scope uses those standards when creating new items - How to search and apply standardized names and classification codes - How to create information requirements that follow common standards - How descriptions from the standard help improve clarity and consistency - Why standardized naming helps teams collaborate more effectively This is especially useful for teams that want to reduce ambiguity, improve data quality, and make sure information requirements align with recognized BIM and information management standards. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650, Uniclass, IFC, and standardized BIM workflows If you want a simpler way to standardize project information and improve interoperability, this video shows how buildingSMART Data Dictionary can help. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/acY_1Wfd7FU 126 yes https://plannerly.com/videos/how-to-define-visual-bim-requirements-in-scope-better-iso-19650-information/ https://i.ytimg.com/vi/XQBm3GUHjRw/hqdefault.jpg How to Define Visual BIM Requirements in Scope - Better ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Spreadsheets are not great at showing geometric requirements clearly. In this video, see how to define visual BIM requirements inside Scope so your team can understand exactly what needs to be delivered, when it is needed, and what level of geometric detail is required. This walkthrough shows how visual representations can make BIM scope far easier to understand than plain spreadsheet rows. You'll see how to use library elements, search for specific objects, add your own images, and define geometry in a more practical and visual way for BIM management and ISO 19650 information management. In this video, you'll learn: - How to use visual elements instead of bland spreadsheet rows - How to add requirement images from the library - How to search for specific elements such as stairs - How to drag visual elements directly into your scope - How to upload your own reference images - How isolated images help define geometry more clearly - How to represent changing geometry requirements over time - How to show different levels of representation at different milestones - Why every requirement should have a clear customer and purpose - How visual scope makes project requirements easier for teams to understand This is a practical workflow for teams defining model elements, reports, deliverables, and geometric requirements in a more understandable and collaborative way. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 and visual scope requirements If you want a clearer and more visual way to define geometric requirements, this video shows how Scope helps teams move beyond spreadsheets and communicate expectations much more effectively. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/XQBm3GUHjRw 155 yes https://plannerly.com/videos/how-to-build-a-bim-work-breakdown-structure-and-classification-system-iso-19650/ https://i.ytimg.com/vi/1MQPSc45Gg8/hqdefault.jpg How to Build a BIM Work Breakdown Structure and Classification System - ISO 19650 Scope Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Need to define a work breakdown structure or classification system for your BIM project? In this video, see how Plannerly's flexible Scope tree helps you create a structured hierarchy of folders, groups, elements, and items so you can organize project requirements in a way that actually makes sense for your team. This is a practical workflow for BIM management, information management, and ISO 19650-aligned scope planning. You'll learn how to import a classification structure from CSV, manage folders and elements, turn classification codes on or off, and assign tasks across milestones in a structured and reusable way. In this video, you'll learn: - How to define a work breakdown structure for BIM and project information - How to build your scope tree manually, from templates, or by importing a CSV - How to import folders, groups, elements, and items into the Scope module - How classification codes can cascade through the hierarchy - How to choose whether codes are concatenated or not - How folders can have multiple nested levels - How elements and items differ when working with geometry and task assignments - How to assign tasks to specific milestones in the grid - How classification systems help group work packages and project requirements - How to reuse structured scope content across projects This is especially useful for teams working with Uniformat, Uniclass, and other classification systems, or anyone trying to organize scope requirements, work packages, and deliverables in a more scalable way than Excel. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone building structured project scope under ISO 19650 If you want a more flexible and reusable way to structure project requirements, this video shows how to create a BIM work breakdown structure that supports real project delivery. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp:... https://www.youtube.com/embed/1MQPSc45Gg8 190 yes https://plannerly.com/videos/how-to-define-bim-milestones-and-information-exchanges-iso-19650-scope/ https://i.ytimg.com/vi/RKWDBgyLr5o/hqdefault.jpg How to Define BIM Milestones and Information Exchanges - ISO 19650 Scope Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Clear milestones are essential for successful BIM management, information management, and project delivery. In this video, see how to define information delivery milestones inside Plannerly so your team understands the purpose of each exchange, the order of deliverables, and the timing that needs to be followed. This walkthrough shows how to add, edit, group, and describe milestones in a structured way that supports ISO 19650 workflows and helps project teams stay aligned around information exchanges. In this video, you'll learn: - How to add and edit information delivery milestones - How to rename milestones and reorder them - How autocomplete suggestions help speed up setup - How to define milestones for deliverables such as asset management, handover, and commissioning - How to add descriptions to milestones and stages - How to group milestones into project stages - How to organize milestone groups in the right sequence - How to define delivery dates and time periods for each milestone - How clear milestones help teams focus on the purpose of each information exchange This is a practical workflow for teams that want a more structured way to plan project deliverables, data drops, handover requirements, and information exchanges under ISO 19650. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone defining project milestones and information exchanges If you want a clearer way to organize deliverables and help your team understand exactly what needs to be delivered and when, this video shows a simple and practical approach. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/RKWDBgyLr5o 134 yes https://plannerly.com/videos/how-to-create-bim-scope-requirements-without-excel-faster-iso-19650-scope/ https://i.ytimg.com/vi/B21lVU_IsD0/hqdefault.jpg How to Create BIM Scope Requirements Without Excel - Faster ISO 19650 Scope Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Still copying old Excel scope files, deleting rows, and hoping you did not leave in the wrong requirements? In this video, see how to create detailed BIM scope requirements from scratch without duplicating spreadsheets or wasting time cleaning up old project files. You'll learn how to use the Scope module to build a more selective, accurate, and collaborative set of project requirements for BIM management and ISO 19650 information management. This walkthrough shows how to start with a blank scope, open the library, and bring in only the milestones, folders, tasks, and requirements that are actually needed for your project. In this video, you'll learn: - Why copying old Excel scopes creates waste, rework, and project risk - How to start with a blank scope inside the Scope module - How to use the library to access raw content, previous projects, and templates - How to selectively import milestones, tasks, and folders - How to include teams, information requirements, checklist items, attachments, notes, and dependencies - How element linking rules support the later Verify workflow - How to quickly add project setup requirements and discipline-specific scope - How to create more accurate project requirements without starting from a spreadsheet - How better scope definition improves collaboration and project buy-in This is a practical workflow for teams that want a faster and more precise way to define project scope, responsibilities, and information requirements without relying on Excel. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone creating structured scope requirements under ISO 19650 If you want a smarter way to define exactly what your project needs, this video shows how to build a detailed BIM scope without spreadsheet chaos. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/B21lVU_IsD0 193 yes https://plannerly.com/videos/why-scope-beats-excel-for-bim-management-iso-19650-information-management-made/ https://i.ytimg.com/vi/UC7uj6GF10E/hqdefault.jpg Why Scope Beats Excel for BIM Management - ISO 19650 Information Management Made Simple Free BIM + ISO 19650 Training: https://plannerly.com/training/ Excel is useful, but spreadsheets were never designed to handle the complexity of BIM management, information management, and structured project delivery. In this video, see how Scope provides a more powerful and industry-specific alternative for managing project requirements, tasks, deliverables, and responsibilities. You'll get an overview of how the Scope module works, including the item list, milestones, task grid, and detailed task containers that help teams manage project information in a much more structured way than a traditional spreadsheet. In this video, you'll learn: - Why spreadsheets become difficult to manage for BIM and project scope workflows - How the Scope module organizes items, milestones, and task grids - How milestones can represent phases, stages, deliverables, data drops, or BIM uses - How the scope list captures project requirements, deliverables, tasks, and master information - How each task cell holds detailed requirements, descriptions, assignments, and status - How to manage accountability, checklists, attachments, comments, and tracking details - How project standards drive the scope grid structure - How to switch between standards such as ISO 19650, Level of Information Need, US BIM Forum, and AIA - How naming conventions and codes can connect to the buildingSMART Data Dictionary This is a practical introduction to a more scalable way of managing BIM scope, task information delivery planning, and project requirements without trying to force everything into Excel. