Video
BIM Boot Camp - Project Tracking, Smart CDE Setup and Connected Deliverable Workflows
About this video
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 one structured tracking workflow, this Boot Camp session is a strong next step.
Free BIM + ISO 19650 Training: https://plannerly.com/training/
BIM Boot Camp: https://plannerly.com/bim-boot-camp/
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