Here's how it works:


Flexible Folder and Item Structure

In Plannerly, your WBS is built using a folder and row structure:

  • Create as many folders as needed to reflect your project's hierarchy
  • Group rows of elements or items within each folder
  • Optionally, keep items in a flat structure without groups

Classification, Subtitles, and Entity Types

Each folder or item in your WBS can include:

  • A Classification Code
  • A Subtitle
  • An assigned Entity Type (e.g. Space, System, Object)

You can keep classification codes independent per level or enable code concatenation in project settings to automatically combine parent and child codes for full traceability.


Built-in and Custom Classification Systems

Plannerly supports multiple international classification systems, including:

  • Uniclass, Uniformat, NRM, Revit Categories
  • Regional systems from France, China, Finland, Portugal, Norway, Nigeria, Netherlands, Hungary, Lithuania, Latvia, Italy, Indonesia, Canada (French), Mexico, Argentina, and Spanish variants

Need your own structure? You can add and reuse custom classification systems across any project.


Plan Requirements Over Time with Milestones

Once your WBS is built, you can plan each item across project milestones using the Scope grid:

  • Row = WBS item
  • Column = Milestone (name, description, start and end date)
  • Cell= Planning space for:
    • Start and end dates
    • Checklists
    • Task descriptions
    • Required information
    • Attachments
    • Assigned team and team member
    • Status (Agreed, In Progress, Complete, Verified)

Reusability Across Projects

You do not need to start from scratch:

  • All WBS folders, items, and classifications are reusable
  • Drag and drop entire structures into other projects

With Plannerly's Scope module, you get a smart, standardized, and scalable WBS system that aligns teams and simplifies BIM and project planning workflows.