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone managing structured scope and deliverables under ISO 19650 If you want a simpler and more robust way to manage project scope, requirements, and accountability, this video shows why a dedicated database is a much better fit than a spreadsheet. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp:... https://www.youtube.com/embed/UC7uj6GF10E 169 yes https://plannerly.com/videos/docs-module-assignment-create-export-and-sign-a-bim-document-in-minutes/ https://i.ytimg.com/vi/twplqg8H8xA/hqdefault.jpg Docs Module Assignment - Create, Export and Sign a BIM Document in Minutes Free BIM + ISO 19650 Training: https://plannerly.com/training/ Ready to put the Docs module into practice? In this video, you'll complete a simple hands-on assignment by creating a new project, adding your first document, exporting it as a PDF, and applying an eSignature - all in just a couple of minutes. This is a practical way to reinforce the core skills from the Docs module while building confidence with BIM document management, information management, and ISO 19650-aligned workflows. In this video, you'll learn: - How to create a new project - How to add your first document using a template, AI, import, or scratch - How to use a BIM Execution Plan as your starting point - How to edit content and assign sections to team members - How to move sections through shared and published states - How to export a document as a PDF - How to copy a document into contracts - How to add and apply an eSignature - How to structure a professional project document in just a few minutes This assignment is designed to help you quickly apply what you have learned and build a complete mini workflow from document creation through to signed output. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Students learning BIM workflows - Design teams - Construction teams - Anyone working with ISO 19650 documentation By the end of this exercise, you'll have created a structured project document, exported it, and signed it - all inside one connected workflow. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/twplqg8H8xA 114 yes https://plannerly.com/videos/how-to-export-bim-documents-to-pdf-and-request-esignatures-iso-19650-workflow/ https://i.ytimg.com/vi/tKfqA_jJmRA/hqdefault.jpg How to Export BIM Documents to PDF and Request eSignatures - ISO 19650 Workflow Free BIM + ISO 19650 Training: https://plannerly.com/training/ Need to export a polished PDF from your BIM documents and collect signatures without jumping between different tools? In this video, see how to export professionally formatted BIM documents, generate contracts, request eSignatures, and keep everything organized in one connected workflow. This is a practical approach to document management, information management, and ISO 19650-aligned project delivery. You'll learn how to export one or more documents, choose published content only, apply automatic formatting, and even turn an export into a contract that requires signatures. In this video, you'll learn: - How to export BIM documents to PDF - How to select one or multiple documents for export - How to choose published content only - How to include cover pages and formatted project documents - How to request eSignatures during the export process - How signatories receive and complete signatures - How signatures are added to the final document automatically - How export files and signed contracts are stored in File Manager - How automatic formatting, bookmarks, and versioning improve document control - How to export to Word as well as PDF This workflow is ideal for teams that need a faster and more professional way to finalize BIM execution plans, contracts, and other important project documents. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 and controlled project documentation If you want a simple way to export well-formatted documents and collect approvals with less admin, this video shows how to do it. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/tKfqA_jJmRA 113 yes https://plannerly.com/videos/how-to-use-tables-in-bim-documents-better-iso-19650-information-management/ https://i.ytimg.com/vi/2WbyZs4GWr4/hqdefault.jpg How to Use Tables in BIM Documents - Better ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ When you need to manage lists of information or create simple forms inside project documents, tables can be a very effective way to structure content. In this video, see how to add and manage tables inside BIM documents to improve document management, information management, and ISO 19650 workflows. You'll learn how to insert tables into document sections, format them, resize them, merge cells, create headers, and adjust layouts so your content is easier to organize and maintain. In this video, you'll learn: - How to insert tables into document sections - How to use quick insert and advanced table options - How to choose the number of rows and columns - How to format table cells and apply styles - How to insert or delete rows and columns - How to merge cells and adjust alignment - How to create column headers and resize columns - How to switch page layout when table content is wider than the page - How to copy and reuse tables efficiently - How tables work even better when combined with smart fields This is a practical workflow for teams that need a more structured way to manage tabular information, forms, responsibilities, requirements, or repetitive project data inside BIM documents. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 and structured project documentation If you want a more organized way to manage forms, lists, and structured project content, this video shows how tables can make your documents much more useful. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/2WbyZs4GWr4 124 yes https://plannerly.com/videos/4-ai-features-for-bim-documents-faster-iso-19650-and-information-management/ https://i.ytimg.com/vi/Or6WPncyv1E/hqdefault.jpg 4 AI Features for BIM Documents - Faster ISO 19650 and Information Management Workflows Free BIM + ISO 19650 Training: https://plannerly.com/training/ AI is changing how project teams create and manage information. In this video, see four practical AI features that help speed up BIM document creation, improve writing quality, and make information management easier. You'll learn how to use AI to write a section, correct grammar, expand ideas, and simplify text - all inside a structured BIM and ISO 19650 workflow. These tools help teams create better documents faster while keeping a clear version history of every change. In this video, you'll learn: - How to use Write My Section to generate targeted content from a title and description - How AI Correct improves grammar and writing quality - How AI Expand helps develop short ideas into clearer explanations - How AI Simplify makes complex text easier to understand - How version history tracks AI-supported updates - How AI can save hours when creating BIM and project information documents - Why it is important to fact check AI-generated content before final use This is a practical workflow for teams creating BIM execution plans, coordination workflows, Exchange Information Requirements, and other structured project documents. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 and digital project documentation If you want a faster and easier way to write, improve, and manage BIM documents, this video shows how AI can become a very useful part of your workflow. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/Or6WPncyv1E 135 yes https://plannerly.com/videos/how-to-use-ai-for-bim-documents-faster-iso-19650-information-management/ https://i.ytimg.com/vi/_88fG1V4SZU/hqdefault.jpg How to Use AI for BIM Documents - Faster ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Writing important BIM documents from scratch can take hours, especially when you're trying to get the wording right, structure everything properly, and make it all feel professional. In this video, see how AI can help you create BIM documents, document outlines, and section content in seconds. This walkthrough shows how Plannerly AI can support BIM management, information management, and ISO 19650 workflows by helping teams generate structured content faster and with more confidence. In this video, you'll learn: - How to start a new document using AI - How to generate a BIM document outline automatically - How to create a complete document as a starting point - How AI can help draft a design proposal for architectural services including BIM - How to add a new section and use AI to generate content instantly - How AI helps speed up document creation while still giving you control to refine the final result - How AI supports clearer writing, better structure, and more efficient project information management This is especially useful for teams creating proposals, BIM execution plans, Exchange Information Requirements, scopes of service, and other structured project documents. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Architects - Design teams - Anyone working with ISO 19650 and structured project documentation If you want a faster way to create high-quality BIM documents without starting from a blank page, this video shows how AI can make the process much easier. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/_88fG1V4SZU 103 yes https://plannerly.com/videos/how-to-control-document-permissions-in-bim-projects-iso-19650-information/ https://i.ytimg.com/vi/gGAKGtdtmNo/hqdefault.jpg How to Control Document Permissions in BIM Projects - ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Managing project information means controlling who can see, edit, and access each document. In this video, see how to manage document permissions across a BIM project so only the right teams can access the right content. This is a simple but essential workflow for BIM management, information management, and ISO 19650 project delivery. With multiple documents across a project, teams need a clear way to safeguard sensitive information while still collaborating efficiently in one connected environment. In this video, you'll learn: - How document tabs can have different access permissions - How to control which teams can view specific documents - How to restrict access to sensitive project information - How different team members see different project content - How permissions support better information control and collaboration - How to manage multiple project documents in one place without losing control This workflow is especially useful for teams that need to separate internal, client, consultant, or contractor access while keeping project documentation structured and easy to manage. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 and controlled project information If you want a clearer and more secure way to manage who sees what in your BIM project documents, this video shows a simple and practical approach. