Videos
Plannerly videos - page 2
BIM management, ISO 19650 and Plannerly itself, newest first. Each video has its own page with its description, chapters and where it is used on the site.
Video · 0:43How 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/
Video · 0:41How 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/
Video · 0:42How 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/
Video · 0:38How 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/
Video · 0:40How 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/
Video · 0:42How 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/
Video · 0:50How 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/
Video · 0:44How 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/
Video · 0:30How 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/
Video · 0:49How 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/
Video · 0:44How 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/
Video · 0:36How 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/
Video · 0:57Timeline 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/
Video · 0:50How 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/
Video · 0:45How 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/
Video · 0:44How 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/
Video · 0:49How 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/
Video · 0:44How 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/
Video · 0:44How 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/
Video · 0:39How 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/
Video · 0:34How 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/
Video · 0:36How 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/
Video · 0:35How 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/
Video · 0:36How 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/
Video · 0:39How 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/
Video · 0:30How 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/
Video · 0:28How 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/
Video · 0:35How 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/
Video · 0:43How 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/
Video · 0:40How 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/
Video · 0:38How 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/
Video · 0:38How 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/
Video · 0:45How 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/
Video · 0:57How 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/
Video · 39:00AI 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.
Video · 1:00One 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.