Video
Plannerly Accounts, Workspaces and Projects Explained
About this video
Step-by-step guide: https://help.plannerly.com/en/article/accounts-workspaces-and-projects-in-plannerly-explained
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Not sure how projects are set up in Plannerly? Your account holds workspaces, and workspaces hold projects. This short video shows what each level is for and where standards, people and plan live in Account Settings, so you set things up once and every project follows.
In this video:
0:00 Why set up once
0:13 Account, workspace, project
0:38 Account Settings
Next: How to Add Your Logo and Colors to Your Plannerly Account: https://youtu.be/OxrjFHypV1Y
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s
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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Where this video is used
Video · 0:47How to Add Your Logo and Colors to Your Plannerly Account
Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-your-company-logo-and-colors-to-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
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Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-another-account-admin-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:54How to Group Projects into Workspaces in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/66-how-to-create-a-new-workspace-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
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Step-by-step guide: https://help.plannerly.com/en/article/51-how-much-does-plannerly-cost Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
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Step-by-step guide: https://help.plannerly.com/en/article/set-company-page-size-margins-and-text-styles-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
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Step-by-step guide: https://help.plannerly.com/en/article/add-a-company-header-and-footer-with-smartfields-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/