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/gGAKGtdtmNo 70 yes https://plannerly.com/videos/how-to-assign-document-responsibility-and-approval-status-in-bim-workflows-iso/ https://i.ytimg.com/vi/mCi_MtBtFbU/hqdefault.jpg How to Assign Document Responsibility and Approval Status in BIM Workflows - ISO 19650 Made Simple Free BIM + ISO 19650 Training: https://plannerly.com/training/ One of the biggest problems with traditional Word documents is not knowing who is responsible for each part, what is ready for review, and what has actually been approved. In this video, see how Plannerly makes document responsibility, review status, and approval workflows much simpler for BIM management and information management teams. This structured approach helps project teams assign ownership, track progress, and manage approval states more clearly in line with ISO 19650 principles. In this video, you'll learn: - How to assign responsibility for specific document sections - How team members are notified when content is assigned to them - How in progress, shared, and published states work - How document sections move from drafting to review to approved use - How editing permissions are controlled by document state - How comments, actions, and approvals are tracked through the workflow - How this improves clarity and accountability across project teams This is a practical workflow for teams that want better control over document ownership, collaboration, and approval without relying on unstructured Word files. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 document workflows and approvals If you want a clearer way to manage responsibility, review, and approval across project documents, this video shows a simple and structured approach. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/mCi_MtBtFbU 82 yes https://plannerly.com/videos/how-to-embed-videos-forms-and-sheets-in-bim-documents-better-iso-19650/ https://i.ytimg.com/vi/I5hKZqPZ7Y4/hqdefault.jpg How to Embed Videos, Forms and Sheets in BIM Documents - Better ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Words alone are not always enough to explain complex project information. In this video, see how to embed videos, forms, diagrams, walkthroughs, and live sheets directly into your BIM documents and project plans. This is a powerful way to improve BIM management, information management, and project communication by bringing rich content into one structured environment instead of relying only on Word documents or static PDFs. In this video, you'll learn: - How to insert videos directly into a document section - How to embed content using a URL or iframe - How to upload video content directly - How to resize embedded video content - How to embed forms, diagrams, scans, and walkthroughs - How to connect live data from Google Sheets - How multimedia content helps teams understand complex information faster - Why embedded rich content supports better project information management This workflow is ideal for teams that need to communicate site progress, project requirements, visual explanations, and live data in a clearer and more practical way. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 and digital project delivery If you want a better way to bring videos, diagrams, forms, and live data into your project documentation, this video shows how to make your documents far more useful. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/I5hKZqPZ7Y4 115 yes https://plannerly.com/videos/how-smart-fields-simplify-bim-documents-better-iso-19650-information-management/ https://i.ytimg.com/vi/ovwqVVKw7VI/hqdefault.jpg How Smart Fields Simplify BIM Documents - Better ISO 19650 Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Still using Word templates with placeholder text, red instructions, and manual reminders to update project details? In this video, see how smart fields create a more robust and scalable approach to BIM document management. You'll learn how smart fields help automate project information, reduce manual editing, and improve consistency across documents - all while supporting better BIM management and ISO 19650 information management workflows. This walkthrough shows how smart fields connect document content to project data, making it much easier to manage updates across your entire document set. In this video, you'll learn: - What smart fields are and how they work - How incomplete and completed smart fields are displayed - How to insert smart fields into project documents - How database-linked smart fields update content automatically - How project settings can populate values across multiple documents - How smart fields work in different document states - How shared documents can act like forms - How published documents lock smart field editing for authorized use This is a practical workflow for teams that want to move away from manual copy and paste and toward a more controlled, efficient, and reusable approach to project information management. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 documents and structured project data Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/ovwqVVKw7VI 105 yes https://plannerly.com/videos/import-word-documents-into-bim-templates-smarter-iso-19650-document-management/ https://i.ytimg.com/vi/m1YmND3KG7I/hqdefault.jpg Import Word Documents into BIM Templates - Smarter ISO 19650 Document Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ Still buried in old Word documents, inconsistent templates, and messy formatting? In this video, see how to import Word documents into a more structured, reusable, and efficient BIM document workflow. You'll learn how to drag and drop existing Word files into Plannerly, automatically turn headings into structured categories and sections, and convert legacy content into reusable templates for future projects. This is a practical workflow for teams looking to improve BIM management, information management, and ISO 19650 document control without starting from scratch. In this video, you'll learn: - How to import Word documents into a structured BIM environment - How headings become categories and sections automatically - How body text is converted into editable content - How to preview a Word import before bringing it into your project - How to copy and paste content directly from Word - How to clean formatting for lighter, easier-to-maintain documents - How to turn imported content into reusable templates for future projects This workflow helps teams move away from disconnected Word files and toward a more consistent, professional, and scalable approach to project information management. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone managing ISO 19650 documentation and templates Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/m1YmND3KG7I 103 yes https://plannerly.com/videos/how-to-structure-bim-documents-automatically-iso-19650-document-management-made/ https://i.ytimg.com/vi/Ln5c2AZFJSs/hqdefault.jpg How to Structure BIM Documents Automatically - ISO 19650 Document Management Made Simple Free BIM + ISO 19650 Training: https://plannerly.com/training/ Tired of messy Word documents, broken heading structures, and painful tables of contents? In this video, see how structured BIM documents can be created and managed far more effectively using automated sections, categories, hierarchy, numbering, and reusable content. This is a simple but powerful way to improve BIM management, information management, and ISO 19650 document workflows. You'll see how Plannerly helps teams break documents into bite-sized sections that are easier to organize, reuse, navigate, and maintain across projects. In this video, you'll learn: - How to structure BIM documents using sections and categories - How to automatically organize content into a clear hierarchy - How indentation creates a logical tree structure - How auto-numbering saves time and keeps documents consistent - How to move sections between categories and across documents - How to reuse complete content hierarchies in other project documents - How expand and collapse controls make navigation easier - How version history helps track changes and contributors This is especially useful for teams managing Exchange Information Requirements, BIM Execution Plans, project standards, and other structured project documentation. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Digital Construction teams - Anyone managing structured project documents under ISO 19650 If you want cleaner, more reusable, and better-organized project documentation, this video shows a smarter way to do it. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/Ln5c2AZFJSs 137 yes https://plannerly.com/videos/simple-bim-editing-ui-faster-document-editing-for-iso-19650-and-information/ https://i.ytimg.com/vi/mlg05VV2xHM/hqdefault.jpg Simple BIM Editing UI - Faster Document Editing for ISO 19650 and Information Management Free BIM + ISO 19650 Training: https://plannerly.com/training/ A complicated software interface can slow everything down. In this video, see how a simple BIM editing experience can make document management, information management, and BIM workflows much faster and easier. This walkthrough shows how Plannerly keeps the editing experience lightweight, intuitive, and fully featured - without overwhelming users with endless buttons and cluttered menus. In this video, you'll learn: - How the simplified editing toolbar works - How editing tools are grouped for speed and clarity - How to access more advanced formatting and rich content features - How smart fields and AI support faster document editing - How autosave works during each editing session - How undo, redo, and version history help teams work with confidence This is a practical look at how better user experience design can improve BIM management and project information workflows, especially for teams working with structured documentation and ISO 19650 processes. This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone looking for simpler document editing in BIM workflows If you want a faster and more comfortable way to manage project documents and edits, this video shows how a simple interface can make a big difference. