Where can I upload coordination files for my team or consultants?

1. Upload files directly to a Task (Scope or Verify)

Use this option when the file is part of a defined requirement in your Scope or when it needs to be attached to a specific task you are verifying.

A. From the Scope module

If the Scope includes a document requirement, you can attach files directly to that task.

1. Open Scope.
2. Click the cell for the task you want to upload to.
3. The task card will open.
4. Use the Upload button to add your file.
5. Add metadata when prompted.

This keeps each file connected to its defined information requirement:

B. From the Verify module

If you are checking deliverables in the Verify module, you can also open the task card and upload files there.

1. Open Verify.
2. Click the task card you are reviewing.
3. Use the Upload button to attach the coordination file.
4. Add metadata if needed.

Uploading from either Scope or Verify attaches the file to the same underlying task.

2. Upload files directly into the File Manager

Use this option when you want to upload general coordination files that are not tied to a specific task or requirement, such as CAD coordination packages, PDF markups, reference drawings, or owner deliverables.

1. Open File Manager from the left navigation.
2. Click the Upload button.
3. Add metadata when prompted.
4. Set permissions for team members, consultants, or owners.

Additional File Manager benefits

• Set detailed permissions for each file
• Add required metadata to help organize and filter
• Request e-signatures:
  • If the file was created inside Plannerly, the signature is applied directly to the PDF
  • If it is an external file, Plannerly adds a signature cover page as a PDF

Which option should I choose?

Most teams use both: upload requirement-specific files to tasks, and upload project-wide coordination files to File Manager.

If you have questions about where a specific file should go, reach out in the in-app chat and we will help guide you.