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How to Turn a Client Requirement Matrix into Scope with AI

44 seconds Published 3 chapters

About this video

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

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