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/mlg05VV2xHM 118 yes https://plannerly.com/videos/create-professional-bim-project-documents-fast-with-templates-iso-19650-workflow/ https://i.ytimg.com/vi/kZASXR61i1w/hqdefault.jpg Create Professional BIM Project Documents Fast with Templates - ISO 19650 Workflow Free BIM + ISO 19650 Training: https://plannerly.com/training/ Creating a complete project document set from scratch can take far too long. In this video, see how to create professional BIM project documents quickly using templates inside Plannerly. You'll learn how to set up a new project, choose your modules, browse a template library, and add full documents or individual sections into your project with just a few clicks. This is a practical workflow for teams looking to improve BIM management, document management, and information management in line with ISO 19650 principles. In this video, you'll see: - How to create a new BIM project - How to use document templates to speed up setup - How to add an EIR and other project documents instantly - How smart fields automatically populate project content - How to drag and drop additional sections into your document hierarchy - How to build a more professional and structured document set without starting from a blank page This video is ideal for: - BIM Managers - Information Managers - Project Managers - Design teams - Construction teams - Anyone working with ISO 19650 document workflows If you want faster, more consistent BIM documentation and better project information management, this walkthrough will show you a simple way to get there. Free BIM + ISO 19650 Training: https://plannerly.com/training/ BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/kZASXR61i1w 124 yes https://plannerly.com/videos/iso-19650-what-they-don-t-teach-you-in-certification/ https://i.ytimg.com/vi/1kw0HRGlBrM/hqdefault.jpg ISO 19650: What They Don't Teach You in Certification ISO 19650 Specialist Training: https://help.plannerly.com/en/article/132-iso-19650-specialist This video addresses the common challenge of moving beyond theoretical knowledge of ISO 19650 to practical bim implementation on real projects. We discuss the crucial gap between understanding the standard and effectively applying bim management workflows in a live project environment. Learn how to bridge this divide and master information management bim, ensuring your team is prepared for real-world scenarios. You may already have an ISO 19650 certificate. You may understand the terminology. You may know what an EIR/IPR is, what a BEP/IPP stands for, and what a MIDP/IPS is supposed to contain. But when you land on a real project, nobody asks you to define the standard. They ask: • What exactly needs to be delivered? • Who owns this? • How do we prove compliance? • How do we verify the model? • How do we accept information at handover? That is a completely different skill set. This video introduces the ISO 19650 Specialist 4-Part Practical Assignment - designed to bridge the gap between theory and real implementation. Instead of sitting through another lecture, you will: • Define Information Production Requirements - also known as EIR or IPR - acting as the Appointing Party • Build an Information Production Plan - BEP - as the Lead Appointed Party • Create the Information Production Schedule - IPS - equivalent to the MIDP and TIDPs • Run real model verification against defined requirements • Take the workflow all the way through to handover and acceptance You will experience every role in the ISO 19650 workflow. And you will do it inside a real project environment in Plannerly - producing real outputs, not just watching slides. This is where many professionals struggle. Software skills are rarely the issue. The challenge is understanding: • How requirements are requested • How they are controlled • How deliverables are verified • How acceptance is formally demonstrated Companies tell us this constantly - the... https://www.youtube.com/embed/1kw0HRGlBrM 234 yes https://plannerly.com/videos/how-to-create-a-midp-and-tidp-iso-19650-task-and-master-information-delivery/ https://i.ytimg.com/vi/uhzkU6Ryg20/hqdefault.jpg How to Create a MIDP and TIDP - ISO 19650 Task and Master Information Delivery Planning Explained Free ISO 19650 Training: https://plannerly.com/training/ Learn how to build a complete Master Information Delivery Plan (MIDP) and Task Information Delivery Plans (TIDPs) using Plannerly. In this video, we show how to define tasks, assign responsibilities, structure deliverables, set dependencies, add checklists, manage timelines, and export a combined ISO 19650 compliant package. You will see how to: - Create detailed tasks for activities, building systems, and project deliverables - Define responsibilities for architects, contractors, and consultants - Add required documents like floor plans, schedules, AR experiences, method statements, and more - Build TIDPs for each discipline and then automatically roll them up into a complete MIDP - Assign milestones, dates, durations, and dependencies - Switch between grid view and timeline view for clear sequencing - Add checklists, conditions of satisfaction, and document requirements - Connect uploaded files directly to tasks and maintain version control - Export a combined package including EIR, BEP, TIDP, MIDP, grids, and timelines - Use Plannerly’s Docs and Scope modules together for a structured, ISO 19650 aligned workflow Whether you’re creating your first TIDP or improving your MIDP process, this walkthrough will help you streamline information delivery and create clear, trackable, and verifiable requirements across your team. Learn more in BIM Boot Camp: https://plannerly.com/bim-boot-camp/ https://www.youtube.com/embed/uhzkU6Ryg20 364 yes https://plannerly.com/videos/full-bim-workflow-80-less-admin-iso-19650-made-simple-bim-summer-camp-week-6/ https://i.ytimg.com/vi/Ur5TQOyC4mY/hqdefault.jpg Full BIM Workflow - 80% Less Admin - ISO 19650 Made Simple (BIM Summer Camp Week 6) Watch BIM Summer Camp recordings here: https://plannerly.com/summercamp/ Tired of BIM craziness? In Week 6 of the BIM Summer Camp, we walk through the entire BIM + Information Management workflow - from planning and scoping to verification - all aligned with ISO 19650. Learn how to cut 80% of admin work, create clear BEPs, avoid scope creep, and keep your project information structured and reliable. Watch the full session now and see how smarter BIM workflows can transform your projects. What you’ll learn in this recording: - How to structure project information with ISO 19650 principles - Practical workflows for planning, scoping, and verifying BIM data - How to use digital tools to automate admin and cut 80% of manual tasks - Creating clear and consistent BEPs, MIDPs, and TIDPs - How verification ensures models meet information delivery requirements - Real-world examples of avoiding scope creep and inconsistent documentation - Why a CDE is not just “common” but should be clever for smarter collaboration This isn’t just theory - you’ll see practical demonstrations of how BIM managers and consultants can apply these methods directly to real projects. 💡 Perfect for: - BIM Managers looking to simplify project workflows - Consultants who need faster, clearer BEPs - Project teams adopting ISO 19650 and digital delivery standards - Anyone tired of chaotic spreadsheets and fragmented workflows 👉 Like, subscribe, and transform your project management workflows for the better! - Week 1: https://youtu.be/jgjyfmNrwIM - Week 2: https://youtu.be/PtoZ_qkQYJ4 - Week 3: https://youtu.be/Kg8Q2wPT7cA - Week 4: https://youtu.be/Nn7M-AdurPA - Week 5: https://youtu.be/lD-Hur_EwH4 - Week 6: IS THIS ONE! Get the Free Guide + Resources 👉 https://plannerly.com/summercamp 👥 Join the Community https://www.linkedin.com/groups/14598306/ 🎓 FREE CERTIFIED BIM TRAINING: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC -... https://www.youtube.com/embed/Ur5TQOyC4mY 2758 yes https://plannerly.com/videos/bim-verification-cobie-handover-in-one-seamless-workflow-bim-summer-camp-week-5/ https://i.ytimg.com/vi/lD-Hur_EwH4/hqdefault.jpg BIM Verification + COBie Handover in One Seamless Workflow (BIM Summer Camp Week 5) Week 5 of BIM Summer Camp is here! Watch BIM Summer Camp recordings here: https://plannerly.com/summercamp/ In this session, we jump into automated model-checking, visual dashboards, and COBie handover workflows. You’ll learn how to ditch the spreadsheets and PDFs, and instead use a connected, visual, and structured workflow for verifying models, updating statuses, and delivering COBie - automatically. What you’ll see in this video: - How to auto-check Revit, IFC (and more!) models for geometry and info - Connecting requirements to tasks with real-time verification - Smart model linking (no more element hunting!) - Visualizing everything - from first person view to pie charts - Using dashboards to instantly track status across the whole project - Delivering COBie exports at the click of a button - The Golden Thread: who did what, when - and how to prove it Built for BIM Managers, Project Managers, and Digital Delivery teams, this is a hands-on session packed with tips to simplify and automate your ISO 19650 workflows. 👉 Like, subscribe, and transform your project management workflows for the better! - Week 1: https://youtu.be/jgjyfmNrwIM - Week 2: https://youtu.be/PtoZ_qkQYJ4 - Week 3: https://youtu.be/Kg8Q2wPT7cA - Week 4: https://youtu.be/Nn7M-AdurPA - Week 5: IS THIS ONE! - Week 6: https://youtu.be/Ur5TQOyC4mY Get the Free Guide + Resources 👉 https://plannerly.com/summercamp 👥 Join the Community https://www.linkedin.com/groups/14598306/ 🎓 FREE CERTIFIED BIM TRAINING: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/lD-Hur_EwH4 3246 yes https://plannerly.com/videos/the-truth-about-cdes-and-bim-tracking-bim-summer-camp-week-4/ https://i.ytimg.com/vi/Nn7M-AdurPA/hqdefault.jpg The Truth About CDEs and BIM Tracking (BIM Summer Camp Week 4) Welcome to Week 4 of BIM Summer Camp! Watch BIM Summer Camp recordings here: https://plannerly.com/summercamp/ This week, we pull back the curtain on CDEs (Common Data Environments) and how most construction projects still rely on outdated, disconnected systems - spreadsheets, folder chaos, and broken naming conventions - and why that’s bad for productivity, accountability, and project outcomes. We break down: - What a real Common Data Environment (CDE) should look like 🚀 - How to automate BIM project tracking (without reinventing the wheel every time) - Why metadata-driven delivery is the key to clarity, consistency, and control - How to replace spreadsheet chaos with structured, scalable workflows - Live demos of auto-versioning, smart file naming, Kanban tracking, ACC integration, and more You’ll learn how to: ✅ Set up a truly integrated CDE ✅ Track and verify every deliverable with confidence ✅ Create a golden thread from requirement to handover If you’re still dealing with spreadsheet spaghetti or wasting hours manually checking filenames and task lists… this one’s for you. 