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How to Review and Approve Project Files in a CDE

38 seconds Published 3 chapters

About this video

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

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