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How to Assign Information Requirements to Tasks and Milestones

49 seconds Published 3 chapters

About this video

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

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