👉 Like, subscribe, and get ready to transform your project management workflows for the better! - Week 1: https://youtu.be/jgjyfmNrwIM - Week 2: https://youtu.be/PtoZ_qkQYJ4 - Week 3: https://youtu.be/Kg8Q2wPT7cA - Week 4: IS THIS ONE! - Week 5: https://youtu.be/lD-Hur_EwH4 - Week 6: https://youtu.be/Ur5TQOyC4mY Get the Free Guide + Resources 👉 https://plannerly.com/summercamp 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors... https://www.youtube.com/embed/Nn7M-AdurPA 2262 yes https://plannerly.com/videos/the-secret-to-bim-accountability-structured-collaborative-contracts-bim-summer/ https://i.ytimg.com/vi/Kg8Q2wPT7cA/hqdefault.jpg The Secret to BIM Accountability: Structured Collaborative Contracts (BIM Summer Camp Week 3) Watch BIM Summer Camp recordings here: https://plannerly.com/summercamp/ In Week 3 of BIM Summer Camp, we tackle the thing everyone signs but no one reads: the contract. We walk through a better way to define structured, trackable, human-readable AND machine-readable contract agreements - so your BIM Execution Plan doesn’t just gather dust in a folder somewhere. What you’ll see in this session: - Why poor information requirements lead to misaligned teams - How to use ISO 19650-aligned workflows for clearer responsibilities - A step-by-step demo of the contract planning process - How to bundle Work Packages, assign responsibilities, build timelines, and export smart contracts - A challenge for you to build your own creative, field-based contracts using Plannerly It’s accountability without the spreadsheets, it's risk logs without the migraines, and collaboration that actually works. Download the free BIM Summer Camp Guide: https://plannerly.com/summercamp/ - Week 1: https://youtu.be/jgjyfmNrwIM - Week 2: https://youtu.be/PtoZ_qkQYJ4 - Week 3: IS THIS ONE! - Week 4: https://youtu.be/Nn7M-AdurPA - Week 5: https://youtu.be/lD-Hur_EwH4 - Week 6: https://youtu.be/Ur5TQOyC4mY Get the Free Guide + Resources 👉 https://plannerly.com/summercamp Let us know in the comments where you’re joining from or how your team is defining BIM requirements! 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training courses here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC https://www.youtube.com/embed/Kg8Q2wPT7cA 2852 yes https://plannerly.com/videos/the-root-of-bim-problems-poor-information-requirements-bim-summer-camp-week-2/ https://i.ytimg.com/vi/PtoZ_qkQYJ4/hqdefault.jpg The Root of BIM Problems: Poor Information Requirements (BIM Summer Camp Week 2) Watch BIM Summer Camp recordings here: https://plannerly.com/summercamp/ Welcome back to Week 2 of BIM Summer Camp! In this session, we dive headfirst into one of the most critical (and often misunderstood) parts of BIM: defining clear, actionable information requirements that actually get followed. You’ll learn: - Why most BIM requirements fail before they even begin - How to move from vague LOD tables to structured, verifiable tasks - The relationship between information needs, appointments, and actual model deliverables - Real-world examples using ISO 19650 and IDS (Information Delivery Specification) - Tips for aligning clients, consultants, and contractors early on This isn’t just theory - we walk through practical workflows using Plannerly to show how information requirements can be created, shared, reviewed, and checked automatically against models. Say goodbye to PDF chaos and spreadsheet spaghetti. Get the Free Guide + Resources 👉 https://plannerly.com/summercamp - Week 1: https://youtu.be/jgjyfmNrwIM - Week 2: IS THIS ONE! - Week 3: https://youtu.be/Kg8Q2wPT7cA - Week 4: https://youtu.be/Nn7M-AdurPA - Week 5: https://youtu.be/lD-Hur_EwH4 - Week 6: https://youtu.be/Ur5TQOyC4mY Subscribe and be first to get notified about all upcoming episodes. FREE CERTIFIED BIM TRAINING: https://plannerly.com/training 👈 https://www.youtube.com/embed/PtoZ_qkQYJ4 2803 yes https://plannerly.com/videos/bim-summer-camp-training-course/ https://i.ytimg.com/vi/jgjyfmNrwIM/hqdefault.jpg BIM Summer Camp [Training Course] Watch BIM Summer Camp recordings here: https://plannerly.com/summercamp/ 🌍 1500+ BIM professionals from over 80 countries in the live sessions! We break down: - Why information management goes wrong (BEPS ignored, scopes forgotten, model checks skipped!) - Real-world frustrations… and how to avoid them - The full structured workflow from project planning → smart documents → clear scopes → automated verification - Live demos of Plannerly in action (and sneak peeks at brand-new features) - Plus - free templates, training and a giveaway Grab your free Camp Guide here: https://plannerly.com/summercamp/ - Week 1: IS THIS ONE! - Week 2: https://youtu.be/PtoZ_qkQYJ4 - Week 3: https://youtu.be/Kg8Q2wPT7cA - Week 4: https://youtu.be/Nn7M-AdurPA - Week 5: https://youtu.be/lD-Hur_EwH4 - Week 6: https://youtu.be/Ur5TQOyC4mY Subscribe and be first to get notified about all upcoming episodes. FREE CERTIFIED BIM TRAINING: https://plannerly.com/training 👈 https://www.youtube.com/embed/jgjyfmNrwIM 2267 yes https://plannerly.com/videos/you-re-now-a-certified-digital-troublemaker-what-s-next/ https://i.ytimg.com/vi/coRzpMS89fE/hqdefault.jpg You're Now a Certified Digital Troublemaker - What's Next? 👉 Start your free training here: https://plannerly.com/training/ Congratulations! You’ve completed the Digital Troublemaker training series. Now what? This final video is all about celebrating your progress—and showing how to keep the momentum going. Claim your certificate, share your success, and get ready to lead the next generation of smart, structured project delivery. https://www.youtube.com/embed/coRzpMS89fE 88 yes https://plannerly.com/videos/how-to-update-the-plannerly-flyer-with-your-custom-qr-code/ https://i.ytimg.com/vi/Fo2kOpZcZEk/hqdefault.jpg How to update the Plannerly Flyer with your custom QR code Steps to create your personalized flyer with your custom QR code: 1. Plannerly Marketing Page: https://plannerly.com/marketing/ 2. Duplicate this Figma FIle: https://www.figma.com/design/TbhWWlgS... 3. Get your personal link from inside the Plannerly app: https://app.plannerly.com/ 4. Ensure that your ?source link is added to the link correctly (see video) 4. Use a service like https://bitly.com to create a custom QR code 5. Add the QR code and download the flyer as a PDF for printing 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/Fo2kOpZcZEk 359 yes https://plannerly.com/videos/sharing-your-information-management-certificate-how-to-access-update-and/ https://i.ytimg.com/vi/FtztS8O7s14/hqdefault.jpg Sharing Your Information Management Certificate (How to Access, Update, and Showcase!) Congratulations on completing the Information Management Basics Course! 🎉 Access your Certificate here: https://plannerly.com/dashboard/enrolled-courses/completed-courses/ and access the Basics Badge here: https://bit.ly/BasicsBadge In this video, we guide you through three important steps to make the most of your newly acquired skills: 1. How to Access Your Certificate 🏆 Learn how to find, download, and print your certificate from your course dashboard. 2. Updating Certificate Information ✏️ Discover how to update any details on your certificate, regenerate the PDF, and refresh the page to reflect changes. 3. Showcasing Your Achievement on LinkedIn 🌐 Get step-by-step instructions on adding your certificate to your LinkedIn profile and creating a “Celebrating a new achievement” post to share with your network. By completing this course, you’re now part of the Plannerly community! Engage with fellow professionals, gain valuable insights, and stay updated with industry best practices. Don’t forget to share your certificate on social media and tag us so we can celebrate with you. If you enjoyed the course, please leave a five-star review—it would make our day! 🌟 Additional Resources: • Advanced Courses: https://plannerly.com/training/ • Join the Plannerly Partner Community: https://plannerly.com/partners/ Thank you for being part of this journey, and congratulations once again on your achievement! Keep up the great work and continue your learning journey with our advanced courses. Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/FtztS8O7s14 165 yes https://plannerly.com/videos/automated-bim-model-checking-ensuring-quality-and-efficiency/ https://i.ytimg.com/vi/-ArNlYL9mS8/hqdefault.jpg Automated BIM Model Checking: Ensuring Quality and Efficiency In this video, learn how Plannerly has made model checking easier and more efficient for teams. With traditional processes, checking models against contractual requirements is time-consuming and labor-intensive. Plannerly has developed an autonomous and automated system that allows teams to check their deliverables themselves before sending them to receiving parties. Through the use of colour-coded visual indicators, teams can easily determine if models meet the required specifications. The video also explains the importance of understanding the purpose and scope of model creation and demonstrates how Plannerly's system allows for linking model components to specific requirements for accurate and efficient checking. Timestamps: 0:00 - Introduction 0:03 - Checking Models Against Contractual and Agreed Requirements 0:16 - Making Model Checking Easy and Automated 1:01 - Visualizing Model Quality 1:09 - Understanding Model Creation and Use Cases 1:33 - Defining Scope and Modelling Components 1:52 - Defining Modelling Properties and Expected Values 2:04 - Representing Tasks in the Verify Module 2:32 - Linking Model Components to Requirements 2:40 - Creating Linking Rules on Model and Task Levels 3:38 - Creating Sophisticated Selections and Task Rules 4:08 - Automatic Checking of Model Requirements 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/-ArNlYL9mS8 267 yes https://plannerly.com/videos/lod-in-bim-debates-choosing-lod-scales-and-requirements-in-bim/ https://i.ytimg.com/vi/Auz9ChyJHuM/hqdefault.jpg LOD in BIM Debates: Choosing LOD Scales and Requirements in BIM Akos delves into the debate surrounding the use of LOD scales in the BIM communities. Discover the advantages of using LOD scales to define geometric requirements and reliability of elements, and how Plannerly supports both numerical scales and plain language descriptions. See how predefined combinations connect to LOD scale selection, and learn how to create your own requirements. Akos also introduces insights into information requirements and how they can be defined by importing directly from the buildingSMART data dictionary (bSDD). Be empowered to choose the best approach for your region and projects. Watch now to level up your BIM knowledge! Timestamps: 0:00 - Introduction 0:00 - Debate in the BIM communities 0:17 - Support for both LOD scales and plain language 0:19 - Definition of LOD scales 0:46 - Creating custom requirements 0:56 - Setting accuracy and information requirements 1:05 - Changing representation 1:18 - Choosing different scales or plain language 1:36 - Information content in BIM 1:43 - Defining information requirements 2:02 - Flexibility and customization 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #LOD #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/Auz9ChyJHuM 131 yes https://plannerly.com/videos/five-minute-intro-to-bim-execution-planning-bep/ https://i.ytimg.com/vi/3csDK2dIJmM/hqdefault.jpg Five Minute Intro to BIM Execution Planning (BEP) Learn the key strategies for creating BIM Execution Plans (BEP) that not only look great but are also followed by project teams. In this informative video, Akos shares his expertise as a BIM Manager and discusses the common problems with BEPs and how to address them. He emphasizes the importance of clear targets, effective communication with teams, contract requirements, simplifying processes for different skill levels, enhancing teamwork, and utilizing automated tools for model checking. Discover practical tips and techniques for successful execution of BIM projects, and how Plannerly can help you stay aligned with the ISO 19650 standard. Follow Plannerly for more valuable insights and resources in the field of BIM! Timestamps: 0:00 - Introduction 1:49 - Background Story 1:50 - Challenges in Following BIM Execution Plans 1:50 - Clear Targets and Communication 1:51 - Collaborative Environment and Skill Sets 1:52 - Enhanced Teamwork 1:53 - Structuring Data and Simplifying Processes 1:54 - Contracting and Executive Support 1:55 - Managing Information at Different Stages 1:55 - Planning Components and Deliverables 1:56 - Specifying Requirements and Avoiding Duplicates 1:57 - Making the Execution Plan Visual and Easy to Understand 1:57 - Creating Collaborative Agreements 1:58 - Involving Teams and Approval Workflows 1:59 - Availability of Information to Team Members 1:59 - Identifying BIM Use Cases and Responsibilities 2:03 - Communicating Information Requirements 1:58 - Automated Model Checking 1:59 - Standard Naming Convention for Files 2:21 - Linking Deliverables to Tasks 1:49 - Solving the Challenges with Plannerly 1:49 - Creating Collaborative Agreements with Targeted Sections 4:07 - Staying Aligned with ISO 19650 5:11 - Additional Resources and Contact Information 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn:... https://www.youtube.com/embed/3csDK2dIJmM 286 yes https://plannerly.com/videos/five-lessons-we-learned-for-iso-19650-project-close-out-episode-6-of-6/ https://i.ytimg.com/vi/yoCkgG4vmBg/hqdefault.jpg Five Lessons We Learned For ISO 19650 Project Close Out [EPISODE 6 of 6] Discover five proactive strategies to effectively handle lessons learned with Plannerly! Learn how to tackle un-scoped tasks, overcome overproduction, seize missed opportunities, fix broken feedback loops, and avoid repetitive mistakes. Elevate your project management game with Plannerly's expert tips! Subscribe for more insights on efficient project execution. Five proactive methods to manage lessons learned with Plannerly!: 02.40 Un-scoped Tasks 04.09 Overproduction 06.11 Missed Opportunities 08.27 Broken Feedback Loop 10.13 Repetitive Mistakes 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly #ProjectManagement #LessonsLearned https://www.youtube.com/embed/yoCkgG4vmBg 805 yes https://plannerly.com/videos/simplifying-aec-project-scoping-for-iso-19650-loin-bim-forum-lod/ https://i.ytimg.com/vi/ttx-ldxdZpI/hqdefault.jpg Simplifying AEC Project Scoping (for ISO 19650 LOIN / BIM Forum LOD) Simplify ISO 19650 Level of Information Need and/or BIM Forum LOD scoping. In this video, we introduce Plannerly’s Scope module, a dedicated cloud-based database for the AEC industry that simplifies the process of managing tasks and BIM requirements. Spreadsheets are not ideal for the AEC industry, as they quickly become overwhelming with added columns and information. Scope offers a user-friendly interface with a list of items, milestones, and tasks displayed in a grid. You can assign tasks, track progress, and customize the database according to your project needs. Say goodbye to complex spreadsheets and start planning early with Plannerly's Scope. Timestamps: 0:00 - Introduction 0:09 - Challenges with Spreadsheets 0:24 - Structure of Scope 0:40 - Milestones 0:48 - Scope Groups 0:54 - Project Requirements 1:00 - Master Information Delivery Plan (MIDP) 1:06 - Task Details 1:48 - Scope Grid Standards 2:13 - buildingSMART Data Dictionary (bSDD) 2:27 - Simplifying Information Requirements with Scope 2:44 - Conclusion 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #MIDP #BIM #ISO19650 #bSDD #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/ttx-ldxdZpI 169 yes https://plannerly.com/videos/4-x-ai-features-for-more-efficient-aec-contracts/ https://i.ytimg.com/vi/yaj1oNwm1Yc/hqdefault.jpg 4 x AI Features for More Efficient AEC Contracts Four AI features that can revolutionize your AEC contract writing process. From "Write My Section" to "AI Correct", explore how these tools can generate targeted AEC documents, eliminate errors, and improve clarity. We also show how to use AI to expand, simplify, and summarize text effortlessly, saving hours of writing. Timestamps: 0:00 - Introduction 0:09 - AI Features 0:30 - Write My Section Feature 0:54 - AI Correct Feature 1:15 - Expand Command 1:36 - Simplify or Summarize Command 🎓 FREE CERTIFIED TRAINING: Now you've checked this out, you can register for the free certified BIM management training course here: https://plannerly.com/training 👈 Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #AI #Contract #BIM #ISO19650 #InformationManagement #AEC #design #engineering #construction #BEP #LevelofInformationNeed #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/yaj1oNwm1Yc 135 yes https://plannerly.com/videos/how-to-use-the-ids-xml-from-buildingsmart-using-plannerly-the-bim-management/ https://i.ytimg.com/vi/JdfqdAD4Zsc/hqdefault.jpg How to use the IDS XML from buildingSMART (using Plannerly - The BIM Management Platform) Are you looking to learn how to implement the Information Delivery Specification (IDS) XML from buildingSMART in your BIM workflow? Look no further! In this video, Clive shows you how to get started with IDS XML and how it can help streamline your BIM process. Clive also discusses the benefits of using IDS XML and how it can help improve collaboration between stakeholders using different model checking software. So watch now and start taking advantage of IDS XML with Plannerly today! Stay up to date with BIM Management?: - Plannerly: https://www.plannerly.com/ - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #IDSXML #IDS #buildingSMART #BIM #ISO19650 #LOIN #InformationManagement #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/JdfqdAD4Zsc 150 yes https://plannerly.com/videos/the-complete-bim-management-workflow-made-simple/ https://i.ytimg.com/vi/ZlNsDe0kkE8/hqdefault.jpg The Complete BIM Management Workflow - made simple! Find out more about BIM Management with Plannerly HERE: https://www.plannerly.com/?utm_source=abimvid Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim https://www.youtube.com/embed/ZlNsDe0kkE8 1495 yes https://plannerly.com/videos/new-the-complete-bim-management-workflow-with-plannerly/ https://i.ytimg.com/vi/kCulic0S17Q/hqdefault.jpg NEW: The Complete BIM Management Workflow - with Plannerly BIM management can be a complex process, but we can make it easier with the right tools and techniques! This video shows how to create a BIM Execution Plan (BEP) with a single click, as well as how to auto-check your BIM models. MORE: https://www.plannerly.com Plannerly is a powerful BIM software that includes free BEP templates, and a simple three-step workflow that even includes checking of your BIM models. BIM management is a serious business, but that doesn't mean we can't have some fun with it! So watch this video to learn more about how it works! Stay up to date with BIM Management?: - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/PlannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC #BIM #bimmanager #bimsoftware #design #engineering #construction #BEP #LOIN #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/kCulic0S17Q 1524 yes https://plannerly.com/videos/the-complete-bim-management-workflow/ https://i.ytimg.com/vi/xzj96WN04eY/hqdefault.jpg The Complete BIM Management Workflow Do you want to learn more about BIM Management? In just 30 minutes we go over the entire BIM management workflow from start to finish! We cover everything you need to know in order to get started with BIM management in your own projects! We'll start with creating a BIM Execution Plan, then take a look at how to create and manage BIM scopes, set up a timeline and tracking, and finally verify the BIM models. This process has been tested and proven to save time and money on your next project. So if you're ready to take your BIM skills to the next level, stick around. After watching this video you will be able to plan, procure, track and verify your BIM projects more efficiently. You will be able to reduce the risk of errors on your projects and feel confident that you're making the most efficient use of your time. 0:00 Intro to the BIM Management Workflow 2:23 BIM Management Demo 3:20 Creating a BIM Execution Plan (BEP) from BEP templates 7:58 Creating a BIM management scope for your project 13:47 Creating the BIM management schedule 16:00 Exporting a BIM contract 21:26 Tracking the BIM management progress 23:27 Verifying BIM model deliverables (using ACC model) 26:30 Creating a BIM project status report 28:56 BIM Management Workflow Summary Missed a BIM management episode in this series? Watch all episode recordings below to see all of our tips for managing your next big project with ease!: 1. Intelligent BIM Templates: https://www.plannerly.com/bim-management-plannerly-videos/#smartdocs 2. Machine-Readable BIM Scopes: https://www.plannerly.com/bim-management-plannerly-videos/#machine 3. Tips For Better BIM Contracting: https://www.plannerly.com/bim-management-plannerly-videos/#contract 4. How To Deliver BIM Project Tasks On-Time: https://www.plannerly.com/bim-management-plannerly-videos/#tasks 5. How To Check BIM Models: https://www.plannerly.com/bim-management-plannerly-videos/#check 6. The Complete BIM Management Workflow!: https://www.plannerly.com/bim-management-plannerly-videos/#bim-management Stay up to... https://www.youtube.com/embed/xzj96WN04eY 1853 yes https://plannerly.com/videos/iso-19650-information-management-process-information-model-delivery-episode-5-of/ https://i.ytimg.com/vi/kXxPBV9QktI/hqdefault.jpg ISO 19650 Information Management Process - Information Model Delivery [EPISODE 5 of 6] Sometimes in our industry we hear the phrases "the information was just thrown over the wall" and "now it is someone else's problem"! When it comes to Building Information Modeling we create such large amounts of information that the "Information Model Delivery" process becomes even more critical! As information containers move from Work In Progress (WIP) to Shared Status to Published Status it is vital that the checks and balances for reviewing that information in relation to these aspects is in place: - Does the information meet the requirements in the Master Information Delivery Plan (MIDP)? - Does the information meet the Appointing Party's Exchange Information Requirements (EIR)? - Does the information meet the Lead Appointed Party's EIR? - Does the information meet the specific acceptance criteria? - Does the information meet the Level of Information Need requirements for the Information Delivery Milestone? In the video we discuss the: - key steps that Task Teams must follow to submit information, - best practices that Lead Appointed Parties should follow - and important actions that the Appointing Party should complete 00:30 Introduction to ISO 19650 webinar 01:23 What sometimes happens on projects? 02:46 How we can solve the challenge of delivering information to ISO 19650 04:31 ISO 19650 review steps 05:07 Best practices to improve information delivery workflows 05:31 Understanding requirements 08:30 How to submit work for review 10:24 How to validate the 3D model 13:13 Simple way to keep quality records of the ISO 19650 review process 14:11 Using structured data outside Plannerly 15:06 Using Dynamo to add Revit parameters 16:07 Archicad properties 16:30 Simple checking 16:50 PowerBI and 3DRepo 17:16 Summary 19:57 Simplify ISO 19650 using Plannerly 20:26 BIM Learning Resources 20:59 Get a quote? 21:17 University BIM Management Education Offer 📣 Check out the other episodes in this series!! Episode 1: https://youtu.be/9uElHB2lJDI Episode 2: https://youtu.be/ExnVPtp2kUI Episode 3:... https://www.youtube.com/embed/kXxPBV9QktI 1304 yes https://plannerly.com/videos/iso-19650-mobilization-collaborative-production-of-information-episode-4-of-6/ https://i.ytimg.com/vi/aWN3z_2-sqs/hqdefault.jpg ISO 19650 Mobilization + Collaborative Production Of Information [EPISODE 4 of 6] How do you prepare teams for producing the best BIM deliverables on a project? If you are using the ISO 19650 workflow to mobilize BIM teams on your project you must learn about structured information requirements (based on Level of Information Need), how to automate the creation of your BIM tasks (directly from the contract requirements), how to sequence those tasks for clash avoidance (vs clash detection) and in general how to simplify the ISO 19650 process so that the whole team can benefit from enhanced information management on your project. Teams must also follow organized training, test the game plan and prepare all systems for cross-company collaboration. This video shares how to get access to structured ISO 19650 templates and also many best practices that will help you to achieve these goals on your project. If you have some more ideas to help others implementing ISO 19650 for better project mobilization and collaborative production of information please share them in the comments below! 00:22 Recap on previous episodes 01:10 Demo Preview 01:39 How Does The ISO 19650 Appointment Process Work? 03:31 BIM Standards Are The Starting Point 04:08 Level of Information Need Prerequisites (Purpose, Milestones, Actors, Objects) 08:37 Level of Information Need Intro (Geometry, Information, Documentation) 11:17 Define Geometry for Level of Information Need 14:25 Define Information for Level of Information Need 15:00 Define Documentation for Level of Information Need 15:21 Summary of Level of Information Need 16:56 Level of Information Need applied in practice 18:47 Adding the MIDP and Responsibility Matrix 19:24 Container of Information Requirements 20:03 Create ISO 19650 Appointment Documents 20:30 Assign BIM Contracts To Teams 20:40 Request eSignatures on BIM Contract 21:36 What's next? 22:30 Summary 23:26 Learning Resources To Get Started 📣 Check out the other episodes in this series!! Episode 1: https://youtu.be/9uElHB2lJDI Episode 2: https://youtu.be/ExnVPtp2kUI Episode 3: https://youtu.be/dfGYT_0lzMA... https://www.youtube.com/embed/aWN3z_2-sqs 1763 yes https://plannerly.com/videos/iso-19650-appointment-bep-responsibility-matrix-tidp-and-more-bim-contracting/ https://i.ytimg.com/vi/dfGYT_0lzMA/hqdefault.jpg ISO 19650 Appointment - BEP, Responsibility Matrix, TIDP and more (BIM contracting)[EPISODE 3 of 6] Don't just ask for "BIM" as this will unlikely get you the BIM you need. More owners are now requesting "Building Information Modeling in accordance with ISO 19650" especially for the vitally important Appointment steps in the BIM contracting workflow. In the video we explain how to use this collaborative contracting workflow with Level of Information Need and combined with the New BIM Contract module (with eSignature) to ensure that your BIM contracts are Lean, understandable and legally binding. Helping you communicate who is responsible for what BIM and at what point in time! Agenda: 1. Preparing for better BIM contracting 2. Level of Information Need in practice 3. BIM contracting with eSignature 00:22 Recap on previous episodes 01:10 Demo Preview 01:39 How Does The ISO 19650 Appointment Process Work? 03:31 BIM Standards Are The Starting Point 04:08 Level of Information Need Prerequisites (Purpose, Milestones, Actors, Objects) 08:37 Level of Information Need Intro (Geometry, Information, Documentation) 11:17 Define Geometry for Level of Information Need 14:25 Define Information for Level of Information Need 15:00 Define Documentation for Level of Information Need 15:21 Summary of Level of Information Need 16:56 Level of Information Need applied in practice 18:47 Adding the MIDP and Responsibility Matrix 19:24 Container of Information Requirements 20:03 Create ISO 19650 Appointment Documents 20:30 Assign BIM Contracts To Teams 20:40 Request eSignatures on BIM Contract 21:36 What's next? 22:30 Summary 23:26 Learning Resources To Get Started 📣 Check out the other episodes in this series!! Episode 1: https://youtu.be/9uElHB2lJDI Episode 2: https://youtu.be/ExnVPtp2kUI Episode 3: THIS ONE! Episode 4: https://youtu.be/aWN3z_2-sqs Episode 5: https://youtu.be/kXxPBV9QktI Episode 6: REGISTER HERE: https://www.plannerly.com/iso-19650-webinar If you are looking to follow the ISO 19650 appointment process watch more ISO 19650 explainer videos here: https://www.plannerly.com/iso-19650-webinar/ 👇👇👇👇👇👇👇 - SUBSCRIBE:... https://www.youtube.com/embed/dfGYT_0lzMA 1447 yes https://plannerly.com/videos/iso-19650-summary-invitation-to-tender-and-tender-response-iso-19650-2-clause-5/ https://i.ytimg.com/vi/ExnVPtp2kUI/hqdefault.jpg ISO 19650 Summary (Invitation to Tender and Tender Response) ISO 19650-2 Clause 5 [EPISODE 2 of 6] Summary of how to follow the ISO 19650 Invitation to Tender and Tender Response workflow. Watch the full ISO 19650 webinar series HERE: https://www.plannerly.com/iso-19650-webinar In the video we summarize ISO 19650 BIM workflows as a simple and collaborative approach for procurement in the design and construction industry. 00:08 Recap about ISO 19650 and Templates 01:05 Introduction to Collaborative Tendering for ISO 19650 01:47 ISO 19650 Invitation to Tender Agenda 02:05 What is in the ISO 19650 Templates (ISO 19650 Part 2 - Clause 5)? 02:38 ISO 19650 Assessment and Need 05:39 ISO 19650 Invitation To Tender 07:18 ISO 19650 Tender Response 10:01 Demystifying the ISO 19650 Procurement workflow 11:13 ISO 19650 Tools and Software 12:20 ISO 19650 Platform 12:52 Software Demo 15:31 ISO 19650 Tender Workflow Summary 16:31 Join the ISO Templates Team? 17:07 BIM Education Resources 📣 Check out the other episodes in this series!! Episode 1: https://youtu.be/9uElHB2lJDI Episode 2: THIS ONE! Episode 3: https://youtu.be/dfGYT_0lzMA Episode 4: https://youtu.be/aWN3z_2-sqs Episode 5: https://youtu.be/kXxPBV9QktI Episode 6: REGISTER HERE: https://www.plannerly.com/iso-19650-webinar 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #ISO19650 #BIM #EIR #OIR #PIR #AIR #BEP #BIMExecutionPlan #ResponsibilityMatrix #RACI #MIDP #TIDP #BEPtemplates #VDC #BIMManager #design #construction #engineering #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/ExnVPtp2kUI 1123 yes https://plannerly.com/videos/how-to-use-the-iso-19650-templates/ https://i.ytimg.com/vi/mqLHQVbe9Wc/hqdefault.jpg How To Use The ISO 19650 Templates 👉 Full ARTICLE: https://www.plannerly.com/what-is-iso-19650 👈 Explaining the ISO 19650 standards with templates and how to get started quickly - login to Plannerly, select the templates and hit "Create" - it's that simple 😀 Create your EIR, AIR, BEP, Master Information Delivery Plan, Responsibility Matrix and many more important ISO 19650 documents very quickly using: https://www.plannerly.com Register to become part of the ISO 19650 Review Team: https://www.plannerly.com/reviewer FOLLOW US? 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #EIR #ISO19650 #BIM #OIR #PIR #AIR #BEP #BIMExecutionPlan #ResponsibilityMatrix #RACI #MIDP #TIDP #BEPtemplates #VDC #BIMManager #design #construction #engineering #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/mqLHQVbe9Wc 213 yes https://plannerly.com/videos/iso-19650-explained-with-example-oir-eir-bep-and-more-templates-episode-1-of-6/ https://i.ytimg.com/vi/9uElHB2lJDI/hqdefault.jpg ISO 19650 explained - with example OIR, EIR, BEP (and more) templates [EPISODE 1 of 6] 👉 Get Free ISO 19650 Training: https://plannerly.com/training/ 👈 👉 ISO 19650 Standards Explained ARTICLE: https://plannerly.com/what-is-iso-19650 👈 This video defines ISO 19650 in simple terms. We explain the ISO 19650 contract clauses with template documents for OIR, PIR, AIR, EIR, BEP, RACI, Responsibility Matrix, TIDP, MIDP and more... using Level of Information Need to describe more precise and more achievable BIM requirements per Information Delivery Milestone! 👀 FREE ISO 19650 Certified Training: https://plannerly.com/training We share how you can collaborate on everything from your Exchange Information Requirements (EIR) to your BIM Execution Plan (BEP) with commenting and approval of every section using the ISO 19650 standard workflow of Work In Progress (WIP), Shared and Published statuses. This simple strategy helps set the project standard and align team expectations to get more value from BIM. 👉 ISO 19650 Standards Explained - ARTICLE: https://www.plannerly.com/what-is-iso-19650 👈 00:00 Why is ISO 19650 Important? 02:03 Using Plannerly with ISO 19650 Templates 03:36 ISO 19650 Explained Agenda 10:02 How To Use The ISO 19650 Templates In A workflow 12:20 ISO 19650 Invitation To Tender 13:31 ISO 19650 Tender Response 14:14 ISO 19650 Appointment 16:28 ISO 19650 Mobilization 17:45 Summary 19:43 Get Involved With ISO 19650 Templates 21:01 BIM Resources To Get Started 21:17 Q&A 📣 Check out the other episodes in this series!! Episode 1: THIS ONE! Episode 2: https://youtu.be/ExnVPtp2kUI Episode 3: https://youtu.be/dfGYT_0lzMA Episode 4: https://youtu.be/aWN3z_2-sqs Episode 5: https://youtu.be/kXxPBV9QktI Episode 6: REGISTER HERE: https://www.plannerly.com/iso-19650-webinar FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #ISO19650 #BIM #EIR #OIR #PIR #AIR #BEP #BIMExecutionPlan... https://www.youtube.com/embed/9uElHB2lJDI 1426 yes https://plannerly.com/videos/best-practices-to-help-you-produce-higher-quality-bim-models/ https://i.ytimg.com/vi/MuOF7-93a_Y/hqdefault.jpg Best practices to help you produce higher quality BIM models BIM promises many things - so many that sometimes we can fall a little short of the BIM expectations set. Here we list the things that can go wrong and share some best practices to help produce a higher quality model. Don't waste time and money sharing and using bad quality BIM - make sure your team plans early with Plannerly! 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #ModelChecking #ModelValidation #BIMCompliance #BIMExecutionPlan #BEP #BIMProject #BIMManagement #BIMUse #scope #BIMtemplates #design #engineering #construction #SmartLeanBIM #plannerly https://www.youtube.com/embed/MuOF7-93a_Y 1304 yes https://plannerly.com/videos/how-to-simplify-the-bim-management-process/ https://i.ytimg.com/vi/x2xCA6Go-W0/hqdefault.jpg How To Simplify The BIM Management Process There are many ISO 19650 recommendations for BIM processes and BIM management workflows. Learn more here: https://www.plannerly.com/iso-19650-webinar 👈 We talk about consolidating and simplifying the most important ISO steps. We help you get the best from your OIR (Organizational Information Requirements), EIR (Exchange Information Requirements), BEP (BIM Execution Plan), AIR (Asset Information Requirements), TIDP (Task Information Delivery Plan), MIDP (Master Information Delivery Plan), Responsibility Matrix and Level of Information Need! 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #OIR #EIR #BEP #AIR #TIDP #MIDP #ResponsibilityMatrix #LevelofInformationNeed #LOIN #NotLOIN #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/x2xCA6Go-W0 1657 yes https://plannerly.com/videos/best-practices-for-your-bim-management-templates-oir-eir-bep-air-tidp-midp/ https://i.ytimg.com/vi/0bpV_HuKmuU/hqdefault.jpg Best Practices For Your BIM Management Templates (OIR, EIR, BEP, AIR, TIDP, MIDP) We show you how to use https://app.plannerly.com to standardize BIM management templates, simplify access by your teams and make it easier to collect and incorporate critical feedback for: - Organizational Information Requirements (OIR) - Exchange Information Requirements (EIR) - BIM Execution Plans (BEP) - Asset Information Requirements (AIR) - Task Information Delivery Plan (TIDP) - Master Information Delivery Plan (MIDP) - Responsibility Matrix - Level of Information Need 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #EIR #BEP #OIR #TIDP #MIDP #ResponsibilityMatrix #AIR #LevelOfInformationNeed #design #engineering #construction #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/0bpV_HuKmuU 1200 yes https://plannerly.com/videos/bim-best-practices-for-collaborative-bim-scoping-to-meet-both-iso-19650-and-aia/ https://i.ytimg.com/vi/NuNoC4DhH3Q/hqdefault.jpg BIM Best Practices For Collaborative BIM Scoping - to meet both ISO 19650 and AIA guidelines 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 Use either the AIA LOD or ISO 19650 Level of Information Need approach to create the best possible BIM scope for your project. FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #ISO19650 #LevelOfInformationNeed #AIA #LOD #TIDP #MIDP #RACI #ResponsibilityMatrix #BIMMatrix #BIMProposal #BIMProject #BIMStandards #BIMBenefits #BIMPlatform #BIMScope #BIMUse #SmartLeanBIM #plannerly https://www.youtube.com/embed/NuNoC4DhH3Q 1128 yes https://plannerly.com/videos/quickly-create-the-perfect-bim-execution-plan-bep-from-free-bep-templates/ https://i.ytimg.com/vi/E2WDMu28c1Y/hqdefault.jpg Quickly create the perfect BIM Execution Plan (BEP) - from free BEP templates We demonstrate using BEP templates to build your BIM Execution Plan (BEP), collaborate, comment and approve the BEP sections using the ISO 19650 standard workflow (Work In progress (WIP), Shared and Published statuses). https://www.plannerly.com/plan This simple BEP strategy helps set the project standard and align team expectations to get more value from BIM. LEARN ABOUT THE BEP SOFTWARE: https://www.plannerly.com/plan 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #BEP #BIMExecutionPlan #BEPtemplates #VDC #ISO19650 #BIMManager #design #construction #engineering #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/E2WDMu28c1Y 1464 yes https://plannerly.com/videos/how-do-you-run-a-great-bim-meeting-to-build-lean-bim-requirements-for-the-client/ https://i.ytimg.com/vi/gIRYA16eCUU/hqdefault.jpg How do you run a great BIM meeting to build Lean BIM requirements for the client? 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 Two very different BIM meetings - one went very wrong 😔 We investigate what makes BIM meetings go bad, what great BIM meeting agendas look like and how exactly to run an engaging BIM meeting to define Lean BIM requirements for your customer. FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #BIMmeeting #BIMmanagement #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/gIRYA16eCUU 1320 yes https://plannerly.com/videos/agile-bim-standards-better-for-the-end-user/ https://i.ytimg.com/vi/R31FPToFsNQ/hqdefault.jpg Agile BIM Standards - better for the end user 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 BIM standards are INCREDIBLY important! Here we explain how an AGILE approach can help standards bodies get more rapid feedback from end users and also iterate to improve BIM standards more quickly. FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #Agile #BIMstandards #smartleanbim #plannerly https://www.youtube.com/embed/R31FPToFsNQ 1594 yes https://plannerly.com/videos/did-you-get-the-bim-you-paid-for-how-to-get-the-bim-you-need/ https://i.ytimg.com/vi/LDM7YaXSvZU/hqdefault.jpg Did You Get The BIM You Paid For? - how to get the BIM you need! 👉 Recorded BIM Management Webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 Sadly BIM can fail for many reasons - we discuss the primary causes, see what motivates BIM teams and share the steps needed to ensure that your BIM is ready for your BIM Use! FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #BIMuses #BIMscope #BIMfail #BIMbaking #BIMMotivation #BIMReady #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/LDM7YaXSvZU 1287 yes https://plannerly.com/videos/introduction-to-lean-design-a-lean-bim-case-study-and-some-tips-to-get-started/ https://i.ytimg.com/vi/Wxw17GX-vbA/hqdefault.jpg Introduction to Lean design, a Lean BIM case study and some tips to get started This Lean case study results in 53% less issues (BIM clashes) and 16.5% faster schedule. For BIM, Lean can provide significant value for the customer. In this video we learn that by identifying and eliminating the rework (and wasteful/non-value add steps in the workflow) we can generate significant value for the customer. 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim @plannerlyAEC https://www.youtube.com/embed/Wxw17GX-vbA 1086 yes https://plannerly.com/videos/bim-contracts-five-steps-to-simplify-bim-scopes/ https://i.ytimg.com/vi/sIRbrSv0L1M/hqdefault.jpg BIM Contracts - Five Steps To Simplify BIM Scopes 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 The five steps to help define better BIM requirements. Why you need a BIM contract and how to define the clearest scope possible. Setting clear containers for information requirements per Information Delivery Milestone - for your systems, elements, components, geometry, reliability, accuracy, information, documentation and more... FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #InformationDeliveryMilestone #BEP #LOIN #NotLOIN #LOD #NotLOD #IDM #design #engineering #construction #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/sIRbrSv0L1M 1076 yes https://plannerly.com/videos/bim-execution-planning-beps-101-what-to-include-and-how-to-engage-your-team/ https://i.ytimg.com/vi/zwQfxlftwWM/hqdefault.jpg BIM Execution Planning (BEPs) 101 - what to include and how to engage your team! 👉 BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 BIM Execution Plans (BEPs) are essential for a BIM project to run smoothly but if you get it wrong teams will ignore your guidance and sometimes even throw the BEP away before looking at it. Here we describe why you need a BEP, what to include in a BEP, how to get your teams involved and how to get value from BIM on your project! FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BEP #BIM #BIMmanagement #design #engineering #construction #planning #engineers #architects #contractors #plannerly #smartleanbim @plannerlyAEC https://www.youtube.com/embed/zwQfxlftwWM 1251 yes https://plannerly.com/videos/how-to-achieve-better-bim-building-information-modeling-management-in-five-steps/ https://i.ytimg.com/vi/AmXo4QCerV0/hqdefault.jpg How to achieve better BIM (Building Information Modeling) management - In Five Steps 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 Unfortunately BIM management can sometimes be complicated 🙁 Here we talk about overcoming these challenges by showing you how to create a useful BIM Execution Plan (BEP), agree on a clear BIM scope, sequence and manage your BIM tasks and also - very importantly - start to verify your deliverables against the original BIM requirements. FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #BIMmanagement #BIMmanager #BEP #BIMExecutionPlan #planning #engineers #architects #contractors #smartleanbim #plannerly https://www.youtube.com/embed/AmXo4QCerV0 1245 yes https://plannerly.com/videos/how-to-win-more-work-with-bim-hollywood-bim-v-practical-bim/ https://i.ytimg.com/vi/30J_YV1HMxI/hqdefault.jpg How To Win More Work With BIM - Hollywood BIM v. Practical BIM 👉 More BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 Find out how Helen asks the right BIM questions, doesn't promise more than her team can deliver, uncovers all of the magical diamonds and wins more repeat BIM work as a result! FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim @plannerlyAEC #BeLikeHelen https://www.youtube.com/embed/30J_YV1HMxI 1277 yes https://plannerly.com/videos/clash-avoidance-vs-clash-detection-how-to-reduce-bim-coordination-issues-by-53/ https://i.ytimg.com/vi/bU1TDKrnWbk/hqdefault.jpg CLASH AVOIDANCE vs CLASH DETECTION - How To Reduce BIM Coordination Issues By 53% BIM coordination can be incredibly wasteful. In the video we share a root cause of bad BIM and how to solve it! 👉 BIM Management webinars: https://www.plannerly.com/wednesdays-with-plannerly 👈 CASE STUDY: following a BIM System Priority Structure has resulted in a 16.5% time saving and 53% fewer coordination issues - LINK: http://bit.ly/SaveTimeWithLeanBIM FOLLOW: 👇👇👇👇👇👇👇 - SUBSCRIBE to the channel: https://bit.ly/BIM-Channel - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #clashdetection #clashavoidance #SystemPriorityStructure #SPS #ModelProgressionSpecification #MPS #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim @plannerlyAEC https://www.youtube.com/embed/bU1TDKrnWbk 1585 yes https://plannerly.com/videos/three-steps-to-bim-compliance-keep-your-bim-on-track/ https://i.ytimg.com/vi/QK3JwY21oio/hqdefault.jpg Three Steps To BIM Compliance - keep your BIM on track! When BIM fails it can be very costly. Here we share the ultimate BIM requirements checklist to help ensure that BIM stays on track for your project! 👉 See more and join free today! https://www.plannerly.com 👈 SUBSCRIBE: https://bit.ly/BIM-Channel FOLLOW: 👇👇👇👇👇👇👇 - LinkedIn: https://www.linkedin.com/company/plannerly - Twitter: https://twitter.com/plannerlyAEC - Instagram: https://www.instagram.com/plannerlyAEC - Facebook: https://www.facebook.com/plannerlyAEC 👆👆👆👆👆👆👆 #BIM #BIMvalidation #design #engineering #construction #BEP #LOD #planning #engineers #architects #contractors #smartleanbim @plannerlyAEC https://www.youtube.com/embed/QK3JwY21oio 1086 yes